- 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
- 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)
- 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)
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