Triple-play and quad-play bundling has served operators well but the market
is evolving fast with leading operators now launching new multiplay products -
including multiscreen, OTT and cloud services - that are opening up exciting
new opportunities for operators.
Top-quality analysis and 10 case studies - from leading players in developed
and developing markets - showing how operators are building next-generation
multi-play offers - and the results and key lessons learnt.
Beyond the Quad-Play looks at the fast-changing multiplay market as
operators move beyond traditional triple and quad-play bundles to offering a
range of new services as part of their next-generation multiplay offers that
will drive customer loyalty and create new revenues.
Pushing new boundaries with multiscreen, OTT and cloud services,
market-leading operators are delivering completely new products to subscribers
that are transforming the way subscribers view their service providers and
creating new opportunities for operators.
The report shows how cutting operators are revolutionizing the whole
telco-subscriber relationship by moving beyond being "dumb pipe" providers and
instead placing themselves at the center of subscribers' lives, delivering a
whole range of new products, services and applications.
Featuring 10 in-depth case studies, Beyond the Quad-Play shows how
operators in markets as diverse as the US, Western Europe, South Korea and
Kenya are engaging with subscribers in new and compelling ways - and what
other operators can learn from them.
Beyond the Quad-Play also features top-level analysis of current bundling
strategies - including critical data on current take-up rates in key
markets - and also provides invaluable advice and recommendations from Informa
Telecoms & Media analysts on how global operators should approach
next-generation multiplay services.
How will this research help you:
- LEARN how to turn your current triple and quad-play bundles into exciting
and compelling multiplay offerings
- DISCOVER the new revenue streams being pursued by cutting-edge multiplay
- REDUCE churn and INCREASE ARPU by learning from successfully-deployed
multiplay strategies from leading operators
- FIND OUT how top operators are making multiscreen a compelling value
proposition for subscribers
- UNDERSTAND how OTT and Cloud services can play a critical role in
next-generation multiplay services
Case studies include:
- StarHub: Where to now for APAC's master multiplay provider?
- Orange: Deploying multiplay strategies on a regional basis
- Deutsche Telekom: Exploring the evolving multiplay opportunities
- Belgacom: Changing pricing models for multiplay subscribers
- AT&T: Where to now for multiplay services?
- Verizon: How the Comcast partnership changes the multiplay outlook
- America Movil Brazil (Claro): Multiplay strategy review and strategy
- Safaricom: Making Mpesa the spark for new multiplay services
- QTel: Backstage music service becomes a key part of the bundled product
- South Korea
- Hong Kong
New report format:
New Report format - designed for sharing - This research is available
from our online store either as a hardcopy report or electronic format,
featuring a series of PDF and PPT files, each designed to provide you
with business critical intelligence which is easy to share with your
- Tony Brown, Senior Analyst, Broadband and Internet
- Chris Drake, Senior Analyst, Broadband and Internet
- Paul Merry, Senior Analyst, Operator Strategies
- Danson Njue, Research Analyst, MEA
- Mai Barakat, Research Analyst, MEA
- Anubhuti Belgankaor, Senior Analyst, Asia Pacific
- Francesco Radicati, Research Analyst, Europe
- Mike Roberts, Principal Analyst, Americas
- Kristin Paulin, Senior Analyst, Americas
- Marceli Passoni, Research Analyst, Americas
Table of Contents
Beyond Quad-Play Executive Summary - PPT (28 slides)
Beyond Quad-Play: OTT, multiscreen and the Cloud are keys to the future for operators
- Fig. 1: The new era of multiplay services
- Fig. 2: StarHub's multiplay subscriber data, 2007-1H12.
- Fig. 3: Hong Kong, broadband market share, by operator, 2005-2011
- Fig. 4: PCCW residential fixed-lines in usage, 2003-2011
- Fig. 5: PCCW's NOW TV, subscribers and ARPU, 2003-2011
- Fig. 6: Chunghwa Telecom, key IPTV operational data, 1Q11-1Q12
- Fig. 7: The Telstra T-Box
- Fig. 8: Telstra, multiplay subscribers and T-Box sales, FY10-FY12
- Fig. 9: Telekom Malaysia UniFi packages
- Fig. 10: KDDI au Smart Value plan subscriber take-up, 1Q11-2Q12
- Fig. 11: Key benefits of KDDI au Smart Value plan.
- Fig. 12: Selected developing-market operators offering consumer insurance
- Fig. 13: Selected nontelecoms services being deployed by operators
- Fig. 14: SWOT analysis for operators in offering nontelecoms retail
Case study: Orange France - making digital content and retail promotions central multiplay
- Fig. 1: Orange France multiplay offering
- Fig. 2: Evolution of Orange's multiplay strategy
- Fig. 3: "Value Management" and "Lifetime Extension" services
- Fig. 4: Orange, RendezVousTV and TVcheck app user interfaces.
- Fig. 5: Creating value throughout customer lifecycle
- Fig. 6: Orange content-development business model
- Fig. 7: Orange 2-for-1 cinema offers
- Fig. 8: Orange's quad-play competitors
- Fig. 9: France, Orange quad-play customers, 4Q10-1Q12.
- Fig. 10: France, Orange ARPU growth and churn, 1Q10-1Q12
- Fig. 11: SWOT analysis of Orange's multiplay strategy.
Case study: AT&T's multiplay strategy - classic bundling mixed with innovative applications drives market-leading growth for U-verse
- Fig. 1: AT&T's multiplay offering.
- Fig. 2: AT&T, subscriptions by major segment, 2Q10-2Q12
- Fig. 3: AT&T's key multiplay segments
- Fig. 4: U-verse's services and selected bundles, Aug-12
- Fig. 5: U-verse's wireless access point and receiver
- Fig. 6: Timeline of selected U-verse milestones and apps
- Fig. 7: U-verse Mobile's program-guide screen shot
- Fig. 8: AT&T, TV subscriptions by segment, 3Q10-2Q12
- Fig. 9: US, pay-TV subs, top 10 operators, 1Q09 and 1Q12
Case study: Belgacom - changing pricing models for multiplay subscribers
- Fig. 1: Belgacom, elements of multiplay offering
- Fig. 2: Belgacom "Service Pack" pricing options.
- Fig. 3: Belgacom, bundled service initiatives
- Fig. 4: Belgium, market position of the different operators
- Fig. 5: Belgacom business structure and commercial service offerings
- Fig. 6: Above- and below-the-line service paradigms
- Fig. 7: Belgacom half-year results, 1H12
- Fig. 8: SWOT analysis of Belgacom's multiplay pricing strategy
Case study: Verizon's multiplay evolving with cable tie-up
- Fig. 1: Verizon multiplay offering
- Fig. 2: US, pay-TV providers' market shares, 1Q12
- Fig. 3: US, fixed-broadband operators' market shares, 1Q12
- Fig. 4: US, mobile operators market share, 1Q12
- Fig. 5: Verizon triple-play bundles, 3Q12
- Fig. 6: Verizon double-play bundles, 3Q12
- Fig. 7: Growth of Verizon's FiOS triple-play bundles, 2Q11-2Q12
- Fig. 8: Verizon, FiOS ARPU vs. total consumer ARPU, 2Q11-2Q12.
- Fig. 9: SWOT analysis of Verizon's multiplay strategy
Case study: South Korea's battle of the multiplay masters
- Fig. 1: South Korea's multiplay offering
- Fig. 2: Strategic goals driving South Korean multiplay deployment
- Fig. 3: KT Smart Home Pad pricing plans
- Fig. 4: SK Broadband's fixed and mobile bundling plans
- Fig. 5: KT, key multiplay-subscription data, 1Q10-4Q11
- Fig. 6: SK Broadband, multiplay-subscription data, FY08-FY10
- Fig. 7: LGU+, multiplay-subscription data, 2009-2011
- Fig. 8: LGU+, ARPU, 1Q10-4Q11
- Fig. 9: SWOT analysis, South Korean multiplay telecoms operators
Case study: Deutsche Telekom's Entertain triple-play service.
- Fig. 1: Deutsche Telekom, elements of multiplay offering
- Fig. 2: Entertain home page
- Fig. 3: Entertain bundles overview
- Fig. 4: Germany, pay TV providers
- Fig. 5: Germany, IPTV subscribers by provider, 2Q12
- Fig. 6: Deutsche Telekom, IPTV customers, 1Q10-2Q12
- Fig. 7: Germany, top pay-TV players by subscriptions, 2Q12
- Fig. 8: Deutsch Telekom IPTV net adds, 1Q10-2Q12
- Fig. 9: Deutsche Telekom, fixed-broadband subscriptions, 1Q10-2Q12.
- Fig. 10: Deutsche Telekom Entertain SWOT analysis
Case study: StarHub - Where to now for APAC's master multiplay provider?
- Fig. 1: StarHub's multiplay offering.
- Fig. 2: StarHub, multiplay households based on number of services,
- Fig. 3: SingTel's fiber-based bundled plans.
- Fig. 4: StarHub's fiber-based hubbing plans
- Fig. 5: StarHub's strategy to increase adoption of multiplay services
- Fig. 6: Singapore, bundled-services households, 4Q10-1Q12.
- Fig. 7: StarHub, ARPU and churn for pay TV and fixed broadband, 4Q10-1Q12
- Fig. 8: StarHub SWOT
Case study: Safaricom is using MPESA as a platform for new multiplay services
- Fig. 1: Safaricom's multiplay offering
- Fig. 2: Safaricom's MPESA multiplay offer
- Fig. 3: Safaricom's strategic goals and MPESA's role in achieving them
- Fig. 4: Safaricom's MPESA business model.
- Fig. 5: Safaricom's M-ticketing
- Fig. 6: MPESA registered users, 1Q09-1Q12
- Fig. 7: MPESA revenue, 2009-2012
- Fig. 8: MPESA SWOT analysis.
Case study: Qtel's Backstage music-download service
- Fig. 1: Qtel's multiplay offering
- Fig. 2: iPhone screenshot of Backstage application in use for song rating
- Fig. 3: Qtel, subscriptions and subscription growth, 4Q09-4Q10.
- Fig. 4: Qtel's Backstage advertising
- Fig. 5: Backstage packages in Qatar, Jul-12
- Fig. 6: Prepaid and postpaid average split in Oman, Kuwait and Qatar, 1Q12
- Fig. 7: Qtel's Shahry bundles
- Fig. 8: Qtel Qatar, subscription growth, 3Q10-1Q12
- Fig. 9: Backstage SWOT
- Fig. 10: Mozaic TV advertising
- Fig. 11: Selected Nojoom Partner vouchers
Case study: NET Servicos combines differentiation in technology and services to increase customer loyalty
- Fig. 1: NET Servicos multiplay offering
- Fig. 2: NET's service evolution
- Fig. 3: NET NOW.
- Fig. 4: NET plans.
- Fig. 5: Brazil, multiplay services and bundling, by operator
- Fig. 6: Brazil, fixed-telephony subscriptions, by operator, 1Q10-1Q12
- Fig. 7: Brazil, NET's broadband subscriptions, 1Q10-1Q12
- Fig. 8: SWOT analysis for NET Servicos' multiplay strategy
Case study: Korea Telecom's education services face strong competition
- Fig. 1: KT's multiplay offering
- Fig. 2: KT Smart Home Pad selected services
- Fig. 3: Leading Olleh Home School content
- Fig. 4: KT's IPTV subscribers, 1Q11-1Q12
- Fig. 5: South Korea, private education participation rates, 2007-2011
- Fig. 6: South Korea, private education expenditure per-student/month,
- Fig. 7: SWOT analysis of Korea Telecom's education services