2007 Australia - Digital Content Markets

1. THE MARKET IN 2007

1.1 Latest developments

1.1.1 Broadband and TV - not converging, but complementary

1.1.2 Video-on-Demand (VoD) - missed the boat

1.1.3 Every site needs its own YouTube

1.2 Developing markets

1.2.1 User Generated Content (UGC)

1.2.2 Social networking

1.3 Market overview

1.3.1 Introduction

1.3.2 Digital Content Industry Action Agenda

2. VIDEO CONTENT

2.1 Video entertainment

2.1.1 Market analysis

2.1.2 Video entertainment overview

2.1.3 Key developments in Australia

2.1.4 Personal video services

2.1.5 Digital film distribution

2.2 Broadband TV

2.2.1 From IPTV to multimedia events

2.2.2 IPTV: Australia ain’t America

2.2.3 Are you ready for the video explosion?

2.2.4 Broadband TV - first financial results

2.2.5 Regulations

2.2.6 Movies downloading

2.2.7 IPTV developments

2.2.8 Tips for successful video over IP

2.3 Broadband video - key players

2.3.1 Introduction to broadband TV

2.3.2 Telstra’s complex convergence strategy

2.3.3 Other players

2.3.4 OfTheWorldTV

2.3.5 Southern Cross Broadcasting

3. SOCIAL NETWORKS AND USER GENERATED CONTENT (UGC)

3.1 Personal video

3.2 Social network sites

3.2.1 Redefining the media world

3.2.2 MySpace - Australia

3.2.3 Advertising is king on social network sites

3.2.4 My Second Life

3.3 The future of VoIP lies in videoconferencing

3.4 Instant messaging services

3.4.1 Thanks to video facing a revival

3.4.2 Interoperability between applications

3.4.3 Additional functionality

3.4.4 Messenger services on mobile phones

3.5 Peer-to-peer networks

3.5.1 File sharing networks

3.5.2 Influence on Internet resources

3.5.3 Commercialisation of P2P services

3.6 Blogging

3.6.1 Creating havoc in news media

3.6.2 Mediacracy

3.6.3 Affecting traditional news media

3.6.4 Other blog terms

3.7 Analysis

3.7.1 Introduction

3.7.2 Consumer-led era

3.7.3 Types of consumers

3.7.4 Business opportunities

3.7.5 Social networks

3.7.6 User Generated Content (UGC)

3.7.7 Internet media consumption

3.7.8 Wireless digital media

4. ELECTRONIC PROGRAM GUIDES (EPGS)

4.1 Introduction

4.2 Brief overview of DVRs

4.3 Brief overview of Home Media Centres

4.4 The EPG market

4.4.1 The market in 2007

4.4.2 EPGs essential for success of DVRs

4.4.3 Mixing pot of industries

4.4.4 New business models for EPG

4.4.5 Competition

4.5 Key players

4.5.1 TiVo

4.5.2 Foxtel launches Online Guide

4.5.3 IceTV (discontinued)

4.5.4 Hobbyists

4.6 EPG analyses

4.6.1 Delaying tactics from FTA broadcasters

4.6.2 Broadcasters conspired to block EPGs

4.7 Forecasts

5. PORTALS

5.1 Overview

5.2 Advertising model

5.3 Search and advice models

5.4 Vertical portals from content providers

5.5 Our own experiences

6. DIRECTORIES

6.1 Directory service overview

6.2 Needed: competition in directory services

7. SEARCHING

7.1 Google clear winner

7.2 Interesting new deals around Telstra’s digital media activities

7.3 Google Schmoogle - the battle continues

7.4 Australia’s largest online library

7.5 Mapping and tracking

8. WEB PUBLISHING

8.1 Personal web publishing sites

8.2 Creating havoc in news media

8.3 Mediacracy

8.4 Affecting traditional news media

8.5 News online

8.6 One-stop news shop from Unwired

8.7 Other blog terms

9. GAMES

9.1 Introduction

9.2 Market crossing the $1 billion market

9.3 The market moving towards 2010

9.4 Statistics

9.5 Major players

10. GAMBLING

10.1 Overview

10.2 ABS Report - 2006

10.3 Contribution of gambling to retail estimates

10.4 Casinos

10.5 Historic data

11. DATING

11.1 Online dating

12. ADULT SERVICES

12.1 Adult entertainment

13. MUSIC AND MP3

13.1 The market in 2007

13.2 Statistical overviews

13.2.1 Australian digital music downloads to grow to $200m a year

13.2.2 Ericsson Consumer Lab survey

13.3 Key players

13.3.1 destra media

13.3.2 ninemsn assault on the online music market

13.3.3 Telstra

13.4 MP3 and podcasting

13.4.1 Digital Media Players - MP3/iPods

13.4.2 Statistical overview

13.4.3 Podcasting advertising

13.4.4 Podsurf.tv

13.4.5 The Podcast network

13.5 Historical data

14. E-COMMERCE

14.1 The key drivers of growth

14.2 The role of service providers

14.2.1 Service providers as e-commerce facilitators

14.2.2 E-cash service providers

14.2.3 The role of ISPs

14.2.4 New telcos - no winner, many losers

14.3 Market statistics and surveys

14.3.1 Sensis - 2006 e-Business Report for SMEs

14.3.2 E-business and Internet trends amongst SMBs

14.3.3 The Sensis e-Business index- 2006

14.4 Advertising strategies (separate report)

15. MOBILE CONTENT

15.1 Industry overview, forecasts

15.1.1 The mobile content market moving into 2007

15.1.2 A market still kept hostage - analysis

15.1.3 New marketing and distribution models

15.1.4 Mobile TV

15.1.5 Revenue forecast

15.1.6 Operators - developments

15.1.7 Service providers

15.1.8 Premium Rate SMS

15.2 Services overview and stats

15.2.1 Ringtones and wallpaper

15.2.2 Mobile gaming

15.2.3 Mobile email

15.2.4 Gambling

15.2.5 Voting

15.2.6 MP3/iPods

15.2.7 Music

15.2.8 ninemsn

15.2.9 Seven back into mobile

15.2.10 AdultShop

15.3 Regulatory framework

15.3.1 SMS numbering

15.3.2 Adult content

15.3.3 SMS spam

16. VOIP

16.1 Stats, overview, analyses

16.1.1 Statistical overviews

16.1.2 The future of VoIP lies in videoconferencing

16.1.3 IT and telecoms no happy convergence

16.1.4 Market analysis

16.1.5 Regulatory issues

16.2 Services and projects A-N

16.2.1 AAPT

16.2.2 AT&T

16.2.3 Bigair - business-grade VoIP

16.2.4 Broadband Phone

16.2.5 BroadIP (since September 2006 MyNetPhone)

16.2.6 Clarinet

16.2.7 Country Energy - VoIP over BPL

16.2.8 engin - broadband telephony

16.2.9 Freshtel

16.2.10 gotalk

16.2.11 iiNetphone

16.2.12 ISPhone

16.2.13 iVox carrier-grade VoIP wholesaler

16.2.14 MyNetPhone

16.2.15 Neighborhood Cable

16.2.16 Newsnet.com

16.2.17 Optus

16.2.18 PBA - VoiP over wireless

16.2.19 Pipe Networks - VoIP peering

16.2.20 PowerTel introduces wholesale VoIP business network

16.2.21 Primus Telecom

16.2.22 smartMeeting

16.2.23 SP Telemedia

16.2.24 TalkNet

16.2.25 Telecorp’s VoIP over broadband

16.2.26 Telstra initiatives

16.2.27 Unwired and Freshtel - wireless VoIP

16.2.28 Australian VoIP Association (AVoIPA)

17. GLOSSARY OF ABBREVIATIONS

Exhibit 1 - Examples of social networking websites - 2006

Exhibit 2 - Video Ezy

Exhibit 3 - IPTV applications

Exhibit 4 - Proposed retail pricing strategy

Exhibit 5 - Video Ezy

Exhibit 6 - Second Life Financial - February 2007

Exhibit 7 - Second Life in Stats - 2007

Exhibit 8 - Definitions

Exhibit 9 - UGC key success factors

Exhibit 10 - Unique mobile users’ aspects to social networks and UGC

Exhibit 11 - Top ten game consols ranked by total units sold - 2005

Exhibit 12 - Selected licensed Australian online gambling operators

Exhibit 13 - Podcast advertising benefits

Exhibit 14 - Mobile facts and figures

Exhibit 15 - What users want

Exhibit 16 - BlueSkyFrog clients and partners

Exhibit 17 - BlueSkyFrog services

Exhibit 18 - Key m-gambling market segments

Exhibit 19 - BuddeComm VoIP quality survey

Exhibit 20 - VoIP issues

Exhibit 21 - BroadIP price plans

Exhibit 22 - Westpac one of the largest VoIP rollouts

Table 1 - Online advertising spend USA - 2006 - 2008

Table 2 - EPG forecasts Australia - 2005; 2007; 2010; 2015

Table 3 - Forecast telecommunications services revenue by product - 2005; 2010; 2015

Table 4 - Ten most visited Australian search engines - week ending 14 October 2006

Table 5 - Australian games software sales and growth - 2000 - 2009

Table 6 - Gambling as a portion of hotels/licensed clubs & total retail (seasonally adjusted) - 2004 - 2006

Table 7 - Gambling in retail trade (seasonally adjusted) - 2004 - 2006

Table 8 - Contribution of gambling to total turnover, by state (seasonally adjusted) - 2004 - 2006

Table 9 - Electronic gaming machines per state - 2002

Table 10 - Listening to music - 2006

Table 11 - Getting/buy music habits - 2006

Table 12 - Net wholesale sales of sound recordings & music videos - January - June 2005

Table 13 - Net wholesale sales of sound recordings & music videos - percentage change since 2004

Table 14 - Digital music market - revenue and forecasts - 2004 - 2009

Table 15 - Online users and other media usage

Table 16 - Computer ownership by industry sector - May 2006

Table 17 - Computer ownership by business size and location - May 2006

Table 18 - Telecommunication equipment ownership - May 2006

Table 19 - SME computer equipment ownership trends - 1999 - 2006

Table 20 - SME computer hardware & software expenditure - 2005 calendar year

Table 21 - SME trends in mean expenditure, computer hardware & software - 1998 - 2005

Table 22 - SME expected computer hardware & software expenditure - 2006 calendar year

Table 23 - New software applications purchased/planned by SMEs - 2005/06

Table 24 - Buying over the Internet by business size - 2006

Table 25 - Buying over the Internet by industry sector - 2006

Table 26 - Proportion of orders placed over the Internet - 2006

Table 27 - What businesses buy over the Internet - 2006

Table 28 - Business trends in Internet connections - 1995 - 2006

Table 29 - Reasons for connecting to the Internet by business size - May 2006

Table 30 - How SMEs access the Internet - May 2006

Table 31 - SME broadband access questionnaire - May 2006

Table 32 - Summary of current and expected uses of the Internet by SMEs - May 2006

Table 33 - Australian content market revenue - 2005 - 2007

Table 34 - Mobile content ARPU per customer - 2006

Table 35 - Skype users Australia - 2004 - 2008

Table 36 - Paid VoIP users Australia - 2004 - 2008

Table 37 - Main business distribution Australian VoIP market - July 2006

Table 38 - Unwired/Freshtel pricing