1 Executive Summary
2 The Opportunity for Cable Telephony
2.1 Incumbent Telephone Companies
2.2 Early Success with Circuit Switched Cable Telephony
2.3 Packet Voice Technology Overview
2.4 Voice Service Requirements
2.5 Market Drivers
2.6 Market Strategies
3 Packet-based Cable Telephony Technologies
3.1 CableLabs PacketCable Specifications
3.1.1 DOCSIS 1.1 Specification
3.1.2 DOCSIS 2.0 Specifications
3.1.3 PacketCable 1.0 Specifications
3.1.4 PacketCable 1.1 Specifications
3.1.5 PacketCable 1.2 Specifications
3.1.6 PacketCable 1.3 Specifications
3.2 PacketCable Architecture
3.3 PacketCable Functional Components
3.3.1 Hybrid Fiber Coax (HFC) Access Network
3.3.2 Cable Modem Termination System (CMTS)
3.3.3 Call Management Server (CMS)
3.3.4 Media Gateway Controller (MGC)
3.3.5 Signaling Gateway (SG)
3.3.6 Media Gateway (MG)
3.3.7 OSS Back Office Components
3.3.8 Announcement Servers (ANS)
3.3.9 Embedded Multimedia Terminal Adapter (eMTA)
3.4 Home Gateway Architecture
3.5 Hybrid Packet/Circuit Switched Architectures
3.6 Non-PacketCable Voice over IP Architectures
4 The Business Case for Cable Telephony
4.1 The Business Case for Building a Cable Telephony
Network
4.2 The Business Case for Outsourcing a Cable Telephony
Network
5 The Outlook for Cable Telephony in North American
5.1 Legacy Circuit Switched Services
5.2 The PacketCable Rollout
5.3 Outlook for the Major Cable Companies
5.3.1 Cablevision Systems Corporation
5.3.2 Charter Communications
5.3.3 Comcast Corporation
5.3.4 Cox Communications
5.3.5 Insight Communications
5.3.6 Mediacom Communications
5.3.7 Time Warner Cable
5.4 Network and Service Deployment Strategies
5.4.1 Deploying PacketCable Networks
5.4.2 Outsourcing Cable Telephony Networks
6 North American Cable Telephony Market Forecast
6.1 Forecast Assumptions
6.2 Consolidated North American Forecast
6.3 U.S. Forecast
6.4 Canadian Forecast
6.5 Alternate U.S. Forecast
7 Future Trends and Drivers
7.1 Technology Trends and Drivers
7.2 Service Deployment
7.3 Market Trends and Drivers
8 Opportunities, Risks, and Recommendations
8.1 Opportunities
8.2 Risks
8.3 Recommendations
8.3.1 Service Provider
8.3.2 System Integrators
8.3.3 System Suppliers
9 Appendices
Appendix I: Cable Company Profiles
Adams Cable Service
Advanced Cable Communications
Armstrong
Cablevision Systems Corporation
Charter Communications
Comcast Corporation
Cox Communications
Insight Communications
Mediacom Communications
Time Warner Cable
Appendix II: System Integrators
8x8, Inc.
Gemini Voice Solutions
Net2Phone
Volo Communications
Vonage
Appendix III: Systems Manufacturers
AudioCodes Ltd.
Cedar Point Communications
Cisco Systems, Inc.
Gallery IP Telephony, Inc.
General Bandwidth
IP Unity
Nortel Networks
Nuera
Siemens
Syndeo Corporation
Appendix IV: Customer Equipment
Arris Group, Inc.
Motorola
Terayon Communications Systems
Toshiba Corporation
Appendix V: Operational Support Systems (OSS) Providers
Alopa Networks
Convergys
CSG Systems
Interactive Enterprises
Lemur Networks
Liberate Technologies
Primal Solutions
List of Figures
Figure 1-1: Cable Telephony Subscriber Forecast for
North America
Figure 1-2: Forecast for Cable Telephony Service Revenue
in North America
Figure 1-3: Forecast for System Revenue for Cable Telephony
in North America
Figure 2-1: Circuit Switched Cable Telephony Network Architecture
Figure 3-1: PacketCable Network Architecture
Figure 3-2: Typical PacketCable Network
Figure 3-3: PacketCable Functional Component Reference Model
Figure 3-4: Hybrid Circuit Switched/PacketCable Network
Architecture
Figure 3-5: Alternative to the PacketCable Architecture
Figure 6-1: North American Cable Telephony Subscribers
Figure 6-2: North American Cable Telephony Service Provider
Revenue
Figure 6-3: North American System Revenue
Figure 6-4: U.S. Cable Data Homes Passed
Figure 6-5: U.S. Cable Data Subscribers
Figure 6-6: U.S. Cable Telephony Homes Passed
Figure 6-7: U.S. Cable Telephony Subscriber Forecast
Figure 6-8: U.S. Cable Telephony Service Revenue
Figure 6-9: U.S. Cable Telephony System Revenue
Figure 6-10: Cable Forecast for Canada
Figure 6-11: Canadian Cable Telephony Subscribers
Figure 6-12: Canadian Service Revenue
Figure 6-13: Canadian System Revenue
Figure 6-14: U.S. Telephony Homes Passed in the Alternate
U.S. Forecast
Figure 6-15: U. S. Cable Telephony Subscribers in Alternate
U.S. Forecast
Figure 6-16: Cable Telephony Service Revenue Alternate U.S.
Forecast
Figure 6-17: Cable Telephony System Alternate U.S. Forecast
Figure 9-1: Cablevisions’ Service Area
Figure 9-2: Volo Communications Interconnection Points
Figure 9-3: Cisco’s Packet Cable Product Architecture
Figure 9-4: General Bandwidth Circuit/Packet Architectures
Figure 9-5: Alopa Cable Telephony OSS Provisioning Architecture
Figure 9-6: Convergys Infinys System Architecture
Figure 9-7: Primal Solutions’ Access IM Mediation System
Architecture
List of Tables
Table 2-1: Relative North American Market Positions
and the End of 2002
Table 2-2: Major U.S. Telephone Company Unlimited Long Distance
Packages
Table 2-3: Calling Features included in Unlimited Long Distance
Packages
Table 2-4: Alliances between U.S. Telephone Companies and
DBS Companies
Table 4-1: Business Case for Building a Cable Telephony
Network
Table 4-2: Business Case for Outsourcing a Cable Telephony
Network
Table 5-1: North American Cable Telephony Services
Table 5-2: Cablevision Network
Table 5-3: Charter Communications Network
Table 5-4: Comcast Consolidated Network.
Table 5-5: Original Comcast Network (without AT&T Broadband)
Table 5-6: AT&T Broadband Network
Table 5-7: Comcast’s Cable Telephony Subscription Packages
Table 5-8: Cox Communications Network
Table 5-9: Cox Communication’s Cable Telephony Subscription
Packages
Table 5-10: Insight Communications Network
Table 5-11: Insight Communication's Bundling Pricing
Table 5-12: Mediacom Communications Network
Table 5-13: Time Warner Cable Network
Table 9-1: Adam Cable Service’s Cable Network
Table 9-2: Adam Cable Service’s Telephony Offerings
Table 9-3: Advanced Cable Communications Cable Telephony
Subscription Packages
Table 9-4: Armstrong’s Cable Network
Table 9-5: Armstrong’s Cable Telephony Offerings
Table 9-6: Size of Cablevisions’ Network
Table 9-7: Cablevision’s Cable Telephony Subscription
Package
Table 9-8: Cox Communications Voice Features
Table 9-9: Charter Communications Top Ten Markets
Table 9-10: Operating Statistics for Charter Communications’
Network
Table 9-11: Actual and Pro Forma Operating Statistics for
Comcast Cable
Table 9-12: Operating Statistics for Comcast without AT&T
Broadband
Table 9-13: AT&T Broadband Operating Statistics
Table 9-14: Comcast Cable Telephony Subscription Packages
Table 9-15: Comcast Voice Features
Table 9-16: Operating Statistics for Cox Communications’
Network
Table 9-17: Cox Communications Cable Telephony Subscription
Packages
Table 9-18: Cox Communications Voice Features
Table 9-19: Operating Statistics for Insight Communications’
Network
Table 9-20: Insight Communications’ Bundling Pricing
Table 9-21: Insight Communications’ Financial Analysis
of Bundling
Table 9-22: Operating Statistics for Mediacom Communications’
Network
Table 9-23: Time Warner Cable’s Top Ten Markets
Table 9-24: Operating Statistics for Time Warner Cable’s
Network
Table 9-25: States Where 8x8 Does Not Provide Local Numbers
Table 9-26: Packet8 Calling Features
Table 9-27: Net2Phone’s Voice Features
Table 9-28: U.S. Markets Served by Vonage
Table 9-29: Vonage Regional Datacenters
Table 9-30: Vonage Voice Features
Table 9-31: AudioCodes Cable Telephony Products
Table 9-32: Components in Cisco’s Packet Cable Product
Architecture
Table 9-33: Services and Features Support by the Gallery
IP Cassiopeia
Table 9-34: Nortel Networks’ Cable Telephony Products
Table 9-35: Nortel Networks Communications Server 2000 Specifications
Table 9-36: Nortel Networks Passport 15000 PVG Specifications
Table 9-37: Nortel Networks Universal Signaling Point Specifications
Table 9-38: Nortel Networks Interactive Multimedia Server
Specifications
Table 9-39: Specifications of the Nuera ORCA BTX Products
Table 9-40: Syndeo Syion 426 Features
Table 9-41: Motorola’s Cable Telephony Products
Table 9-42: Alopa’s Cable Customers
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