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市場調査レポート
欧州におけるケーブル産業
European cable industry overview
| 発行 |
Ovum, Ltd. |
| 出版日 |
2006年04月 |
商品コード |
37660 |
| ページ情報 |
英文 33 PAGES |
| 価格 |
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Abstract
With substantial differences between different countries and individual
operators, the European cable industry is far from homogeneous. Whereas some
are poised to become key players in the digital home of the future, others are
not likely to survive to see it turn into reality. We anticipate further
consolidation in the sector, with an eventual outcome of a single cable player
in most markets.
The cable industry regards itself as well positioned to own and/or co-own the
digital home, primarily due to its expertise in delivering entertainment to
the home and the technological superiority of its network. However, it cannot
afford to be complacent, and it will need to capitalise on the narrow window
of opportunity during which emerging players with substantially larger
resources at their disposal, such as incumbent telcos, are still in learning
mode. New technologies, such as WiMAX and HSDPA, will enable an increasing
number of new players to join the fray. In addition, the consumer electronics
is increasingly bringing out its own solutions to market, enabling consumers
to relegate the operator to the role of a mere bit-pipe provider.
The key focus of this report is the European cable industry, addressing the
following:
- key elements of cable operators' overall strategy
- strategy for individual services; for example, TV, broadband and voice
- moves towards the digital home.
Table of Contents
Key messages
Environment
Strategy
- Overall
- Triple-play becoming the norm
- Mixed success in growing ARPU
- Failure to stabilise churn
- Stunting customer growth
- Full potential of bundling not realised
- TV
- Mixed success in core business
- Digital rollout prerequisite to defend TV market share
- But not sufficient on its own
- Strong push towards VoD
- PVRs emerging
- Mixed views on HDTV
- Broadband
- Competing on value for money against the incumbent
- Very different position from one country to another
- Losing ground to DSL in the battle for broadband
- Voice
- VoIP spearheading push into voice
Financials
- Consumer revenues growing
- Mixed success in enhancing profitability
- Yet the situation is better than it was a few years ago
Competing for the digital home
- Confidence in its ability to achieve the vision
- Tempered by a sense of urgency
- Co-ownership is the way forward
- Focus on customer service as a differentiator
- Moving towards deeper convergence
- But no consensus on way forwar
- Clear winners and losers will emerge
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