Digital Home Control Points and Revenue Distribution thru 2016

1.0 Introduction

2.0 Research Background

2.1 Methodology

2.2 Terminology

3.0 Competing Visions of the Digital Home

3.1 DH Architectures and Control Points

3.1.1 Heterogeneous Architecture

3.1.2 Hub-Controlled Architecture

3.1.3 Distributed Architecture

3.2 Examples of DH Business Strategies

3.2.1 Comcast

3.2.2 Verizon

3.2.3 Microsoft

4.0 Cross-Market Analysis

4.1 Consumer Needs

4.2 Service Examples vs. Consumer Needs

4.2.1 POTS Challenged

4.2.1.1 Mobility

4.2.1.2 VoIP

4.2.1.3 VoIP for Free?

4.2.2 TV and Video Services

4.2.2.1 Pay TV

4.2.2.2 Broadband Video

4.2.3 High-Speed Internet Service

4.2.4 Multiple Play

4.3 Business Interests

4.3.1 The Dynamics of Maturing Market

5.0 Summary and Forecasts

5.1 Control Points

5.2 Devices

5.3 Services

5.3.1 DH Entertainment Service Revenue

5.3.2 DH Broadband Service Revenue

5.3.3 DH Fixed Voice Revenue

5.3.4 Combined DH Service Profits

5.4 Total DH Revenues and Profits

List of Figures

Figure 1 Digital Home Scenario #1 - Heterogeneous Architecture

Figure 2 Network Home Scenario #2 - Hub Controlled Architecture

Figure 3 Network Home Scenario #3 - Distributed Architecture

Figure 4 Service Pricing in the Average U.S. Home

Figure 5 POTS vs. VoIP-Based Fee Breakdown

Figure 6 Cable PayTV vs. FTTH Fiber TV - Fee Breakdown

Figure 7 Separate vs. Multiple

Figure 8 Service-Driven Businesses - the ‘Food Chain’

Figure 9 Service-Driven Businesses - Inter-Segment Dynamics

Figure 10 Revenue for Digital Home Devices - 2006 to 2016

Figure 11 Profits for Digital Home Devices - 2006 to 2016

Figure 12 Annual Entertainment Service Revenue per Digital Home - 2006 to

2016

Figure 13 Broadband Service Revenue per Digital Home - 2006 to 2016

Figure 14 Fixed Voice Revenue per Digital Home - 2006 to 2016

Figure 15 Total Service Profits per Digital Home - 2006 to 2016

Figure 16 Total Revenue per Digital Home - 2006 to 2016

Figure 17 Total Profit per Digital Home - 2006 to 2016

Figure 18 US Broadband Households - 2006 to 2016

Figure 19 Total Revenue for US Digital Home Market - 2006 to 2016

Figure 20 Total Profit for US Digital Home Market - 2006 to 2016

List of Tables

Table 1 Comcast Subscribers - EOY 2006

Table 2 Verizon Subscribers - EOY 2006