The Future of Online Video Distribution.ppt

1、,Presenter name,Company name,The Future of On-line Video Distribution,Alan Patrick, Senior Associate Analyst, STL Partners C,Summary Points,On-line video growth exacerbates the broadband incentive problem 3 generic future scenarios (from new STL research): Old Order Pirate World New Order ISPs and T

2、elcos can affect future outcome and build valuable position,On-line Video Distribution our research definition,On-line Video Distribution Any video material (movies, TV, infotainment, sports, UCG) distributed via internet technologies (IPTV, web streaming or P2P downloading) over any bearer (fixed o

3、r mobile broadband networks) to any device (PC, TV, handheld). We exclude traditional broadcasting and physical means of distribution, although the consequences of internet video distribution for these sectors are considered in our research. ,Shifting Sands in the Video Value Chain,Devices,Content C

4、reation,Distribution,Consumer,Aggregation,Online Video Current revenue forecasts are uncertain,Current Forecasts of Global Video n=176,The wisdom of surveys: IPTV does not save the day,Most Popular,Least Popular,Source: STL Partners Telco 2.0 Internet Video Distribution , Experts Survey, October 200

5、8; n=176,Telco/ISP response: Restore market rationality fast,Old Order,Pirate World,New Order,Now,c 5 years,Control of CPE in the home,Policing content rights,2-sided business model & customer data mining fully established,Eco-system of partners,Flat Rate User Subsidy,User VAS & Bundles,Additional u

6、pstream services,Upstream VAS Platform,CDN & QoS Upstream service,Source: STL Partners Telco 2.0 Internet Video Distribution Report, to be published December 2008,Summary of Playout Assumptions in model,Source: STL Partners Telco 2.0 Internet Video Distribution Report, to be published December 2008,Todays Questions,Do you think our view that a new order will emerge within 3-5 years is: Optimistic Realistic Pessimistic Why? What do you think