Australia - Digital Media - IPTV - Major Players

Synopsis

The telcos were the first cabs off the rank once they began to understand what they could do with the internet. However, they then became entangled in their vertically-integrated business models, trying to be all things to all people.

The other problem has been that all players launched their own proprietary systems and tried to negotiate their own exclusive content deals with movie and sport providers.

Independent content providers were not provided with an economically viable business offering by the telcos, who preferred to enter this new market on their own, through portal and ‘walled garden’ offerings. This forced the new players to develop the market independently, with Over-The-Top and apps solutions, thus bypassing the telcos as much as possible.

The clear winner has been YouTube, but other specialised video entertainment companies, including the broadcasters, have also performed significantly better in the video entertainment market.

2012 could mean a new start for this market. With more widespread ADSL2+ broadband available, the prospect of new business models on the NBN and a new look at Triple Play models is putting IPTV back on the agenda again.

A re-launch of the Telstra T-box, the arrival of fetchtv and new plans from Quickflix and Netflix will lead the revival of this market.

Companies mentioned in the report include:

Companies mentioned in this report include – Telstra, Optus, Internode, TransACT, FOXTEL, VOD, Quickflix, Netflix, ABC, Ninemsn, Yahoo!7TV, Hulu, iiNet, SBS.

Hot Topics

IPTV, VoD, video-on-demand, video podcast, online video, DVD, Mobile TV, online streaming.

Table of Contents

• 1. Synopsis
• 2. Introduction
• 3. Telstra BigPond Media
  • 3.1 Background
  • 3.2 BigPond Movies
    • 3.2.1 T-Box and Video on Demand
    • 3.2.2 Foxtel on T-Box
    • 3.2.3 DVDs
  • 3.3 Mobile TV
  • 3.4 BigPond Sport
  • 3.5 BigPond TV
  • 3.6 BigPond content
    • 3.6.1 Games
    • 3.6.2 BigPond Music
    • 3.6.3 Lifestyle content
    • 3.6.4 Shopping
    • 3.6.5 BigPond dating
    • 3.6.6 BigPond travel
    • 3.6.7 BigPond health
    • 3.6.8 VMC
  • 3.7 Telstra’s complex convergence strategy (historic)
• 4. Optus TV
  • 4.1 Background
  • 4.2 Mobile TV and apps
  • 4.3 Optus TV Now
  • 4.4 Optus MeTV with fetch
  • 4.5 ONE80PROJECT
• 5. Australian Broadcasting Corporation (ABC)
  • 5.1 iView
  • 5.2 ABC iView strategy a hit in 2011
  • 5.3 Video podcasts
• 6. BBC iPlayer
  • 6.1 Launched in Australia
• 7. TPG
• 8. FetchTV
  • 8.1 Product offering
  • 8.2 Analysis of its business model
  • 8.3 Non IP Multicast trials
• 9. FOXTEL
  • 9.1 Video on demand
  • 9.2 IPTV
• 10. Hulu
• 11. iiNet
• 12. Internode
• 13. Netbay
• 14. Netflix heading Down Under?
• 15. ninemsn
  • 15.1 Overview
  • 15.2 Online, widgets and apps
  • 15.3 Catch-up TV moving forward to FIXPLay
• 16. Quickflix
  • 16.1 Overview
  • 16.2 Recent developments
  • 16.3 BBC content arrangement
  • 16.4 Analysis
• 17. Seven Network
  • 17.1 Overview
  • 17.2 Yahoo!7TV – Plus7
  • 17.3 Seven West Media
• 18. Special Broadcasting Service (SBS)
• 19. Tabcorp
• 20. Ten Network
  • 20.1 Background
  • 20.2 Content sharing, apps and sport
• 21. TransACT
• 22. VOD Pty Ltd
• 23. IPTV for remote mining sites
• 24. IPTV – market overview (separate report)
• 25. Related reports

• Table 1 – Estimated video streams by selected providers – 2008 - 2011
• Table 2 – Quickflix – key performance indicators – 2008 - 2012

• Chart 1 – Overview of long term share trending Quickflix – 2005 - 2012
• Chart 2 – Overview of share price Quickflix – 2011 - 2012

• Exhibit 1 – Quickflix at a glance – 2012
• Exhibit 2 – Seven Network’s digital media strategies – 2006 - 2009