This report identifies the fundamental strategic advantages that the TelcoTV and Internet TV providers have. It describes how these advantages will translate into unique market stratification. In particular, this report describes how the TelcoTV providers control this market in fundamental ways and limit the ability of the Internet TV companies to reach their users.

The report also provides strategies that the Internet TV providers can use to get around the limitations to their services due to the capacity of the broadband Internet services that the telcos provide. It describes ways of living within these constraints as well as ways of removing them.

2 TelcoTV Strategies

2.1 TelcoTV Service Strategies

2.2 Access Technologies

2.3 Data Services

2.4 Basic TV Services

2.5 Premium TV Services

2.6 On Demand Services

3 Internet TV Strategies

3.1 TV-Based Internet TV Services

3.2 PC Based Commercial Internet TV Services

3.3 PC Based User Generated Internet TV Services

4 Integrating TelcoTV and Internet TV

4.1 Enhancing TelcoTV Services

4.2 Enhancing Internet TV Services

5 Business Case Scenarios

5.1 Broadband Technologies

5.2 TelcoTV Business Case for North America

5.3 TelcoTV Business Case for Europe

5.4 TelcoTV Business Case for Asia

5.5 Conclusions from the Business Case

6 Market Forecast

6.1 Forecast Methodology

6.2 Global Forecast

6.3 Europe

6.4 Asia/Pacific

6.5 North America

6.6 Rest of the World

7 Winning the Battle for Broadband TV

7.1 TelcoTV Strategies 7

7.2 Internet TV Strategies

8 Appendix I: Companies in this Report

9 Appendix II: Glossary

Table of Figures

Figure 1 1: TelcoTV vs Internet TV Viewing Hours per Month Globally

Figure 3 1: Neo Index TV Service

Figure 3 2: Neo Index PC Based Service

Figure 5 1: North American Returns from Broadband Services

Figure 5 2: European Returns from Broadband Services

Figure 5 3: Asian Returns from Broadband Services

Figure 6 1: Global TelcoTV Subscribers

Figure 6 2: Global Broadband Forecast

Figure 6 3: TelcoTV vs Internet TV Viewing Hours per Month Globally

Figure 6 4: Total Global Film Revenue Forecast

Figure 6 5: Yearly Increase/Decrease of Film Revenue Globally

Figure 6 6: Telco vs. Internet TV Revenue in Europe

Figure 6 7: Yearly Increase in Film Revenue in Europe

Figure 6 8: Telco vs. Internet TV Revenue in Asia

Figure 6 9: Yearly Increase in Film Revenue in Asia/Pacific

Figure 6 10: Telco vs. Internet TV Revenue in North America

Figure 6 11: Yearly Increase in Film Revenue in North America

Figure 6 12: Telco vs. Internet TV Revenue in the Rest of the World

Figure 6 13: Yearly Increase in Film Revenue in the Rest of the World

Table of Tables

Table 2 1: TelcoTV Service Strategies

Table 2 2: Access Technology Characteristics

Table 3 1: Internet TV Providers

Table 3 2: Akimbo's Leading Cable Networks

Table 3 3: Akimbo's Leading Internet Providers

Table 3 4: KyLinTV Packages

Table 3 5: MovieBeam Movie Fees

Table 3 6: Download Service Content Sources

Table 6 1: Average Hours per Month Watching TelcoTV Services

Table 6 2: Average Hours per Month Watching Internet TV Services

Table 8 1: Companies Consulted for this Report