Tuesday, March 10, 2009

IPTV Services Highly Concentrated

I just completed a short analysis based on the 4Q08 results that I have gathered so far. I have identified over 700 carriers globally with some level of IPTV activity. About 340 are in North America with 180 in Europe and 100 in Asia.

I estimate that there are more than 20 million IPTV subscribers globally and five carriers have more than one million IPTV subscribers each:
  1. Free in France
  2. Verizon in the U.S.
  3. China Telecom
  4. France Telecom
  5. AT&T in the U.S.
These top 5 companies account for more than 40 percent of the total subscribers. The top 20 service providers account for 80 percent of the total and the top 50 account for 95 percent of the subscribers.

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