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Beyond Triple Play: forecasts for broadband value-added services

発行	Analysys Mason
出版日	2006年11月	商品コード	47707
ページ情報	英文
価格	こちらの商品の販売は終了いたしました。

概要
原文目次
関連レポート

当商品の販売は、2012年05月03日を持ちまして終了しました。

原文目次

Abstract

Analysys Research reports provide authoritative coverage of the global networked economy based on our unrivalled ability to combine real-world experience, rigorous research and forward-looking analysis. These data-rich reports are focused on answering the most pressing market and technology questions and give in-depth analysis on the latest trends and issues affecting the global telecoms marketplace.

0. Summary

1. Triple play adds a revenue stream but not much profit

1.1 Broadband operators will not be able to offset falling ARPU by increasing subscriber numbers for much longer
1.2 Network roll-out is expensive and TV struggles to pay for it
1.3 Can broadband operators add profitable services to their interactive networks?

2. There is a huge range of bundles and pricing strategies

2.1 Operators are adopting different pricing strategies
2.2 In the last two years, France has been the most competitive broadband market
2.3 Value-added services fall into four main groups
2.4 Value-added telecoms has a lot to offer
2.5 Interactive entertainment is an exciting new area which can reduce churn
2.6 Virus protection and WiFi modems are the current favourite IT add-ons
2.7 Home management is an area where broadband can bring benefits to users
2.8 Portals offer the chance to carry advertising
2.9 Broadband operators have a particular set of strengths

3. Some revenue streams are easier for broadband operators to tap into than others

3.1 Broadband operators dominate the communications value chain
3.2 Broadband operators are struggling to find a role in the entertainment value chain
3.3 Portals are a dying service, but community Web sites are probably the replacement
3.4 Telecoms-related products and services are more promising
3.5 Broadband operators can exploit priority content

4. Broadband operators may have to live with a commodity business

4.1 Telecoms operator branding is strong and can be limiting
4.2 Broadband operator skills are a good match for telecoms services, but not so good for some of the other services
4.3 Fixed broadband operators have some extremely valuable networks

5. Value-added services can fill the gap as triple-play revenues decline

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List of Figures and Tables

Figure 0.1: Forecast revenues for the four main groups of residential broadband value-added services and three other sources, Western Europe, 2002-12
Figure 1.1: Broadband ARPU in six Western European countries, 2002-6
Figure 1.2: Broadband penetration in six Western European countries, 2002-12
Table 1.1: A simple business case for VDSL
Table 2.1: Top-of-the-range bundles of broadband services offered by leading Western European service providers
Table 2.2: Key launches and service developments in broadband offers in France, 2002-6
Figure 2.1: Major broadband technology announcements in France, and growth rates of broadband lines, 2001-5
Figure 2.2: Services mapped by bandwidth and number of parties
Figure 3.1: Value chain for TV over broadband
Figure 4.1: A comparison of telecoms operator brand strengths
Figure 4.2: A comparison of telecoms operator skills
Figure 5.1: Sources of revenue in the Western European residential broadband market, 2002-12
Figure 5.2: Forecast revenues for the four main groups of residential broadband value-added services and three other sources, Western Europe, 2002-12
Figure 5.3: ARPU from broadband value-added services in Germany, 2002-12
Figure 5.4: ARPU from broadband value-added services in France, 2002-12
Figure 5.5: ARPU from broadband value-added services in Italy, 2002-12
Figure 5.6: ARPU from broadband value-added services in Spain, 2002-12
Figure 5.7: ARPU from broadband value-added services in Sweden, 2002-12
Figure 5.8: ARPU from broadband value-added services in the United Kingdom,2002-12
Figure 5.9: Revenues from broadband value-added services and device sales, as a percentage of total broadband value-added service revenue in six Western European countries in 2012
Figure 5.10: Potential revenue from priority distribution services in Western Europe, 2006-12