Contents:

1. IPTV: Presentation 1.1. Why IPTV? 1.1.1. Market scope 1.1.2. IP's "contribution" 1.2. How IPTV works 1.2.1. Fibre optics vs copper for delivering access 1.2.2. The solutions 1.2.3. Video on demand 1.2.4. Best effort and guaranteed bitrates 1.2.5. Alternative access technologies and other IP networks 2. IPTV service deployments 2.1. Local deployment factors 2.1.1. State of broadband access development 2.1.2. The TV market's structure 2.1.3. Is regulation stifling the market? 2.2. IPTV services around the globe 2.2.1. Europe 2.2.2. The United States 2.2.3. Asia 3. Solution providers 3.1. Equipment and solutions 3.2. Positioning on the technical chain 4. IPTV's market positioning 4.1. TV services options 4.1.1. TV services 4.1.2. Video on demand services 4.2. Bundles 4.3. IPTV competing with cable, satellite and DTT 5. Deploying an IPTV service 5.1. Commercial priorities 5.2. Technical choices 5.3. Distribution models 5.3.1. Editorial policy regarding content 5.3.2. What role for VoD? 5.3.3. IPTV service models 5.4. Business models 5.4.1. TVoDSL, FTTx? 5.4.2. ARPU and the impact of bundling 5.4.3. An IPTV service's economy 6. Conclusions and forecasts 6.1. Opportunities tied to IPTV 6.2. Threats and uncertainties 6.3. Keys to success 6.4. Impact on operators and the market 6.5. Market forecasts up to 2010 7. Annex: Case studies Our presentation DigiWorld Catalogue 2005 Case study 1: France Telecom's IPTV offer Case study 2: B2's IPTV offer Case study 3: Free's IPTV offer Case study 4: Telefónica's IPTV offer Case study 5: FastWeb's IPTV offer Case study 6: VideoNetworks's IPTV offer Case study 7: PCCW's IPTV offer Case study 8: Yahoo! BB's IPTV offer Case study 9: Verizon's TV offer List of figures Figure 1: Growth of the broadband subscriber base, by geographic zone Figure 2: Convergent networks: the Telecom Italia example Figure 3: IPTV network architecture Figure 4: Evolution of downstream rates on ADSL networks, depending on distance Figure 5: Optical network architecture Figure 6: Passive and active FTTx architectures Figure 7: VHS in the home (excluding FTTH) Figure 8: How multicasting works Figure 9: Progression of video coding Figure 10: New compression standards "extending" IPTV coverage Figure 11: Features of a DVB-H – IP Datacasting system Figure 12: Broadband penetration rate in the world's chief markets (% of the population) Figure 13: Comparison of the length of the local copper loop in 6 countries Figure 14: Growth of infrastructure-based competition, by country Figure 15: Digital TV penetration around the world, by zone/country, in 2004 (e) (% of TV households) Figure 16: Percentage of European households receiving multichannel TV offer in 2004 Figure 17: VoD and IPTV solution ecosystems Figure 18: Triple play reducing churn Figure 19: Share of Telewest customers subscribing to a triple play Figure 20: Timeline for a film's release on the various platforms in France Figure 21: Low cost IPTV offer Figure 22: Premium IPTV offer Figure 23: Option-based IPTV offer Figure 24: Unbundling tariffs in Europe's leading markets in 2005 (EUR/month) Figure 25: Annual TV ARPU for FastWeb's video customers (EUR) Figure 26: Now Broadband TV's pay-TV subscriber base and ARPU Figure 27: FastWeb's annual residential ARPU Figure 28: An IPTV service's economy: low cost model Figure 29: An IPTV service's economy: premium model Figure 30: IPTV subscribers around the world (million) Figure 31: IPTV subscribers in the US (million) Figure 32: IPTV subscribers in Europe (million) Figure 33: IPTV subscribers in Asia (million) List of tables Table 1: Average fixed telephony revenues Table 2: Bitrates offered by some of the leading broadband ISPs in Europe, Asia and the US (May 2005)* Table 3: Comparison of different home networking solutions Table 4: Bitrates supplied by the different ADSL technologies, based on distance Table 5: WiMAX throughput Table 6: Main technical properties of the DOCSIS standard Table 7: National DSL and cable modem coverage, at the end of 2004 (% of the population) Table 8: Incumbent telcos' share of their domestic broadband, by country Table 9: Digital TV households worldwide, by zone/country, 2001-2009 Table 10: Satellite pay-TV households around the world, by zone Table 11: Cable TV households around the world, by zone/country, 2001-2009 Table 12: Level of IPTV service development in the leading European markets (end of September 2005) Table 13: Europe's leading IPTV services Table 14: FTTx deployments by RBOC in the US Table 15: Leading IPTV services in the US Table 16: Leading IPTV services in Asia Table 17: IPTV solution providers' positioning in the different segments Table 18: Range of TV/video services available via IPTV* Table 19: Comparison of networks' strengths and weakness with respect to positioning Table 20: Main properties of TV broadcasting networks Table 21: Prime objectives of an IPTV* strategy Table 22: Monthly ARPU for satellite pay-TV services in Europe in 2004 Table 23: Growth of Telewest's monthly subscriber ARPU in 2004 and Q1 2005 (GBP) Table 24: Savings offered on Comcast's bundled offers (USD) Table 25: An IPTV service's economy: low cost model Table 26: An IPTV service's economy: premium model Table 27: IPTV: opportunities and threats for operators Table 28: IPTV subscribers around the world (million) Table 29: IPTV subscribers in Europe (million) Table 30: IPTV subscribers in Asia (million)