Table of Contents

  • Executive Summary
    • Gemstar-TV Guide No Longer Able To Dominate The Entire Market
    • New Features In EPGs And IPGs Will Open Up New Opportunities
    • Consumer Electronics Products Will Begin Incorporating EPGs And IPGs
    • Microsoft To Become A Key Partner For EPG Companies
    • North America To Lead The Way, But Asia And Europe To Come On Strong
    • Market To Surpass $1.7 Billion (US) During 2007
    • Consumer Electronics Products With Built-In EPG To Grow, But Not Be A Major Growth Factor Until About 2007
    • A Graphical Look At North America Versus Asia + Europe + ROW
  • Methodology
      • Years Of Experience
      • Business Opportunities
      • Key Trends - Gemstar-TV Guide No Longer Dominant, Plus New Features Are Changing The Nature Of EPGs
    • Previously Published Reports Used As Background
      • Reports Used For Digital Cable TV Set Top Boxes
      • Reports Used For Digital Satellite Set Top Boxes
      • Reports Used For Digital Video-over-DSL and IP Set Top Boxes
      • Reports Used For Other Product Types
  • Definition Of Key Terms
  • Electronic Program Guides - The Tip Of The Arrow For Interactive TV
      • Electronic Program Guides Provide The User Interface Between A Subscriber And The Available "Content" On An Interactive TV Platform
    • EPGs Are Experiencing A "Sea Change"
        • Interactivity, On Demand Services, Personalization & Portability
      • Electronic Program Guides Are A "Portal" Into A Complex And Intricate Data-Base Of Interactive "Content"
      • EPGs And Their Supporting Data-Bases Are Like A Labyrinth Of Layers That Connect To Each Other
      • Electronic Program Guides Must Be Able To Be Constantly Upgraded, Updated And Expanded To Keep Up With Ever-Advancing Service Offerings
      • Companies That Produce EPGs and IPGs Need To Have A Technology Roadmap And Financial "Staying Power"
        • Long Term Technology Roadmap For New Features
        • Long Term Technology Roadmap For Multiple Platforms
        • EPGs Need To Move Beyond TVs To PCs, PDAs, Cell Phones, Etc.
      • Financial Strength To Ensure Long Term Stability
        • Long Term Funding For Research & Development Will Be Key
    • Today's EPG Leaders May Not Be Tomorrow's
      • Passive Schedule Listings Requiring Updates
        • Having An Active Data-Base Of Program Listings Is A Key Advantage
      • Interactive Viewing Choices With Dynamic Updating Services
      • Personal "Content" Management
      • Eventually IPGs Will Help Consumers To Share Their "Content"
      • The Move From EPG To IPG Opens New Opportunities
      • The User Interface "Look And Feel" Needs To Remain Stable
      • The Supported Features Need To Be Able To Continually Grow
      • Microsoft Will Need To Be Part Of The Picture
      • Other IPG & Middleware Vendors Will Also Have Opportunities
  • Step-By-Step Analysis Of An EPG
    • Scientific-Atlanta's Resident Application - SARA - As A Model EPG/IPG
      • Inside SARA - The Basics
      • SARA "Look And Feel" Can Be Adjusted For Branding
      • Support For "Everything On Demand," Or "xOD"
      • Support For High Definition Television (HDTV)
      • Support For "Web-Like" HTML Services
      • Support For Personal Video Recorders
  • EPG And IPG Vendor Profiles
    • Gemstar-TV Guide International, Inc.
      • Print, Internet And TV "Content" Services
      • Technology - Including Electronic Program Guide Services
      • Aggressive Pursuit Of Patent Enforcement
      • Multiple Recent Setbacks Forcing Changes In Direction
      • News Corp. Is A Major Global Player In TV Media
        • Rupert Murdoch Is A Driving Force And An Innovator
      • NDS Group, plc - Providing EPG/IPG Solutions To B-Sky-B
        • Long Term Relationships In Place
        • NDS Visionik Subsidiary Is Developing Interactive Games
      • Synergy Between Gemstar-TV Guide And NDS May Occur
        • News Corp. Exerting More Control Over Gemstar-TV Guide Should Be A Good Thing For The Interactive TV Industry
        • Gemstar-TV Guide And NDS Group Can Help Each Other Grow
      • News Corp. Likely To Complete Purchase Of DirecTV
        • Cable TV Industry May Shy Away From Gemstar-TV Guide
        • Cable TV Industry In North America May Provide New Opportunities For Non-Gemstar Providers
      • Summary Of The Extensive Media Holdings Of News Corp.
    • Pioneer Electronics (USA), Inc.
      • Pioneer Broadband Division Has A 25 Year History Providing Set Top Boxes And Hardware For The Cable TV Industry
        • Voyager™ Digital Set Top Boxes - Support For HDTV & PVR
        • Pioneer Supports CableLabs OpenCable PHILA Initiative
    • Pioneer Passport Application Suite From Pioneer Digital Technologies, Inc. Includes EPG/IPG
      • Pioneer Passport Version 3.0 Application Suite
      • Pioneer Passport's Interactive Program Guide (IPG)
      • Compliant With Interactive Service Architecture
      • Available On All Popular Digital Cable Set Top Boxes
    • Liberate Technologies
      • Significant Restructuring To Position Liberate For Growth
      • Liberate's Updated Tag Line: "Digital Services Automation"
      • Liberate Provides A Complete Portfolio For Developing Interactive Services, Including Voice & High-Speed Data
    • Digeo. Inc.
      • Digeo's iTV Service Is Already Available
      • Digeo Unveils Expanded Moxi Media Center Product Family
      • The Moxi™ Menu - An Extensible, Flexible IPG
      • Digeo To Support OpenCable™ Application Platform (OCAP) Compatibility
      • Digeo's Moxi Menu And Moxi Media Center Support A Wide Range Of Set Top Box Features - Including PVR & DVD
    • Microsoft TV "Gets It Right" This Time
      • "Microsoft TV Foundation Edition" Introduced By Bill Gates
      • Microsoft's High Performance, Small-Footprint, IPG Is Quick, Intuitive, And Extensible
        • Easy To Deploy, Easy To Use, Results In Increased Revenues
        • IPG Scales Up To Support HDTV, On Demand, PVR, Etc.
        • Managed "Content" Service Channels Support Interactivity Using A Carousel Approach For Lower Bandwidth Systems
      • In North America, CableLabs OCAP Is A Consideration
        • Microsoft To Explore Providing .NET Intellectual Property To OCAP
      • Deep Pockets & Global Reach Provide Clear Advantages
    • Others
      • Tribune Media Services
      • TV Gateway
      • Decision Mark's Titan TV - Free Over-The-Air PVR
  • OpenTV - Owned By Liberty Media
    • OpenTV Does Not Specifically Make EPGs Or IPGS, But They Help Turn Passive Brand Impressions Into Active "content"
    • OpenTV Involved With "A-List" Of Digital Service Providers
    • Summary Of Extensive Media Holdings Of Liberty Media
  • EPG Revenue Forecasts, By Service Type, By Region, By Year
    • Disclaimer - The "Freckle Effect" Applies To The EPG/IPG Market
      • Digital Services Being Deployed On A Neighborhood-By-Neighborhood Basis
      • Applications And Tiers Of Service Are Not Homogeneous
        • Some Services Will Be Deployed To Individual Subscribers
      • Development Of "Blended" Typical Service And Set Up Fees
        • "Blended" Fees Used To Represent The "Typical" Market
    • Four Categories Of Digital Set Top Boxes
      • Digital Cable TV Set Top Boxes
      • Digital Pay-TV Satellite Set Top Boxes
      • Digital Video-over-DSL And IP Set Top Boxes
      • Other Products Containing EPGs
    • How The Information Is Developed And Presented
      • Four Categories Of EPG Service
      • Four Categories Of Digital Set Top Boxes
      • Four Geographic Regions
      • Revenues From Usage Fees
      • Revenues For Initial Set Top Box Set Up Fees
      • Worldwide Summary Presented By Digital Set Top Box
      • Worldwide Summary Presented By Geographic Region
      • Remarks About The Future Of the EPG/IPG Markets
  • EPG/IPG Markets In North America
    • North America Annual Usage Revenues For Four Categories Of EPG Service
      • North America - Four Categories Of Set Top Boxes In Operation With A Licensed EPG
        • Digital Satellite And Digital Cable Nearly Evenly Split
      • North America - Typical Blended Monthly Fees For EPG Licensing Per Set Top Box
        • Gemstar-TV Guide Reports Surprisingly Low Monthly EPG Fees
      • North America - Annual EPG Revenues For Monthly Usage, By Service Type
        • Digital Cable TV To Become The Primary EPG/IPG Market In North America
        • Satellite And Cable Evenly Split Through 2002
    • North America Annual Set Up Revenues For Four Categories Of EPG Service
      • North America - Four Categories Of New Set Top Boxes Being Set Up With A Licensed EPG, By Year
      • Older Satellite Boxes To Get Replaced, Drive Up New Box Shipments
      • North America - Typical One Time Set Up Fees For EPG Licensing Per Set Top Box Type, By Year
      • North America - Annual EPG Revenues For One Time Set Up Fees, By Service Type
  • EPG/IPG Markets In Europe
    • Europe Annual Usage Revenues For Four Categories Of EPG Service
      • Europe - Four Categories Of Set Top Boxes In Operation With A Licensed EPG
      • Europe - Typical Monthly Fees For EPG Licensing Per Set Top Box
        • EPG Fees In Europe To Reflect "List Price" More Than North America
      • Europe - Annual EPG Revenues For Monthly Usage, By Service Type
        • Digital Satellite Services Expected To Dominate Monthly Fees For EPG Market In Europe
    • Europe Annual Set Up Revenues For Four Categories Of EPG Products
      • Europe - Four Categories Of New Set Top Boxes Being Set Up With A Licensed EPG, By Year
      • Europe - Typical One Time Set Up Fees For EPG Licensing Per Set Top Box Type, By Year
      • Europe - Annual EPG Revenues For One Time Set Up Fees, By Service Type
  • EPG/IPG Markets In Asia
    • Asia Annual Usage Revenues For Four Categories Of EPG Service
      • Asia - Four Categories Of Set Top Boxes In Operation With A Licensed EPG
      • Asia - Typical Monthly Fees For EPG Licensing Per Set Top Box
        • "Blended" Fees In Asia Expected To Be Low Overall
      • Asia - Annual EPG Revenues For Monthly Usage, By Service Type
        • Asia To Show The Most Balance Among The Four Categories
    • Asia Annual Set Up Revenues For Four Categories Of EPG Products
      • Asia - Four Categories Of New Set Top Boxes Being Set Up With A Licensed EPG, By Year
      • Asia - Typical One Time Set Up Fees For EPG Licensing Per Set Top Box Type, By Year
      • Asia - Annual EPG Revenues For One Time Set Up Fees, By Service Type
  • EPG/IPG Markets In ROW
    • ROW Annual Usage Revenues For Four Categories Of EPG Service
      • ROW - Four Categories Of Set Top Boxes In Operation With A Licensed EPG
      • ROW - Typical Monthly Fees For EPG Licensing Per Set Top Box
      • ROW - Annual EPG Revenues For Monthly Usage, By Service Type
      • ROW Market Dominated By Digital Satellite, With Pockets Of Growth For Digital Cable And Some DSL And IP Services
    • ROW Annual Set Up Revenues For Four Categories Of EPG Products
      • ROW - Four Categories Of New Set Top Boxes Being Set Up With A Licensed EPG, By Year
      • ROW - Typical One Time Set Up Fees For EPG Licensing Per Set Top Box Type, By Year
      • ROW - Annual EPG Revenues For One Time Set Up Fees, By Service Type
  • EPG Markets Worldwide By Category
    • Worldwide Annual Usage Revenues For Four Categories Of EPG Service
      • Worldwide - Four Categories Of Set Top Boxes In Operation With A Licensed EPG
        • Digital Satellite Expected To Dominate Number Of Set Top Boxes "In Use," With Cable #2, and DSL & IP #3
      • Worldwide - Annual EPG Revenues For Monthly Usage, By Service Type
        • Satellite Boxes To Lead Early On, But Digital Cable Boxes To Gain Largest Value For EPG "Usage" Fees After 2005
        • Satellite And Cable Run "Neck And Neck" Through 2004, Value Of Cable To Take Over In 2005
    • Worldwide Annual One-Time Set Up Revenues For Four Categories Of EPG Products
      • Worldwide - Four Categories Of New Set Top Boxes Being Set Up With A Licensed EPG, By Year
        • Major Renewal Of Satellite Box Installed Base Puts Them In The Lead
        • By 2007, A Good Balance Exists For New Satellite, Cable & DSL IP Set Top Boxes Being Deployed On A Worldwide Basis
      • Worldwide - Annual EPG Revenues For One Time Set Up Fees, By Service Type
        • Both Cable & Satellite Set Up Fees Expected To Peak During 2005, Then Decline, While DSL & IP Set Top Boxes Steadily Grow
        • By 2007, DSL And IP Set Top Boxes Expected To Lead The Market Value For One-Time Set Up Fees For New Digital Set Top Boxes
  • Geographic Summaries
    • Regional Value Of All Monthly EPG Service Fees
      • North America To Represent About Half Of The Worldwide Market Value Through 2007
    • Regional Value Of All One-Time EPG Set Up Service Fees
      • North America To Lead Through 2007, But Asia To Drive Growth For One-Time Set Up Fees For New Boxes
    • Regional Value Of All EPG Service Fees
      • North America Expected To Hold Over 50% Of Worldwide Market Value Through 2007, Europe And Asia To Be About Equal During 2007
    • Comparison Of Monthly Fees Versus One-Time Set Up Fees
      • Monthly Usage Fees Expected To Provide Over 93% Of Worldwide EPG Market Value During 2007
      • EPG/IPG Markets Poised For Steady, Strong Growth Through 2007
  • Comments About The Future Of The EPG/IPG Industry
    • Time Line Will Show Strongest, Longest-Term Development In Digital Cable Segment
    • Gemstar-TV Guide Likely To Re-Establish Solid Growth Worldwide
      • North America Cable Operators Likely To Look For Alternatives
    • Microsoft's Forays Into Cable Likely To Pay Off
      • Trend Towards "Personal Content" Favors Microsoft
    • The Set Top Box Companies Also Have Strong Advantages
      • Scientific-Atlanta Has Long-Term Staying Power
      • Pioneer Passport Gaining Acceptance In Cable TV Space
    • Digeo May Be The Lucky Wild Card In The Mix
      • Digeo's Moxi Service Needs To Deliver On The Promise
    • EPG/IPG Market Demands Long-Term Commitment, Deep Pockets, Good Customer Relationships

List of Tables

  • Table 1. Worldwide Annual Value Of Combined Licensing And Usage Fees For Electronic Program Guide Software (US$ millions, annual growth rate in percent, Compound Annual Growth Rate)
  • Table 2. Selected Items From Gemstar-TV Guide Quarterly Financial Filings (quarterly revenue for selected market segments, in US dollars, percent change for same quarter from previous year in percent)
  • Table 3. Selected Comments From Gemstar-TV Guide Quarterly Financial Filings
  • Table 4. News Corp. Ownership Portfolio (overview of properties owned or controlled)
  • Table 5. Liberty Media Ownership Portfolio (overview of properties owned or controlled)
  • Table 6. Number Of Digital Set Top Boxes Paying Monthly Usage Fees - North America (set top boxes in use, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 7. Typical Blended Monthly Fees Per Month For Usage Of EPG By Service Category - North America ("blended" monthly fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 8. Annual EPG Revenues For Monthly Usage, By Service Type - North America (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 9. Number Of New Digital Set Top Boxes Paying Set Up Fees - North America (new set top boxes, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 10. Typical Blended One Time Set Up Fees For Usage Of EPG By Service Category - North America (one time set up fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 11. Annual EPG Revenues For One Time Set Up Fee, By Service Type - North America (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 12. Number Of Digital Set Top Boxes Paying Monthly Usage Fees - Europe (set top boxes in use, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 13. Typical Blended Monthly Fees Per Month For Usage Of EPG By Service Category - Europe (monthly fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 14. Annual EPG Revenues For Monthly Usage, By Service Type - Europe (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 15. Number Of New Digital Set Top Boxes Paying Set Up Fees - Europe (new set top boxes, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 16. Typical Blended One Time Set Up Fees For Usage Of EPG By Service Category - Europe (one time set up fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 17. Annual EPG Revenues For One Time Set Up Fee, By Service Type - Europe (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 18. Number Of Digital Set Top Boxes Paying Monthly Usage Fees - Asia (set top boxes in use, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 19. Typical Blended Monthly Fees Per Month For Usage Of EPG By Service Category - Asia (monthly fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 20. Annual EPG Revenues For Monthly Usage, By Service Type - Asia (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 21. Number Of New Digital Set Top Boxes Paying Set Up Fees - Asia (new set top boxes, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 22. Typical One Time Set Up Fees For Usage Of EPG By Service Category - Asia (one time set up fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 23. Annual EPG Revenues For One Time Set Up Fee, By Service Type - Asia (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 24. Number Of Digital Set Top Boxes Paying Monthly Usage Fees - ROW (set top boxes in use, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 25. Typical Blended Monthly Fees Per Month For Usage Of EPG By Service Category - ROW (monthly fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 26. Annual EPG Revenues For Monthly Usage, By Service Type - ROW (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 27. Number Of New Digital Set Top Boxes Paying Set Up Fees - ROW (new set top boxes, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 28. Typical Blended One Time Set Up Fees For Usage Of EPG By Service Category - ROW (one time set up fee for EPG licensing, by category, in US Dollars, Compound Annual Growth Rate in Percent)
  • Table 29. Annual EPG Revenues For One Time Set Up Fee, By Service Type - ROW (annual value in US$ millions, by category, annual growth rate in percent, percent of annual worldwide total value, Compound Annual Growth Rate in percent)
  • Table 30. Worldwide Set Top Boxes Using EPGs, By Category (set top boxes in use, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 31. Worldwide Annual EPG Revenues For Monthly Usage Fees, By Category (annual worldwide value, US$ millions, by category, annual growth rate in percent, percent of worldwide total by category, Compound Annual Growth Rate in percent)
  • Table 32. Worldwide New Set Top Boxes Paying EPG Set Up Fees, By Category (new set top boxes, in thousands, by category, annual growth rate in percent, percentage of regional total, Compound Annual Growth Rate in percent)
  • Table 33. Worldwide Annual EPG Revenues For Initial Set Up Fees, By Category (annual worldwide value, US$ millions, by category, annual growth rate in percent, percent of worldwide total by category, Compound Annual Growth Rate in percent)
  • Table 34. Annual EPG Revenues For Monthly Usage Fees, By Region (annual worldwide value, US$ millions, by region, annual growth rate in percent, percent of worldwide total by category, Compound Annual Growth Rate in percent)
  • Table 35. Annual EPG Revenues For One-Time Set Up Fees, By Region (annual worldwide value, US$ millions, by region, annual growth rate in percent, percent of worldwide total by category, Compound Annual Growth Rate in percent)
  • Table 36. Summary of Annual EPG Revenues For All Fees, By Region (annual worldwide value, US$ millions, by region, annual growth rate in percent, percent of worldwide total by category, Compound Annual Growth Rate in percent)
  • Table 37. Annual Worldwide EPG Revenues, Comparing Monthly Fees To One-Time Set Up Fees, By Year (annual value in US$ millions, annual growth rate in percent, percent of worldwide total, Compound Annual Growth Rate in percent)

List of Figures

  • Figure 1. North America Dominates Through 2006, Then Asia + Europe + ROW Take Over (US$ millions)
  • Figure 2. Chart Showing Annual Dollar Value Of EPG Monthly Fees - North America (US$ millions, by category)
  • Figure 3. Chart Showing Annual Dollar Value Of EPG One Time Set Up Fees - North America (US$ millions, by category)
  • Figure 4. Chart Showing Annual Dollar Value Of EPG Monthly Fees - Europe (US$ millions, by category)
  • Figure 5. Chart Showing Annual Dollar Value Of EPG One Time Set Up Fees - Europe (US$ millions, by category)
  • Figure 6. Chart Showing Annual Dollar Value Of EPG Monthly Fees - Asia (US$ millions, by category)
  • Figure 7. Chart Showing Annual Dollar Value Of EPG One Time Set Up Fees - Asia (US$ millions, by category)
  • Figure 8. Chart Showing Annual Dollar Value Of EPG Monthly Fees - ROW (US$ millions, by category)
  • Figure 9. Chart Showing Annual Dollar Value Of EPG One Time Set Up Fees - ROW (US$ millions, by category)
  • Figure 10. Worldwide Set Top Boxes Using EPGs, By Category (thousands of set top boxes in use, by category)
  • Figure 11. Worldwide Annual EPG Revenues For Monthly Usage Fees, By Category (annual worldwide value, US$ millions, by category)
  • Figure 12. Worldwide New Set Top Boxes Paying EPG Set Up Fees, By Category (thousands of new set top boxes being initialized, by category)
  • Figure 13. Worldwide Annual EPG Revenues For Initial Set Up Fees, By Category (annual worldwide value, US$ millions, by category
  • Figure 14. Annual EPG Revenues For Monthly Usage Fees, By Region (annual worldwide value, US$ millions, by region)
  • Figure 15. Annual EPG Revenues For One-Time Set Up Fees, By Region (annual worldwide value, US$ millions, by region)
  • Figure 16. Summary of Annual EPG Revenues For All Fees, By Region (annual worldwide value, US$ millions, by region)
  • Figure 17. Annual Worldwide EPG Revenues, Comparing Monthly Fees To One-Time Set Up Fees, By Year (annual value in US$ billions)