At the end of 3Q07 there were estimated 9.4 million IP TV subscribers worldwide. An estimated 23% of live IP TV subscribers are being served by proprietary IP TV middleware. Those who have been successful selling the middleware solution off-the-shelf are still typically confined to one or two large accounts. Thomson leads the pack because France Telecom is the leader among the service providers. France Telecom still accounts for a big majority of Thomson middleware deployment.

Continue reading "IP TV equipment: 3Q07 data" »

• Line reduction during the quarter: 247k lines. 21% of those lost to VoIP.

• Added 53k new VoIP subscribers during 3Q07. Total subscribers: 790k

• VoIP subscriber base represents 38% penetration into broadband accounts

• Netherlands VoIP market: KPN 790k subscribers; Cable 980k subscribers; Others 260k. Total around 2 million subscribers.

• KPN adding 10k new VoIP subscribers per week. Expecting that to go down to 8k per week over the next quarters

Continue reading "KPN 3Q07 VoIP and IPTV Update" »

• Fixed line reduction during the quarter: 16k consumer lines and 3k business lines. VoIP service launch is a recent development. Estimated subscribers: not more than 30k

• 3.8m ADSL subscribers. 378k FTTX subscribers

• 358k IPTV subscribers. Net additions during the quarter: 24k

• “3.9% Local revenue decrease and the 7.2% Domestic Long Distance revenue decrease, mainly due to mobile and VoIP substitution”

• Access line reduction of about 588k during the quarter. Some of that is VoIP substitution. Majority is mobile substitution. There is also some migration within AT&T’s fixed line to AT&T’s cellular services. The company added near about 2 million new mobile customers during the quarter

• Reduction in business voice lines during the quarter: 190k. Line reduction due to IPPBX and hosted VoIP, and other competitive factors

• CallVantage VoBB subscribers: not sure about the number. If they have 13 million broadband subscribers, 10% of that is around 1.3 million. So if we are talking about 10% penetration, AT&T might have over a million VoBB subscribers. That seems very unlikely though. One correction to our 2Q07 post on AT&T: the company uses Sylantro for business VoIP, and not for consumer VoIP. For consumer VoIP (CallVantage) AT&T uses its home grown solution.

Continue reading "AT&T 3Q07 VoIP and IPTV Update" »

• 3.485 million VoBB subscribers in France as of end 3Q07. Added 468k subscribers during 3Q07

• VoBB subscriber base represents about 37% ADSL customer accounts

• 700k VoBB customers outside France (mainly in the UK). Poland: 96k VoBB subscribers

• IP TV Subscribers: France 975k, Poland 23k, other European countries 18k

• Orange Unik FMC subscribers : 468k users, up from 300k users at end 2Q07

• Estimated VoIP traffic carried during the quarter: 4.2 billion minutes