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Next Generation Trend Letter / Vol. 2, Issue 5, May Edition

Pyramid Research, Inc, May 2006, Pages: 18


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Football Fever: The World Cup, Football Content Rights, and Mobile TV
With the football World Cup set to start in Germany on June 9, it is worthwhile to examine the relationship between telcos and the beautiful game. We believe the cost of football content is now too high, and argue that high-priced content is not always worth it.

World Cup Special: Examining Carrier Moves
The World Cup offers a unique opportunity to push and trial mobile TV; we just do not expect the event to jumpstart adoption of the technology. We examine that and other moves carriers are making to take advantage of the World Cup.

The Demise of Voice Pure-Play: Is Vonage Toast?
VoIP service provider Vonage has become a household name, thanks to its relentless undercutting of telco and cable voice packages. With its IPO completed with a whimper, a number of factors are leaving us to wonder whether Vonage is in for the long haul.

A la Carte and Pay TV: Growth Catalyst or Disruptive Force?
The US congress is considering enacting a law that would compel Pay TV providers to offer a la carte packages. Were this to happen, we expect ARPUs to decline sharply, and IPTV market share to pick up at a faster pace.



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