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Cable MSO's vs Telco-Who's Winning and Why

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Brian Cappellani, Sigma System's presents at the TMForum Americas event in 2007

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Cable MSO's vs Telco-Who's Winning and Why

  1. 1. “ Cable MSOs vs Telco – Who’s Winning and Why” Brian Cappellani, Sigma Systems
  2. 2. Who is winning ? <ul><li>Depends who you talk to ….. </li></ul><ul><li>Successes on both sides </li></ul>
  3. 3. Telco Successes <ul><li>Continued growth in HSD in North America </li></ul><ul><ul><li>U.S. phone companies signed up at least 100,000 more high-speed data subscribers than cable operators during the fourth quarter of 2006 1 </li></ul></ul><ul><ul><li>For the ninth time in the last 11 quarters, telcos beat their cable counterparts 1 </li></ul></ul><ul><ul><li>Now have close to 45% of market </li></ul></ul><ul><li>Continue to dominate HSD outside of North America </li></ul><ul><ul><li>65.7% global market share for DSL 2 </li></ul></ul><ul><li>Getting video rolling </li></ul><ul><ul><li>Statewide franchises in many states </li></ul></ul><ul><ul><li>Verizon FiosTV hits 25% penetration in markets where it is introduced </li></ul></ul><ul><ul><li>IPTV successes in Asia PAC </li></ul></ul><ul><li>1 Cable Digital News </li></ul><ul><li>2 DSL Forum </li></ul>
  4. 4. Cable Successes <ul><li>VOIP continues to be a success </li></ul><ul><ul><li>Customers in US accessing VoIP via their cable provider jumped 167% in 2006 from 3.9M subs to 6.3 M subs 1 </li></ul></ul><ul><ul><li>By end of 2007 Comcast will be fourth largest residential telco in U.S. </li></ul></ul><ul><li>Now moving into business services </li></ul><ul><ul><li>Not just SMB VOIP </li></ul></ul><ul><ul><li>Cox is #4 in U.S. retail business Ethernet providers 3 </li></ul></ul><ul><li>Continue to lead on HSD in North America </li></ul><ul><ul><li>Cable continues to lead the U.S. broadband access market by commanding 54 percent of total subscriptions 2 </li></ul></ul><ul><li>Major operators now rolling out wireless with “Pivot” Brand </li></ul><ul><li>“ SpectrumCo” now owns US spectrum </li></ul><ul><li>1 Yankee Group </li></ul><ul><li>2 Strategy Analytics </li></ul><ul><li>3 Vertical Systems Group </li></ul>
  5. 5. Same Fears <ul><li>Fear being relegated to “pipe providers” </li></ul><ul><ul><li>Access margins eroding </li></ul></ul><ul><li>Pressure from new and “Web 2.0” entrants </li></ul><ul><li>Both recognize need to “evolve” </li></ul>
  6. 6. New Services Demand New Level of Agility <ul><li>Define & re-use service & application building blocks & enablers </li></ul><ul><li>Provide appropriate simple, abstracted APIs </li></ul><ul><li>Make these enablers available both internally and externally to partners </li></ul><ul><li>Provide the capability to rapidly “on-board” new partners </li></ul>Increase Velocity of Service Introduction Telecom IT Enabler Building Blocks New Services Months/Years Days/Weeks
  7. 7. Cable Operator Perspective Brian Cappellani, Sigma Systems
  8. 8. Key Initiatives <ul><li>“ Keep pushing the bundle” </li></ul><ul><li>Continue with residential VoIP rollouts </li></ul><ul><ul><li>In 2007, Comcast added 2.4 M VoIP subs – now 4 th largest residential phone company in US </li></ul></ul><ul><ul><li>80% of voice customers take all 3 products </li></ul></ul><ul><li>Expand On-Demand capabilities </li></ul><ul><ul><li>Comcast had 1.9 Billion VOD views in 2006 </li></ul></ul><ul><li>Roll out OCAP </li></ul><ul><ul><li>Enable STB and application standardization, converged delivery to STB </li></ul></ul><ul><li>Commercial Services </li></ul><ul><ul><li>SMB commercial VoIP </li></ul></ul><ul><ul><li>Data services </li></ul></ul><ul><li>Wireless Integration </li></ul>
  9. 9. Key Challenges <ul><li>Is there a Bandwidth Gap ? </li></ul><ul><ul><li>SDV, Micro Nodes, 1GHz overlays, DOCSIS 3.0 </li></ul></ul><ul><li>Wireless Integration </li></ul><ul><ul><li>Pivot rollouts slower than expected </li></ul></ul><ul><li>Need to transition existing OSS, systems and technology to support: </li></ul><ul><ul><li>Converged services </li></ul></ul><ul><ul><li>Partner Integration </li></ul></ul><ul><ul><li>Rapid introduction of new products & services </li></ul></ul>
  10. 10. Thank You Brian Cappellani, CTO Sigma Systems [email_address] 416-365-3966
  11. 11. Telecom Carrier Strategy Date: November 8, 2007 Arthur J Musgrove Director, Network Operations Systems TELUS
  12. 12. About TELUS (2006 Year End) <ul><li>Revenue: $8.7Bn </li></ul><ul><li>Customers: 10.7M (4.5M wireline/5.1M wireless/1.1M Internet) </li></ul><ul><li>Incumbent in British Columbia, Alberta, and Quebec </li></ul>About OSS @ TELUS <ul><li>Integrated national capabilities </li></ul><ul><li>220 applications </li></ul><ul><li>340 employees and contractors </li></ul><ul><li>36 active implementation projects </li></ul>
  13. 13. Challenges & Opportunities <ul><li>Erosion of traditional Local and Long-Distance business </li></ul><ul><li>Growth of High-Speed Data, Internet, Wireless, and IP-TV </li></ul><ul><li>Regulatory disparity </li></ul><ul><li>End of engineered and extended lifespans of TDM switches </li></ul><ul><li>High value in content services, but significant risk of entry (ie, Amp’d Mobile) </li></ul><ul><li>Ability to offer differentiated services, but with regulatory and market risks (ie, Net Neutrality) </li></ul><ul><li>Ever increasing connectedness, but point of value is always moving </li></ul>
  14. 14. Leveraging Natural Advantages <ul><li>Brand confidence – quality, reliability </li></ul><ul><li>Experience in running services that do not tolerate outages – TV outages and 911 outages are different things </li></ul><ul><li>Tradition of innovation and technology leadership </li></ul><ul><li>Expertise in connecting people – two-way communication - its what we’ve always done </li></ul><ul><li>A part of our community </li></ul>
  15. 15. OSS Impact <ul><li>Plug-and-play: providing and consuming services should be instantaneous and seamless </li></ul><ul><li>Changing the model: OSS models and manages the network, and so is the centre of the transformation from network-centric to service-centric </li></ul><ul><li>Assurance: guarantee quality and differentiate customers </li></ul><ul><li>Cost: make the best business decisions and optimize operational efficiency and effectiveness </li></ul><ul><li>Transparency: show the customer their service, let them change it </li></ul>
  16. 16. Questions