European Cable: Strategies for Success: Industry Research Report

European Cable: Strategies for Success

Published Date: May 2007

Published By: Analysys Mason

Order Code: R51-236

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0 Summary
1 Telcos and broadcasters pose threats from different sides: 1.1 Telecoms operators are focusing on services enabled by broadband, including TV; 1.2 Established broadcasters hold a latent advantage; 1.3 Some cable operators’ networks still lag behind significantly; 1.4 Regulation may work against the cable operators’ interests; 1.5 Cable operators must focus on content, including its presentation and delivery
2 Content must remain cablecos’ top priority: 2.1 Cablecos must continue to improve the quality and range of their content; 2.2 Cable operators must prioritise building a national brand; 2.3 Telecoms infrastructure increasingly facilitates content delivery
3 Upgrading to M-CMTS should be prioritised: 3.1 Footprint limitations can be overcome by alternative technologies; 3.2 Provision of higher bandwidths does not necessarily require more spectrum; 3.3 (Euro)DOCSIS3.0 will enable increased bandwidth, scalability and new services; 3.4 The M-CMTS standard enhances scalability and flexibility while reducing costs; 3.5 Increasing downstream bandwidth may be achieved through pre-specification DOCSIS3.0; 3.6 Ethernet-over-cable may also be deployed to achieve higher downstream speeds; 3.7 Demand for upstream bandwidth is less well addressed than that for downstream; 3.8 Cable operators should only employ pre-specification DOCSIS3.0 in small-scale trials
4 Price competition can only take an operator so far: 4.1 Broadband prices are approaching rock bottom; 4.2 Cable operators must consolidate a value-driven strategy; 4.3 The cable broadband pricing portfolio can be streamlined and enhanced; 4.4 Bundling services to increase perceived value is key
5 Only large scale will enable adequate content and technology
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Figures and Tables: Figure 0.1: Forecast ROI from four different infrastructure upgrades; Table 0.1: Phases of build-out options A-D, 2008-11; Figure 1.1: RGUs within the Western European cable industry, 2001-6; Figure 1.2: RGUs within the Western European telecoms industry, 2001-6; Figure 1.3: Satellite TV subscribers in Western Europe, 2001-6; Figure 1.4: Coverage and adoption of cable services in Western Europe, December 2005; Table 1.1: Estimated proportion of CATV network upgraded for two-way communication in selected European countries at December 2006; Figure 2.1: Per-annum cost of first-division football league rights in selected Western European markets, 1999-2006; Figure 2.2: Typical household downstream broadband demand, 2006-14; Table 3.1: Typical frequency allocations for services in an 860MHz-bandwidth HFC cable network; Figure 3.1: The impact of codec compression on the bandwidth demands of IP-based video services; Figure 3.2: Comparison of EuroDOCSIS versions; Figure 3.3: I-CMTS head-end architecture; Figure 3.4: M-CMTS head-end architecture; Figure 3.5: Cost of CMTS downstream ports and video EQAM ports, 2002-7; Table 3.2: Details of pre-specification DOCSIS3.0 channel-bonding CPE; Table 3.3: Four upgrade options; Table 3.4: Phases of build-out options A-D, 2008-11; Figure 3.6: Forecast ROI from four different infrastructure upgrades; Figure 4.1: Average price of flat-rate residential 2Mbit/s retail broadband connections in Western Europe, 3Q 2003-1Q 2007; Figure 4.2: Net profitability of selected European unbundlers, 1Q 2004-3Q 2006; Figure 4.3: Net profitability of selected European cable operators, 1Q 2004-3Q 2006; Figure 4.4: Customer penetration of multi-play packages for selected triple-play providers in Western Europe, December 2006; Figure 4.5: Telewest’s monthly ARPS for telephony, broadband and TV and total customer ARPU, 2001-5; Table 5.1: Aspects of cablecos’ strategy in historical media and future converged markets