- Executive Summary
- First, People Are Already
Hooking Up At High-Speed
- Second, People
Are Finally Starting To Pay For Premium "Content"
- Third, The
High-speed Connection Providers Are Partnering With "Content"
Sources To Create High Value Services
- 4 Types Of
Premium "Content" Will Drive Growth In Separate Regions
- Adult "Content"
Provides A Reference Point For Comparison
- Methodology
- Years Of Experience
Covering Digital Video & Streaming
- On-Line Video
Subscription Services Are Growing, But Packaged Goods Such As DVDs
Are The Real Mainstream
- Key Trend Identified
- It's A Packaged Goods World, But Sports & Communications May
Become "Killer" Apps
- Acknowledgements
- Previously Issued Reports
- Five Market Segments
Of Streaming
- Business Market
Developing Separately From Consumer Market
- On-Line
Training And Web Conferencing Drive Business Segments
- Consumer
Segment Evolving From "Free" To Paid Subscription
Services
- Research
And Development Requires Very Deep Pockets
- Five Distinct
Segments Of Streaming Media Industry
- Streaming Video
Technology Research And Development
- Microsoft
Is Clearly In The Driver's Seat
- Microsoft
9 Series, ".NET" Framework, Office Productivity
Tools, Etc.
- Microsoft
Outlook And Exchange Provide "Presence" To Business
Users - Third Party Conferencing Tools "Attaching"
To Outlook
- TANDBERG,
Polycom, VCON, WebEx All "Attaching" To Outlook
And Making It Their Primary "Point Of Presence"
- TANDBERG
Partnering With WebEx To Gain Access To Outlook Info
- Instant
Messaging Creating "Virtual Presence" Streaming
Applications
- Microsoft
Is Simply Covering ALL Of The Bases For Video Streaming
- RealNetworks
- The Little Engine That Could
- MPEG-4 - It's
Out There - It's On The Way
- MPEG Expanding
From Broadcast TV Into Streaming Media
- Internet
Streaming Media Alliance Developing Digital Rights Management
Technologies And "Open Systems" Applications
- Apple Computer's
QuickTime
- Apple's
QuickTime Contributes Tools And Users To MPEG-4
- A Brief Word
About DivXNetworks And The DivX™ CODEC
- Streaming Video
"Content" Creation Products And Services
- Texas Instruments
And DSPs Vital To Streaming Technologies
- Tandberg
Video Announces Microsoft Windows Media 9 Series Encoder
- ATI, Matrox,
WinNov, Sigma Designs Video Capture Boards
- Business-Oriented
Video Streaming Media Services - Corporate Subscription Services
- Business-oriented
Streaming Includes Hardware And Servers
- Business-oriented
Streaming Provides Service Revenue Opportunities
- Consumer-Oriented
Video Streaming Media Services - Individual Subscription Services
- Cost-Per-Subscription
Is A Key Driver
- Opportunistic
Market - Customers Are Very Fluid
- Partnerships
Between "Content" Owners And Service Providers May
Be The Best Way To Make A Subscription Service Sustainable
- Partnerships
Provide Less "Churn" For Broadband Services, And
Billing Efficiencies For "Content" Owners
- Live, Two-Way
Communications Streaming Products & Services
- Video Communication
May Be "Killer App" For Consumers
- Consumer Video
Over The Internet
- Will Broadcast
Television Become Obsolete? Probably Not, But The Internet Brings
Unique "Content" To New Subscriber Communities
- The Key
Will Be To Create Communities Of Loyal Subscribers
- Sports
Services Expand Coverage Beyond Traditional TV Audiences - Xiao
Ming Brings The NBA To China
- On-Line
Movie Services Likely To Be Used As Market Research Tools By
The Major Studios
- General
Interest Streaming Sites To Find Cyclical Markets
- Upcoming
Voice- And Video-Over-IP Communications Services Will Attract
New Subscribers
- On-Line Music
Covered In Other Reports
- It's A "Packaged
Goods" World
- DVD Players
To Top 500 Million By 2007
- Worldwide
DVD Home Video Market To Top $20 Billion (US) During 2003
- Consumer
Broadband Likely To Top 130 Million By 2007
- Recurring Revenues
Are The One Big Differentiator For On-Line Subscription Services
- Key Applications
Driving Consumer Adoption Of Broadband Connections
- On-Line
Video Subscription Services Are A Niche Within A Niche
- Reducing
Telephone Charges With Subscription Voice-Over-IP Or Video-Over-IP
Services Will Become A "Killer App"
- On-Line Subscription
Video Services Represent The Advanced Marketing For Packaged Goods
- On-Line Subscription
Services "Fill In The Blanks" Where Other Options Are
Not Available
- All Four
Categories Of Consumer-Oriented Services Included In This Report
"Fill In The Blanks"
- Ultimately,
It's A Foot Race Between On-Line And Packaged Goods
- Packaged
Goods Co-Opt "Content" From On-Line Services
- As Broadband
Proliferates, Packaged Goods Will "Connect" To On-Line
Services
- Imagine
A DVD Movie Disc "Directing" You To Broadband
Web Sites
- In-Home
Networks Will Be Able To Make This Vision A Reality
- How The Information
Is Presented
- Sports Related
Subscription Services
- Movie &
TV Related Subscription Services
- General Interest
Subscription Services
- Video Communication
Subscription Services
- Adult "Content"
Will Be Handled Separately
- Sports Subscription
Web Sites
- Sports Subscription
Web Sites To Drive International Audiences Via Broadband
- Major League
Baseball
- MLB Has
An Amazing Ten Internet And Broadband Related Services
- Manchester
United
- NASCAR
- National Basketball
Association
- National Football
League
- National Football
League
- National Hockey
League
- World Wrestling
Entertainment
- Summary Of
Selected On-Line Sports Entities
- On-Line
Subscriptions Expand The Audience
- CinemaNow, Inc.
- Movies - The
Largest On-Line Library
- Infrastructure
- Content
Syndication Features Of PatchBayä
- PatchBayä
- The Technology "Platform"
- The PatchBayä
Package Deal
- Built-In
Third Party Support & Services
- International
Partnerships
- CinemaNow
May Have An Advantage For International Markets
- Breakthrough
In Japan With NTT
- CinemaNow
Worldwide Network
- Sony Pictures Entertainment
- Columbia TriStar
Movies
- Sony Pictures
Television
- SoapCity®
- Way More Important Than MovieLink
- 450 Million
Viewers Watch "The Bold & The Beautiful"
- SoapCity®,
The Soap Opera Capital of the World®
- SoapCity
Download™ - Expanding Viewership & Providing Links
- Daily Downloads
Will Stress The System More Than Movies
- An Amazing
Market Research And Technical Discovery Opportunity
- $1.99 Per
Episode or $9.99 Per Month Per Show
- Multiple
Soap Opera "Titles" Create Tremendous Up Sell
- RealOne
Player Is The Basic Streaming Technology
- Movielink Subscription
"On Demand" Portal From 6 Studios
- Disney Climbs
On Board The Movielink Train
- Dreamworks
SKG Is The Last Major Motion Picture Company Not Aligned With
A Movie Download Service
- Technology
Partners Include IBM, Cable & Wireless
- RealNetworks, Inc.
- Streaming Technologies
And Subscription Services
- RealNetworks'
Systems Group - RealOne Player, Helix Server
- Non-Exclusive
Agreements With Key "Content" Sources
- RealNetworks
SuperPass "Content" To AOL Subscribers
- RealNetworks
Subscriptions Group - Prime Example Of A General Interest On-Line
Subscription Service
- RealOne
SuperPass Includes News, Sports, Food and Weather
- RealOne™
Rhapsody On-Line Music Service
- Microsoft
- Microsoft Windows
Media 9 Series
- Free Download
Of The Player, "Content" Companies Gain Lots Of Tools
And Support For Hosting "Content" Services
- Microsoft
Windows Media "Content" Is Becoming Ubiquitous
- MSN Broadband
& MSN Premium
- Microsoft
Access To MSNBC And Other "Content
- Nonexclusive
Agreements Let Microsoft "Pitch" All "Content"
Owners
- Apple
- Popular Computers
Are The "Core" Of Apple
- Professional
"Content" Creation, Web Design Tools And Final Cut Pro
For Video Editing
- Personal "Content"
Creation Software Key To Macintosh Growth
- iPOD Devices
And iTunes Digital Music Services
- QuickTime Still
Popular But Not Dominant
- QuickTime
TV - QTV - Apple's Free On-Line Premium Video "Content"
Service
- Some
Really Good Premium "Content" - But It's Available
For FREE
- Yahoo!, Inc.
- Yahoo! Provides
Business Portal Services
- Yahoo! Co-Branded
Dial Up And Broadband From SBC
- Yahoo Platinum
Premium - Part Of An Overall Paid Subscription Strategy
- Radio Stations,
Music Services, Video Game Rentals, Messenger Applications
- Yahoo! Broadband
In Japan - Voice-Over-IP Provides More Value For Less Money
- Yahoo! Appears
Ready To Ride The Streaming "Content" Subscription Wave
- Summary Comparison
Of Selected General Interest Streaming Media Subscription Service Providers
- For Now, Each
Has Its Own Unique Opportunities
- Communications
Related On-Line Consumer Subscription Services
- Consumer Communications
Provide Another Subscription Possibility
- Yahoo!
Broadband In Japan Replacing Dial-Up Voice With Broadband At
Similar Price
- VONage,
and Others, In North America, are Replacing Dial-Up With Broadband
Voice-Over-IP
- VIBE Phone,
IntraTel, and Others are Bringing Subscription Video Phones
To Broadband Connections
- Italy's FastWeb
- A Consumer "Triple Play" Over IP Example
- e.Biscom S.p.A.
- Parent Company Of FastWeb
- Business-oriented
Services Include Bandwidth On Demand
- Consumer-oriented
Services Provide Voice, Data, Broadcast Video, Video-On-Demand,
and Personal Video Recorders
- FastWeb
Using Low-Cost Ethernet To Drive Broadband
- Fiber
To The Building In Dozens Of Cities
- Home
Media Access Gateway Or Kreatel Set Top Box
- CISCO
Systems Catalyst Ethernet Equipment In The Distribution
Network
- Mini
Point Of Presence (POP) Using MetroWeb Fibre Optics
- CISCO
Systems, NetCentrex, Hewlett-Packard In The Major POP
- Minerva
Networks & BitBand For Broadcast Video And VOD
- High TV - Sports
On The Internet
- Multiple Digital
Video Formats To Serve The Largest Audience
- Microsoft Windows
Server 2003, SQL Database And IIS Web Servers
- NarrowStep
- The Parent Company Behind High TV
- Geographic Forecasts
- Four Types
Of Consumer-oriented On-Line Subscription Services
- Consumers
May Subscribe To, Or Participate In, More Than One Category
Of On-Line Video Subscription Service
- One
Unique Consumer May Be Counted As Four "Subscribers"
- Market Dynamics
Of Each Category During The Next Five Years
- Dynamics
Of Sports Related On-Line Video Subscription Services
- Fees
Collected Only During Months Of Each Active "Season"
- End-Of-Year
Playoffs Will Create Profitable Momentary "Spikes"
- Each
New Season Brings Opportunities To Increase "Take Rate"
- On-Line
Sports Helps Discover New Fans
- Dynamics
Of Movie & TV Related On-Line Video Subscription Services
- On-Line
Movies Likely To Show Growth But Remain A Niche
- CinemaNow's
International Approach Likely To Be A Winner
- SoapCity®
Download™ And Other TV-Related Services To Flourish
- Dynamics
Of General Interest On-Line Video Subscription Services
- Dynamics
Of Communications Related On-Line Video Subscription Services
- Video
Users Also Likely To Be "Seasonal" Instead Of "Annual"
- North America
- Consumer On-Line
Streaming Video Subscriptions By Category - North America
- Typical Annual
Fees Per User By Category
- Value Of Consumer
On-Line Streaming Video Subscriptions By Category - North America
- Overall
North America Market To Top $1 Billion (US) During 2007
- Europe
- Consumer On-Line
Streaming Video Subscriptions By Category - Europe
- World Cup
Soccer To Drive Surge In Sports Subscribers In 2006
- Typical Annual
Fees Per User By Category
- Value Of Consumer
On-Line Streaming Video Subscriptions By Category - Europe
- Overall
Europe Market To Top $500 Million (US) During 2007
- Asia - The Biggest
Market Region
- Consumer On-Line
Streaming Video Subscriptions By Category - Asia
- Movie &
TV Related Services To Thrive In Asia
- Typical Annual
Fees Per User By Category
- Value Of Consumer
On-Line Streaming Video Subscriptions By Category - Asia
- Movie &
TV Related Services To Top Half Billion Dollar Landmark During
2007
- Overall
Asia Market To Top $1.2 Billion (US) During 2007
- ROW
- Consumer On-Line
Streaming Video Subscriptions By Category - ROW
- Typical Annual
Fees Per User By Category
- Value Of Consumer
On-Line Streaming Video Subscriptions By Category - ROW
- Sports
Expected To Drive ROW Subscription Value
- Overall
ROW Market To Top $300 Million (US) During 2007
- Worldwide Summaries
- Consumer On-Line
Streaming Video Subscriptions By Category - Worldwide
- Value Of Consumer
On-Line Streaming Video Subscriptions By Category - Worldwide
- Sports
& Movies Expected To Each Be About $700 Million (US) In
2007
- General
Interest Services To Top $1.5 Billion (US) During 2007
- Overall
Worldwide Value Of Consumer On-Line Subscriptions Expected To
Top $3.2 Billion During 2007
- Geographic Summaries
- Consumer On-Line
Streaming Video Subscriptions By Region
- Subscriptions
May Count Individual Subscribers More Than One Time
- North America
To Near 10 Million Subscriptions In 2007
- Worldwide
Total Subscriptions Expected To Top 35 Million In 2007
- Value Of Consumer
On-Line Streaming Video Subscriptions By Region
- The Adult On-Line
Subscription Community
- Playboy, Inc.
- New Frontier
- Private Media
- Private
Media Using DivXNetworks' Open Video System
- Forecasts For
Adult "Content" On-Line Subscription Services
- Adult On-Line
Streaming Video Subscriptions
- Adult Typical
Annual Fees Per User By Category
- Value Of
Adult On-Line Streaming Video Subscriptions By Category By Region
- Comparison Of Consumer
- versus - Adult On-Line Video Streaming Subscription Services
- Worldwide Market
To Top $4.5 Billion (US) During 2007
- Table 1. Worldwide
Value Of Consumer & Adult On-Line Subscription Video Streaming Services
(value of annual subscriptions in US$ millions, annual growth rate in
percent, percent of total, Compound Annual Growth Rate in percent)
- Table 2. Summary
Of Worldwide Music Industry Comparing Packaged Goods Versus On-Line
Download Purchases (Annual revenues in $US millions, annual growth rate
in percent, percent of total value by segment)
- Table 3. Summary
Comparison Of Selected Premium Sports Subscription Services (league
name, annual revenues $US millions, key ingredient, subscription service,
monthly fees)
- Table 4. Comparison
Of Selected General Interest Premium "Content" Subscription
Services (company name, annual revenues $US millions, key ingredient,
subscription service, monthly fees, on-line user "reach" in
millions of possible connected households)
- Table 5. Summary
Of Fastweb Quarterly Revenue Growth (quarterly revenues million Euros,
EBITDA millions Euros, EBITDA as a percent of revenues, annual growth
in percent)
- Table 6. Consumer
On-Line Streaming Video Subscriptions By Category - North America (number
of subscribers by category, annual growth rate in percent, percent of
total regional market, Compound Annual Growth Rate in percent)
- Table 7. Typical
Annual Fees Per User By Category- North America (estimated annual fees
per user in $US, by category, CAGR in percent)
- Table 8. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - North
America (annual value of revenues by category in $US millions, annual
growth rate in percent, percent of total, Compound Annual Growth Rate
in percent)
- Table 9. Consumer
On-Line Streaming Video Subscriptions By Category- Europe (number of
subscribers by category, annual growth rate in percent, percent of total
regional market, Compound Annual Growth Rate in percent)
- Table 10. Typical
Annual Fees Per User By Category- Europe (estimated annual fees per
user in $US, by category, CAGR in percent)
- Table 11. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - Europe
(annual value of revenues by category in $US millions, annual growth
rate in percent, percent of total, Compound Annual Growth Rate in percent)
- Table 12. Consumer
On-Line Streaming Video Subscriptions By Category - Asia (number of
subscribers by category, annual growth rate in percent, percent of total
regional market, Compound Annual Growth Rate in percent)
- Table 13. Typical
Annual Fees Per User By Category- Asia (estimated annual fees per user
in $US, by category, CAGR in percent)
- Table 14. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - Asia
(annual value of revenues by category in $US millions, annual growth
rate in percent, percent of total, Compound Annual Growth Rate in percent)
- Table 15. Consumer
On-Line Streaming Video Subscriptions - ROW (number of subscribers by
category, annual growth rate in percent, percent of total regional market,
Compound Annual Growth Rate in percent)
- Table 16. Typical
Annual Fees Per User By Category- ROW (estimated annual fees per user
in $US, by category, CAGR in percent)
- Table 17. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - ROW
(annual value of revenues by category in $US millions, annual growth
rate in percent, percent of total, Compound Annual Growth Rate in percent)
- Table 18. Consumer
On-Line Streaming Video Subscriptions By Category - Worldwide (number
of subscribers by category, annual growth rate in percent, percent of
total regional market, Compound Annual Growth Rate in percent)
- Table 19. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - Worldwide
(annual value of revenues by category in $US millions, annual growth
rate in percent, percent of total, Compound Annual Growth Rate in percent)
- Table 20. Consumer
On-Line Streaming Video Subscriptions - By Region (number of total subscribers
by region, annual growth rate in percent, percent of total regional
market, Compound Annual Growth Rate in percent)
- Table 21. Value
Of Consumer On-Line Streaming Video Subscriptions By Region (annual
value of revenues by category in $US millions, annual growth rate in
percent, percent of total, Compound Annual Growth Rate in percent)
- Table 22. Adult
On-Line Streaming Video Subscriptions - By Region (number of subscribers
by category, annual growth rate in percent, percent of total regional
market, Compound Annual Growth Rate in percent)
- Table 23. Adult
Typical Annual Fees Per User By Category - By Region (estimated annual
fees per user in $US, by category, CAGR in percent)
- Table 24. Value
Of Adult On-Line Streaming Video Subscriptions By Category By Region
(annual value of revenues by category, by region, in $US millions, annual
growth rate in percent, percent of total, Compound Annual Growth Rate
in percent)
- Table 25. Comparison
Of Annual Value Of Consumer And Adult On-Line Streaming Video Subscriptions
- Worldwide Summary (annual value of revenues by category in $US millions,
annual growth rate in percent, percent of total, Compound Annual Growth
Rate in percent)
- Figure 1. Summary
Of Fastweb Quarterly Revenue Growth (quarterly revenues million Euros,
EBITDA millions Euros)
- Figure 2. FastWeb
Infrastructure Example
- Figure 3. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - North
America (annual value of revenues by category in $US millions)
- Figure 4 Value
Of Consumer On-Line Streaming Video Subscriptions By Category - Europe
(annual value of revenues by category in $US millions)
- Figure 5. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - Asia
(annual value of revenues by category in $US millions)
- Figure 6. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - ROW
(annual value of revenues by category in $US millions)
- Figure 7. Consumer
On-Line Streaming Video Subscriptions By Category - Worldwide (number
of annual worldwide subscribers by category, by year)
- Figure 8. Value
Of Consumer On-Line Streaming Video Subscriptions By Category - Worldwide
(annual value of revenues by category in $US millions)
- Figure 9. Consumer
On-Line Streaming Video Subscriptions By Category - By Region (number
of subscribers by region for all categories, by year)
- Figure 10. Value
Of Consumer On-Line Streaming Video Subscriptions By Region (annual
value of total revenues by region in $US millions)
- Figure 11. Value
Of Adult On-Line Streaming Video Subscriptions By Region (annual value
of revenues by category in $US millions)
- Figure 12. Comparison
Of Annual Value Of Consumer And Adult On-Line Streaming Video Subscriptions
- Worldwide Summary (annual value of revenues by category in $US millions)
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