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MRG Study Shows Cable Has Limited Window of Opportunity
for VOIP and Telephony Services
Telco Giants Eyeing the Threat
Sunnyvale, CA - January 26, 2004 - The Cable Companies
in North America have an opportunity to double the number
of Cable Telephony subscribers that they acquire between
now and 2007 according to a report recently published by
MRG, Inc. By using outsourced VoIP networks to maximize
their coverage, the Cable Companies can increase the number
of subscribers from 10.8 million to 21.2 million.
The key to success for the Cable Companies in the
Cable Telephony market will be the speed at which they enter
this market, states Bob Larribeau, MRG Sr. Analyst.
By outsourcing services to areas that they cannot
serve initially, the Cable Companies will significantly
increase the market for these services and make it more
difficult for the Telcos to respond.
MRG, Inc. has identified 8x8, Inc., Gemini Voice Solutions,
Net2Phone, Volo Communications, and Vonage as companies
that can provide outsourced VoIP services that will accelerate
the availability of Cable Telephony services. The report,
Cable Telephony Business Case and North American Forecast
2004 to 2007, explains how outsourcing can maximize
the success of the rollout of Cable Telephony services.
The Cable Companies should strongly consider outsourcing
as an important element in their Cable Telephony rollout,
states MRG Research Director, Gary Schultz. The Telcos
are no longer sleeping tigers. The Cable Companies need
to move quickly in order to minimize the impact of Telco
counter strategies.
The report discusses how the Cable Companies in North America
will roll out Cable Telephony services. It shows that there
is a strong business case for these services and discusses
the outlook and provides telephony-related revenue and unit
forecasts for the major US & Canadian Cable Companies,
and for related infrastructure product sales including OSS
(Operations Support Systems), eMTAs (Embedded Multimedia
Terminal Adapter), Media Gateways, Softswitches and CS (Communications
Server) Equipment. The report also profiles over 30 companies
including major MSOs (such as Cox, Comcast, Cablevision
& others) and their unit/revenue growth rate; and the
key suppliers, such as Cisco, Nortel, Motorola, Siemens,
Terayon, Toshiba and others.
The 160-page report, part of the Triple-Play series of reports
from MRG, is available at US$2,995.00 for the print version.
For more information, contact Rob Smith at 1-408-453-5553
or rsmith@mrgco.com.
Executive Overview
Table of Contents
List of Figures
List of Tables
Order Form
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