2007 Western European Convergence Market

• IP Packet-Switched Technology;
• Triple Play Models and Analysis;
• Satellite and Cable TV;
• Digital TV, DTTV models, Interactive TV;
• IPTV, Video-on-Demand;
• Next Generation Networks and Deployments;
• Regulatory issues;
• Operators and Service Offerings.

1. OVERVIEW OF WESTERN EUROPE’S CONVERGENCE MARKET

1.1 The triple play market

1.2 The digital media market

1.3 Industry realignments

1.4 Structural reforms required

1.5 Developing IP-networks

1.6 Developing strategies

1.7 Converging media

1.7.1 Key enablers of convergence

1.8 European triple play overview

1.8.1 IPTV market growth

1.8.2 Video-on-Demand (VoD)

1.8.3 Personal TV

1.9 Triple play in telecoms

1.9.1 ADSL2+

1.9.2 VDSL

1.9.3 Fibre-to-the-Home (FttH)

1.10 Triple play developments in Europe - case studies

1.10.1 The UK

1.10.2 Italy

1.10.3 Sweden

1.10.4 France

1.10.5 The Netherlands

1.11 Digital TV in Europe

1.11.1 Market overview

1.11.2 Regulatory issues

1.11.3 Digital Terrestrial TV (DTTV)

1.11.4 DTTV models

1.11.5 Trends and analysis

1.11.6 Digital TV platforms

2. AUSTRIA

2.1 Overview of media convergence

2.2 Key general trends

2.3 Triple play models

2.4 Regulatory issues

2.5 Digital TV

2.5.1 Overview

2.5.2 Digital Terrestrial TV (DTTV)

2.5.3 Free-to-Air (FTA) TV

2.5.4 TV-over-DSL (IPTV)

2.5.5 Video-on-Demand (VoD)

2.5.6 Voice over Internet Protocol (VoIP)) services

2.5.7 Personal Video Recorders (PVRs)

2.5.8 Cable TV

2.5.9 Satellite TV

3. BELGIUM

3.1 Overview of media convergence

3.2 Key general trends

3.3 Triple play models

3.4 Regulatory issues

3.5 Digital TV

3.5.1 Digital Terrestrial TV (DTTV)

3.5.2 Free-to-Air (FTA) TV

3.5.3 Interactive Digital TV (iDTV)

3.5.4 TV-over-DSL (IPTV)

3.5.5 VoIP

3.5.6 Video-on-Demand (VoD)

3.5.7 Cable TV

3.5.8 Satellite TV

4. DENMARK

4.1 Overview of media convergence

4.2 Key general trends

4.3 Triple play models

4.4 Regulatory issues

4.4.1 Overview

4.4.2 VoIP

4.5 Digital TV

4.5.1 Digital Terrestrial TV (DTTV)

4.5.2 TV-over-DSL (IPTV)

4.5.3 Voice over Internet Protocol (VoIP)

4.5.4 Cable TV

4.5.5 Satellite-based digital pay TV developments

5. FINLAND

5.1 Overview of media convergence

5.2 Key general trends

5.3 Triple play models

5.4 Digital TV

5.4.1 Overview

5.4.2 National licences

5.4.3 Regional licences

5.4.4 Free-to-Air (FTA) TV

5.4.5 TV-over-DSL (IPTV)

5.4.6 VoIP

5.4.7 Cable TV

5.4.8 Satellite-based digital pay TV developments

5.4.9 Digital Terrestrial TV (DTTV)

6. FRANCE

6.1 Overview of media convergence

6.2 Key general trends

6.3 Digital dividend

6.4 Triple play models

6.5 Quadruple play models

6.6 Regulator issues

6.6.1 VoIP

7. GERMANY

7.1 Overview of media convergence

7.2 Key general trends

7.3 Triple play models

7.3.1 Operators

7.4 Regulatory issues

7.4.1 Voice over Internet Protocol (VoIP)

7.4.2 Fragmented legal framework

7.4.3 Digital TV (DTV)

7.5 Digital TV

7.5.1 Digital Terrestrial TV (DTTV)

7.5.2 Free-to-Air (FTA) broadcasting

7.5.3 Public broadcasters

7.5.4 TV-over-DSL (IPTV)

7.5.5 Video-on-Demand (VoD)

7.5.6 Voice over Internet Protocol (VoIP)

7.5.7 Voice over Digital Subscriber Line (VoDSL)

7.5.8 Voice over Cable

7.5.9 Personal Video Recorders (PVRs)

7.5.10 Cable TV

7.5.11 Digital cable TV

7.5.12 Satellite TV

8. ICELAND

8.1 Overview of media convergence

8.2 TV-over-DSL (IPTV)

8.3 Video-on-Demand (VoD)

8.4 VoIP

9. IRELAND

9.1 Overview of media convergence

9.2 Key general trends

9.3 Triple play models

9.3.1 Smart Telecom

9.3.2 Magnet Networks

9.3.3 UPC Ireland

9.4 Regulatory issues

9.4.1 VoIP

9.4.2 Licence fees

9.4.3 Multipoint Microwave Distribution Systems (MMDS)

9.5 Digital TV

9.5.1 Digital Terrestrial TV (DTTV)

9.5.2 Video-on-Demand (VoD)

9.5.3 VoIP

9.5.4 TV-over-DSL (IPTV)

9.5.5 Digital cinema

9.5.6 Interactive TV (iTV)

9.5.7 Cable TV

9.5.8 Satellite TV

10. ITALY

10.1 Overview of media convergence

10.2 Key general trends

10.3 Triple play models

10.4 Quad play models

10.5 Regulatory issues

10.5.1 VoIP

10.6 Digital TV

10.6.1 Digital Terrestrial TV (DTTV)

10.6.2 The digital TV network in Italy

10.6.3 Digital cinema

10.6.4 TV-over-DSL (IPTV)

10.6.5 Video-on-Demand (VoD)

10.6.6 Cable TV (CATV)

10.6.7 Satellite-based digital pay TV developments

10.6.8 Personal Video Recorders (PVRs)

10.6.9 Free-to-Air (FTA) TV

10.6.10 VoIP

11. LUXEMBOURG

11.1 Overview of media convergence

11.2 Digital TV

11.2.1 TV-over-DSL (IPTV)

11.2.2 Cable TV CATV)

11.2.3 Satellite TV

11.2.4 RTL Group

11.2.5 SES Astra

12. MALTA

12.1 Overview of media convergence

12.2 Triple play models

12.3 Digital TV

12.3.1 Digital Terrestrial TV (DTTV)

12.3.2 TV-over-DSL (IPTV)

12.3.3 VoIP

13. NETHERLANDS

13.1 Overview of media convergence

13.2 Key general trends

13.3 Triple play models

13.4 Regulatory issues

13.4.1 VoIP

13.4.2 Cable tariffs

13.5 Digital TV

13.5.1 Overview

13.5.2 Digital Terrestrial TV (DTTV)

13.5.3 Free-to-Air (FTA) TV

13.5.4 Interactive TV (iTV)

13.5.5 TV-over-DSL (IPTV)

13.5.6 Video-on-Demand (VoD)

13.5.7 VoIP

13.5.8 Cable TV

13.5.9 Satellite TV

14. NORWAY

14.1 Overview of media convergence

14.2 Key general trends

14.3 Triple play models

14.4 Regulatory issues

14.5 Voice over Internet Protocol (VoIP)

14.6 Digital TV

14.6.1 Digital Terrestrial TV (DTTV)

14.6.2 Free-to-Air (FTA) TV

14.6.3 TV-over-DSL (IPTV)

14.6.4 VoIP

14.6.5 Cable TV (CATV)

14.6.6 Satellite TV

15. PORTUGAL

15.1 Overview of media convergence

15.2 Key general trends

15.3 Triple play models

15.4 Digital TV

15.4.1 Digital Terrestrial TV (DTTV)

15.4.2 Free-to-Air (FTA) TV

15.4.3 VoIP services

15.4.4 TV-over-DSL (IPTV)

15.4.5 Cable TV (CATV)

15.4.6 Satellite-based digital pay TV developments

16. SPAIN

16.1 Overview of media convergence

16.2 Key general trends

16.3 Triple play models

16.4 Regulatory issues

16.4.1 VoIP

16.5 Digital TV

16.5.1 Regulatory environment

16.5.2 Digital Terrestrial TV (DTTV)

16.5.3 Free-to-air (FTA) TV

16.5.4 VoIP

16.5.5 TV-over-DSL (IPTV)

16.5.6 Video-on-Demand (VoD)

16.5.7 Cable TV (CATV)

16.5.8 Satellite-based digital pay TV developments

17. SWEDEN

17.1 Overview of media convergence

17.2 Key general trends

17.3 Triple play models

17.4 Regulatory issues

17.4.1 Digital dividend

17.5 Digital TV

17.5.1 Market overview

17.5.2 Digital terrestrial TV (DTTV)

17.5.3 Boxer

17.5.4 Modern Times Group (MTG)

17.5.5 Free-to-Air (FTA) TV

17.5.6 Interactive TV (iTV)

17.5.7 TV-over-DSL (IPTV)

17.5.8 Video-on-Demand (VoD)

17.5.9 Voice over Internet Protocol (VoIP)

17.5.10 Cable TV

17.5.11 Satellite-based digital pay TV developments

18. SWITZERLAND

18.1 Overview of media convergence

18.2 Key general trends

18.3 Triple play models

18.4 Voice over Internet Protocol (VoIP)

18.5 Regulatory issues

18.6 Digital TV

18.6.1 Overview

18.6.2 Free-to-Air (FTA) TV

18.6.3 Digital TV - Cablecom

18.6.4 Digital Terrestrial TV (DTTV)

18.6.5 TV-over-DSL (IPTV)

18.6.6 Interactive TV (iTV)

18.6.7 VoIP services

18.6.8 Cable TV (CATV)

19. UNITED KINGDOM

19.1 Overview of media convergence

19.2 Key general trends

19.3 Triple play models

19.4 Regulatory issues

19.4.1 Ofcom

19.4.2 Digital Dividend Review

19.4.3 DTTV pay services

19.4.4 Digital switchover licensing

19.4.5 High Definition issues

19.5 Digital TV

19.5.1 Digital Terrestrial TV (DTTV)

19.5.2 TV-over-DSL (IPTV)

19.5.3 Video-on-Demand (VoD)

19.5.4 VoIP

19.5.5 Interactive TV

19.5.6 Cable TV

19.5.7 Satellite TV

20. GLOSSARY OF ABBREVIATIONS

List of Exhibits

Exhibit 1 - Operators’ service bundling offers - August 2007

Exhibit 2 - Estimated analogue switch-off date in EU countries - 2007

Exhibit 3 - DTTV licensing models in selected EU countries - 2007

Exhibit 4 - Digital dividend frequency availability in Sweden - 2008

Exhibit 5 - Operators’ service bundling offers in the UK - August 2007

Exhibit 6 - Technology developments in bundled services in the UK - 2007 - 2008

Exhibit 7 - Digital broadcasting switchover timetable in the UK - 2008 - 2012

Exhibit 8 - Snapshot of digital TV services in the UK - July 2007

Exhibit 9 - Popular VoIP providers in the UK - 2007

List of Tables

Table 1 - LLU and shared access lines - 2004 - 2007

Table 2 - Triple play households in Europe - 2005; 2010; 2015

Table 3 - Mobile and broadband (triple play): growth opportunities in selected world regions - 2005 - 2010

Table 4 - Proportion of bundled services by type - 2006

Table 5 - Bundled offers by operator - 2007

Table 6 - Netherlands - proportion of households with bundled products - 2004 - 2006

Table 7 - Western Europe digital TV households - 2006; 2012

Table 8 - Cable and satellite TV home penetration in selected countries - 2006

Table 9 - European DTTV homes, selected countries - 2005; 2009

Table 10 - Digital TV households and penetration (all platforms) - 2001 - 2007

Table 11 - Online advertising expenditure in Austria - 2001 - 2005

Table 12 - Digital penetration by reception type in Austria - 2005

Table 13 - Location-independent and converged numbers in Austria - 2005 - 2006

Table 14 - Cable and satellite TV penetration in Austria - 1992; 1994; 1999; 2002; 2005

Table 15 - Cable and satellite TV households in Austria - 1997; 2000 - 2005

Table 16 - Proportion of household TV reception by technology in Austria - 2005

Table 17 - UPC Austria subscribers and operating statistics - 2005 - 2007

Table 18 - UPC Austria revenue - 2005 - 2007

Table 19 - Belgacom TV subscribers and ARPU - 2006 - 2007

Table 20 - Belgacom TV financials - 2006

Table 21 - Cable TV subscribers and penetration in Belgium - 1995 - 2006

Table 22 - Telenet operating statistics - 2005 - 2007

Table 23 - Telenet monthly ARPU - 2005 - 2006

Table 24 - UPC Belgium statistics per market segment - 2005 - 2006

Table 25 - Satellite TV subscribers in Belgium - 1995 - 2006

Table 26 - Triple play subscribers in Denmark - 2005

Table 27 - DTH subscribers in Denmark - 2000 - 2005

Table 28 - IPTV subscribers in Denmark - 2005

Table 29 - VoIP traffic in Denmark - 2005 - 2006

Table 30 - Main VoIP providers; subscribers and market share in Denmark - 2005 - 2006

Table 31 - Cable TV subscriptions by provider in Denmark - 2004 - 2006

Table 32 - Cable TV subscriptions by provider - market share in Denmark - 2004 - 2006

Table 33 - TDC cable modem subscribers - 2003 - 2006

Table 34 - TDC Cable TV financial statistics and annual change - 2005 - 2006

Table 35 - TDC cable TV subscribers - 2003 - 2006

Table 36 - Telia Stofa cable TV subscribers - 2002 - 2007

Table 37 - Digital TV subscribers and penetration in Finland - 2003 - 2006

Table 38 - Cable TV subscribers and penetration of TV homes in Finland - 1995 - 2005

Table 39 - Satellite TV subscribers and penetration of TV homes in Finland - 1995 - 2005

Table 40 - TV households and penetration in Germany - 2006

Table 41 - Digital terrestrial TV penetration in Germany - 2002 - 2007

Table 42 - Premiere EBITDA, net profit, revenue and OPEX - 2006 - 2007

Table 43 - Premiere subscribers - 2006 - 2007

Table 44 - Premiere annualised ARPU - 2006 - 2007

Table 45 - Arcor fixed-line, broadband financials (year to March) and annual change - 2007

Table 46 - Arcor broadband subscribers - 2006 - 2007

Table 47 - Tele Columbus broadband and digital TV subscribers - 2005 - 2006

Table 48 - Tele Columbus ARPU - 2005 - 2006

Table 49 - Cable TV subscribers and penetration in Germany - 1991 - 2007

Table 50 - Kabel Deutschland: TV, Internet & telephony subscribers & annual change - 2005 - 2006

Table 51 - Kabel Deutschland: TV, Internet & telephony ARPU - 2005 - 2007

Table 52 - Kabel Deutschland cable TV subscribers - March 2007

Table 53 - Kabel Deutschland financial statistics - 2006 - 2007

Table 54 - Digital terrestrial TV penetration in Germany - 2001 - 2007

Table 55 - Digital multichannel households (Germany, Austria) - 2004 - 2008

Table 56 - ish/iesy broadband and digital TV subscribers - 2005 - 2006

Table 57 - ish/iesy ARPU (€ / month) - 2005 - 2006

Table 58 - Unitymedia subscribers and annual change - Q2 2007

Table 59 - Unitymedia ARPU and annual change - Q2 2007

Table 60 - Satellite pay TV subscribers and penetration in Germany - 1993 - 2007

Table 61 - Statistical overview of Ireland’s broadcasting market - 2006 - 2007

Table 62 - Take-up of broadcasting services, % of total in Ireland - 2002 - 2007

Table 63 - Digital TV: cable and satellite market share in Ireland - 2004 - 2007

Table 64 - Corporate and SME use of VoIP in Ireland - 2005 - 2006

Table 65 - Pay TV market access type: analogue and digital in Ireland - 2002 - 2006

Table 66 - Digital pay TV subscribers as % of pay TV in Ireland - 2005 - 2006

Table 67 - Broadcasting subscribers by platform and annual growth in Ireland - 2006 - 2007

Table 68 - Pay TV market: percentage analogue and digital (of pay TV) in Ireland - 2004 - 2007

Table 69 - Broadcasting market breakdown by technology in Ireland - 2004 - 2007

Table 70 - Subscribers to pay TV services in Ireland - 2005 - 2007

Table 71 - Cable TV subscribers and penetration in Ireland - 2000 - 2007

Table 72 - UPC Ireland operating data and subscribers - 2006 - 2007

Table 73 - Satellite TV antennae and home penetration in Ireland - 1992 - 2007

Table 74 - BSkyB satellite TV subscribers - 2003 - 2007

Table 75 - Bundled offers by operator in Italy - 2007

Table 76 - Statistical overview of Italy’s broadcasting market - 2007

Table 77 - Pay TV subscribers by technology and forecasts in Italy - 2003 - 2008

Table 78 - Digital pay TV revenue and growth in Italy - 2000 - 2005

Table 79 - Digital TV subscribers by technology in Italy - 2004 - 2005

Table 80 - Mediaset net revenue and operating profit in Italy - 9M 2007

Table 81 - Mediaset Premium smart cards sold - 2006 - 2007

Table 82 - DTTV receivers and annual growth in Italy - 2004 - 2006

Table 83 - Forecast DTTV households and annual growth in Italy - 2007 - 2013

Table 84 - Cable TV subscribers and penetration in Italy - 1996 - 2006

Table 85 - Forecast cable TV subscribers and growth in Italy - 2007 - 2013

Table 86 - Forecast satellite TV subscribers in Italy - 2007 - 2013

Table 87 - Sky Italia subscribers - 2006 - 2007

Table 88 - Cable and digital TV subscribers in Malta - 2001 - 2007

Table 89 -Cable TV Households: analogue and digital in Malta - 2006 - 2007

Table 90 - Proportion of TV households, by technology in Malta - 2005 - 2006

Table 91 - Cable and DTTV subscribers in Malta - 2005 - 2007

Table 92 - Analogue and digital TV subscribers in Malta - 2005 - 2007

Table 93 - VoIP market share by operator in Malta - March 2007

Table 94 - VoIP Minutes of Use (MOU) in Malta - 2006 - 2007

Table 95 - Proportion of households with products from a single provider in the Netherlands - 2004 - 2006

Table 96 - Cable & satellite TV statistics per market segments & penetration in the Netherlands - 1998 - 2005

Table 97 - Average TV subscription fees by infrastructure in the Netherlands - 2006

Table 98 - TV distribution infrastructure market share in the Netherlands - 2005 - 2006

Table 99 - VoIP subscribers and quarterly change in the Netherlands - 2005 - 2007

Table 100 - KPN VoIP subscribers - 2006 - 2007

Table 101 - TV homes, cable subscribers and penetration in the Netherlands - 1998 - 2005

Table 102 - Cable TV penetration: selected European countries compared with the Netherlands - 2005

Table 103 - Cable TV operators’ estimated market shares in the Netherlands - 2003; 2005 - 2006

Table 104 - UPC Nederland statistics per market segment - 2004 - 2007

Table 105 - @Home subscribers - June 2007

Table 106 - Casema subscribers by sector - June 2006

Table 107 - Essent Kabelcom subscribers by sector - June 2006

Table 108 - Satellite TV subscribers and penetration in the Netherlands - 2002 - 2006

Table 109 - Broadcast TV subscribers in Norway - 2000 - 2005

Table 110 - Telenor DTH and cable TV subscribers - 2006 - 2007

Table 111 - Telenor VoIP subscribers - 2005 - 2007

Table 112 - Broadband telephony, business and residential sectors in Norway - 2000 - 2006

Table 113 - VoIP market share by provider in Norway - Q3 2006

Table 114 - VoIP traffic and market share in Norway - 2005 - 2006

Table 115 - Cable pay TV subscribers in Norway - 1995 - 2004

Table 116 - Statistical overview of cable TV market in Norway - 2005

Table 117 - Telenor cable TV subscribers - 2001 - 2007

Table 118 - Get operating statistics - August 2006

Table 119 - Telenor satellite home antennae and penetration in Nordic region - 1996 - 2007

Table 120 - Viasat DTH subscribers and digital percentage (Norway) - 1999 - 2004

Table 121 - Statistical overview of Portugal’s broadcasting market - 2006 - 2007

Table 122 - Subscribers to bundled packages in Portugal - July 2007

Table 123 - VoIP provider market share in Portugal - 2006

Table 124 - TV Cabo operational data: home and subscriber statistics - 2005 - 2006

Table 125 - Statistical overview of cable TV market in Portugal - 1998 - 2007

Table 126 - Cable TV subscribers as % of population, by region in Portugal - 2006 - 2007

Table 127 - Cabled households by region in Portugal - 2006 - 2007

Table 128 - Cable TV subscribers by region and annual change in Portugal - 2006

Table 129 - TV market subscribers and penetration in Portugal - 1998 - 2007

Table 130 - Proportion of subscribers taking bundled services in Spain - 2006

Table 131 - Bundled service subscribers by sector in Spain - 2006

Table 132 - Residential bundled subscribers as proportion of total in Spain - 2006

Table 133 - Statistical overview of Spain’s broadcasting market - 2005; 2007

Table 134 - TV revenue by technology in Spain - 2002 - 2007

Table 135 - Proportion of pay TV subscribers by technology in Spain - 2005 - 2007

Table 136 - TV market subscribers by technology in Spain - 2002 - 2007

Table 137 - Digital TV revenue and market share by operator in Spain - 2005 - 2007

Table 138 - Pay TV subscribers by operator and market share in Spain - 2006 - 2007

Table 139 - Digital TV subscribers by operator in Spain - 2003 - 2006

Table 140 - Telefónica IPTV subscribers - 2005 - 2007

Table 141 - Cable TV subscribers in Spain - 1996 - 2007

Table 142 - ONO operating and subscriber statistics by sector - 2007

Table 143 - ONO revenues, gross profit, EBITDA and net debt - 2006 - 2007

Table 144 - Satellite TV subscribers in Spain - 1997 - 2007

Table 145 - Sogecable revenue, OPEX, EBITDA, net profit and annual change - 2006 - 2007

Table 146 - Revenue, OPEX, EBITDA, income/loss: Sogecable, Pay TV, Cuatro - Q1 2007

Table 147 - Sogecable Digital+ subscribers - 2002 - 2006

Table 148 - Sogecable Digital+ ARPU - 2005 - 2007

Table 149 - Statistical overview of Sweden’s broadcasting market - 2006

Table 150 - Boxer subscribers and annual change - 2006 - 2007

Table 151 - MTG commercial share of viewing - 2006 - 2007

Table 152 - MTG (Nordic) financials (SEK million) and annual change - Q2 2007

Table 153 - MTG (Nordic) subscribers - 2006 - 2007

Table 154 - VoIP subscribers in Sweden - 2004 - 2006

Table 155 - VoIP provider market share in Sweden - 2006

Table 156 - Cable TV subscribers and penetration in Sweden - 1995 - 2006

Table 157 - Com Hem subscribers by type - 2005 - 2007

Table 158 - Com Hem financial statistics and annual change - June 2007

Table 159 - UPC Sweden operating data - 2005

Table 160 - Canal Digital operating data - Nordics - 2005 - 2007

Table 161 - Viasat pay TV, DTH and IPTV subscribers - August 2006

Table 162 - Statistical overview of Switzerland’s broadcasting market - June 2007

Table 163 - Availability and penetration of digital services in the UK - mid-2007

Table 164 - Proportion of bundled services by type in the UK - 2006

Table 165 - Statistical overview of the digital TV market in the UK - 2005 - 2007

Table 166 - Market share of TV homes by platform (primary sets) in the UK - 2005 - 2007

Table 167 - Digital TV take up, share of main TV sets in the UK - 2004 - 2007

Table 168 - Share of multi-channel TV in the UK - 2004 - 2007

Table 169 - Digital TV share of net additions in the UK - 2004 - 2007

Table 170 - Homes equipped for DTTV in the UK - 2006 - 2007

Table 171 - DTTV equipment sales in the UK - 2005 - 2007

Table 172 - Cumulative DTTV STB sales in the UK - 2006 - 2007

Table 173 - BT VoIP subscribers - 2006 - 2007

Table 174 - Cable TV subscribers and penetration in the UK - 2003 - 2007

Table 175 - Virgin Media subscribers, connected homes, ARPU and DVRs - 2006 - 2007

Table 176 - Virgin Media revenue, operating cash flow and operating income - 2005 - 2006

Table 177 - Free-to-view satellite households in the UK - 2005 - 2007

Table 178 - BSkyB subscriber statistics - 2005 - 2007

Table 179 - BSkyB ARPU - 2005 - 2007

Table 180 - BSkyB revenue, operating profit and annual change - 2007