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Defining Broadband
What do we mean by “Broadband”
From point of view of consumers From point of view of policymakers
Broadband Triple Play
Fast Internet (IP) + Voice + Interactive Video, over 1 connection
Integrated, not add-ons
e.Biscom (Italy) – the first integrated broadband provider
B2 (Sweden) – nearly there!
1SEK = ¥14.5, 1Euro = ¥132
Bredbandsbolaget / Bredband / B2
B2 (ブレーバンスボラーゲット ) Established 1998 – 10Mbps to the apartment Target: 1 million apartments @ 200 Swedish
Kroner/Month by 2005 Internet - - - then Video and Voice 2.5Gbps backbone (upgrade to 10Gbps), metro area
1Gbps rings, multiple rings in large cities: future proof B2 standard throughout Built heavily on Stokab and other municipal fiber
Bredbandsbolaget / Bredband / B2
10Mbps anywhere on B2 network Live Ethernet in all apartments in the connected
building Anchor deal with HSB: access to 400,000
apartments in 51 cities
No IPO – Change of Plans
October 2000 – IPO called-off Cancelled international plans Scaled-back and slowed-down in Sweden Raised prices from 200SEK to 400SEK/month
B2 Target Household Type / Homes Installed & Subscribers (10Mbps service)
HouseholdsMDU
HouseholdsSingle
HouseholdsB2 cities (51) 2,128,563 1,599,994 544,205Total in Sweden 4,357,000 2,259,000 2,098,000
Homes Installed SubscribersQ4-00 81,000 7,000Q4-01 220,000 70,000Q1-02 229,000 79,000Q2-02 239,000 80,000Q3-02 246,000 85,000Q4-02 260,000 90,000Q1-03 275,000 105,000
Current: 287,000 homes, 120,000 fiber subscribers, 30,000 DSL, 40,000 Voice
No IPO – Change of Plans
New business plan Business customers DSL (city-by-city rollout)
February 2003: Video-on-Demand, but PC oriented PAL-Quality TV and MPEG2 Video: Summer 2004
(focus on the TV) Challenge:
Cheap and popular cable Other broadband IP providers
No IPO – Change of Plans
February 2003: Nationwide IP telephony Non-PC customers on the socket 20,000 first 3 months 99SEK/month (advantage: 20% under Telia) Full service, ordinary telephone number
March 2003: DSL launched (0.5Million new homes) 8Mbps and 12Mbps: carry all current and planned
services Big city focus: Stockholm, Gottenberg and Malmo Triple play on the way
e.Biscom – First in Broadband?
Established in 1999: Silvio Scaglia Broadband services over Internet Protocol, a network
of routers: “a single IP network for all services to both business and residential customers.”
A new utility serving the home enabling: Voice Video Internet And services over IP
e.Biscom – Vertical Integration
Building on Omnitel’s success: control vertically Metroweb: dark fiber Fastweb: local network and services
Cites served: Milan, Rome, Genoa, Turin,
Bologna, Naples and Reggio Emilia e.Bismedia: content
RaiClick
Models :
NETWORK(Backbone and Access)
CONTENT
PHISICAL INFRASTRUCTURE(Dark Fiber)
e.Biscom – Vertical Integration
MunicipalityService Provider
StokabStokab
Municipality
e.Biscom – Reasons for Success
Integrated from launch First mover advantage Successful IPO: $1.5 billion (March 2000) Big city focus Limited competition Business customers bring revenues (and sometimes
new services) DSL carries all services and is an upgrade path to
fiber when available
Technology - Fastweb in the apartment
Broadband Fiber 10Mbps DSL up to 6Mbps (4Mpbs)
Simultaneous connection Telephone Internet TV/Movie Interactive video-comms
Streaming Video Unicast - MPEG2@4Mbps Multicast - MPEG2@2-4Mbps
e.Biscom – Services
Fast Internet TV (2Mbps stream) Movies on Demand (4Mbps stream)
Universal, Fox, DreamWorks, MTV, Discovery, BBC, etc.
Voice Telephony Video Telephone (to the TV, 1.5Mbps stream) Show My Video Recording and storage IP home services (security to lights)
Fastweb services: subscription packages and fees
Package Monthly sub. Internet Telephone TV Video-communication
TV di FastWeb E30 (E25, Jan 04)
E1.5/hour (fastweb free)
Call charges Included Extra
Mega Internet 500 E35 500 min free, then E1.5/hour
1.2cent/min (Fastweb free)
E10/month Extra
Voce Senza Limiti E41 E1.5/hour (fastweb free)
Included E10/month Extra
Internet Senza Limiti E67 Included 1.2cent/min (Fastweb free)
E10/month Extra
Tutto Senza Limiti E85 Included Included Included Extra
Tutto Fastweb E110 Included Included Included Included
Customers & Revenues
3q ‘02 4q ‘02 1q ‘03 2q ‘03 3q ‘03
Subscribers (thousands)
131.5 176.1 213.0 249.0 290.2
Fiber 76.6 99.7 115.6 127.8 141.7
DSL 54.9 76.4 97.4 121.8 148.5
Revenues (million Euro)
61.7 63.3 75.0 108.1 118.7
EBITDA 6.2 8.3 15.6 24.5 34.5
Future
Customer growth steady Financial targets being met and money to build $865 ARPU vs. $385 for Telecom Italia copper Additional $140 ARPU from video-on-demand
customers Still innovating