2005 Accenture All Rights Reserved. December 2007 Video 2.0:
Transition from Broadcast to the Internet Slide 2 2 2005 Accenture
All Rights Reserved. AT&T has done outstanding job setting
Three Screen vision Slide 3 3 2005 Accenture All Rights Reserved.
but how close are they to realizing that vision? Slide 4 4 2005
Accenture All Rights Reserved. Most IPTV are still at the early
stages. So why hasnt IPTV been successful? BT AT&T (Lightspeed)
Swisscom Telenor Korea Telecom Bell Canada Telmex Brasil Telecom
Telecom Austria Reliance Infocomm Bharti T-online (Germany, France,
Spain) Qwest Singtel ADC (Thailand) Telemar Wind Fastweb CTI (Hong
Kong Broadband) Homechoice (now part of Tiscali) Sasktel Softbank
Versatel Telefonica Neuf Belgacom Noos France-Telecom Magline
Chunghwa Telecom Telecom Italia Verizon KPN Manitoba Telecom
Services (MTS) SMG + China Telecom /Netcom AT&T Homezone
Teliasonnera PCCW 1 Free 2 In a Technical or Market Trial (100s
1000s of friendly trialists) Commercially Launched (most >
20,000 subscribers) Commercially Launched at Scale > 500,000
subscribers * Sources: Company websites, Gartner, MRG, Accenture
Analysis. Data as at Sept 2006 * Note: 500,000 customers is still
small by broadcaster standards 1 608,000 customers announced in
Sept 06 2 1.5 million IPTV capable subscribers actual number of
paying customers estimated at 300k Slide 5 5 2005 Accenture All
Rights Reserved. Typical Communications Service Provider (CSP) view
of IPTV based on NG Broadcast TV and VoD over IP...but are they
solving the wrong problem? Slide 6 6 2005 Accenture All Rights
Reserved. Accenture research shows that consumers around the globe
are looking for new ways and want more control over they consume
their video Source: Accenture Global Digital Home Consumer Survey,
April-May 2006 (n=10,171) Slide 7 7 2005 Accenture All Rights
Reserved. Over-the-top Video on Demand (VoD) could capture much of
the on-demand market Slide 8 8 2005 Accenture All Rights Reserved.
China 82% United States 36% Canada 40% United Kingdom 32% Italy 46%
Germany 20% Japan 39% South Korea 43% Our research shows
significant numbers want to create and share their own content
creating huge opportunity for user generated content Source:
Accenture Global Digital Home Consumer Survey, April-May 2006
(n=10,171) Want to create/share own content (% respondents) Global
Average = 44% Taiwan 68% Slide 9 9 2005 Accenture All Rights
Reserved. New devices and rip-and-go models allow us to distribute
media within the home and take our content with us Slide 10 10 2005
Accenture All Rights Reserved. DRM is not dead biggest problem is
the user experience, not interoperability, not features people hate
overt DRM User experience is derived from content owner contracts
and until they change, DRM will be intrusive which is bad for
business Cost of licensing content may be too high for distribution
firms to profit and drive appropriate volumes Content owners can
change prices and usage terms, but they seem unwilling to do that
at this time concerned about longer term value erosion Content
owners may be betting on HD-DVD and Blu-Ray as a vehicle to lock
down content and keep prices at legacy levels per unit Apple has
sold more than 2B songs at 99 cents but made limited if any margins
Standards consortia talk about interoperability but are they a
vehicle to monetize IP for DRM IP owners Can the value chain afford
them? Perhaps the biggest question is what will happen with DRM and
how will that effect the business model? Slide 11 11 2005 Accenture
All Rights Reserved. Mobile video provides ubiquitous access to
content Hutchinson Hi3G 3-D Games Video Content and Services Music
Slide 12 12 2005 Accenture All Rights Reserved. Time and place
shifted will change the way we experience video Slide 13 13 2005
Accenture All Rights Reserved. Search/Recommendation is required to
help the consumer find content in an exponentially expanding world
of content Slide 14 14 2005 Accenture All Rights Reserved. We are
quickly seeing a rise in programmable rich media/video interfaces
being exposed to the Web 2.0 world enabling a whole new set of
applications Source:
http://blog.programmableweb.com/2007/09/20/19-video-apis/ Slide 15
15 2005 Accenture All Rights Reserved. The race to deliver Three
Screens is on Consumer Electronics Portal Software Provider Service
Provider
