The impact of connected TVs on the television industry: how will over the top video challenge managed TV neworks

1. The new TV service platforms November 2009 Gilles Fontaine IDATE [email_address]

2. Broadcast+ Catch-up TV Content portal OTT premium Home server Personal content Enriched TV Best of web New TV platform services candidates Internet Set-top-box Connected TVs, DVD+ Terminal + service Home servers Hybrid STB Broadcast+Broadband

4. Digital home players leveraging content Extend the search business to video content Enter the TV set, media, advertising market Enter the TV set, media, advertising market Enter the residential market Develop home servers as a new high value product Spread Windows use across new devices Bundle content and devices for high-end customers Leveraging content to increase market share Increase brand stickyness through interoperable devices Leveraging content to increase market share and increase prices Increase brand stickyness through interoperable devices Leveraging content to increase market share and increase prices

6. Market power moving up & down the value chain Network TV channel Right holders Terminal Consumer Content packager EPG/OS New TV platform services

7. Leading to defensive strategic moves Network TV channel Right holders Terminal Consumer Content packager EPG/OS Advanced STB to move into the digital home Securing exclusive content Gaining space shelve on all platforms Controlling the eco-system

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