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Telco and cableco video strategies

Market report - 28/12/2016 Telco and cableco video strategies

Towards OTT video services?

This report 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.

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

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

Skyrocketing OTT video usage is driving threats, and opportunities
Content is king: telcos are climbing higher up the chain
Content aggregation as a solution…
… a step further, moving towards exclusive and/or original content
Multiplay against churn
Promoting fixed and mobile very high-speed broadband connectivity
Is OTT video (everywhere) a growth engine?
Strategic positioning on video for telcos

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