Cloud Gaming What Will Change for the Video Game Industry Ref: M12218 – July 2012

Innovation Report Innovation Cloud Gaming What will change for the video game industry Ref: M12218 – July 2012

The gaming industry has been • What role will cloud gaming play in the restructuring of gradually making the shift to the gaming industry? digital over the last decade • How will the various players in the new value chain fit and cloud gaming is the next together? Will this be a turning point for device step in the process. manufacturers? This study examines the challenges facing the • What will be the new challenges facing console industry-wide and commercial manufacturers?Whatposition will accessories have deployment of cloud gaming in these new game forms? in terms of technology and •Isconnected TV the preferred device for cloud gaming? services. It also identifies the major • Network infrastructure, bandwidth, lag time…what industrial challenges across technological challenges need to be resolved for cloud the value chain and the gaming to really take off? growth engines that will • What services will be available and what business and encourage development of pricing models will be used? this new market segment. • Does cloud gaming herald the end of the console?

www.idate.org Contents (Report – PDF ) Includes 1. Executive Summary 6. Players • Report (PDF) • Slideshow (PDF) 6.1. G-Cluster 2. Methodology 6.2. Gaikai July 2012 3. Cloud Gaming’s Central Role 6.3. GameStop and SpawnLab 6.4. iSwifter EUR 3,500 in the Video Game Industry’s 6.5. OnLive (Licence for 1-5 users) Shift to Digital 6.6. OTOY 6.7. PlayCast Media Sales contact: 6.8. Spooncloud Gaming 4. Market Structure and Key Isabel Jimenez 6.9. T5 Labs Factors [email protected] 6.10. Ubitus 4.1. Introduction to cloud computing Tel.: +33 (0)467 144 404 4.2. Technological structure of cloud Analytical grid for each examined gaming player: 4.2.1. Architecture and operational method • Company • Offering • Partnerships Project Manager 4.2.2. Technological enhancements (MA) • Business and pricing model 4.2.3. Technological challenges Laurent Michaud 4.3. Structure of the cloud 7. Challenges, Market Strategies [email protected] Tel: +33 (0)467 144 439 gaming industry and Forecasts 4.3.1. Value chain 7.1. Challenges across the value chain 4.3.2. Segmentation of the industry 7.1.1. Cloud gaming service provider Other reports available: 4.3.3. Products and service available (MA) 7.1.2. Casual gaming developers and 4.4. Factors for market development publishers and platform deployment 7.1.3. An additional distribution channel • World Video Game 4.4.1. Technological limitations for publishers, a long-term risk for Market 4.4.2. Drawing in gamers with content console manufacturers • Connected TV 4.4.3. Drawing in gamers with services 7.1.4. Consumer electronics • Telcos’ TV Strategies 4.4.4. Is the market ready? manufacturers • Digital Home & 7.1.5. Cloud gaming: a loss leader for the Connectable Devices 5. Overview of the Cloud Gaming Web titans • Ultrafast-Broadband 7.1.6. Retailers Consumer Market Market Survey 5.1. Industrial analysis 7.1.7. An opportunity for online distributors 5.1.1. Services available to gaming to break free of the computer customers 7.1.8. Service and traffic for ISPs and Upcoming reports: 5.1.2. Business and pricing models telcos 5.1.3. Content publication and catalog 7.1.9. Challenges related to audience by • Telco CDN strategy TV industry players • Services over FTTH/B 5.1.4. Targeting as a central issue 7.1.10. Cloud gaming is following the 5.1.5. The user experience industry trend toward inter- 5.2. Case Studies operability and standardization Related Watch Services: 5.2.1. Summary table 8. Annexed list of cloud computing companies • World Connected TV Market • World FTTx Market

More info at: www.idate.org IDATE - BP 4167 – 34092 Montpellier Cedex 5 Tel: +33 (0) 467 144 444 – Fax: +33 (0) 467 144 400 - [email protected] – www.idate.org Cloud Gaming (Excerpts)

Cloud Gaming Value Chain

Source: IDATE Structure of the Cloud Gaming Industry – Devices

Source: IDATE

Ultrafast-Broadband networks – pivotal element for content dematerialisation

* Percentage of homes passed for ultra-fast broadband ** Excluding FTTLA access marketed by cable companies

Source: IDATE, Ultrafast-Broadband consumer market survey, November 2011

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Cloud Gaming (July 2012) wM12218 Online Access - 1-5 users (report+slideshow) French English 3 500 … …………. World Video Game Market (January 2012) wM11201_2 Online Access - 1-5 users (report+database+slideshow) French English 3 500 … …………. Connected TV (March 2012) wM12210 Online Access - 1-5 users (report+slideshow) French English 3 500 … …………. Telcos TV Strategies (November 2011) wM11214 Online Access - 1-5 users (report+slideshow) French English 3 500 … …………. Digital Home & Connected Devices (September 2011) wM11216 Online Access - 1-5 users (report+database+slideshow) French English 3 500 … …………. Please contact us for multiple-user licence offers VAT: 7% - VAT ID: FR 80 314 398 686

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Your details Payment First Name Please send me an invoice Last Name Cheque payable to IDATE Job title Bank transfer to IDATE: CREDIT COOPERATIF - Montpellier Company IBAN: FR76 4255 9000 3421 0206 2060 307 - BIC: CCOPFRPP XXX Address RIB (France only) : 42559 / 00034 / 21020620603 / 07 City, State VISA MasterCard AmEx Country Name Post Code/ZIP Card Number Tel Exp. Date Fax VAT ID: Required for EU Members email Terms & Conditions of Use 3 1 - I agree not to make any copies of the ordered report(s) 2 - The electronic versions are strictly for use by the authorized stated users. 3 - All our market reports are delivered free of charge. They are covered by our "14-day return" guarantee, should the report not meet your needs. 4 - All rights reserved. None of the contents of our publications may be reproduced, stored in a retrieval system or transmitted in any form, including electronically, without the prior written permission of IDATE. Agreement & signature 4 Date Signature & Stamp (required)

Please return to: Isabel Jiménez IDATE email : [email protected] BP 4167 Tel : +33 (0) 467 14 44 04 FR-34092 MONTPELLIER CEDEX 5 Fax : +33 (0) 467 14 44 00 VAT ID: FR 80 314 398 686 - SIRET: 314 398 686 000 27 - Code APE: 7320Z Market & Data World Video Game Market Markets & Forecasts, 2011-2015 th 4 Edition Ref: M11201_2 - January 2012

Despite the bleak economic • How are veteran gaming segments (home and handheld climate, the video game sector consoles) positioning themselves in the era of online and is reporting that sales held mobile gaming? steady between 2011 and 2012 and expected to be • How much will each of the market segments have gone strong up to 2015. The digital electronic by 2015? era has helped to create new markets (tablets, games on • How are the various players organising their multi-device and connected TV) and to shore ubiquitous gaming strategies? up other segments like mobile gaming. This report allows • Social gaming is becoming a market unto itself: will this change readers to track the the face of the sector as a whole? development of the sector’s core indicators over the next • Mobile and online gaming: average revenue, unit sales, prices five years, and to obtain a and ARPU. How are the other segments faring? detailed examination of overriding trends. >This report includes a subsequent update: - Report - Database - Slideshow. Deliverables: Contents (Report-PDF) Database(Excel) • Report (pdf) • Database(Excel) Zones & Countries covered: • Slideshow (pdf) 1. Executive Summary • World • One update (june ‘12) 1.1. Sustained growth of video game • Asia-Pacific January 2012 software - China 1.2. Seven key industry trends for 2011 - South Korea 1-5 users licence 1-5: - Japan EUR 3 500 • Europe 2. The home console segment - Benelux (consolidated) Sales contact: 2.1. Market trends: focusing on user - France Isabel Jimenez feedback - Germany 2.2. Equipment: a period of transition [email protected] - Italy Tel. : +33 (0)467 144 404 2.3. Software: waiting for the next - Scandinavia (consolidated) generation - Spain - The United Kingdom Project Manager 3. The handheld console • EMEA Laurent Michaud segment • Latin America [email protected] 3.1. Market trends: new equipment, new • North America Tel: +33 (0)467 144 461 campaign, new challenges - Canada 3.2. Equipment: waiting for the PS Vita - The United States 3.3. Software: new platforms, new games Market segments covered: Other available reports: 4. The mobile phone segment • Home Console Hardware • Serious Games 4.1. Market trends: heading for a • Handheld Console Hardware • Digital Home & duopoly? For these segments are examined: Connectable Devices 4.2. Gamers and market: a rosy outlook - Sales (million units) • World Internet - Installed Base (million units) Usages & Markets 5. The computer games - Average retail price (in EUR) - Market Value (in million EUR) Upcoming reports: segment • Home Console Software • Cloud Gaming 5.1. Market trends for offline games: the • Handheld Console Software • App Store Games end of an era • Computer Software • World Connected 5.2. Market trends for online games: For these segments are examined: Devices heading for greater segmentation - Sales (million units) 5.3. Gamers and market: the potential - Average retail price (EUR) Annual service: confirmed - Market value (in million EUR) • Connected TV • Online Video Games Watch Service 6. Methodology - Premium Video Gamers - Half-yearly updated - Free-to-pay Video Gamers database - Social Video Gamers - Monthly Insights - Annual Video Games - ARPU - Analyst access - Online Games Revenues • Mobile Games More information at - Mobile Gamers www.idate.org - Annual Video Games ARPU - Mobile Game Market

IDATE - BP 4167 – 34092 Montpellier Cedex 5 Tel : +33 (0) 467 144 444 – Fax : +33 (0) 467 144 400 - [email protected] – www.idate.org World Video Game Market Breakdown: 2011 & 2015 (abstracts)

Shares of video game market (% of value)

2011

13% 13% 7%

35% 32% Source: IDATE – December 2011 Source: IDATE – December 2011 Mobile Games Offline Computer Games Online Computer Games Home Console Games Handheld Console Games Online vs. Offline Computer Games / Status of electronic distribution in the game market (abstracts)

Online computer games revenues (million EUR) Offline computer game software market (million EUR)

Source: IDATE – December 2011

Digital sales revenues/physical retail sales revenues (%)

Source: IDATE – December 2011 IDATE - BP 4167 – 34092 Montpellier Cedex 5 Tel : +33 (0) 467 144 444 – Fax : +33 (0) 467 144 400 - [email protected] – www.idate.org Digital Home & Entertainment

Market & Data Report

World Video Game Market Markets & Forecasts, 2011-2015

M11201 ± January 2012 Contributors

ÎLaurent MICHAUD, Project Manager, Head of Consumer Electronics & Digital Entertainment Laurent Michaud joined IDATE in 2000 and is currently the Head of Consumer Electronics & Digital Entertainment, acting as Project Manager for market reports on video games, music, peer-to-peer, digital rights management and content protection, mobile electronics and the digital home. Laurent is an expert in the field of economic development and engineering in investment projects. He provides OSEO Innovation (a national business development and support organization) and academic incubators with expert technical-economic analysis on strategic issues relating to video games, serious gaming and multimedia content development. Laurent also created the International Video Game Forum, whose eleventh conference will be held in Montpellier on November 15, 2012 during the DigiWorld Summit. This event is organized in tandem with the awards for best French and European players in the video game market: SNJV, SELL, ISFE, GAME, AFJV, etc.. Laurent holds a post- graduate degree in Economic and Financial Regional Project Engineering from Montpellier University. [email protected]

Copyright IDATE 2012, BP 4167, 34092 Montpellier Cedex 5, France Tous droits réservés ± Toute reproduction, stockage ou All rights reserved. None of the contents of this publication diffusion, même partiel et par tous moyens, y compris may be reproduced, stored in a retrieval system or électroniques, ne peut être effectué sans accord écrit transmitted in any form, including electronically, without the préalable de l'IDATE. prior written permission of IDATE.

ISBN 978-2-84822-231-8 ISSN 2109-6783 World Video Game Market

Contents The electronic version of this report (PDF) includes: x a database (Excel) x and a presentation (Powerpoint)

1. Executive Summary ...... 5 1.1. Sustained growth of video game software ...... 6 1.2. Seven key industry trends for 2011...... 7

2. The home console segment...... 11 2.1. Market trends: focusing on user feedback ...... 11 2.2. Equipment: a period of transition...... 12 2.3. Software: waiting for the next generation...... 14

3. The handheld console segment ...... 16 3.1. Market trends: new equipment, new campaign, new challenges...... 16 3.2. Equipment: waiting for the PS Vita...... 17 3.3. Software: new platforms, new games ...... 19

4. The mobile phone segment...... 20 4.1. Market trends: heading for a duopoly?...... 20 4.2. Gamers and market: a rosy outlook ...... 21

5. The computer games segment ...... 23 5.1. Market trends for offline games: the end of an era ...... 23 5.2. Market trends for online games: heading for greater segmentation ...... 23 5.3. Gamers and market: the potential confirmed ...... 25

6. Methodology...... 27

www.idate-research.com © IDATE 2012 3 World Video Game Market

List of Tables

Table 1: Worldwide video game software market by segment, 2011-2015...... 7 Table 2: World video game market: physical retail sales versus digital sales, 2011-2015...... 7 Table 3: Commercial launch of the last generation of home consoles...... 12 Table 4: Home console unit sales...... 12 Table 5: Expected launch dates for next gen home consoles...... 13 Table 6: Installed base of home consoles...... 13 Table 7: Home console hardware market ...... 14 Table 8: Home console software units sold ...... 14 Table 9: Home console software market ...... 15 Table 10: Home console digital video game market ...... 15 Table 11: Commercial launch of last gen handheld consoles...... 17 Table 12: Handheld console unit sales...... 17 Table 13: Installed base of handheld consoles (PSP series, DS series, GBA)...... 18 Table 14: Handheld console hardware market ...... 18 Table 15 : Handheld console software units sold...... 19 Table 16 : Handheld software market...... 19 Table 17: Handheld console digital video game market ...... 19 Table 18: App store revenues...... 21 Table 19: Mobile gamers ...... 22 Table 20: Annual ARPU for mobile games ...... 22 Table 21: Mobile games market...... 22 Table 22: Offline computer game software market ...... 23 Table 23: Top 15 Facebook Publishers ...... 24 Table 24: Online gamers ...... 25 Table 25: Yearly ARPU for online gamers ...... 25 Table 26: Online video game market...... 26

***

List of Figures

Figure 1: World video game market, 2011-2015...... 6 Figure 2: Digital sales revenues/physical retail sales revenues ...... 7 Figure 3: Number of app stores and Apple market share in the volume of downloads ...... 20

www.idate-research.com © IDATE 2012 4 Innovation report Connected TV Services & Interfaces – Players – Strategies – Market Forecasts Ref: M12210 - March 2012

• Services on connected TV: what role for international and This study analyses the local brands? service offerings and the various connected TV • Interfaces: portals, widgets or search engines? interface models. • The new control tools: what role for tablets? • The key positionings of connected TV offerings: It examines the positioning complement or competition with TV channels? and strategies of the major players of • What differences between the North American and connected TV. European markets? • What evolution in the relationship between rights holders It also provides forecasts and TV channels? for the market of OTT video services on TV • Will network operators adopt the OTT services? by 2016 in the major • What is the impact of connected TV on the global countries and internationally. broadcasting market?

www.idate.org 4.3. Les opérateurs de réseaux de distribution 4.3.1. Les opérateurs de réseaux broadcast

Deliverables : • Report (pdff) Contents (Report-PDF) • Slideshow (pdf)

March 2012 1. Executive Summary 4.3. TV broadcasters 1-5 user licence: 2. Methodology 4.4. Network operators 3 500 EUR 3. Services and interfaces 4.4.1. Broadcast network operators Sales contact: 4.4.2. Bi-directional network operators Isabel Jimenez [email protected] 3.1. The services of connected TV 4.5. The Web players Tel. : +33 (0)467 144 404 3.1.1. Typology of services 4.5.1. Operators of cloud-based 3.1.2. Video services distribution platforms 3.1.3. Internet services: offerings centered 4.5.2. Publishers of Web services on the global brands of the Web Project Manager Jacques BAJON 3.2. The client interface 4.6. Manufacturers of connectable [email protected] 3.2.1. The essential asset of any boxes connected TV solution 4.6.1. Manufacturers of set-top boxes Tel: +33 (0)467 144 461 3.2.2. The client interface models 4.6.2. Manufacturers of digital media 3.2.3. Positionings of connected TV offers boxes

3.3. What control tool for connected 4.7. Manufacturers of consumer Available related reports: TVs? electronics • World Television Market 3.3.1. The traditional remote control: • Hybrid TV Outlook: a limited device 4.8. Partnership approaches vs. Implications of Connected TV 3.3.2. New generation controls development of proprietary • Telcos’ TV strategies 3.3.3. Voice and gesture recognition integrated services • Future TV 2020 devices 4.8.1. The favoured partnership • Online Video (CDN) 3.3.4. The control of connected TV by a approaches third, or ‘companion’ device 4.8.2. Towards the development of Upcoming reports: proprietary services? • Next Gen TV: 3.4. What risks for the user experience? 2020 scenarios 5. Market forecasts for OTT • DTT and digital transition 4. The players of connected TV video services on TV

4.1. Overview 5.1. Key growth drivers Watch Service: • World Connected TV 4.2. Producers and rights holders 5.2. Market forecasts Market - Database - Insights - Analyst access

More information at: www.idate.org

IDATE - BP 4167 – 34092 Montpellier Cedex 5 Tel : +33 (0) 467 144 444 – Fax : +33 (0) 467 144 400 - [email protected] – www.idate.org Connected TV (extracts)

Positioning of the offerings of the promoters of connected TV

Source: IDATE – February 2012

Global market for connected TV Breakdown of the market value of OTT services 2011-2016, millions EUR video services on TV in 2016

3 000 2 500 Ad premium 2 000 1 500 37% 32% Ad short clips 1 000 SVOD 500 20% VOD 0 11% 2011 2012 2013 2014 2015 2016

Source: IDATE - World Connected TV Market - February 2012 Source: IDATE – World Connected TV Market - February 2012

IDATE also proposes a watch service providing key figures on services, platforms and devices More information on our website: www.idate.org

IDATE - BP 4167 – 34092 Montpellier Cedex 5 Tel : +33 (0) 467 144 444 – Fax : +33 (0) 467 144 400 - [email protected] – www.idate.org

Innovation Report

Connected TV Services & Interfaces – Players Strategies – Market Forecasts

M12210 – March 2012

This study includes: - a report - a slideshow

IDATE creates the DigiWorld Institute

Founded in 1977, IDATE has gained a reputation as a leader in tracking telecom, Internet and media markets, thanks to the skills of its teams of specialized analysts. Now, with the support of close to 40 member companies – which include many of the digital economy’s most influential players – the newly rebranded DigiWorld Institute has entered into a new stage of its development, structured around three main areas of activity: • DigiWorld Institute, a European forum open on the world: The DigiWorld Institute will take existing IDATE initiatives, such as the DigiWorld Summit, the DigiWorld Yearbook and the monthly clubs in Paris, London and Brussels, to the next level. Members have the opportunity to participate in think tanks on the core issues that will shape the industry’s future, drawing on the knowledge of outside experts and our own teams. • IDATE Research, an independent observatory whose task is to keep a close and continual watch on digital world industries, collect relevant data and provide benchmark analyses on market developments and innovations in the telecom, Internet and media sectors – through its comprehensive collection of market reports and market watch services. • IDATE Consulting, time-tested analysis and consultancy solutions: Our multi-disciplinary teams of economists and engineers established their credibility and independence through the hundreds of research and consulting assignments they perform every year on behalf of top industry players and public authorities.

Contributors

► Jacques BAJON, Head of "Video Distribution" Practice Jacques joined lDATE in November 2000, working as a Director of Studies. His assignments primarily involve strategic and sector-specific examination of the television/video and its distribution modes, from broadcast to telecoms/IP. He more specifically addresses new video delivery ecosystems and linked services. Jacques’s previous experience includes freelance writer for the Eurostaf group, carrying out market research and analysis of media and telecommunications industry companies, in addition to gaining experience in market analysis working for Ericsson. Jacques holds a post-graduate research degree (DEA) in International Economics (Université Paris X Nanterre) and a Master in Strategic Management of Innovation (Toulouse Graduate School of Management) [email protected]

► Gilles FONTAINE, Deputy CEO

► Alexandre JOLIN, Junior Consultant

Copyright DigiWorld by IDATE 2012, BP 4167, 34092 Montpellier Cedex 5, France Tous droits réservés – Toute reproduction, All rights reserved. None of the contents of this stockage ou diffusion, même partiel et par tous publication may be reproduced, stored in a moyens, y compris électroniques, ne peut être retrieval system or transmitted in any form, effectué sans accord écrit préalable de l'IDATE including electronically, without the prior written IDATE, DigiWorld, DigiWorld Institute et permission of IDATE DigiWorld Yearbook sont des marques IDATE, DigiWorld, DigiWorld Institute and internationales déposées de l’DATE DigiWorld Yearbook are the registered trademarks of IDATE ISBN 978-2-84822-286-8 ISSN 2109-6791 Connected TV

Contents

1. Executive Summary ...... 8 Key findings ...... 8 1.1 Connected TV services and interfaces...... 8 1.2 Connected TV service models ...... 9 1.3 Player strategies ...... 10 1.4 Market forecasts ...... 11 The market for VOD services on connected TVs ...... 11 Impact on the overall TV/video market ...... 11

2. Methodology ...... 12 2.1 Definition and scope ...... 13 Connected TV ...... 13 Managed and over-the-top (OTT) video services ...... 14 2.2 Forecasting principles ...... 14 2.3 Geographic regions ...... 15

3. Services and Interfaces ...... 16 3.1 Connected TV services ...... 16 3.1.1 Types of service ...... 16 3.1.2 Video services ...... 17 A broad array of underutilized services ...... 17 6HUYLFHVYDU\ZLGHO\IURPRQHFRXQWU\WRDQRWKHU« ...... 17 «EXWDUHYHU\VLPLODUZLWKLQDJLYHQFRXQWU\ ...... 18 3.1.3 Internet services: centered around the big global Web brands ...... 19 3.2 User interface ...... 22 3.2.1 Quality of the user interface: essential ingredient of a connected TV solution ...... 22 A necessary condition for adoption ...... 22 A key differentiator ...... 22 3.2.2 User interface models ...... 22 Portals ...... 23 Widgets/overlays ...... 23 Content search engines ...... 24 3.2.3 Positioning of players in the connected TV market ...... 24 3.3 What is the future of the remote control? ...... 26 3.3.1 The limits of the traditional remote ...... 26 3.3.2 Next-generation remotes...... 26 3.3.3 Voice and gesture recognition systems ...... 28 3.3.4 ConWUROOLQJFRQQHFWHG79ZLWKD³FRPSDQLRQGHYLFH´ ...... 28 3.4 Risks for the user experience? ...... 29

www.idate.org © IDATE 2012 3 Connected TV

4. Connected TV Players ...... 30 4.1 Overview ...... 30 The value chain ...... 30 Strategic significance of connected TV for key players ...... 30 4.2 Content producers and rightsholders ...... 32 Producers involved to different extents in exploitation of content rights ...... 32 Time to reconsider the territoriality of rights and content release windows? ...... 32 On the whole, producers and rightsholders rarely appear by name on connected TV platforms ...... 33 Will the new model be big American studios distributing content outside the US using OTT? ...... 34 4.3 TV channels ...... 35 A fragile economic environment ...... 35 Theoretical opportunities and known threats...... 35 European channels more vulnerable ...... 36 The pan-European HbbTV initiative ...... 36 4.4 Distribution network operators ...... 36 4.4.1 Broadcast network operators ...... 37 Terrestrial operators ...... 37 Satellite network operators...... 37 4.4.2 Two-way network operators ...... 37 The threat of disintermediation ...... 37 Increasingly open models? ...... 37 4.5 Web players ...... 38 4.5.1 Distribution platform operators ...... 38 Moving content distribution to the cloud ...... 38 Will platform operators be integrating the device-technical platform-distribution platform chain? ...... 38 4.5.2 Web service providers ...... 38 4.6 Connectable STBs...... 39 4.6.1 Set-top boxes ...... 39 4.6.2 Digital media boxes ...... 39 Connectable DVRs ...... 39 OTT video boxes ...... 40 Connectable Blu-ray players ...... 40 Video game consoles ...... 41 4.7 Television manufacturers ...... 42 Connectivity becoming a default feature ...... 42 4.8 Players jockeying for position in the value chain ...... 43 4.9 Main types of partnerships ...... 44 4.9.1 Partnerships between packagers and connected device manufacturers ...... 44 Microsoft-Canal+ partnership in France ...... 45 7KH%%&¶VPXOWLSODWIRUPVWUDWHJ\ ...... 45 4.9.2 Partnerships between fixed network operators and device manufacturers ...... 46 The smart pipe strategy of Virgin Media and TiVo ...... 47 &RPFDVW¶V79(YHU\ZKHUHVWUDWHJ\ ...... 47 4.9.3 Partnerships between platform providers and device manufacturers ...... 47

www.idate.org © IDATE 2012 4 Connected TV

5. Market Forecasts for OTT Video Services on the TV ...... 48 5.1 Key drivers of demand ...... 48 An attractive service offering ...... 48 Social video ...... 48 Fewer platforms ...... 48 &RQVXPHUV¶SURSHQVLW\IRUFRUGFXWWLQJ ...... 49 5.2 Market forecasts ...... 50 Global VOD market ...... 50 The market for VOD services on connected TVs ...... 50 Importance of different segments ...... 51 Impact on the overall TV/video market ...... 52 ,'$7(¶VSHUVSHFWLYHLQDQXWVKHOO ...... 52

www.idate.org © IDATE 2012 5 Connected TV

Tables

Table 1: Video consumption patterns ...... 14 Table 2: Types of connected TV service ...... 16 Table 3: Comparison of Philips Smart TV offerings in the 5 major European countries ...... 18 Table 4: Primary video services available on the main connected TV solutions in the US ...... 18 Table 5: Presence of major Web sites on the main connected TV solutions in the US and France 19 Table 6: Strategic interest of players in connected TV ...... 31 Table 7: Availability of iPlayer offering in the UK ...... 46 Table 8: World market for video services on connected TVs ...... 51 Table 9: Comparative growth rates of linear and new services ...... 52

***

www.idate.org © IDATE 2012 6 Connected TV

Figures

Figure 1: Connected TV access technologies ...... 13 Figure 2: YouTube on Sony Bravia Internet Video ...... 22 Figure 3: Sony Bravia Internet Widgets - Yahoo! News widget ...... 22 Figure 4: Panasonic Viera Connect home screen ...... 23 Figure 5: Philips Net TV home screen ...... 23 Figure 6: )DFHERRNZLGJHWRQ9HUL]RQ¶V)L2679 ...... 23 Figure 7: Widgets on Vudu Apps ...... 23 Figure 8: Thematic menus on new Google TV interface ...... 24 Figure 9: Content search engine on Google TV ...... 24 Figure 10: Positioning of the offerings of connected TV players ...... 25 Figure 11: 7KHGHGLFDWHGUHPRWHEXWWRQIRU3DQDVRQLF¶V9LHUD&DVWFRQQHFWHG79SODWIRUP ...... 26 Figure 12: Samsung remote for Samsung Smart TVs ...... 27 Figure 13: Philips Dual Touch remote...... 27 Figure 14: New Sony touchpad remote for Google TV ...... 27 Figure 15: Logitech Harmony 1100 advanced universal remote ...... 27 Figure 16: Freebox V6 gyroscopic remote and virtual keyboard ...... 27 Figure 17: LG Magic Motion Remote ...... 27 Figure 18: Virtual keyboard displayed on the TV for entering text with the Nintendo Wii Remote ...... 28 Figure 19: 0LFURVRIW¶V.LQHFWYRLFHDQGJHVWXUHUHFRJQLWLRQV\VWHP ...... 28 Figure 20: Samsung TV Remote apps for Android smartphones and tablets ...... 29 Figure 21: 3DQDVRQLF9LHUD5HPRWHL3KRQHDSSSXWWLQJWKHWRXFKVFUHHQ¶VFDSDELOLWLHVWRXVH ...... 29 Figure 22: TiVo application for iPad ...... 29 Figure 23: Zeebox application for laptop, iPad and iPhone ...... 29 Figure 24: Positioning of connected TV players along the value chain ...... 30 Figure 25: Content release windows...... 33 Figure 26: The Walt 'LVQH\&RPSDQ\¶VYLGHRRIIHULQJRQPDQDJHGQHWZRUNVDQG277 ...... 33 Figure 27: Breakdown of pay-TV revenues in France...... 34 Figure 28: Breakdown of OTT VOD revenues in France ...... 34 Figure 29: Change in cumulative audience of top five TV channels in the major European countries and the United States ...... 35 Figure 30: Installed base of Blu-ray players in the US and Europe, 2010-2015 ...... 41 Figure 31: Breakdown of installed base of connected devices, world, 2012-2016 ...... 42 Figure 32: Positioning of the key players in connected TV ...... 43 Figure 33: Illustration of the three main types of partnership & some examples ...... 44 Figure 34: Access to Canal+ services from the Xbox LIVE interface ...... 45 Figure 35: Change in TV subscribers in the US, by platform ...... 49 Figure 36: Breakdown of VOD services, 2011-2016 ...... 50 Figure 37: Market for video services on connected TVs in 2016 ...... 51

www.idate.org © IDATE 2012 7 Connected TV

2. Methodology

The PHWKRGV HPSOR\HG E\ ,'$7(¶V WHDPV RI DQDO\VWV DQG FRQVXOWDQWV DUH EDVHG RQ DQ approach that combines: x research and validation of data collected in the field; x the application of classic industry and market analysis tools: segmentation, competition analysis, VWUDWHJLFVWUHQJWKVPRGHOOLQJDVVHVVPHQWDQGIRUHFDVWV« x the expertise of specialists who contribute their own analytical capabilities and those of their network of market analysts.

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1/ A multi-disciplinary team of full-time consultants, specialised by sector of activity ,'$7(¶V DQDO\VHV DUH SHUIRUPHG SULPDULO\ E\ RXU LQ-house consultants, and very occasionally by freelance market analysts. This approach allows us to capitalise on our pool of expertise through teamwork, sharing knowledge, ideas, contacts, viewpoints and key data. Each report is drafted by a team of specialists, overseen by senior consultants with a proven track record in their field.

2/ Primary and secondary research IDATE reports and databases are compiled based on primary data obtained from one-on- RQH LQWHUYLHZV ZLWK WKH VHFWRU¶V GHFLVLRQ-makers, and on secondary data which is established by cross-referencing public sources and external databases.

3/ An integrated information centre sustained by a number of tools and proprietary databases Over the past 30 years, IDATE has established working and data organization methods and proprietary databases that trace the central chapters in the history of our sectors of expertise. x Companies,'$7(¶VLQ-house data service tracks the latest news and events to come out of the top telecom, Internet and media industry companies around the globe. Innovative firms and start-XSVDUHPRQLWRUHGE\WKHPDUNHWH[SHUWVLQWKHGLIIHUHQW³3UDFWLFHV´ x Markets ,'$7(¶V GDWDEDVHV DUH GHULYHG IURP ULJRURXV SURFHVVLQJ RI IXQGDPHQWDO economic variables (GDP, investments, exchange rates, demographics, etc.) and their relation to decisive sector-specific and national elements (capex, national market dynamics, etc.). x Technologies ,'$7(¶V RUJDQL]DWLRQ E\ 3UDFWLFH SURYLGHV XV ZLWK DQ HIILFLHQW PHDQV RI WUDFNLQJ LQQRYDWLRQ ,'$7(¶V HQJLQHHUV HQVXUH LQ-depth understanding of the changing shape of products and services and of the latest innovations in the marketplace.

4/ Contents of the published reports Each IDATE market report details the structures and issues at play in the market being examined, the decisive forces (technologies, regulation, consumption) and the players involved. Particular emphasis is given to market assessments and forecasts, as part of the central premise. All market reports are laid out in a clear and concise manner, and illustrated with tables and graphs of key market data and trends.

www.idate.org © IDATE 2012 12 Connected TV

2.1 Definition and scope

Connected TV A connected TV solution consists essentially of a TV set connected directly or indirectly to the Internet, an operating system and a user interface. Non-Internet-ready TVs (i.e., those not equipped with an Ethernet port) can also be plugged into the Web through a third-party device connected to the set. There are two categories of connectable boxes: x set-top boxes (STBs), which include DTT decoders with an Ethernet port and distribution QHWZRUNRSHUDWRUV¶67%V x digital media boxes (DMBs), which include connectable DVR/PVRs, OTT video boxes (which combine device and service in a single package) and home entertainment devices such as connectable Blu-ray players and video game consoles.

Figure 1: Connected TV access technologies

Source: IDATE, 2012

www.idate.org © IDATE 2012 13 Connected TV

Managed and over-the-top (OTT) video services A video service (linear or on-demand) can be described as managed when its technical GLVWULEXWLRQLVRSHUDWHGWKURXJKWKHPDQDJHGSDUWRIDQRSHUDWRU¶VQHWZRUNLHWHUUHVWULDO satellite, cable and IPTV delivery solutions. Bi-directional or two-way networks include both so-called managed and open Internet access (the ³EHVWHIIRUW´PRGHO WKURXJKWKHXQPDQDJHGSDUWRIWKHQHWZRUN277YLGHRVHUYLFHVDUH distributed over the Internet portion.

2.2 Forecasting principles We divide households into two categories: those that can receive new on-demand television services over a two-way managed network (households connected to digital cable and ADSL/FTTx) and those that can only receive these services over the open Internet (households connected to analog cable, DTT and satellite). We also break video services out into linear and non-linear services. We estimate that in five years linear services will continue to be consumed over managed networks, whereas non- linear services will be available over two-way managed networks and as OTT. Households connected to two-way networks will shift back and forth between non-linear video services offered by the network operator and OTT services. The other households will consume all new non-linear video services as OTT. We pose a hypothesis of how many active households are equipped with a connected TV (households that have actually connected their TV) based on connected TV set sales forecasts. We generally estimate that these households will shift their consumption of premium OTT programming from the PC to the TV, while continuing to consume the majority of their user-generated content on the PC. The following table summarizes our view of consumption patterns based on the network used and whether or not the household owns a connected TV.

Table 1: Video consumption patterns HH not equipped with a connected TV HH equipped with a connected TV Two-way managed x Majority of premium services consumed on x Majority of premium services households TV over managed networks consumed on TV, using both managed x Majority of UGC services consumed on PC networks and OTT services as OTT x Majority of UGC services consumed on PC as OTT One-way managed x Premium services entirely consumed on x Majority of premium services households PC as OTT consumed on TV, entirely as OTT x UGC services entirely consumed on PC as x Majority of UGC services consumed on OTT PC as OTT Source: IDATE

Lastly, we break revenue sources down into three categories: x Advertising revenue: estimated based on a hypothesis of time spent consuming on- demand services and advertising revenue generated per minute spent consuming on- demand programming. These per-unit ad revenues are similar to what is observed in linear TV for premium on-demand programming, and discounted for UGC programming; x A la carte VOD revenue: estimated based on average consumption per household that uses the service and the average price charged, using current data. We have combined subscription and rental revenues; x Subscription VOD revenue: estimated based on penetration rate and ARPU. We set this ARPU based on the rates charged for OTT services.

www.idate.org © IDATE 2012 14 Connected TV

2.3 Geographic regions We have calculated estimates for the following countries: France, Germany, Italy, Spain, the United Kingdom, the United States and Japan. From these estimates we derived regional estimates for Europe, North America, Asia-Pacific and the World. No estimates were made for the African region. Regional estimates were calculated by taking the proportional weight of the countries in the TV and broadband access markets and applying that to the different regions, and introducing a time differential for the launch and development of an installed base of connected TVs.

www.idate.org © IDATE 2012 15 Telcos TV Strategies ◊

From a differentiation strategy to a strategy of innovation

Innovation Reports

Telcos’ TV services are Key questions currently enjoying one of the highest rates of growth • What role do television and associated services play in telcos' in the marketplace. Initially strategies?

a source of distinction • What type of media offers are telcos marketing and what between ISPs, TV has networks are they using to deliver them? become a central part of • How are telcos fitting their services into the multi-screen telcos’ marketing and universe (TV, mobile, PC...)? growth strategies. This report takes a detailed look • What live TV services are on offer? How are video-on-demand (VoD) services being incorporated? at the marketing strategies that telcos use when • Is there a single dominant model, and what are some of the marketing their TV more innovative solutions out there?

services, and at their • What role do telcos play in the TV market and how are they growing prominence in a positioning themselves? TV market in the throes of > In addition to in-depth analysis and a series of case studies, the major upheavals. report provides 11 detailed company profiles.

Consulting & Research www .idate-research.com •Andonbroadcasting networks 6.11KPN •Infrequentontelecom networks 4.1.3.Lesscommon: stand-aloneTVservices 4.1.2.Dominantmodel:noTV withoutInternet mobile •BonusTVstrategyalsobeing employedon •France:aloneinthe“free”IPTV model 4.1.1.TheendofthebonusTV model? 4.1.LiveTVservices 4. MarketingstrategiesforTVservices onlinepopulation 3.3.2.Butalsoadesiretoreachtheentire mobileTVoffer 3.3.1.Essentiallyanextensionofthefixedor 3.3.Computer-basedservices 3.2.2.Onunicastingnetworks(3G) •Telcos’strugglingpaidservices inSouthKoreaandJapan •PopularfreeservicesbasedonTVchannels 3.2.1.Onbroadcastingnetworks 3.2.Mobileservices •Telefónica,Peru’scableheir losingouttoIPTVandsatelliteservices •MagyarTelekom/DeutscheTelekom:cable 3.1.4.Cable varyinginscalefrommarketto •Telefónica,proactivesatellitepolicy,but AmericanISPs •AT&T/Verizon:DirecTV,akeypartnerfor forsatellitedependingonthemarket •FranceTelecom:varyingdegreesofsuccess developmentpath •PortugalTelecom:usingpay-TVasacore 3.1.3.Satellite solution •MobistarBelgium:theoreticallyquintupleplay strongsuperfastbroadbandobjectives •BTVision:aseriesofpartnershipstoachieve developmentofanambitioussolution •KPN’sbundlingstrategy:gradual 3.1.2.DTT •AT&TU-verseontheXbox360 developmentofapartnershipwithXbox360 •VodafonePortugal,afrontrunnerinthe itsTVEvolutionset-topbox •ExampleofanewgenerationSTB:SFRand 3.1.1.IPTV(managednetworks) 3.1.TV-basedservices 3. Telcos’TVservices 2. Methodology 1. ExecutiveSummary Contents ◊ From astrategyofdifferentiationtooneinnovation Telcos TVStrategies 6.10Deutsche Telekom 6.9Telecom Italia 6.8TelefónicaEspagne 6.7Verizon 6.6PortugalTelecom/MEO 6.5Orange 6.4Free 6.3BTVision 6.2Belgacom 6.1AT&T features • DescriptionofothercontentservicesandSTB TV/video services • Descriptionandpricingoftelevision-based • DescriptionoftheliveTVoffer television • Carriers’strategicpositioningwithrespectto Methodology: (EndofOctober2011) 6. Carrierprofiles environment 5.3.3.Strategiesinfluencedbytheregulatory pay-TVprovider •Strategiesvaryinmarketswithapowerful themostinnovativewithTV •Incable-dominatedmarkets,telcosarebeing onstateoflocalcompetition 5.3.2.Differentmarketpositioningdepending butboastingthehighestgrowthrates 5.3.1.Stillonlyasmallfootprintinthemarket, 5.3.Telcos’roleintheTVmarket •Throughinnovativeservices •ThroughtheSTB broadcasting/distributionplatforms 5.2.2.NeedtodifferentiatefromotherTV •WaytoincreaseARPU •Meansofsecuringcustomerloyalty •Waytoattractnewcustomers ISPs 5.2.1.TVasaninstrumentofdistinctionfor 5.2.TVattheheartoftelcos’strategies station operators 5.1.3.Morerarelycontentproducersand/orTV 5.1.2.Generallyserviceandpackageproviders 5.1.1.Distributorsaboveall 5.1.Telcos’roleintheTVmarket 5. Industryorganisation&strategies programming ontheirownnetwork 4.2.2.Exceptwhencarriersdonotofferlive 4.2.1. OftentiedtoliveTV 4.2. Videoon-demandoffers • NextGenTV- • HybridTV 2020Scenarios • FutureTV- • WorldTVMarket Other relatedreports: tel: +33(0)467144443 [email protected] Florence LEBORGNE Project Manager www.idate-research.com Survey • Ultrafast-Broadband Trends2011 tel: +33(0)467144404 [email protected] Isabel JIMENEZ please contact: To order, November 2011 EUR 3500 PDF +Slideshow 80 pages

TV & Digital Content

Innovation Report

Telcos' TV strategies From a strategy of differentiation to one of innovation

M11214 – January 2012

Contributors

► Florence LE BORGNE, Head of TV & Digital Content Practice Florence Le Borgne, Director of Studies, joined IDATE in July 1998. She is now head of TV & Digital Content Business Unit. Florence’s prime area of focus is the development of digital technologies (terrestrial, cable, satellite and IPTV, mobile TV, digital cinema, video and TV on the web) dealing with both the economic and strategic aspects of those sectors. More generally, her work involves analysis of media groups’ strategies, chiefly in Europe and Japan. Before coming to IDATE, Florence Le Borgne worked as the Head of Research in the Nord-Pas-de-Calais Regional Development Agency's Economic Observation department, where she devoted herself primarily to issues relating to the Information Society, the development of telework and the mastery of key technologies. Ms. Le Borgne is a graduate of the Lille school of management EDHEC (Ecole des Hautes Etudes Commerciales). [email protected]

► Mélanie COCA, Junior Consultant

Copyright IDATE 2011, BP 4167, 34092 Montpellier Cedex 5, France Tous droits réservés – Toute reproduction, All rights reserved. None of the contents of this stockage ou diffusion, même partiel et par tous publication may be reproduced, stored in a moyens, y compris électroniques, ne peut être retrieval system or transmitted in any form, effectué sans accord écrit préalable de l'IDATE. including electronically, without the prior written permission of IDATE. ISBN 978-2-84822-286-8 ISSN 2109-6791 Telcos' TV strategies

Contents

The electronic version of this report (PDF) ships with a slide presentation (PowerPoint)

1. Executive Summary ...... 6 1.1 IPTV, a natural medium/fit for telcos’ content strategies ...... 6 1.1.1 TV: a core area of focus for telcos ...... 6 1.1.2 Growing prominence of mobile platforms ...... 6 1.1.3 Adding online services to provide content everywhere ...... 7 1.2 TV services sold mainly as part of broadband access bundles ...... 7 1.2.1 Live programming at the core ...... 7 1.2.2 On-demand services gaining traction, but tied to pay-TV services ...... 8 1.3 Organisation and industry strategies ...... 8 1.3.1 Telcos occupy mainly the lower section of the TV/video content value chain ...... 8 1.3.2 TV: an element of differentiation between telcos and now the source of added competition between them ...... 9 1.3.3 Telcos still only minor players in the TV market, their role largely determined by the competitive environment ...... 9

2. Methodology ...... 10

3. Telcos’ TV services ...... 12 3.1 Television services ...... 14 3.1.1 IPTV (managed networks) ...... 14 3.1.2 DTT ...... 19 3.1.3 Satellite ...... 23 3.1.4 Cable ...... 27 3.2 Mobile services ...... 28 3.2.1 Over broadcasting networks ...... 28 3.2.2 On unicast (3G) networks ...... 32 3.3 Online TV services ...... 36 3.3.1 Largely an extension of the fixed or mobile TV service ...... 36 3.3.2 But also a desire to reach all internet users ...... 36

4. TV marketing strategies ...... 39 4.1 Live TV offers ...... 39 4.1.1 The end of the “TV bonus” model? ...... 40 4.1.2 Most common model: no TV without internet ...... 41 4.1.3 Less common: standalone TV services ...... 41 4.2 Video on-demand services ...... 42 4.2.1 Services often tied to live programming ...... 42 4.2.2 Except when the telco does not offer live programming on its own network ...... 43

www.idate-research.com © IDATE 2012 3 Telcos' TV strategies

5. Organisation & industry strategy ...... 44 5.1 Telcos’ role in the TV market ...... 44 5.1.1 Distributors above all ...... 46 5.1.2 Usually pay-TV package and service providers ...... 46 5.2 And more seldom producers of content and/or TV channel operators ...... 46 5.3 TV at the heart of telcos’ strategies ...... 47 5.3.1 TV as an element of distinction between ISPs ...... 47 5.3.2 Need to distinguish from other TV broadcasting networks ...... 49 5.4 Telecom carriers’ role in the TV market ...... 56 5.4.1 Still modest weight in the equation, but reporting the highest rates of increase ...... 56 5.4.2 Different positions depending on the state of local market competition ...... 59 5.4.3 Strategies influenced by the regulatory environment ...... 61

6. Annexes ...... 63 6.1 AT&T ...... 63 6.2 Belgacom ...... 68 6.3 BT Vision ...... 71 6.4 Free ...... 74 6.5 Orange ...... 76 6.6 Portugal Telecom/MEO ...... 80 6.7 Verizon ...... 83 6.8 Telefónica Spain ...... 87 6.9 Telecom Italia ...... 90 6.10 Deutsche Telekom...... 94 6.11 KPN ...... 98

www.idate-research.com © IDATE 2012 4 Telcos' TV strategies

Tables

Table 1 : Comparison of telcos’ TV and video distribution strategies ...... 13 Table 2 : Comparaison des principales caractéristiques des décodeurs haut de gamme proposés par certains opérateurs télécoms européens et américains ...... 16 Table 3: Growth in the number of Digitenne (DTT) and Interactieve TV subscribers (IPTV) ...... 20 Table 4 : Main operational mobile terrestrial broadcasting services ...... 31 Table 5 : Comparison of a selection of unicast mobile television and video services marketed by telcos 34 Table 6 : Comparison of a selection of online TV services offered by telcos ...... 37 Table 7 : Positions occupied by telcos on the TV value chain ...... 45 Table 8: Country rankings by IPTV household numbers, 2007-2015 ...... 56 Table 9: Change in telecom carriers’ share of the TV market ...... 58 Table 10: Key AT&T partnerships in the realm of content ...... 63

***

Figures

Figure 1: Neufbox Evolution hardware ...... 15 Figure 2: Some of the interactive services on Meo TV ...... 48 Figure 3: Example of a home page promoting the lowest Internet access price: Telefónica Spain ..... 49 Figure 4: Example of a home page promoting the content selection: AT&T U-Verse ...... 49 Figure 5: Meo TV widgets (Portugal Telecom) ...... 51 Figure 6: The Freebox V6 designed by Starck ...... 52 Figure 7: Telecom Italia’s CuboVision ...... 53 Figure 8: Evolution of the main TV access networks’ global market share between 2007 and 2015 .. 57 Figure 9: Changes in the main TV access modes between 2010 and 2015 by geographical region ... 57 Figure 10: Evolution of the MEO line of TV services ...... 82 Figure 11: MEO’s OTT strategy ...... 82

www.idate-research.com © IDATE 2012 5 Telcos' TV strategies

2. Methodology

The methods employed by IDATE’s teams of analysts and consultants are based on an approach that combines:  research and validation of data collected in the field;  the application of classic industry and market analysis tools: segmentation, competition analysis, strategic strengths, modelling, assessment and forecasts…;  the expertise of specialists who contribute their own analytical capabilities and those of their network of market analysts. More specifically, the tools employed by IDATE’s teams are as follows:

1/ A multi-disciplinary team of full-time consultants, specialised by sector of activity IDATE’s analyses are performed primarily by our in-house consultants, and very occasionally by freelance market analysts. This approach allows us to capitalise on our pool of expertise through teamwork, sharing knowledge, ideas, contacts, viewpoints and key data. Each report is drafted by a team of specialists, overseen by senior consultants with a proven track record in their field.

2/ Primary and secondary research IDATE reports and databases are compiled based on primary data obtained from one-on- one interviews with the sector’s decision-makers, and on secondary data which is established by cross-referencing public sources and external databases.

3/ An integrated information centre sustained by a number of tools and proprietary databases Over the past 30 years, IDATE has established working and data organization methods and proprietary databases that trace the central chapters in the history of our sectors of expertise.  Companies: IDATE’s in-house data service tracks the latest news and events to come out of the top telecom, Internet and media industry companies around the globe. Innovative firms and start-ups are monitored by the market experts in the different “Practices”.  Markets: IDATE’s databases are derived from rigorous processing of fundamental economic variables (GDP, investments, exchange rates, demographics, etc.) and their relation to decisive sector-specific and national elements (capex, national market dynamics, etc.).  Technologies: IDATE’s organization by Practice provides us with an efficient means of tracking innovation. IDATE’s engineers ensure in-depth understanding of the changing shape of products and services and of the latest innovations in the marketplace.

The process of drafting of a market report includes the following stages:  analysis of the information available in the in-house databases, and review of analyses performed in the recent past;  based on a preliminary market segmentation and assessment, and as part of an approved interview guide, analysts conduct interviews that enable them to validate working hypotheses;  a market model is then established, making it possible to test the hypotheses that have an impact on the market’s development, and validated by a second series of interviews;  and, finally, the report’s conclusions are discussed by the members of the project’s management team, and with the consultants who are experts in the different areas involved in the analysis;  a final proofreading and editing/revision process, prior to the production of the final version of the report which is delivered to the client.

Trends, markets and forecasts

Market & Data

This report provides Reports readers with a detailed Key questions inventory of the • What are the main industry challenges for the medium term? internet-ready device • How are industry players positioning themselves to develop market: TVs, set-top boxes, applications that make use of the connection and interconnection home & handheld game of devices inside the digital home? How are the different technological viewpoints being reconciled? consoles, DMA/DMR, DVR, • More and more devices are being made internet-ready: at what desktop and laptop pace will this continue over the next five years? Which segments are proving the most dynamic? computers, smartphones, • Is usage keeping pace with the developments we are seeing in tablets, etc. It also includes devices? What are the most outstanding innovations? What role market figures up to 2015, for the cloud? • What are the key driving forces behind the digital home? along with a series of case studies that supply the > This report ships with its own database (Excel): - Markets by device (volume and revenue): foundation for a strategic • TV • set-top-box (cable, satellite, terrestrial, IPTV) analysis of the issues • Home & handheld consoles • Blu-Ray • DMA/DMR, DVR facing industry players, and • Desktop and laptop computers • Smartphones, tablets, feature phones innovative applications that - Regions: Asia-Pacific, North America, Latin America, Europe will help further the - Countries: Germany, Spain, France, Italy, Japan, UK, USA deployment of the digital home.

Consulting & Research www .idate-research.com 5.3.4.ISPs’newgenerationSTBs •AppCentric 5.3.3.Tabletsinthedigitalhome •ToshibaPlaces awaitingtheubiquityofconnectedTV 5.3.2.Intermediategenerationofdeviceswhile •GoogleTV:AndroidMarket •Samsung:aproprietaryplatform end-to-endsolution 5.3.1.TheconnectedTVinneedofan tablets,newgenerationset-topboxes 5.3.Innovativedevices:connectedTV, insidethedigitalhome 5.2.Thedifferentdevices’prominence 5.1.Segmentationofconnecteddevices 5. Connectabledevices solution •NETIA,amultiplatformcontentdistribution solutions 4.4.3.Multiplatformcontentdistribution •Free’sgyroscopicremote •Samsung’stouch-screenremote 4.4.2.Design:crucialtosuccess 4.4.1.Theindustrystandard(HbbTV) 4.4.Newinterfaces •TheWualaonlinestoragesystemfromLaCie •JoliCloud,afreecloud-centricOS 4.3.3.Onlinestorage 4.3.2.Localstorageonaharddrive 4.3.1.Physicalstorage 4.3.Storagesolutions:localvs.cloud 4.2.Deviceinteroperability 4.1.Communicationprotocols buildingblocks 4. Thedigitalhome’smain development 3.3.Conditionsshapingthedigitalhome’s industryplayers’positions 3.2.Digitalhomestrategiesdictatedby 3.1.Proliferationofdevicesandconnectivity thedigitalhome 3. Developingviewsof 2. Methodology 1. ExecutiveSummary Contents ◊ Trends, marketsandforecasts The DigitalHomeandConnectableDevices -ComputersPortablemedia devices •TV-Set-top-boxes-Digitalmedia boxes 7.3.Resultsbymarketsegment nationalmarkets 7.2.6.Weightofset-top-boxesinthedifferent 7.2.5.Thetablet;creatorordestroyerofvalue? internet-readinessfortheTV? 7.2.4.Shouldweexpectdefacto tomobilehandsetsandTV internet-readydevicepool,compared 7.2.3.Thecomputer’srelativeweightinthe 7.2.2.Growthofsales,inunitsandrevenue 7.2.1.Connectabledevicesales overallresults 7.2.TheglobalconnectedCEdevicemarket: 7.1.Methodologicalcomponents forecasts2011-2015 7. Theconnectabledevicemarket: system 6.2.11.UsingGPSasamobilemultimedia set-top-boxorasmartphone 6.2.10.Remoterecordingthroughaconnected •TheTVmemoservicefromSkyItalia catch-upTVservice abilitytoswitchovera 6.2.9.Smartphonealertforprogrammesand home’sportabledevices 6.2.8.Orderingandplayinggamesonthe thehome’sportabledevices 6.2.7.Orderingandviewingvideocontenton home 6.2.6.Thetabletasaremoteforthedigital •CloudGaming:OnLive cloud 6.2.5.Multi-deviceaccesstogaminginthe thecloud 6.2.4.Multi-deviceaccesstocontentstoredin onthemove 6.2.3.Accesstocontentstoredathomewhen viewingonothersets 6.2.2.TheTV:simultaneoustransferfor consumingcontentathome 6.2.1.Thesmartphone:acquiringand 6.2.Innovativeuses 6.1.3.Consumptionmatrix 6.1.2.Devicefeatures 6.1.1.Devicecategories 6.1.Creationofaconsumptionmatrix 6. Digitalhomeusage www.idate-research.com More informationon • FutureTV • NextGenTV Usages&Markets • WorldInternet • MobileInternet • ConnectedTV Other relatedreports: tel: +33(0)467144439 [email protected] Laurent MICHAUD Project Manager tel: +33(0)467144404 [email protected] Isabel JIMENEZ please contact: To order, September 2011 Hardcopy: EUR2900 PDF+Excel: EUR3500 80 pages

A complete database to track the device market’s development Digital Home Market Database

September 2011 Forecasts up to 2015 by country Countries Television Television Set Asia Pacific Japan Set-top Box Satellite Set-top Box Computer Desktop Rest of Asia Pacific Terrestrial Set-top Box Laptop North America Cable Set-top Box USA IPTV Set-top Box Rest of North America Latin America Digital Media Home Console Portable Media Standard Phones Europe Box Blu-Ray Devices Smartphones France DMA/DMR Media Tablets Germany DVR Handheld Consoles Italy Spain United Kingdom Rest of Europe Methodology Consolidation (Data by country)

The Digital Home Market Database is a part of a report provided by IDATE, including: - a Market report (PDF format) - a Market & Forecasts Database (Excel format) - a Slideshow (PDF format) Info & support: [email protected] 2011 © IDATE

Indicators by family of product

• Connectable Digital Cable STB Installed Base (Million Units) Shipments (million units) 2011 2012 2013 2014 2015 CAGR 11/15 • Installed Base (million units) Asia Pacific 17,1 28,8 44,4 65,6 93,1 52,7% • Retail sales (million Euros) Japan 3,0 4,6 6,8 9,7 13,2 44,4% • Rest of Asia Pacific 14,1 24,2 37,6 56,0 80,0 54,3% Penetration rates of Europe 10,5 16,5 24,2 32,5 40,4 40,1% Connectable devices (%) France 0,5 0,8 1,0 1,3 1,6 31,9% Germany 2,9 4,4 6,3 8,4 10,6 38,7% Italy 0,0 0,0 0,0 0,0 0,0 33,8% Spain 0,3 0,4 0,6 0,7 0,9 30,2% United Kingdom 0,8 1,2 1,6 2,0 2,4 29,3% Rest of Europe 5,9 9,7 14,7 20,0 24,9 43,1% North America 20,9 27,1 33,5 39,8 45,7 21,5% USA 18,2 23,2 28,6 34,2 39,3 21,3% Rest of North America 2,8 3,8 4,9 5,7 6,3 23,0% Latin America 0,6 1,1 1,6 2,5 3,5 54,5% Total 49,2 73,4 103,8 140,5 182,8 38,8%

Progress in digital home equipment levels from 2000 to 2015

BP 4167 – 34092 Montpellier Cedex 5 Tel : +33 (0) 467 144 444 – Fax : +33 (0) 467 144 400 [email protected] – www.idate-research.com

Digital Home & Entertainment

Market & Data Report

Digital Home & Connectable Devices Trends, markets and forecasts, 2011-2015

M11216 – October 2011

Contributors

Laurent MICHAUD, Project leader, Head of the Digital Entertainment and Consumer Electronics Division Laurent project manages reports on consumer electronics, the digital home, video games, music and their common trends and issues, such as the development of consumption patterns, new applications and devices, technological innovations, piracy, content protection and DRM. Over the years, Laurent has acquired outstanding expertise in the area of economic development and engineering investment projects. He puts this expertise to use in assignments that IDATE carries out on behalf of local authorities and their agencies, helping them to define their ICT development strategies. He performs technical-economic appraisals for innovation support fund, OSEO, and business incubators on video game issues and the development of multimedia content. Laurent also contributes to sector-specific reports on the ICT, TV, internet and video markets and strategies. He created the International Video Game Forum which will be celebrating its 10th anniversary at the Digital World Summit on 17 November 2011, with all of France and Europe’s top video game industry stakeholders on hand: SNJV, SELL, ISFE, EGDF, Capital Games, AFJV. Laurent holds a Masters degree in Economics and Financial Engineering [email protected]

Copyright IDATE 2011, BP 4167, 34092 Montpellier Cedex 5, France Tous droits réservés – Toute reproduction, storage or All rights reserved. None of the contents of this publication diffusion, même partiel et par tous moyens, y compris may be reproduced, stored in a retrieval system or électroniques, ne peut être effectué sans accord écrit transmitted in any form, including electronically, without the préalable de l'IDATE. prior written permission of IDATE. ISBN 978-2-84822-284-4 ISSN 2109-6783

Digital Home & Connectable Devices

Contents The electronic version of this report (PDF) ships with • a database (Excel) • and a slide presentation (PowerPoint)

1. Executive Summary ...... 8 1.1 Changing views of the digital home ...... 9 1.2 Conditions shaping the development of the digital home ...... 9 1.3 Connected devices ...... 9 1.4 Uses of the digital home ...... 11 1.5 The connected device market: forecasts up to 2015 ...... 12

2. Methodology ...... 16

3. Evolving views of the digital home ...... 18 3.1 Proliferation of devices and connectivity ...... 18 3.2 Views of the digital home dictated by market position ...... 20 3.3 Conditions affecting the development of the digital home ...... 21

4. Building blocks of the digital home ...... 23 4.1 Communication protocols ...... 23 4.2 Interoperability of the devices ...... 25 4.3 Storage solutions: local vs. in the cloud...... 26 4.3.1 Physical storage...... 26 4.3.2 Local storage on a hard drive ...... 26 4.3.3 Online storage ...... 27 4.4 New interfaces ...... 29 4.4.1 Industry standard (HbbTV)...... 29 4.4.2 Design: key to success ...... 30 4.4.3 Multiplatform content distribution solutions ...... 31

5. Connected devices ...... 33 5.1 Segmentation of connected devices ...... 33 5.2 Weight of the different connected devices inside the digital home ...... 34 5.3 Innovative devices: connected TV, tablets, new-generation STBs ...... 35 5.3.1 The connected TV in need of an end-to-end solution ...... 35 5.3.2 Intermediate generation of devices while awaiting ubiquitous connected TV ...... 37 5.3.3 Tablets: the app-centric digital home ...... 38 5.3.4 ISPs’ new-generation STBs ...... 39

6. Uses of the digital home ...... 40 6.1 Creating a consumption matrix ...... 40 6.1.1 Devices that make up the digital home ...... 40 6.1.2 Features and functions of digital home devices ...... 40 6.1.3 Consumption matrix ...... 41

6.2 Innovative uses ...... 48 6.2.1 The smartphone as remote for the digital home: acquiring content on the move to consume at home ...... 48 6.2.2 The TV as remote for the digital home: simultaneous transfer to other televisions ...... 48 6.2.3 Mobile access to content stored at home ...... 49 6.2.4 Multi-device access to video content stored online...... 49 6.2.5 Multi-device access to cloud gaming ...... 50 6.2.6 The tablet as remote in the digital home ...... 51 6.2.7 Service push de prescription de content cross-platform ...... 51 6.2.8 Ubiquitous gaming ...... 52 6.2.9 Cross-platform catch-up TV service...... 52 6.2.10 Remote control of an STB to programme a recording ...... 53 6.2.11 Using GPS unit as a mobile multimedia device ...... 54

7. The connected device market: forecasts 2011-2015 ...... 55 7.1 Details on the methodology ...... 55 7.2 Global connected CE device market: overall results ...... 58 7.2.1 Sales of connectable devices expected to more than double between 2011 and 2015 ...... 58 7.2.2 Sales revenue will rise more slowly than unit sales as prices tend to drop over time...... 59 7.2.3 The PC’s relative weight in the installed base of connectable devices will decrease as mobile phones and televisions increase their share ...... 60 7.2.4 More and more TVs being made internet-ready ...... 61 7.2.5 Tablets helping spur the growth of portable devices, but hampering development of handheld consoles ...... 61 7.2.6 Pay-TV providers’ STBs will play a bigger role in the United States ...... 62 7.3 Results by market segment ...... 62 7.3.1 Television ...... 62 7.3.2 Set-top boxes ...... 63 7.3.3 Digital media boxes...... 68 7.3.4 Computers ...... 73 7.3.5 Portable media devices...... 75

Tables

Table 1: Global connectable CE device market ...... 8 Table 2: The different connectable devices’ content-related capabilities ...... 12 Table 3: Characteristics of the different views of the digital home ...... 20 Table 4: Comparison of the different communication protocols in the home ...... 25 Table 5: Rate of connection for digital home devices, and connectable devices sold worldwide in 2010 ...... 35 Table 6: Types of connected TV service ...... 35 Table 7: Comparison of the features of the top four touch-screen tablets ...... 39 Table 8: The different connectable devices’ content-related capabilities ...... 41 Table 9: Number of households in each country, 2011-2015 ...... 56 Table 10: Replacement rate for the devices ...... 57 Table 11: Domestic shipments of consumer electronics by type of device ...... 58 Table 12: Consumer electronics devices’ internet-readiness, by category ...... 58 Table 13: Domestic shipments of connectable CE devices, by category ...... 58 Table 14: Connectable consumer electronics market by device ...... 59 Table 15: Connectable consumer electronics market by region/country...... 59 Table 16: Installed base of connectable consumer electronics by device ...... 60 Table 17: Connectable consumer electronics households/consumer electronic households by device ...... 60 Table 18: Domestic shipments of connectable televisions by region ...... 62 Table 19: Penetration rate of connectable televisions by region ...... 63 Table 20: Connectable TV households/TV households by region ...... 63 Table 21: Connectable TV set market by region ...... 63 Table 22: Domestic shipments of connectable STBs by region ...... 64 Table 23: Connectable STB penetration rate by region ...... 64 Table 24: Connectable STB market by region ...... 64 Table 25: Domestic shipments of connectable cable STB by region ...... 64 Table 26: Connectable cable STB households/cable STB households by region ...... 65 Table 27: Penetration rate of connectable cable STBs by region ...... 65 Table 28: Connectable cable STB market by region ...... 65 Table 29: Domestic shipments of connectable satellite STBs by region ...... 65 Table 30: Connectable satellite STB households/satellite STB households by region ...... 66 Table 31: Penetration rate for connectable satellite STBs by region ...... 66 Table 32: Connectable satellite STB market by region ...... 66 Table 33: Domestic shipments of connectable terrestrial TV STB by region ...... 66 Table 34: Connectable terrestrial TV STB households/STB households by region ...... 66 Table 35: Penetration rate for connectable terrestrial TV STBs by region ...... 67 Table 36: Connectable terrestrial TV STB market by region ...... 67 Table 37: Domestic shipments of connectable IPTV STBs by region ...... 67 Table 38: Penetration rate for IPTV STBs by region ...... 67 Table 39: Connectable IPTV STB market by region ...... 67 Table 40: Domestic shipments of connectable digital media box by region ...... 68 Table 41: Connectable digital media box penetration rate by region ...... 68 Table 42: Connectable digital media box market by region ...... 68 Table 43: Domestic shipments of connectable home consoles by region ...... 69 Table 44: Penetration rate for connectable home consoles by region ...... 69 Table 45: Connectable home console market by region ...... 69 Table 46: Domestic shipments of connectable Blu-ray players region ...... 70 Table 47: Connectable Blu-ray households/Blu-ray households by region ...... 70 Table 48: Penetration rate for connectable Blu-ray devices by region ...... 70

Table 49: Connectable Blu-ray market by region ...... 70 Table 50: Domestic shipments of connectable DMA/DMRs by region ...... 71 Table 51: Penetration rate for connectable DMA/DMRs by region ...... 71 Table 52: Connectable DMA/DMR households/DMA/DMR households by region ...... 71 Table 53: Connectable DMA/DMR market by region ...... 71 Table 54: Domestic shipments of connectable DVRs by region ...... 72 Table 55: Connectable DVR households/DVR households by region ...... 72 Table 56: Penetration rate for connectable DVRs by region ...... 72 Table 57: Connectable DVR market by region ...... 72 Table 58: Connectable computer shipments by region ...... 73 Table 59: Connectable computer penetration rate by region ...... 73 Table 60: Connectable computer market by region ...... 73 Table 61: Domestic shipments of connectable desktop computers by region ...... 73 Table 62: Penetration rate for connectable desktop computers by region ...... 74 Table 63: Connectable desktop computer market by region ...... 74 Table 64: Domestic shipments of connectable laptop computers by region ...... 74 Table 65: Penetration rate for connectable laptop computers by region ...... 74 Table 66: Connectable laptop computer market by region ...... 74 Table 67: Domestic shipments of connectable portable media devices by region ...... 75 Table 68: Connectable portable media device penetration rate by region ...... 75 Table 69: Connectable portable media device market by region ...... 75 Table 70: Domestic shipments of connectable smartphones by region ...... 76 Table 71: Connectable smartphone market by region ...... 76 Table 72: Domestic shipments of connectable media tablets by region ...... 76 Table 73: Penetration rate for connectable media tablets by region ...... 77 Table 74: Connectable media tablet market by region ...... 77 Table 75: Domestic shipments of connectable handheld consoles by region ...... 77 Table 76: Penetration rate for handheld consoles by region ...... 78 Table 77: Connectable handheld console market by region ...... 78

***

Figures

Figure 1: Breakdown of global connectable CE device sales by type of device, in 2010 ...... 10 Figure 2: Breakdown of the global installed base connectable CE devices by type of device, end of 2010 ..... 10 Figure 3: Steps in the acquisition of electronic content ...... 11 Figure 4: Evolution of global connectable CE device sales by type of device, 2009-2015 ...... 12 Figure 5: Growth of the global connectable CE device market, 20011-2015 ...... 13 Figure 6: Breakdown of the global fleet of connectable CE devices in 2015, by type of device ...... 13 Figure 7: Breakdown of the installed base of connectable televisions by connection mode, 2011-2015 ...... 14 Figure 8: Evolution of the installed base of tablets and handheld consoles, 2011-2015 ...... 14 Figure 9: Penetration of Internet-ready STBs in households, 2011-2015 ...... 15 Figure 10: Evolution of digital home equipment between 2000 and 2015 ...... 19 Figure 11: Coexisting views of the digital home ...... 20 Figure 12 Operator positioning with respect to the different views of the digital home ...... 21 Figure 13: Example of connection via PLC ...... 23 Figure 14: The JoliCloud interface ...... 28 Figure 15: The Wuala dedicated interface ...... 29 Figure 16: Samsung touchscreen remote ...... 30 Figure 17: Free’s gyroscopic remote ...... 31 Figure 18: NETIA content distribution management model ...... 32 Figure 19: Segmentation of connected devices ...... 34 Figure 20: Breakdown of the global fleet of connectable CE devices, at the end of 2010 ...... 34 Figure 21: The Toshiba Places device ...... 38 Figure 22: Steps in the process for acquiring content electronically ...... 40 Figure 23: Summary list of improvements to be made to devices that are poorly suited to the different actions 42 Figure 24: Breakdown of the global base of connectable devices in 2015 ...... 60 Figure 25: Breakdown of the fleet of connectable televisions by connection mode, 2011-2015 ...... 61 Figure 26: Evolution of the installed base of tablets and handheld consoles, 2011-2015 ...... 61 Figure 27: Household penetration of connectable STBs, 2011-2015 ...... 62

Reports & Services

Networks & Telecom TV & Internet • Networks & Equipment • Internet Services • Telecom Strategies • TV & Video • Mobile • Digital Content • Broadband / FTTH • Digital Home • Satellite • Video Games

www.idate.org www.idate.org 2012 Research Catalogue

IDATE presents its Market Reports Programme for 2012 which constitutes a natural extension of the work performed by our teams of analysts, as well as our ongoing investments in information and monitoring systems for player strategies and markets.

More than just a catalogue of publications, this constitutes a concrete manifestation of our drive to create a unique tool geared towards understanding and monitoring the Telecom, Internet and Media sectors.

3 pivotal collections for an easy navigation between the different reports and services: Watch Services Continuous watch on high-potential markets including trackers, insights & live sessions with lead analysts Market & Data reports Exhaustive market reports: trends, players, actuals & forecasts of markets by segment and by country

Innovation reports Qualitative approach of prospective issues

Ref Market intelligence reports Themes Publication Deliverables Price Internet Series in Euro Market & Data reports - full report, database & slideshow M11118 Mobile Video Mobile June 11 3 3 500 M11101 World Internet Uses & Markets Internet Services Jan. 12/July 12 6 3 500 M11115 M2M Internet Technologies Nov. 11 3 3 500 M11117 Apps & Mobile Internet - Battle of platforms: both native and web apps Internet Services Feb. 12 3 3 500 M12118 LBS Internet Technologies May 12 3 3 500 M12121 Future communication services - Scenarios 2020 Prospective Nov. 12 3 4 500 M12122 OTT video distribution & CDN markets Internet Services Sept. 12 3 3 500 Innovation reports - full report & slideshow M10211 Social TV TV & Digital Content May 10 2 2 500 M11111 Mobile VoIP Mobile May 11 2 3 500 M11112 Net Neutrality - Business models & International Benchmark Regulation Nov. 11 2 3 500 M11114 Open Data Internet Services May 12 2 3 500 M11410 Cloud - Focus Datacenter Netw orks April 12 2 3 500 M12113 Telco CDN Netw orks May 12 2 3 500 M12119 NFC - Mobile Payments Mobile June 12 2 3 500 M12116 Traffic Management Netw orks Oct. 12 2 3 500 M12120 Live OTT Internet Services Nov. 12 2 3 500 Ref Market intelligence reports Themes Publication Deliverables Price Telecom Series in Euro Market & Data reports - full report, database & slideshow M12310 Ultrafast-Broadband per Satellite Satellite June11/May '12 3 3 500 M11301 World Telecom Services Markets Telecom Strategies Jan. '12/Dec.'12 3 3 500 M11318 Femtocells Mobile July '11/July '12 3 3 500 M11411 SME Equipment - B2B Survey in France: Telecom, IT, Internet Survey Aug. 11 3 8 500 M11314 Radio Spectrum Mobile Sep. 11 3 3 500 M11312 Trends in Telco Capex - down, but not out Telecom Strategies Nov. 11 3 3 500 M11316 Ultrafast-Broadband - B2C Survey in France, Japan, Sweden, UK, USA Survey Nov. 11 3 8 500 M12315 Satellite M2M Satellite March 12 3 3 500 M12412 Smartphones - B2B Survey in Europe Survey May 12 3 8 500 M12306 Mobile Devices Mobile June 12 3 3 500 M12311 Future Telecom - Scenarios 2020 Prospective Oct. 12 3 4 500 Innovation reports - full report & slideshow M10304 Services over FTTH/B Broadband Jan. 11 2 3 500 M10312 Satellite Markets - New Growth Engines Satellite July 11 2 3 500 M11319 Mobile Backhaul Strategies Netw orks Aug. 11 2 3 500 M11317 VDSL2 Vectoring Broadband Dec. 11 2 3 500 M11307 LTE Telcos Strategies Mobile Dec. 11 2 3 500 M12304 Next Gen Access Networks - cost models for the digital agenda 2020 Netw orks May 12 2 3 500 M12413 Smart Cities Netw orks May 12 2 3 500 M12320 FTTx Market Revenues & Strategies Broadband June 12 2 3 500 M12312 Restoring Telco Margins Telecom Strategies June 12 2 3 500 M12308 Next Gen Offers and Bundling - fixed & mobile Telecom Strategies June 12 2 3 500 M12319 Vertical Markets Telecom Strategies July 12 2 3 500 M12313 Pricing Strategies Telecom Strategies Dec. 12 2 3 500

Media Series Market & Data reports - full report, database & slideshow

M11212 Future Television - Scenarios 2020 Prospective July 11 3 4 500 M11200 World Television Markets TV observatory Jan. 12/July 12 6 3 500 M11201 World Video Game Markets Video Game observatory Jan. 12/July 12 6 3 500 M10118 Online Video TV & Digital Content Oct. 11 3 3 500 M11216 Digital Home & Connected Devices Consumer Electronics Oct. 11 3 3 500 M11116 eBooks Digital Content Oct. 11 3 3 500 M12212 Next Gen TV - Scenarios 2020 Prospective April 12 3 4 500 M12218 Cloud Gaming Digital Entertainment April 12 3 3 500 M12214 DTT - Switch-off stakes & emerging markets Netw orks May 12 3 3 500 M12216 World Connected Devices - Consumer Electronics CE Observatory July/Dec. 12 6 3 500 M12206 App Store Games Digital Entertainment Nov. 12 3 3 500 Innovation reports - full report & slideshow M10214 TV Groups' Quadruple-Screen Strategies TV & Digital Content Nov. 10 2 3 500 M11211 Satellite TV in Europe - Will the future of satellite be guided by 3D? Netw orks April 11 2 3 500 M11215 Hybrid TV Prospects - What impact on Connected TV? Netw orks Dec. 11 2 3 500 M11214 Telcos TV Strategies - From a strategy of differentiation to one of innovationTelecom Strategies Dec. 11 2 3 500 M11213 Serious Games Digital Entertainment Dec. 11 2 3 500 M12210 Connected TV - Services & Interfaces, Strategies, Players, Forecasts TV & Digital Content March 12 2 3 500 M12217 Content Production Netw orks Aug. 12 2 3 500 M12215 Cable & IPTV face to cord-cutting Netw orks Nov. 12 2 3 500

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