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2009 OCTA Annual Meeting

2009 OCTA Annual Meeting. General Session:  “ Staying Upbeat In An Economic Downturn” Jimmy Schaeffler, Chairman & CSO jimmy@carmelgroup.com. U.S. Multichannel Video Subscriber Projections. U.S. DBS Subscriber Projections. U.S. Telco Subscriber Projections.

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2009 OCTA Annual Meeting

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  1. 2009 OCTA Annual Meeting General Session:  “Staying Upbeat In An Economic Downturn” Jimmy Schaeffler, Chairman & CSO jimmy@carmelgroup.com

  2. U.S. Multichannel Video Subscriber Projections

  3. U.S. DBS Subscriber Projections

  4. U.S. Telco Subscriber Projections

  5. U.S. Cable Subscriber Projections

  6. Cable’s Long-term Advantage: Subscribers Are Starting To Be More Driven By Service Offerings and Advanced Features, and Less By Service and Price • VoIP is a Key Cable Advantage: Comcast Is 3rd Largest U.S. Residential Phone Service Provider, Reaching More Than 6.5 Million Customers • Cable and DBS: Investing Heavily In HDTV, DVR, and On-Demand Services (Result Is Commoditization) • Net/Net: Consumers Benefit, But The Competitive Dynamic May Favor Cable in the Long-term, If Cable Can Drive More Consumer Choice ADVANCED SERVICES DVR, HDTV, iTV, Broadband

  7. Satellite • ’09: Maintains Focus on DVR and HD; Sling? Sirius XM? • ’09: Problem for DISH: Piracy? • ’10: Estimated Lower Annual Sub Growth, Due To More Effective Competition from Cable and Telcos • Cable • Endured the mid-’80s Economic Crisis, By Growing Sub Base 5% Annually; Yet Can’t Be Slow Again to React • Continue Sub Growth by Upselling Digital, Broadband, DVR, VoIP, iTV, etc. • Telco • Wildcard, With Potential Sub Growth Exceeding 10 mil. by 2014 • ROI Is Still Questionable, Considering Massive Capital Expenditure THE U.S. MCV PLAYERS Cable vs. Satellite vs. Telco

  8. Key MCV Points • Satellite May Be Stalling; Cable Looks Much Stronger; Telcos Stay Long-term Threat • Long-term Advantage Favors Cable, With Its Big Pipe, Infrastructure, and Product Choices, Plus Great Flex • Landscape Is Expanding: • To Voice, Internet/Broadband, Audio/Video, Robust 2-Way Services, Personalized Content • Growth Still Building on DVRs, VOD, iTV, HDTV, Gaming, Mobile, Broadband, Voice

  9. MCV Notables/Some Watch Fors • Theme : Video Everywhere • Theme: Personalized Content • RS-DVR • ZillionTV • iTV

  10. Cable/Sat/Telco/Bdctg.Strategic Bandwidth Positioning Return Path Performance - HIGH Digital Cable Telco Digital Broadcasters Scalability - LOW Scalability - HIGH Satellite TV Analog Cable Return Path Performance - LOW

  11. Digital Must Haves!

  12. Jimmy Schaeffler Email: jimmy@carmelgroup.com Tel: 831-622-1111 www.carmelgroup.com

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