Portugal added 70 thousand TV subscribers in 2Q08, giving it a total of 116 thousand subscribers. It states that it now has 6 percent of the 2.1 million pay TV subscribers in Portugal.
Portugal Telecom's TV offering includes both IPTV and satellite DTH services. It introduced IPTV in 4Q07 and its satellite DTH service in April 2007. The company did not provide the split of IPTV vs. satellite customers.
Portugal Telecom's TV strategy produced strong results in 2Q08. It is facing strong competition, especially in the urban areas where it only has 26 percent market share. Its TV strategy should help it regain momentum in these markets.
Thursday, August 14, 2008
Wednesday, August 13, 2008
Swisscom Adds 16K IPTV Subscribers in 2Q08
Swisscom added 16 thousand IPTV subscribers in 2Q08 giving it a total of 80 thousand at the end of the quarter.
Swisscom's IPTV subscribers adds picked up in 2Q08. It appears that its new marketing effort has had some effect.
Swisscom's IPTV subscribers adds picked up in 2Q08. It appears that its new marketing effort has had some effect.
Tuesday, August 12, 2008
Singtel Adds 2K IP Subscribers in 2Q08
Singtel added about 2,000 new IPTV subscribers to its mio TV IPTV service which brought the total to more than 45 thousand at the end of 2Q08. The number of new subscribers was offset by the loss of subscribers that did not renew after the original promotion period expired.
Singtel has a deal with Disney-ABC International Television, Twentieth Century Fox and Warner Bros. International Television Distribution, that makes it possible for its mio TV service to screen over 50 top US series as early as 24 hours after their US premiere.
Singtel is experiencing the same problems that other service providers have had converting introductory promotions to long term subscriptions.
Singtel has a deal with Disney-ABC International Television, Twentieth Century Fox and Warner Bros. International Television Distribution, that makes it possible for its mio TV service to screen over 50 top US series as early as 24 hours after their US premiere.
Singtel is experiencing the same problems that other service providers have had converting introductory promotions to long term subscriptions.
Sunday, August 10, 2008
NDS Vision of the Future
Broadband TV News published and article describing a conversation with NDS about its vision of the future of TV delivery. It discusses approaches to pushing content out to DVRs using content security software to insure that digital rights are enforced. The article also discusses approaches to personalized advertising based on push technology. It states that people will be shown different ads on different TVs in their home.
It has been clear for a long time that content security software is key to the delivery to a number of new services, especially push services. It seems to me that Netflix will move to this kind of model replacing postal delivery with push technology.
It has been clear for a long time that content security software is key to the delivery to a number of new services, especially push services. It seems to me that Netflix will move to this kind of model replacing postal delivery with push technology.
Saturday, August 9, 2008
Tele2 Netherlands adds 10K IPTV Subscribers
Tele2 Netherlands added 10 thousand IPTV subscribers in 2Q08, giving it a total of 247 thousand. This is less than the 12 thousand that it added in 1Q08.
It appears that Tele2's IPTV service is flattening. The Netherlands has a very strong cable provider and IPTV has been struggling there.
It appears that Tele2's IPTV service is flattening. The Netherlands has a very strong cable provider and IPTV has been struggling there.
Friday, August 8, 2008
Telecom Italia adds 44K IPTV Subscribers in 2Q08
Telecom Italia had 180 thousand IPTV subscribers at the end of 2Q08, and increase of 44 thousand in the quarter and in increase of 100 thousand in 1H08. It is maintaining its target of 300 thousand IPTV subscribers by the end of 2008.
The company added 337 thousand broadband subscribers in 1H08 giving a total of 1.653 million at the end of the half. It did not announce any IPTV numbers for its Hansenet subsidiary in Germany.
Telecom Italia is continuing to add IPTV subscribers. Its rate of increase is low considering the number of its broadband subscribers and the lack of cable in Italy. I believe that it is still number two in IPTV in Italy to FastWeb.
Its goal of 300 thousand IPTV subscribers in 2008 appears possible but will require it to accelerate its sales rate.
The company added 337 thousand broadband subscribers in 1H08 giving a total of 1.653 million at the end of the half. It did not announce any IPTV numbers for its Hansenet subsidiary in Germany.
Telecom Italia is continuing to add IPTV subscribers. Its rate of increase is low considering the number of its broadband subscribers and the lack of cable in Italy. I believe that it is still number two in IPTV in Italy to FastWeb.
Its goal of 300 thousand IPTV subscribers in 2008 appears possible but will require it to accelerate its sales rate.
FastWeb Adds 60K Broadband Subscribers in 2Q08
FastWeb, the competitive carrier in Italy, added 60 thousand broadband subscribers in 2Q08 (135 thousand in 1H08) giving it a total of 1.398 million subscribers. It had no comments on the number of IPTV subscribers that it serves.
The company plans to offer a 100 Mbps fiber offer to small and medium enterprises in 4Q08 at a premium price, and will extend this to the SOHO and residential market after the end of this year. This is an upgrade from its current 10 Mbps service. It expects this higher speed service to lower churn and stabilize ARPUs.
FastWeb stated that its fiber service passes 2 million homes in Milan, Turin, Genoa, Bologna, Roma, Naples, and Bari. It stated that this is higher coverage than any other European country. Fastweb's 243 thousand fiber subscribers is nearly 25 percent of all of the fiber subscribers in Europe.
FastWeb will introduce mobile services in Italy in September 2008. It will focus selling the service to its current customers in October and launch it to the business market in 4Q08. It is currently evaluating a mobile offering to its executive customer base.
As usual I interpret the lack of an announcement of IPTV subscribers to indicate that there was no significant increase during the quarter.
The company plans to offer a 100 Mbps fiber offer to small and medium enterprises in 4Q08 at a premium price, and will extend this to the SOHO and residential market after the end of this year. This is an upgrade from its current 10 Mbps service. It expects this higher speed service to lower churn and stabilize ARPUs.
FastWeb stated that its fiber service passes 2 million homes in Milan, Turin, Genoa, Bologna, Roma, Naples, and Bari. It stated that this is higher coverage than any other European country. Fastweb's 243 thousand fiber subscribers is nearly 25 percent of all of the fiber subscribers in Europe.
FastWeb will introduce mobile services in Italy in September 2008. It will focus selling the service to its current customers in October and launch it to the business market in 4Q08. It is currently evaluating a mobile offering to its executive customer base.
As usual I interpret the lack of an announcement of IPTV subscribers to indicate that there was no significant increase during the quarter.
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