Contents:

Executive Summary Section 1: IPTV Technology 1.1 What Is IPTV? 1.2 How Does IPTV Work? 1.3 What Are the Main Pieces of the IPTV Architecture? 1.4 Technology Keys to IPTV Success 1.5 Is IPTV Ready? Section 2: The IPTV Value Proposition and the Evolution of the Telco Business Model 2.1 The Death of Voice as We Know It 2.2 Emerging Telco Business Model: Triple Play to the Rescue Section 3: IPTV Business Models and Key Factors of Success 3.1 IPTV Success Framework: Where Is IPTV More Likely to Be Successful? 3.2 IPTV and the ADSL Coverage Advantage 3.3 Telcos and the Content Challenge: Content Is King, to a Point 3.3.1 Sourcing Model: From Distribution to Creation 3.3.2 Content Acquisition: When Size Matters 3.3.3 Content a la Carte: Potentially Good for IPTV Market Share Gains, Viability Doubtful 3.3.4 Premium Content Is Important, But Broadcast Channels Are Critical 3.3.5 VoD: Not Quite the Present, Vital to the Future 3.3.6 Successful IPTV Is About a Focus on Broadband — Not TV 3.4 Pricing: The Power of Bundling 3.5 Digital Terrestrial TV: Friend and Foe 3.6 The Challenge of Regulation Section 4: IPTV Competition and Forecasts 4.1 IPTV Competition: What Cable and Satellite Will Do 4.2 IPTV Forecasts from 2001 – 2010 4.2.1 What Exactly Are We Counting? 4.2.2 Europe, Asia Lead the Way Section 5: Carrier Case Studies* 5.1 The Upstarts Free Telecom Fastweb PCCW Yahoo! BB 5.2 The Incumbents France Telecom Telefonica Verizon Chunghwa Telecom 5.3 The Rivals Comcast DirecTV *Sample Case Study 5.1.1 Service Positioning 5.1.2 Competition and Market Share 5.1.3 Content Offerings 5.1.4 Service Pricing 5.1.5 IPTV Technology 5.1.6 Subscriber, Revenue and Profitability Performance 5.1.7 Key Lessons