For anybody who has followed the U.S. video entertainment market for some decades, that U.S. cable operator video penetration is as low as 44 percent of TV homes is a shocking statistic. There was a time when penetration was as high as 70 to 80 percent of homes in some areas.
Competition from satellite and telco competitors is the reason for the sharp reversal. So the question is how much more upside might exist in the IPTV business for telcos. It isn't so easy to answer.
In saturated markets with strong contenders, new accounts mostly come from defecting customers. And strong contenders don't give up customers very easily.
Thursday, June 21, 2012
How Much Better Can Telcos Do in IPTV Business?
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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