GLG News by IPTV Offerings Experts (Asia)

Mahesh KheraPrincipal Consultant, Telecom Media TechnologyM SQUARED CONSULTING, INC.

Structural Separation is Good for Speedy Roll Out of Broad Band Services

December 21, 2007

Analysis of:Next Generation National Broadband Network Will Spur Flourish of Services | www.ida.gov.sg

Countries where last mile has come up in the form of copper and HFC as part of some vanilla services offering like voice and TV, it makes sense for operators to prepare robust back end for home multi play and pyggy ride on last mile infrastructure already in place. Countries where infrastructure providers are already positioned to offer ducts and cables as back bone, the operator can simply piggy ride on this carriage leg. Thus, model like B2B2B2C will work wonders in quick roll out of NGN based home multi play. For example, it would be B2B between operator and back bone provider, B2B between back bone provider and last mile provider and B2C between last mile provider and customer.

Mahesh KheraPrincipal Consultant, Telecom Media TechnologyM SQUARED CONSULTING, INC.

Growth of Cable TV Infrastructure and Regulatory Developments Make Home Multi Play Market in India Very Attractive

December 10, 2007

Analysis of:Telecom Regulatory Authority of India (TRAI) Recommendations for IP TV in India | www.trai.gov.in

With two million TV sets being sold every month, the need for connectivity to TVs is growing at the rate of 20 % per annum. This adds up to 130 million cable homes by 2010. Govt is introducing regulations to corporatize the cable industry, eg, digitalization and addressability of TV, 74 % foreign direct investment, revenue share for pay TV channels, itemized billing by MSOs and Local Cable Operators (LCOs), DTH, CAS, IPTV and HITS services licenses.    India's cable TV industry is run by 60,000 LCOs and 5000 MSOs. Both MSOs and LCOs are now threatened that they would lose their TV market share to DTH oeprators. To counter, they want to offer home multi play service of voice, broad band, TV, VoD, music, photos, games, lottery and fixed mobile convergence exploiting their last mile HFC infrastructure on which they offer only analogue TV today. It is time for Comcasts, Time Warners, Coxs of the world to strike  partnership with telcos/CMSPs/MSOs  to tap into $ 14 Billion market.

Mahesh KheraPrincipal Consultant, Telecom Media TechnologyM SQUARED CONSULTING, INC.

India is poised to be the world's largest broadband country at least cost and in shortest time. All big telcos, CMSPs and MSOs would be benefitted with this boom.

August 20, 2007

Analysis of:Broadband flows into Indian homes | www.zdnetasia.com

India has 80 million cable homes and would be 100 millions by 2010. CAS introduction has been decided by the Govt which would result into two way digitalization of cable ready to bring broad band to homes. All telcos, CMSPs and MSOs are expanding their network through fiber for long and mid haul. There is a need for the regulator to introduce authorisations for interconnect between telcos/CMSPs/MSOs network and Local Cable Operators (LCOs) access network to homes. This might happen soon and then with very low fixed and operating costs, the return on investment in companies going for such home multi play offering will  be huge.

Mahesh KheraPrincipal Consultant, Telecom Media TechnologyM SQUARED CONSULTING, INC.

Indian Media and Cable Industry Would Welcome the Entry of Foreign Players

July 23, 2007

Analysis of:Media executives expect wave of mergers to continue | www.iht.com

Indian media industry is inching towards finding a steady state to reach the desired profitability. With ad sales dipping due to on-line and electronic display based bill boards, the market is getting diluted amongst many TV channels. The regional channels and smaller news channels are the likely target of biggies like NDTV, TV Today, Zee and Star. With the imminent launch of DTH services by corporates like Reliance, Bharti, Sun TV and Videocon, these popular properties would be up for grabs within  two to three years.   Regulations from TRAI giving clear revenue sharing formula between content owners, carriers and last mile distributors would also stir consolidation. Smaller last mile distributors and mid sized MSOs who would find the implementation of CAS service cost prohibitive might consider giving in to biggies. 

Mahesh KheraPrincipal Consultant, Telecom Media TechnologyM SQUARED CONSULTING, INC.

Corporatization of Cable Industry in India

July 6, 2007

Analysis of:Up Next for Buyouts: Cable TV | www.businessweek.com

In emerging telecom market of India, 80 M cable homes provide huge business opportunity to offer multi play service of voice, broad band internet, TV, VoD, music, photos, lottery and Fixed Mobile Convergence (FMC). Cable homes are growing at 8 % per annum to 120 M by 2012. There will be 20 M broad band cable subscribers by 2010.   Conditional Access System (CAS) service has been introduced for addressability to overcome the problems of under declaration by the Local Cable Operators (LCOs). India would be a digital TV country by 2015 so that Govt recovers its dues from the LCOs.  Regulations are falling in place to fix revenue share between content owners, MSOs and LCOs. Interconnect agreements are also being regulated under must provide clause. TV and content market alone will be around $ 10 B by 2011. All the above presents an attractive opportunity to offer even telcos service to cable homes at least capex and opex. Thus, consolidation of MSOs and LCOs is imminent.

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