• What role will HDTV play in each Cable company's
digital strategy?
• How will Cable fare in Europe and Asia against
the emerging TelcoTV services?
• What are the new Triple-Play strategies for North
American Cable in 2004 and beyond?
• How are the Telcos responding with their own
Triple-Play strategies?
• What are the main vulnerabilities Cable must
overcome to implement its Triple-Play strategies?
• What will drive Cable’s all–digital
strategy, and what are the critical success factors?
• What role does the DVR play in each Cable company’s
drive toward digital services?
• What price bundling is Cable using to secure
HSD (High Speed Data) dominance?
• How much will HSD and VoIP (Voice over IP) drive
Cable’s all-IP strategy for its last-mile architecture?
Report Table of Contents
1 Executive Summary
1.1 Cable Company Strategies
1.2 U.S. Telco Strategies
1.3 Winners and Losers
2 Cable Company Service and Bundling Strategies
2.1 Cable Is Fighting Back with New Video Services
2.2 Current Status of Cable Data
2.3 Current Status of Cable Telephony
2.3.1 Analysis of Success and Increased Market Share
2.3.2 Voice Service Requirements
2.4 Analysis of Cable Company Price/Service Strategy
2.4.1 Case Study: Cox
3 Telco Service and Bundling Strategies
3.1 Current RBOC Consumer Strategies
3.2 Fiber Service Strategies
3.3 Video Content Delivery and Service Strategies
3.4 Regulatory Issues
3.5 Alliances
3.6 Wireline Erosion Counter Strategies
3.7 Pricing and Bundling Strategies
3.8 RBOC Fiber Programs and Strategies
3.9 RBOC Video Services vs. Cable Company Video Services
3.10 RBOC Video Service Differentiation
3.11 RBOC Strategies to Counter Wireline Erosion
3.12 Telco Strategies
3.12.1 BellSouth
3.12.2 Qwest
3.12.3 SBC
3.12.4 Verizon
3.13 Issues with RBOC Strategies
2.5 Acceptance Analysis and Impact of Plug & Play
(P&P)
2.6 Cable Strategies
2.6.1 Comcast Corporation
2.6.2 Time Warner Cable
2.6.3 Cablevision Systems Corporation
2.6.4 Charter Communications
2.6.5 Cox Communications
2.7 Conclusions for Cable Company Sections
4 Winners and Losers
4.1 Cable Companies
4.2 Telcos
5 Future Trends and Drivers
5.1 Cable Companies
5.1.1 Technology Trends and Drivers
5.1.2 Service Deployment
5.1.3 Market Trends and Drivers
5.2 Telcos
5.2.1 Technology Trends and Drivers
5.2.2 Service Deployment
5.2.3 Market Trends and Drivers
6 Opportunities, Risks, and Recommendations
6.1 Cable Companies
6.1.1 Opportunities
6.1.2 Risks
6.1.3 Recommendations
6.2 Telcos
6.2.1 Opportunities
6.2.2 Risks
6.2.3 Recommendations
7 Appendices
7.1 Cable Companies
7.1.1 Comcast Corporation
7.1.2 Time Warner Cable
7.1.3 Cablevision Systems Corporation
7.1.4 Charter Communications
7.1.5 Cox Communications
7.2 Telcos
7.2.1 BellSouth
7.2.2 Qwest
7.2.3 SBC
7.2.4 Verizon
List of Figures in Report
Figure 2-1 Cable Telephony Line Growth 2003-2007
Figure 3-1 U.S. RBOC Territories
Figure 3-2 Year by Year Growth for RBOC Switched Access
Lines
Figure 7-1 Cablevision Service Area
Figure 7-2 Loss of Retail Access Lines
Figure 7-3 Answers Packages and Penetration
Figure 7-4 SBC Total Access Lines by Quarter
List of Tables in Report
Table 2-1 U.S. Cable Company’s Current Strategies
Table 2-2 Cable Company Service and Bundling Strategies
Table 2-3 Subscribers by Service for Comcast Cable
Table 2-4 Operating Statistics for Time Warner Cable’s
Network
Table 2-5 Cablevision Service Subscribers
Table 2-6 Charter Communications Subscribers by Service
Table 2-7 Cox Communications’ Subscribers by
Service
Table 3-1 U.S. RBOC Switched Access Lines
Table 3-2 Current RBOC Consumer Strategies
Table 3-3 U.S. Cable Data Market by Cable & DSL
Table 3-4 Telco Pricing Bundles
Table 3-5 BellSouth Installed Lines
Table 3-6 BellSouth's Service Bundles
Table 3-7 Discounts Used in BellSouth's Answer Packages
Table 3-8 BellSouth's Premium Video Packages
Table 3-9 BellSouth's Video Package Pricing
Table 3-10 Qwest Subscriber Base
Table 3-11 Qwest's DirecTV Offering
Table 3-12 SBC Subscriber Base
Table 3-13 SBC Local Calling Packages
Table 3-14 SBC Long Distance Calling Packages
Table 3-15 SBC Bundles
Table 3-16 SBC Dish Network Packages
Table 3-17 Verizon Subscriber Base
Table 3-18 Verizon Local Calling Packages
Table 3-19 Verizon Long Distance Packages
Table 3-20 Verizon Residential Bundles
Table 7-1 Operating Statistics for Comcast Cable
Table 7-2 Comcast Statistics
Table 7-3 Comcast Current Strategies
Table 7-4 Comcast Cable Telephony Subscription Packages
Table 7-5 Comcast Voice Features
Table 7-6 Comcast Broadband vs. Digital Subscription
– 2001-2002
Table 7-7 Time Warner Cable’s Top 10 Markets
Table 7-8 Operating Statistics for Time Warner Cable’s
Network
Table 7-9 Time Warner Statistics
Table 7-10 Time Warner Current Strategies
Table 7-11 Cablevision Network
Table 7-12 Cablevision Statistics
Table 7-13 Cablevision On-Demand Video Offerings
Table 7-14 Cablevision Current Services
Table 7-15 Charter Communications Top 10 Markets
Table 7-16 Charter Communications Network
Table 7-17 Charter Statistics
Table 7-18 Charter Cable Data vs. Digital Video Subs
– 2001-2002
Table 7-19 Pricing Sample Charter/St. Louis
Table 7-20 Charter Current Services
Table 7-21 Operating Statistics for Cox Communications’
Network
Table 7-22 Cox Communications Statistics
Table 7-23 Cox Communications Telephony Subscription
Packages
Table 7-24 Cox Communications Voice Features
Table 7-25 Operating Statistics for Cox Communications’
Network
Table 7-26 Cox Current Strategies
Table 7-27 Cox DVR Functions (San Diego)
Table 7-28 BellSouth Third Quarter 2003 Statistics
Table 7-29 Qwest Second Quarter 2003 Operating Statistics
Table 7-30 SBC Third Quarter 2003 Statistics
Table 7-31 Verizon Third Quarter 2003 Operating Statistics
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