May 15, 2008

Telefonica 1Q08 IPTV Update

554k IPTV subscribers as of end 1Q08. Added 43k subscribers during 1Q08

IPTV penetration rate is 11.46% of the broadband subscribers

Telefonica also has over 1.2 million pay TV subscribers in Latin America. Majority are non-IPTV subscribers. In Czech Repulic I think all the 87k pay TV subs are on IPTV

May 14, 2008

Telecom Italia 1Q08 VoIP and IPTV Update

• Telecom Italia ended 1Q08 with 136k IPTV subscribers, an increase of 56 thousand in the quarter.
• 1.5 million VoIP subscribers as of end 1Q08, which represents 23% penetration into retail broadband access lines.

May 12, 2008

Deutsche Telekom 1Q08 IPTV Update

154k IPTV subscribers as of end 1Q08

Added 38,000 IPTV subscribers in 1Q08

Deutsche Telekom had dropped the price of its starter package by 17 percent in March 2008

Telco to invest in improved customer support for IPTV

VSDL roll out in 50 cities continues

May 9, 2008

Verizon and AT&T 1Q08 IPTV Update

AT&T: 379k IPTV subscribers, up 148k from previous quarter. Addressable market 9 million homes

Verizon: 1.2 million IPTV subscribers, up 263k from previous quarter. Addressable market 82% of 7.9 million homes passed

May 8, 2008

France Telecom 1Q08 VoIP and IPTV Update

• 4.65 million VoBB subscribers in France as of end 1Q08. Added 547k subscribers during 1Q08

• 722k VoBB customers outside France. Poland: 164k VoIP subscribers, other European countries 558k

•VoIP represented 61% of the number of ADSL subscribers and IPTV represented 17%

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May 2, 2008

Chunghwa Telecom 1Q08 VoIP and IPTV Update

• 435k IPTV subscribers. Net additions during the quarter: 41k. Number of subscribers increased 10% q-o-q

• “1.3% Local revenue decrease and the 4.4% Domestic Long Distance revenue decrease, mainly due to mobile and VoIP substitution”.

• 4.28m broadband subscribers (including ADSL and FTTB) at the end of the 1Q08. 3.6m ADSL subscribers, 634.5 thousand FTTX subscribers, which is up 97.7 thousand in the quarter.