Telecom Investment Research Note
A key business model to deliver integrated products such as the features offered by Smart TVs; is known as a triple or quad play model and includes devices which offer internet access, voice services, video/TV or mobile services to a subscriber via a single connection. These multi-play services require a large amount of bandwidth and as such are typically provided over high speed connections based on fibre optical or hybrid-fibre-coaxial (HFC) cables. In the past the combined package were not priced attractively enough to attract customers, but there are now changes that are leading to a revival of these multi-play models.
Bundled offers are very popular in parts of Europe; Quad play is the next growth area; a number of countries in Asia are also leading multi-play developments.
Companies covered in this report include:
SFR; Orange; Canal+; Iliad (Free); Bouygues Telecom.