Cover Image
Market Research Report

Telco and Cableco Video Strategies: Towards OTT Video Services?

Published by IDATE DigiWorld Product code 409990
Published Content info 40 Pages
Delivery time: 1-2 business days
Price
Back to Top
Telco and Cableco Video Strategies: Towards OTT Video Services?
Published: December 28, 2016 Content info: 40 Pages
Description

This reports analyses the video positioning of key telecom and cable operators through detailed profiles.

Besides the analysis of TV OTT video services, some additional focus is placed on innovative services launched and on key content partnerships established.

Among the key questions examined are: why operators are again interested in video? What is the split between content aggregators and content owners? What are the key objectives dedicated to video services? Will OTT video be the next big thing for operators?

We regroup identified trends in key player positioning to draft some essential objectives assigned to video services by operators.

Keeping in mind that Tier 1 and Tier 2 operators will not share the same resources and objectives, we finally draw up a tentative approach for operators to move more profoundly into OTT video.

Table of Contents
Product Code: M16246MR

Table of Contents

1. Executive Summary

2. Methodology

  • 2.1. General methodology of IDATE's reports
  • 2.2. Main concepts of IP video
    • 2.2.1. Delivery modes
    • 2.2.2. Video services

3. Market framework

  • 3.1. IPTV rollout: the end of the golden days?
  • 3.2. Skyrocketing OTT video usage is driving threats, and opportunities

4. Telcos' TV & video positioning

  • 4.1. Altice
  • 4.2. AT&T
  • 4.3. BT
  • 4.4. Deutsche Telekom
  • 4.5. Comcast
  • 4.6. KPN
  • 4.7. Liberty Global
  • 4.8. Orange
  • 4.9. Telecom Italia
  • 4.10. Telefónica
  • 4.11. Verizon
  • 4.12. Vodafone

5. Conclusions on telco video positioning

  • 5.1. Content is king: telcos are climbing higher up the chain
  • 5.2. Aggregation or content ownership?
    • 5.2.1. Content aggregation
    • 5.2.2. Vertical integration with video
  • 5.3. Multiplay strategies
  • 5.4. Promote fixed and mobile very high-speed broadband connectivity
  • 5.5. OTT video as a growth engine?

Report's tables and figures

Tables

  • Table 1: Recent Altice M&A moves
  • Table 2: SFR TV
  • Table 3: Examples of telecom-media deals

Figures

  • Figure 1: Evolution of IPTV households worldwide, 2012-2017
  • Figure 2: Growth of IPTV households in the top European markets, East Asia and the USA, 2012-2016
  • Figure 3: Global IP traffic, by application category
  • Figure 4: Online/mobile is driving video consumption growth globally
  • Figure 5: Growth in the price of a monthly cable plan in the US, pegged to inflation, 2000-2015
  • Figure 6: Cord cutting among Americans, in 2015
  • Figure 7: Reasons cited for cord cutting among Americans, in 2015
  • Figure 8: SFR- Numericable strategic content and convergence initiatives
  • Figure 9: Rationale behind the AT&T-Time Warner deal
  • Figure 10: OpenReach network
  • Figure 11: BT TV packages
  • Figure 12: BT 'extra' video services
  • Figure 13: The BT Sport package aims at increasing broadband take-up
  • Figure 14: Deutsche Telekom customers in Europe, H1 2016
  • Figure 15: Deutsche Telekom Entertain offers
  • Figure 16: Stream TV Offer
  • Figure 17: Cloud-based IPTV strategy
  • Figure 18: Partnerships strategy
  • Figure 19: KPN strategy, centred around up- and cross-sell to households
  • Figure 20: Horizon Go features
  • Figure 21: Triple-play offers with premium TV channels, in partnership with Canal+
  • Figure 22: OCS plans
  • Figure 23: Telecom Italia TV customer base
  • Figure 24: The Telecom Italia strategy, centred around convergence and n-play penetration
  • Figure 25: TIMvision for smartphones
  • Figure 26: Movistar+
  • Figure 27: Samsung Movistar+ Ready
  • Figure 28: Verizon skinny bundles
  • Figure 29: Verizon go90
  • Figure 30: Vodafone growth engines: strengthening strategic capabilities

List of players

  • Altice
  • AT&T
  • BT
  • Comcast
  • Deutsche Telekom
  • KPN
  • Liberty Glogal
  • Orange
  • Telecom Italia
  • Telefónica
  • Verizon
  • Vodafone
Back to Top