IBBChina董事经理、咨询专家梁宇鹏在流媒体网产业沙

ProprietaryandConfidential1CondéNastEmailStrategyDiscussionMarch20,2009IBB2010325228%14%26%24%3%5%美国MSO当前的ARPU分布图基本有线电视*数字增值业务**高速上网话音广告其他*包括模拟和数字基本包，仅含有限频道。**包括更多频道、高清、VOD、付费电视等。ProprietaryandConfidential3••••••••••••••••••ProprietaryandConfidentialWatchingmovieeverywhere:–Thekidsarewatchingamovieathomebuttimetoleaveforgrandma’shouse–Youpausethemovie,everyonegetsintothecarandyoustartthepausedmovieinthecarentertainmentsystemandwatchitasyoudriveovertograndma’shouse.–Yougetthereandthefinalmomentsarestillleft–soyoupausethemovieinthecar.Yougetintograndma’shome–loginontoyouraccountonherPC(hipgrandma!)andstartstreamingthemovietoherTVsothatthekidsfinishwatching.Callhand-offsbetweencellandWiFinetworks.Findme/follow-me:voiceservicewhichenablescallstoonephonenumbertobeauto-forwardedtoothers.Itisalreadyofferedinmanyways(includingbusinessservicesofferingsonVOIP,GoogleVoice).Conferencing:audioonlyoraudio&videocalls;translationsupport.Businessinteractions：doctor/hospitalinteractionacrossgeographies.SmartHome:Integratehomesecuritysystems,utilitymeters,etc.totelecom/cablenetwork.4ProprietaryandConfidential$0$20$40$60$80$100$120$14005101520253092939495969798990001020304050607081H09每用户每月品均收入(ARPU)(美元)用户数量(百万)年份Comcast增加用户数量和ARPU的历程用户数量(百万)每用户每月平均收入(ARPU)Comcast成功的关键有两点：一是通过有效的收购兼并来扩大规模，二是通过不断的产品和技术创新来增加ARPU。IBB咨询公司的指导和帮助是Comcast过去十多年成功历程中不可缺少的一部分。ProprietaryandConfidential6ProprietaryandConfidentialnextservicethatwillgive$50permonthrevenueperuser7ProprietaryandConfidential•••••••••••8ProprietaryandConfidentialHelpeddevelopstrategy,planning,andexecutionsteps(e.g.multipleyearbusinessplanning).Usecasesandrequirementsdefinitionandprioritization(digitalhomeanddigitallife,4-anys–whatcanbedonenow,2years,5years).Productplanningandroadmaps(whichservicestooffer,whatarethepricing&businessmodels).Supportedtechnologystrategydevelopmenttomeetbusinessgoals(e.g.multipleyeartechnologyplanninginsupportofbusinessplan).Technologyandvendorevaluationandselection(e.g.IPv6,high-capacityEthernetnetworks,DRMandcodecs,IMS,metadatamanagement,contentingestandmanagement).Standardsdefinition(e.g.IPv6forcable,advancedadvertising).Businesscasesandbusinessmodelevaluation(e.g.advancedads).Incrementalimplementation(e.g.IPv6migration,broadbandvideo,infiniteVOD,IPTV,entitlementmanagement,identitymanagement,networkupgrades,digitalassetmanagement,CDN,etc.).Designingandimplementingconvergedservicesoperationswithincrementalimplementation(e.g.voice/video/dataoperations,standardizationforfieldtechnicaloperations).Regulatorydiscussionsoncomplexissues(netneutrality,retaildevices,etc.).9ProprietaryandConfidential10