Microsoft PowerPoint - US telecom presentation - October 2 ...

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Rick SailorAmino Communications

IPTV and HDUS Telecom October 2, 2008

www.aminocom.com

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Introducing AminoHighlights:• Ranked # 1 by ABI Research in 2005, 2006 and 2007 in our market • Shipped in excess of 1.75 million IPTV STB’s• 1st MPEG-4 IPTV deployment in US• 1st to receive MPEGIF conformance• 1st High Definition IPTV deployments in US and Northern Europe• 1st integration of HD gaming applications in an IP STB • Launch 100% digital IPTV STB, June 2008

Key Facts:• Established in 1997• Flotation on London Stock Exchange: June 2004 • Global Company – Headquarters in the UK, Offices worldwide• Market presence in over 80 countries

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Agenda

• HD Purchasing Trends• HD Delivery in the Home• HD vs. SD• Costs of Deploying IPTV and HD• HDMI and Content Security• Home Networking• The Future

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Everyone’s Agenda

Revenue$$$$$$

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IPTV Markets

Residential IPTV and VoDIPTV enables telecoms and other operators to generate additionalrevenues by providing new services over their existing network with a “triple-play” bundle offering of voice, data and video

Hospitality & HealthcareIPTV allows hotels & hospitals to obtain revenues by providing residents with on-demand PPV movies and programmes, music downloads, gaming, digital radio, messaging and internet access

Education & EnterpriseThe use of IPTV in enterprise and education enables delivery of seminars, information and promotional material, exactly where and when it is needed, over both low and high-speed networks

“The internet television market is set to expand from 1.9m subscribers in 2004 to 25.3m worldwide in 2008” - Multimedia Research Group

Growth of IPTV is everywhere

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Significant existing HD Market with forecasted growth• 46% North American household HD ready (81% 2010)• 21% European households HD ready (48% 2010)

Barriers to HD penetration being removed• 320 WW HD channels (500 by 2010)• Falling HDTV prices (Blu-ray, games consoles, STBs)

IPTV operators addressing HD Market• 71% IPTV STB sold will be HD capable by 2010

HD Purchasing Trends - Today

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HD Delivery within the homeIPTV STB forecast by product type. ABI Research.

0%

20%

40%

60%

80%

100%

2006 2007 2008 2009 2010%

of T

otal

STB

sBasic HD-Only PVR-Only HD & PVR

2009 forecast*:HD-only: 41%

HD & PVR: 31%

2010 forecast:HD-only: 48%

HD & PVR: 52%

Expansion in 2009 beyond the living room in the US**

61% of HD TVs in living room39% in rest of the house

*Source: ABI Research

**Source: The Diffusion Group

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HD vs SD

Initial cost vs long term costUse of legacy equipment

Available HD contentNetwork Support of HD

Long Term Strategy

SDTraditional Analog/AV

HD

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Cost Of Deploying IPTV and HD

Equipment

Installation

$Increased

profit

HD Services

Gaming

Multi-room PVR

Self Install

Video On Demand

Installation costs

Basic Telco package

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Costs and Considerations for Deploying HD

Low-cost installation

Premium HD content

Multiroom and/or PVR

HD vs SD

Content protection

Telco

CapEx and OpEx

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Considerations of HDTV services

Business Model

HD ContentNetwork Bandwidth

Legacy Equipment

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Designing For A Digitally Connected Home

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Home Ethernet Options

• CAT 5/6 wiring

• MoCA

• HPNAv3

• Power Line

• Wireless

• Home RF option (gateway)

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Evolution in Bandwidth to enable Multi-Room TV over Home Networks

0

30

60

90

00 03 0801 02 04 05 06 07Year

SD becomes

viable

HD becomes

viable

Bandwidth Mbps

Required for 3 SD TVs

Required for3 HD TVs

Wireless

Powerline

Coax/phone

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• Incorporates content security -High Definition Content Protection, also known as HDCP

• HDMI supports Dolby audio and video on the same cable.

• Standard for all future HD TV’s

• Unique benefits for Telcos– Improved content protection– Simplified installation – Reduce CAPEX.

HDMI and Content Security

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INCREASE PENETRATION

SEGMENT and target your IPTV service. Look to target subscriber growth beyond the initial uptake

INCREASE ARPU

EXTEND your services with more revenue generating applications like HD, VOD, Gaming, etc.

REDUCE CHURN

EMPOWER your customer to control their viewing experience.

REDUCE COSTS

STREAMLINE total CAPEX

Keys to Success in IPTV

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• PVR – part of HD market

• HD standards – support 720p and 1080i today

• HD today (720p and 1080i) offers an enhanced viewing experience over SD

• Future HD technologies (1080p) – bandwidth intensive

The Future

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• Purchasing bias towards flat screen HDTV

• Remove AV / Analog connectors

• Removal of connectors allows for small form factor STB’s.

• Reduce STB CAPEX

The Future

HD HD & PVR

SD

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Amino CommunicationsRick Sailor – VP of Sales, Americas

[email protected]

Thank You