Dtv And Ip Television Trends And Markets

DTV and IP Television trends and markets Roma, April 20th 2006 Francesco Lezzi

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What is Accenture? Accenture is a global management consulting, technology services and outsourcing company, with net revenues of US$16.65 billion for the fiscal year ended Aug. 31, 2006 and approximately 146,000 people in 49 countries ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Consulting - Technology - Outsourcing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Telecom Italia main figures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Leader in fixed and mobile markets in Italy

TI current financial results - TI Group: 3Q ‘06 financial results and positioning - € mln * Compared to 3Q 2005 results Telecom Italia continuously reinforcing its business and positioning in key markets -1.8pp 42.4% Ebitda margin +0.8% 9,786 Ebitda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],+5.2% 23,104 Revenues Delivering across businesses, borders and efficiency targets YoY reported* 3Q ‘06 reported

Revenues sources substitution - Retail * Total TLC Market in Italy: Innovative vs. Traditional - Source: Telecom Italia Investor Relations – Mar 2006 (*) Includes equipment and handsets, excludes incoming traffic fixed and mobile CAGR ’05-’09 46,8 6,6 % 0,8 % Voice 45,1 Services / Content BB access Data Innovative services % 21% 24% 20% ,[object Object],[object Object],[object Object],Traditional Services Services on innovative platforms Services on innovative platforms 2009 Mix : 2,1% ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Terminals and handsets ,[object Object],[object Object],€ Bn ,[object Object],47,1 47,9 49,0 22% 23% 22% 16% 22% 22% 18%

TV Market in Europe ,[object Object],[object Object],[object Object],[object Object],[object Object],Analogic TV today represents 75% of total TV market in Europe, while Digital TV market is split between several platforms Source: AITech-Assinform/NetConsulting, 2006 - DTV platforms penetration in EU (2005) -

DTV market forecast Source: Yankee Group, Sept 2005 - Western Europe Digital TV Subscriber Forecast (mln) - 59 71,6 85,2 99 The European digital TV marketplace is becoming increasingly crowded, with several distribution platforms ,[object Object],[object Object],[object Object],[object Object]

IPTV Market IPTV market will grow rapidly in the next years (71% of CAGR 2006-10) following but also driving the gradual upgrade of broadband networks to higher bandwidth capacity ,[object Object],[object Object],[object Object],- IPTV Western European market forecast - Source: IDC 2006

IPTV: who is launching Source: Accenture analysis on IDC data in ‘ Western European IPTV Forecast 2005–2009’ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1° Tier 2° Tier 3° Tier - IPTV Maturity level in Europe - IPTV initiatives in Western Europe have been traditionally launched by main telco challengers (e.g. Fastweb in Italy, Free in France) forcing incumbents to follow

Telcos re-positioning Telco's are moving to Digital TV market, positioning as competitor of traditional PayTV operators… - Telco’s re-positioning respect to TV operators - ,[object Object],[object Object],[object Object],- Telco’s context - Linear programming No linear programming Basic contents Premium contents Advanced services Channels available also on other platforms (both FTA and Pay) Thematic channels (pay tv); Live sport events (ppv) ‘ Time shifted TV’ (FTA); VOD library of not exclusive programs VOD library of exclusive contents HDTV (High Definition TV) PVR (Personal Video Recorder) - Traditional TV operators positioning - Weak Strong

IPTV evolution Also on IPTV side, Telco operators are forced to differentiate their offer from the video services offered by Broadcaster in order to gain Share-of-wallet From Basic IPTV services.. .. across Enhanced services .. ..to Advanced interactivity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Distinctive content remains the key. Interactivity and Triple Play (integration with IM, Video-communication, …) could be a further opportunity for Telcos to differentiate TODAY TOMORROW NEAR FUTURE

DTV trends: arising services High-Definition TV HDTV promises to have a disruptive effect on TV experience; broadcasted since 2003 in US (Directv was the pioneer) and immediately after in Japan; first deployments in Europe started in late 2005 Some emerging trends are influencing the TV offering in terms of content and services.. Personal Video Recording – Time-shifted TV according to IMS Research Forecast, DVR penetration on European HH will increase from current 2% to 28% in 2010. Over the next years, the demand for watching any program or event any time will increase. In the Italian Pay TV market, Sky is already providing the local PVR/TSTV service Hybrid solution STB vendors are providing IPTV/DTT hybrid solutions enabling Telcos to offer more rich and completed services

The new TV wave: High Definition TV ,[object Object],[object Object],[object Object],[object Object],1. Sony, June 2006 SD

More of Half of Italian Households will have access to Digital TV within the end of 2007 Accenture Analysis, Federcomin 2006 ,[object Object],[object Object],Digital Tv Penetration in Italy Households (Users for Mobile TV), Thousands 63% of HH 50% of HH 37% of HH 26% of HH

Italian Digital TV scenario: Platforms and Operators Italian TV HouseHolds 21.1 mn (EoY 2005 – Databank) Pay TV FTA TV 1. Set-top-boxes at EoY2005 – Federcomin Jun 2006 2. Also Wind and Tiscali announced future roll-out of IPTV services within 2007 (not confirmed) MobileTV & DVB-H ~ 350K ~190K IPTV 2 3.8 mn 1.4 mn FTA National channels plus Minor Local Broadcasters Sat TV 3.5 mn 1 DTT

DTV offers benchmark Operator/ Services HD PVR Other services (Communication, Interactive, Games) Basic contents offering (quality/quantity) Calcio content availability Movies, Fiction Minimum monthly price (*) 56,47€ (20Mega) 65€ 56,52€ (Alice Flat) 73,52€ (Alice 20Mega) 34,52€ (Alice Flat) 51,52 (Alice 20Mega) + decoder DTT +12€ +16€ +28€ +17€ Multivision Local PVR announced by end of 2006 Announced by 2007 Trial +16€ Easiness installation (*) The price includes: phone line fee, flat ADSL, basic TV subscription Announced by 2007 Announced by 2007 Local PVR announced by 2007 - TV offers bundled with voice and fast internet services - + 7€ +15€ Packages discounted +7€ Plus Minus

TI “Content Related” Offer overview Telecom Italia is the leading operator in Italy that provides innovative contents and services through Broadcast and Broadband assets with enriched TV experience Alice Home TV ,[object Object],[object Object],[object Object],Rosso Alice ,[object Object],[object Object],[object Object],[object Object],TIM TV ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Alice Home TV: Evolution framework 2006 2007 December 2005 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Dtv And Ip Television Trends And Markets

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Dtv And Ip Television Trends And Markets