We are rather late on the 4Q07 update. So I will keep it very brief. IPTV Set-Top boxes are the main revenue generators in IPTV equipment segment. 1.8 million IP STBs shipped in 4Q07 generated an estimated $202 million in revenues. Motorola leads. Other significant market leaders were Amino and Sagem.

IP STB generates more than the combined revenues of IPTV middleware-security-encoder-vod, all put together. So if you have connections in Taiwan and China, that is where most of the STB manufacturing action is talking place.

• 1.3 million VoIP/Broadband customers
• 740k IPTV subscribers, up 73% y-o-y
• Fastweb’s network has been extended to cover 11.4 million households or 50% of Italian population

• 70K IPTV subscribers
• Added 10K new subs during 4Q07 compared to 20K in 3Q07

• 379,000 IPTV subscribers, of which 304,000 are in sweden
• Added 103,000 new IPTV subs in 4Q07 (88,000 in Sweden)

• 3.2 million residential broadband customers. Same number of VoIP subscribers in theory
• 750K IPTV subscribers, up from 600k at the end of June 2007
• In business VoIP, 40% of new data link customers take up VoIP
• 300k mobile customers which includes a small proportion of WiFi-GSM subscribers

• Estimated 1.9 million VoIP subscribers at the end of 4Q07.
• 21CN update: More than 35% of UK core network already rebuilt,
• Wholesale Broadband Connect, ADSL2+ rollout from Spring 2008 with speeds of up to 24Mb available.
• During the quarter the number of IPTV subscribers more than doubled to 120k. Latest Feb figures released: 150k subscribers.
• Stopped marketing BT Fusion, the incumbent’s FMC services that had signed up under 50k subscribers.

• 4.102 million VoBB subscribers in France as of end 4Q07. Added 617k subscribers during 4Q07.
• VoBB subscriber base represents about 36% ADSL customer accounts.
• 677k VoBB customers outside France (mainly in the UK). Poland: 132k VoIP subscribers, other European countries 544k.
• IP TV Subscribers: France 1,149k, Poland 40k, other European countries 54k.
• Orange Unik FMC subscribers: 573k users as of October 2007, up from 468k users at end 3Q07.

Yearly revenues of £32.3m, Y/Y increase of 27%. Gross margins 35.1%. Profit before tax £1.4m

598k IPTV Set-Top Boxes shipped during the year. Nearly all Mpeg-2 based products. Y/Y increase in shipment was 35%

On a cumulative basis, Amino has delivered 1.5 million IPTV STBs to over 1800 telcos (mostly tier 2 and tier 3)

Continue reading "Amino 2007 IPTV update" »

Verizon’s FiOS TV had 943k subscribers at the end of 2007, making it the third largest IPTV provider after France Telecom and PCCW. IPTV has been a part of Verizon FiOS TV service since its launch in 2005. FiOS TV utilizes a hybrid QAM / IP platform that uses QAM RF to deliver broadcast channel programming and IPTV to deliver video on-demand content. The middleware is largely proprietary with certain elements inherited from Microsoft. The set top box is sourced from Motorola.

An innovate aspect of Verizon’s FiOS TV service is the two-part realization of the whole-home media concept, something that no other (major) IPTV provider or MSO currently offers. Part one is “Home Media DVR” service, a multi-room DVR solution that is delivered by the IP-based FiOS in-home LAN and its IP-enabled STBs. It allows a customer to view different DVR-stored programs on up to three STB-connected TVs (DVR STB + 2 remote terminal STBs) simultaneously in their home with trick-play control and the ability to pause a program in one room and resume watching it in another room. Currently this service delivers SD streams to the two remote terminal STBs but Verizon has disclosed its near-term plans to add HD streaming to Home Media DVR in 1H08.

Continue reading "Verizon IPTV gathering pace" »