Chapter 1: Executive Summary
1.1 Evolution of the telecoms and entertainment markets
1.2 Market opportunities
1.3 Major market Trends
1.3.1 Significant growth in mobile subscribers
1.3.2 Falling operator revenues
1.3.3 Outsourcing grows in popularity
1.4 Future of the Wi-Fi market
1.5 Evolution of household entertainment media
1.5.1 Importance of broadband access
1.5.1.1 IPTV prospects
1.6 Evolution of bundled service packages
1.7 Business models
1.8 Conclusions
Chapter 2: Introduction
2.1 Overview
2.2 Bundle definition
2.2.1 Triple play definition
2.2.2 Quadruple play
2.3 Cable vs telcos approach to bundling
2.4 Typical Price Structures
2.5 Convergence
2.6 IMS
2.7 Report methodology
2.7.1 Organisation of the Report
2.7.2 Aims and Focus of this Report
Chapter 3: Issues to consider
3.1 New Technologies
Chart 3.1: Global hybrid cellular/WLAN handset
3.2 Responses to falling revenues
3.3 Must have and nice to have services
3.4 Value of triple/quadruple play to service providers
3.5 Revenue generating options
3.5.1 Fixed telephony
3.5.2 Broadband
3.5.3 IPTV
3.5.4 Wi-Fi telephony
3.5.5 Consumer VoIP telephony
3.5.6 Mobile services
3.6 Mobile and VoIP
Chapter 4: Global market analysis and forecasts
4.1 Market overview
4.2 IPTV is the key to effective bundling
4.3 IPTV is the way forward, as long as the applications are right
4.4 The mechanism behind IPTV
4.5 Technology providers
Table 4.1 Vendors providing IPTV technologies, 2006
4.6 IPTV market drivers
Chart 4.1: Churn rate of standalone service vs triple play packages
4.6.1 Broadband penetration on the rise
4.6.2 Competition between cable operators and telcos boost to IPTV market
4.6.3 Choice of content is expanding
4.6.4 Fibre to the home boost IPTV distribution
4.6.5 High definition broadcasting is creating a demand for IPTV services
4.6.6 Higher expectations among users make them look around for better services
4.7 IPTV market challenges
4.7.1 Technical challenges
4.7.2 Content challenges
4.7.3 Content security
4.8 Commercial challenges
4.9 IPTV Market Restraints
4.9.1 Regulatory issues
4.9.2 Lack of bandwidth
4.9.3 DSL coverage
4.9.4 Proprietary technologies
4.9.5 Consumers education
4.10 Market Trends
4.10.1 Set-top boxes
4.10.2 Fibre and DSL deployment
4.10.3 IPTV services market forces
4.11 Target market
4.12 Demographic and core data
Table 4.2: Global cable/satellite TV, Internet and broadband households, 2007-2012
Table 4.3: Worldwide mobile subscribers and revenues, 2007-2012
Table 4.4: Mobile subscribers % by region, 2007-2012
Table 4.5: Mobile revenues % by region, 2007-2012
Table 4.6: Countries with 100%+ mobile penetration as of Q4 2007
Table 4.7: Cellular mobile services competition (%), 2007
Table 4.8: Top 10 mobile operators by proportionate subscribers, 2007
Table 4.9: Broadband penetration by economies worldwide, 2007
Table 4.10: Worldwide IPTV subscribers and revenues, 2007-2012
Table 4.11: IPTV subscriber by region, 2007-2012
Table 4.12: IPTV revenues by region, 2007-2012
Chapter 5: North American market analysis and forecasts
5.1 North Americas
5.1.1 Market overview
5.1.2 Demographic and core data
Table 5.1: North American internet, broadband and cable/satellite TV households, 2007-2012
Table 5.2: North American mobile subscriber and revenues, 2007-2012
Table 5.3: North American mobile subscriber and revenues, 2007-2012
5.1.3 Services demand
5.1.4 Fixed-line displacement trends
Table 5.4: North American households subscribing to bundled packages (by service type), 2007-2012
5.1.5 Services revenues provision of bundle services will increase in line with the rise in subscribers
Table 5.5: North American market revenue growth from bundled services, 2007-2012
5.1.6 Challenges
5.1.6.1 Lower margins and revenue from promotional offers aimed at attracting customers
5.1.6.2 Changes associated with OSS/BSS provisioning of a single bill to customers
5.1.6.3 Costs of implementing a bundling strategy
5.1.6.4 Developing and managing new relationships needed to offer a wide range of services
5.1.6.5 Increased competition by new entrants from the IP sector
5.1.7 Market drivers
5.1.7.1 Reduced churn and potential for additional revenue
5.1.7.2 Improved customer experience
5.1.7.3 Promotional discounts and offers on bundles
5.1.7.4 Bundle pricing
5.1.7.5 Single point of contact for all subscribed services
5.1.7.6 Competition between telcos, cable companies, and new entrants
5.1.8 Market restraints
5.1.8.1 Badly deployed OSS/BSS systems
5.1.8.2 Regulatory hurdles that affect deployment of services
5.1.8.3 High marketing costs associated with customer acquisition
5.1.8.4 Competition between telcos, cable companies, and new entrants
5.1.9 Market trends
5.1.9.1 Merger & Acquisition
5.1.9.2 Strategic alliances & partnerships
5.1.9.3 Customer demands
5.1.9.4 Network and service convergence
5.1.9.5 Technology
5.1.9.5.1 ADSL and beyond
5.1.9.5.1.2 VCC is coming
5.1.10 Bundle offering
5.1.10.1 Bundle solutions
5.1.11 Quadruple play readiness
5.1.2.1 US market
5.2.1.1 Telkonet
5.2.1.2 AT&T
5.2.1.3 Qwest
Table: 5.6 Qwest Individual Services and Prices when bought individually
Table: 5.7 Qwest Discount Bundle Packages
5.2.1.4 Cablevision
5.2.1.5 Advance/Newhouse Communications
5.2.1.6 Comcast
5.2.1.7 Cox Communications
5.2.1.8 Time Warner Cable
Table 5.8: Time Warner Bundle Packages
5.2.1.9 Pivot
5.2.1.10 Verizon
Table 5.9: Verizon Bundle Packages
5.2.2 Canadian Market
5.2.2.1 Rogers
5.2.2.2 Videotron
Table 5.10: Videotron Bundle Prices
5.3 North American Overview
Chapter 6: Latin America market analysis and forecasts
6.1 Market Overview
6.2 Demographic and core data
Table 6.1: Latin American internet, broadband and cable/satellite TV households, 2005-2011
Table 6.2: Latin America mobile subscribers and revenues, 2005-2011
Table 6.3: Latin America mobile subscribers and revenues, 2005-2011
6.3 Quadruple Play Readiness
Table 6.4: Bundle service providers in Latin America
6.3.1 Argentina
6.3.2 Brazil
6.3.2.1 Telemar
6.3.2.2 Telefonica
6.3.2.3 Brasil Telecom
6.3.3 Mexico
6.4 Bolivia
6.5 Chile
6.6 Colombia
6.7 Ecuador
6.8 Peru
6.9 Nicaragua
Chapter 7: European market analysis and forecasts
7.1 Market Overview
7.2 European triple play players
Table 7.1 European bundle players, Q2 2006
7.3 Demographic and core data
Table 7.2: European internet, broadband and cable/satellite TV households, 2007-2012
7.4 Services demand
Table 7.3: European households subscribing to bundled services (by service type), 2007-2012
Table 7.4: European mobile subscribers and revenues, 2007-2012
Table 7.5: European IPTV subscribers and revenues, 2007-2012
7.5 European market trends
7.6 Merger & Acquisitions
7.7 Quadruple play readiness
7.8 European Market
7.8.1 Virgin Media
Table 7.6: Virgin Media Bundle Packages
Table 7.7: TV Package Details
Table 7.8: Broadband Package Details
Table 7.9: Telephone Package Details
Table 7.10: Mobile Package Details
Chart 7.1: Virgin Media Subscribers Q3 2006 - Q2 2007
Table 7.11: Virgin Media Revenue
7.8.2 Sky
Table 7.12: Sky Subscribers
Table 7.13: Typical Sky Service Bundles
7.8.3 Sky Mobile
7.8.4 BT
7.8.4.1 BT Total Broadband
7.8.4.2 BT Fusion
7.8.4.3 BT Vision
Table 7.14: BT Vision Package Prices
Table 7.15: BT On-Demand Prices
7.8.4.4 BT Mobile
7.8.4.5 BT Fusion Mobile
Table 7.16: BT Fusion Prices
7.8.5 O2
Table 7.17: O2 Broadband Prices
7.8.6 Carphone Warehouse
7.8.7 Vodafone
7.8.8 Orange UK
Table 7.18: Orange Bundle Packages
7.8.9 Tiscali UK
Table 7.19: Tiscali Bundle Packages
7.8.10 UK Market Overview
Table 7.20: Examples of UK Bundle Packages
7.9 Belgium
7.10 Baltic and Nordic
7.10.1 Telenor
Table 7.21: Countries served by Telenor
7.10.2 Tele2
7.10.3 TeliaSonera
7.11 Switzerland
Table 7.22: Swiss Bundle Packages
7.12 Germany
7.12.1 Deutsche Telecom
7.12.2 Kabel Deutschland
7.13 Italy
7.14 France
7.14.1 Orange
7.14.2 Neuf Cegetel
7.15 UPC
Table 7.23: Countries served by UPC
7.16 European Summary
Chapter 8: Asia-Pacific market
8.1 Market Overview
8.2 Demographic and core data
Table 8.1 Asia-Pacific data (million), 2007-2012
8.3 Services demand
Table 8.2 Asia-Pacific bundles subscription pattern, households (million) 2007-2012
Table 8.3 Asia-Pacific Mobile subscribers, 2007-2012
8.4 IPTV in Asia-Pacific
Table 8.4 Asia-Pacific IPTV subscribers (000) 2007-2012
8.5 Quadruple play readiness
Table 8.6: Asia-Pacific bundle service providers, Q2 2007
8.6 New Zealand
8.7 Japan
8.7.1 NTT DoCoMo
8.7.2 Softbank
8.8 Hong Kong
8.9 South Korea
8.9.1 SK Telecom
8.9.2 KTF
8.10 Australia
8.11 India
8.12 China
8.13 Asia-Pacific Summary
Chapter 9: MEA market analysis and forecasts
9.1 Market Overview
9.2 Demographic and core data
Table 9.1 MEA data (million), 2007-2012
9.3 Services demand
Table 9.2 MEA bundles subscription pattern, households (million) 2007-2012
9.4 Mobile service
Table 9.3 MEA Mobile subscriber, 2007-2012
Table 9.4 MEA IPTV subscribers (000') 2007-2012
9.5 Quadruple play readiness
9.5.1 The MEA region
Table 9.5 MEA bundle providers, 2007
Chapter 10: Recommendations and strategies for success
10.1 Overview
10.2 Strategy for service providers
10.2.1 Customers expectations
10.3 Strategies based on marketing approach
10.3.1 Improved services
10.3.2 Segmentation
10.4 Promoting basic IPTV services
10.5 Fixed-line operator strategies
10.5.1 Strategy based on outsourcing
10.5.2 Flexing financial might
10.5.3 Re-merging
10.6 Strategy for mobile only operators
10.6.1 Partnerships
10.6.2 Strategy based on technology
10.6.2.1 Vendors
10.6.2.2 Import proven technologies
10.7 Strategy for ISPs
10.7.1 More play options
10.8 Strategies based on strategic alliances
10.8.1 Alliances
10.8.2 Adding value
10.9 Strategies based on pricing
10.10 Target Markets
10.11 Global Overview