Cross Platform Mobile TVBob Larribeau – Principal Analyst & Co-Founderbobl@telecomview.infowww.telecomview.info

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TelecomView Telecom Industry Analysis

Broadband Wireline Access 3G and WiMAX Broadband Wireless TelcoTV wireline and Mobile TV Entertainment

Services Recent Reports

Broadband Strategies for the Mobile Market - 2006

Broadband Strategies for the Fixed Market - 2006

Investing in Mobile TV - 2007 The Battle for Broadband TV:

TelcoTV vs. Internet TV – 2007 Networking Strategies for TelcoTV Services –

2007 Opportunities in IPTV - 2007

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Agenda Cross Platform Mobile TV

Experience Delivery Reality

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Experience Integration: “Any content on any screen”

Bundling: “Not!”

5

TV Experience Comfortable Social

Compelling Shared

6

PC Experience

7

Handset Experience

8

Delivery Many Technology Choices

Excess 3G capacity Broadcast Satellite WiMAX is a dark horse

Tough Business Case $5 to $10 revenue per month is tough Demand is uncertain Significant technical limitations

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Mobile TV Network CostsMobile TV Five Year Network Costs

©TelecomView 2007

$0

$5

$10

$15

0 100,000 200,000 300,000 400,000

Mill

ion

s

Subscribers

Ne

two

rk C

os

tWiMAX Unicast3G HSDPA Unicast

WiMAX Multicast3G HSDPA MulticastUHF Metro

1.7 GHz Metro

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Mobile TV Strategy Start with 3G

Low cost when there is unused capacity Can support a niche market service Mobile operator provides Mobile TV service

Use Broadcast for Mass Market Service Large investment to deploy Low cost per subscriber Usually provide by third party

Use Satellite while Waiting for Broadcast Higher costs than broadcast technologies Usually provide by third party

Use WiMAX for Mass Market Service Mobile operator provides Mobile TV service

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Mobile TV Forecast

Mobile TV Subscribers by Region©TelecomView 2007

0

70

140

210

2005 2006 2007 2008 2009 2010 2011

Mill

ion

sROW

Western Europe

North America

Asia-Pacific

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Reality AT&T’s Three Screen Strategy

Mobile based on 3G technology Masters golf tournament Swampstock Advertising deal with Chase Card Services Wireless Broadband

Attblueroom.com U-verse On The Go (mobitv)

TV Homezone U-Verse

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AT&T at the MastersMobile PC TV

Previews & Recaps

Interviews

Amen Corner

Practice Range

Scorecard

Interactive

Archives

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French Open Mobile based on 3G technology Partnership with France Television Third Year Offered Distribution Outside France

Spain & Poland: Live matches – Internet, mobile, TV

Spain: Clips & Highlights – mobile, TV Belgium & Romania: Clips & Highlights – mobile

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French Open in FranceMobile PC TV

Live Matches

HD Matches

On Demand Replays

Interactive

Highlights

User Generated

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PCCW Hong Kong now TV IPTV Service

Highest IPTV penetration globally HD offered Exclusive sports and movie channels Interactive service

PCCW Mobile TV Multicast technology using Huawei technology Also running MediaFLO broadcast trial Rebroadcasts selected now TV channels Strong sports content from now TV

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PCCW Mobile PC TV

News & Entertainment Channels

13 100+

Sports 11 Series 12 Channels

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Conclusions Mobile TV Just Emerging

Lots of optimism Technology and business case issues WiMAX is a key Personalization difficult Purpose built content often required Mass market acceptance TBD “Hit” content strategies TBD

3 Screen Strategies Some content can be effectively shared Most content will need to be adapted Much pioneering work remains