Table of Contents

• Executive Summary
  
  • Interactive Program Guides Are Expanding The Market
    
  • More Companies Are Participating In Development of IPGs
    
  • More Geographic Regions Are Opening Up For IPGs
    
  • Consumer Electronics Products Are Becoming Targets For IPGs
    
  • Gemstar-TV Guide Still Defines The Agenda For IPGs
    
  • The Market Will Expand Incrementally
    
• Methodology
  
  • Years Of Experience
    
  • Experienced Team Of Analysts
    
  • Our Holistic Approach Helps Make Sense Of Changes Coming To The Consumer Entertainment Markets
    
  • Methodology
    
  • Shipment Growth Of Digital Set Top Boxes And Digital Consumer Electronics Products Taken Into Account
    
  • Previously Issued Reports That Provide Useful Information
    
• Electronic Program Guides In Flux
  
  • Four New Directions For Growth Of The Industry
    
    • The Migration From Electronic Program Guides (EPGs) To Interactive Program Guides (IPGs)
      
      • Electronic Program Guides Present A Grid Of TV Listings
        
      • Interactive Program Guides Increase Navigation Options
        
    • The Settling Of Lawsuits Opens The Way For Competition
      
    • New Geographic Regions Are Becoming Available As Markets
      
      • Tribune Media Services Expanding Their Product Portfolio In Europe
        
      • Microsoft's IP-TV Also Expanding Into Europe
        
    • Consumer Electronics Products Are Now Viable Targets For IPGs
      
• IPGs Are Likely To Be Used In Any Devices That Show Digital Video
  
  • A Quick Look At The Consumer Visual Entertainment Market
    
  • Four Ways For Digital Video "Content" To Get To Consumers
    
  • Visual Entertainment Creates The Market
    
  • Consumer Terminal (TV, PC, Set Top Box) Holds The IPG
    
    • Recurring Revenues Or One-Time Fees Are Paid For Use Of An IPG
      
  • Packaged Goods, Broadcast Networks, Cable/Satellite TV, Video From Telcos, And The Internet Deliver "Content" To Consumer Terminals And Personal Computers
    
    • Personal Computers And The Internet Create New Opportunities
      
• Seven Market Segments Likely To Drive Growth For IPGs
  
  • Network-connected TV Systems
    
    • Cable TV Systems
      
      • Open Cable Applications Platform (OCAP) IPGs Will Provide Support For Video-On-Demand, Personal Video Recorders and HDTV
        
    • Satellite TV Systems
      
    • Digital Terrestrial Broadcast TV Systems
      
    • Telephone Company And IP-TV Systems
      
      • Telco Video Services Will Support VOD, PVR and HDTV
        
      • Telco Services May Support Non-TV Applications As Well
        
  • Line Powered Consumer Electronics TV Systems
    
    • CE Products Require "Built In" Circuitry Plus A Data Delivery Service
      
    • Data Delivery Service Presents A Business Model Problem
      
    • Telephone Line Downloads Paid For By Subscriptions
      
    • Wireless In-Home Networks Using A Broadband Connection
      
    • Digital TV Sets And Digital Disk Recorders Will Need An IPG
      
    • Large Consumer Electronics Companies Pay The Fees
      
    • Data Delivery Over Broadcast TV Services - "Datacasting"
      
    • Based On TeleText And The Vertical Blanking Interval (VBI)
      
    • TV Guide Advances Datacasting With TV Guide On Screen
      
    • TV Guide Has Developed An Innovative National Delivery Network
      
    • TV Guide's Datacasting Approach Being Used Throughout The World
      
  • Wireless and Portable Consumer Electronic TV Systems
    
  • The Internet, Which Is Its Own Unique Group
    
    • PC-TV Tuners Create A New Category - Downloadable IPGs
      
  • VEIL Interactive - A Possible Breakthrough For Delivery Of TV Program Listing Data
    
    • VEIL Embeds Data Bits Into The Visible Portion Of A TV Image
      
    • VEIL 2 Survives Digitization, Compression And Decompression
      
    • VEIL 2 Could Be Used To Delivery IPG Data Via Digital Satellite
      
      • Vertical Blanking Interval Datacasting Doesn't Work On Digital TV Services
        
      • VEIL 2 Can Be Decoded Using Standard Digital Circuits Inside The Box
        
• Step-By-Step Analysis Of Scientific Atlanta's SARA As A Model IPG
  
  • Scientific Atlanta's Resident Application - SARA - As A Model 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
      
• Four Crucial Ingredients Reduce The Playing Field Over The Long Term
  
  • Access To The TV Listings Databases
    
  • IPG Applications
    
  • Ways To Get The TV Listings To The IPG Applications
    
  • Deep Financial Pockets And A Long-Term Roadmap To Support Engineering Resources For
  • Future Development
    
  • Only Three Companies Seem To Come To Mind
    
• Gemstar-TV Guide Continues To Define The Agenda For The Interactive Program Guide Industry
  
  • Gemstar-TV Guide Changes Tactics - "Kinder" & "Gentler"
    
  • Gemstar-TV Guide Restructures
    
  • TV Guide Reinvigorates Their Approach - "What's On?"
    
  • TV Guide Brand Name Clearly Separates Them From The Competition
    
    • NBC's Olympics Coverage Promoted On TV Guide Channel
      
    • TV Guide Brand Riding "Shotgun" With Technology Agreements
      
    • A Closer Look At The Major Comcast IPG Deal
      
      • Open Cable Applications Platform (OCAP) To Benefit
        
    • TV Guide Is A Dominant Player In Their Current Market Segments
      
      • TV Guide Publishing Segment
        
      • TV Guide Cable and Satellite TV Segment
        
      • TV Guide Consumer Electronics Licensing Segment
        
    • Other Items That Help TV Guide Continue To Define The IPG Agenda
      
    • TV Guide Adapting To Drive Revenues For Network Service Providers
      
  • TV Guide On Screen Takes The Lead For IPG-Equipped Consumer Electronic Products
    
    • TV Guide On Screen Poised To Change The Advertising Market On A Worldwide Basis
      
      • Advertising Opportunities Are Built In To All TV Guide IPGs
        
  • A Quick Look At The TV Guide On Screen IPG
    
• Microsoft TV As A Major Participant In The IPG Market
  
  • Microsoft Approach Is Also Focused On Driving Incremental New Revenues To Service Providers Through Their IPG
    
  • Microsoft Has Deeper Roots In The IPG Business Than You Think
    
  • Microsoft Covers The "Portal" Business Across The Board
    
  • Microsoft TV: Bringing The Power of .NET to Television
    
    • Extending Web Services to the TV
      
    • Connected Services and Experiences with .NET
      
    • Building on the.NET Developer Community
      
  • Microsoft Windows Media Series 9 And Beyond
    
    • High Definition Television Being Promoted By Windows Media
      
  • Microsoft Is A Global Industry Leader For Digital Rights Management (DRM)
    
    • Partnerships With Disney, Time-Warner, And Others
      
    • Making "Content" Portable Is Coming Next
      
  • Microsoft TV Foundation Edition Succeeding In Cable TV
    
    • 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 TV Deploys New IP-TV Systems
    
  • Swisscom/Bluewin IP TV Trials
    
  • Microsoft Defining Itself As A Systems Company For Next-Generation TV Service Providers
    
  • Deep Pockets, Global Reach And Solid Company Commitment Provide Clear Advantages
    
• Tribune Media Services - Expanding In North America And Globally
  
  • TMS Is Primary Provider Of TV Listing Data
    
  • TMS Is A Primary Data Provider For Online TV Listing Services
    
    • TMS Provides TV Listings To 30 Million Cable TV Households
      
  • TMS Acquires iSurfTV - Enters IPG Market
    
  • TMS Expanding Into Europe
    
• 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
      
• Other IPG Companies
  
  • 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
      
  • The Computer Download EPGs
    
    • Decision Mark's Titan TV - Free Over-The-Air PVR
      
    • Frey's Electronics SAGE
      
    • nexTView in Germany
      
    • DigiGuide in the UK
      
• Market Value For IPGs
  
  • Two Major Categories Of IPG Products
    
  • Network-Connected Digital Set Top Boxes
    
  • Consumer Electronics Products
    
    • Contracts For Usage Fees And Licensing Are Flexible
      
  • North American Market Value By Category
    
    • Network-Connected Set Top Box IPGs By Category
      
    • Consumer Electronics Products With IPGs By Category
      
  • European Market Value By Category
    
    • Network-Connected Set Top Box IPGs By Category
      
    • Consumer Electronics Products With IPGs By Category
      
  • Asian Market Value By Category
    
    • Network-Connected Set Top Box IPGs By Category
      
    • Consumer Electronics Products With IPGs By Category
      
  • ROW Market Value By Category
    
    • Network-Connected Set Top Box IPGs By Category
      
    • Consumer Electronics Products With IPGs By Category
      
• Worldwide Market Value Summary By Category
  
  • Network-Connected Set Top Box IPGs By Category
    
  • Consumer Electronics Products With IPGs By Category
    
• Regional Market Value
  
  • Network-Connected Set Top Box IPG Revenues
    
  • Regional Value Of Consumer Electronics Products With Licensed IPGs
    
• Comparison Between Recurring And One-Time IPG Value
  

List of Tables

• Table 1. Worldwide Value Of IPG Usage Fees And Licensing Fees (Annual Value in US$ in millions, annual growth rate, Compound Annual Growth Rate)
  
• Table 2. Number Of Network-Connected Set Top Boxes Using IPGs By Category - North America (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 3. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Category - North America (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 4. Number Of Consumer Electronics Products Licensing IPGs By Category - North America (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 5. Annual Value Of Consumer Electronics Products Using IPGs By Category - North America (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 6. Number Of Network-Connected Set Top Boxes Using IPGs By Category- Europe (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 7. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Category - Europe (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 8. Number Of Consumer Electronics Products Licensing IPGs By Category - Europe (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 9. Annual Value Of Consumer Electronics Products Using IPGs By Category - Europe (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
• Table 10. Number Of Network-Connected Set Top Boxes Using IPGs By Category - Asia (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 11. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Category - Asia (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 12. Number Of Consumer Electronics Products Licensing IPGs By Category - Asia (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 13. Annual Value Of Consumer Electronics Products Using IPGs By Category - Asia (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 14. Number Of Network-Connected Set Top Boxes Using IPGs By Category- ROW (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 15. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Category - ROW (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 16. Number Of Consumer Electronics Products Licensing IPGs By Category- ROW (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 17. Annual Value Of Consumer Electronics Products Using IPGs By Category - ROW (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 18. Number Of Network-Connected Set Top Boxes Using IPGs By Category - Worldwide (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 19. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Category - Worldwide (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 20. Number Of Consumer Electronics Products Licensing IPGs by Category - Worldwide (Number of boxes paying IPG fees, in thousands, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 21. Annual Value Of Consumer Electronics Products Using IPGs By Category - Worldwide (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 22. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Region (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 23. Annual Value Of Consumer ElectronicsProducts Using IPGs By Region (Value of IPG fees, in US$ millions, annual growth rate in percent, percent of regional total, by category, and Compound Annual Growth Rate)
  
• Table 24. Comparison Of Worldwide Annual Value Between IPG Fees Collected For Network-Connected Set Top Boxes And Consumer Electronics Products (worldwide annual value, US$ in millions, by major group, annual growth rate in percent, percent of worldwide total value, Compound Annual Growth Rate)

List of Figures

• Figure 1. Ways Professional "Media" and "Content" Get Delivered To Consumers
  
• Figure 2. Screen Shot Of TV Guide On Screen IPG Showing Embedded Advertisement
  
• Figure 3. Screen Shot Of TV Guide On Screen IPG Showing Interface To Attached PVR
  
• Figure 4. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Category - Worldwide (Value of IPG fees, in US$ millions)
  
• Figure 5. Annual Value Of Consumer Electronics Products Using IPGs By Category - Worldwide (Value of IPG fees, in US$ millions)
  
• Figure 6. Annual Value Of Network-Connected Set Top Boxes Using IPGs By Region (Value of IPG fees, in US$ millions)
  
• Figure 7. Annual Value Of Consumer ElectronicsProducts Using IPGs By Region (Value of IPG fees, in US$ millions)
  
• Figure 8. Comparison Of Worldwide Annual Value Between IPG Fees Collected For Network-Connected Set Top Boxes And Consumer Electronics Products (worldwide annual value, US$ in Billions)