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Navigating the Media Landscape: Cable vs. Satellite vs. Telco

Gain insights into the future of media with a focus on cable's advantages, subscriber projections, and advanced services in an economic downturn. Explore key industry points, growth opportunities, and strategic bandwidth positioning. Stay informed to drive consumer choice and business success.

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Navigating the Media Landscape: Cable vs. Satellite vs. Telco

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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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