USA - Convergence - Digital TV & IPTV

Synopsis

Although the FTA networks, such as ABC, CBS, and NBC all offer digital and increasingly High Definition TV programming, for many years they have been losing audience share to the cable and satellite TV networks. The Big Three are expected to continue to lose market share to the DBS and cable providers as well as, incrementally, to the telcos’ IPTV networks. The US now has one of the highest rates of pay-TV penetration in the world. The market is thus moving to a triple play model in which the telcos, with their expanding fibre network deployments and new IPTV offerings, are likely to become a major force. By 2009 there were nearly 100 million pay-TV (or Multichannel Video Programming Distributors) subscribers in the US, amounting to over 85% of households.

Table of Contents

• 1. Synopsis
  
• 2. Overview of the broadcasting market
  
  • 2.1 Background
    
  • 2.2 Analysis of key trends
    
    • 2.2.1 Satellite versus cable versus Telco IPTV
      
    • 2.2.2 Analogue switch-off
      
    • 2.2.3 High Definition TV (HDTV)
      
    • 2.2.4 DVRs to impact US TV advertising market
      
• 3. Regulatory issues
  
  • 3.1 Franchise laws
    
  • 3.2 À la carte
    
  • 3.3 TV white spaces decision
    
• 4. Digital TV
  
  • 4.1 IPTV
    
    • 4.1.1 IPTV market overview
      
    • 4.1.2 FttH/FttC/FttN networks
      
    • 4.1.3 Verizon’s FiOS TV
      
    • 4.1.4 AT&T’s U-Verse Video
      
    • 4.1.5 Video-on-Demand (VoD)
      
  • 4.2 Cable DTV
    
    • 4.2.1 Overview
      
    • 4.2.2 Cable statistics
      
  • 4.3 Satellite Direct Broadcasting Service (DBS)
    
    • 4.3.1 Overview
      
    • 4.3.2 DISH Network
      
    • 4.3.3 DIRECTV
      
  • 4.4 Digital Terrestrial TV (DTTV)
    
    • 4.4.1 Overview
      
    • 4.4.2 HD over-the-Air
      
    • 4.4.3 National FTA broadcasters
      
• 5. Consumer electronics
  
  • 5.1 Digital TV sets and HDTVs
    
  • 5.2 DVRs
    
• 6. Related reports
  

• Table 1 – Broadcasting coverage, subscribers, annual change and penetration – 2008
• Table 1 – Market shares of MSO, DBS and Telco video segments – 2005 – Q1-2009
• Table 2 – Market shares of major MSO, DBS and telco video providers – 2005; 2007 - 2008
• Table 3 – Homes passed by cable HDTV service and annual change – 2002 - 2007
• Table 4 – Cable CAPEX, customer and advertising revenues – 1996 - 2007
• Table 5 – Basic cable and digital subscribers – 2000 - 2008
• Table 6 – Top 25 cable MSOs ranked by subscribers & market share – 2008
• Table 7 – DBS versus MSO market shares – 2001 - 2008
• Table 8 – Satellite DBS subscribers by major network – 2000 - 2008
• Table 9 – DISH ARPU, churn and subscriber acquisition costs – 2005 - 2008
• Table 10 – DIRECTV ARPU, churn and subscriber acquisition costs – 2005 - 2008
• Table 11 – Digital TV sets sales and revenues – 2000 - 2008

• Exhibit 1 – Examples of non-cable VoD services
• Exhibit 2 – National FTA broadcasters – 2008