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The impact of connected TV on managed TV networks
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The connected TVA challenge for managed TV networks
May 2009
Gilles Fontaine
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An old story ?
Bringing the web to TV never succeeded
But things have changed !
Strong combination of enablers to back up the disruption:
Improving QoS on the Internet Video content on the web Consumers familiar with web
content A growing base of multimedia boxes And many contenders…
TV Manufacturers Samsung, LG, Sony…
Home Consoles Manufacturers
Microsoft, Sony, Nintendo
Internet Companies Google/Yahoo
Hybrid Boxes manufacturers
Vudu, Roku, Popcorn Hour, Verismo VuNow
Ecosystem Provider Apple
ISP Verizon
Pay TV Operators C+/Le Cube
33
Many approaches to connected TV solutions
Terminal
TVs
Internet access boxes
Multimedia Boxes
Content
Over the top content, eg YouTube
TV branded content, eg catch-up TV
Premium content, eg movies
Personal/P2P content
Services (weather, travel…)
Network
Competition with broadcast
Integration with broadcast
Service provision
No service provider
Technically managed
Walled garden
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The concept(s): Multimedia boxes
Embedded web video servicesEmbedded web video services
Personal content on TV
Personal content on TV
+
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The concept (s): YahooThe concept (s): Yahoo
Widgets Yahoo!TVWidgets Yahoo!TVWidget menuWidget menu
Widget FlickrWidget Flickr
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The concept(s): Boxee
Runs on Apple TVRuns on Apple TV
Access to any web video services
Access to any web video services
Includes a recommendation tool
Includes a recommendation tool
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Opportunities for web players/Threats to the TV packagers
New walled gardens on TV
New walled gardens on TV
Competition for VOD servicesCompetition for VOD services
Competition for TV packagesCompetition for
TV packages
Competition for advertising
Competition for advertising
New services capturing part of
the TV value
New services capturing part of
the TV value
YouTube
Netflix
Yahoo
AppleTV Apps storesTV Apps stores
Access to the TV setAccess to the TV set
New outlet for Web video services
New outlet for Web video services
New advertising inventory on the
interface
New advertising inventory on the
interface
A new Android-based EPG
A new Android-based EPG
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The TV providers answer: Verizon/FIOS
Update of Facebook status with the remote
Update of Facebook status with the remote
Display Twitter members watching the programmeDisplay Twitter members watching the programme
Launch catch-up TVEnhance VOD servicesEmbed Best of the web
Launch catch-up TVEnhance VOD servicesEmbed Best of the web
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So ?
QoS ?Services: Appstore Vs Hulu ? Who will be in charge of customer care ?Any strong TV material on the Web ?
Footprint of « advanced » broadcast networks will be keyIn the USA: Content industry keen to protect the cable industryEurope: Depending on roll-out of IPTV and upgrade of cable networks
QoS ?Services: Appstore Vs Hulu ? Who will be in charge of customer care ?Any strong TV material on the Web ?
Footprint of « advanced » broadcast networks will be keyIn the USA: Content industry keen to protect the cable industryEurope: Depending on roll-out of IPTV and upgrade of cable networks
2008 2009 2010 2011 2012TV Display 0,31 1,07 2,81 6,48 14,18 Cable STB 4,73 12,43 22,77 35,43 49,94 Satellite STB 0,90 2,58 5,32 9,31 15,00 Terrestrial STB - - - 1,13 2,81 IPTV STB 7,22 17,50 29,66 42,80 56,43 DMA 0,30 1,42 3,91 7,80 12,81 DVD Components 1,30 3,46 7,10 13,86 26,91 DVR 1,00 2,99 6,80 14,48 30,08 Audio Components 1,01 2,89 6,17 11,40 18,86 Home Consoles 36,60 76,10 115,90 154,14 189,55 Nomad Devices 0,65 2,23 5,33 10,74 19,21 Total 54,03 122,67 205,78 307,57 435,77
Total Installed Base Connected CE (Million Units)
