Global Interactive Program Guides and Content Discovery

Global Interactive Program Guides and Content Discovery

Report Summary :

The technology of Electronic Program Guides (EPGs) is on a technology treadmill, with Professional TV content now being supplemented with content from the Internet, and from consumers’ own personal in-home libraries. Content and Service Discovery Guides (CSDGs) will replace EPGs and IPGs. ROVI, which has acquired Gemstar-TV guide, Mediabolic, Muze, and All Music Group, has an early lead for providing “discovery” of content and services across all available sources. However, as this market develops, and standards begin to define the interfaces, opportunities will be created for a wide range of entrants. Top line findings include:
- This market has three revenue segments: one-time licensing fees, recurring fees to update guide data, and advertising.
- Europe will be a key growth market for all aspects of Content and Service Discovery Guides.
- Personal content that resides on in-home networks makes the DLNA much more important.
- The market is holding its own in spite of the current economic situation.
- ROVI is focusing on content description data bases as a key differentiator.

Our forecast for the worldwide value of Content Discovery Guides: We expect that recurring fees will account for over US$ 850 Million, representing over 63% of the total value by 2013. We expect that onetime licensing fees will be nearly US$ 500 Million, and account for about 37% of the total worldwide value.

This report is important to all content providers, Pay-TV system operators, consumer electronics companies, and vendors who deliver Guide technologies.

- Provides a complete taxonomy of the types of Content and Services that consumers are using, or will soon be using
- Provides an overview of 18 types of Content delivery methods, and discusses key trends for each
- Forecasts for Recurring Revenues and One-Time Fees for Guide Licensing, with details for four geographic regions, and segmented into the following extensive categories:
o Recurring Revenues paid by Subscription-TV Service Provider for Guide Updates
o One-Time licensing fees paid by set top box and consumer electronics manufacturers
* Digital Cable TV, Satellite TV, IP TV, and Digital Terrestrial Set top Boxes without PVRs
* Digital Cable TV, Satellite TV, IP TV, and Digital Terrestrial Set top Boxes with built-in PVRs
* Digital TV sets that contain built-in Guides
* Digital TV sets with built-in network capabilities that will contain Guides
* PC-TV Tuners
* Standalone Personal Video Recorder Products
* DVD Recorders and Blu-ray Recorders that use a Guide
- No one else provides this level of segmentation and detail
- Key findings include the move from EPGs and IPGs to new, more comprehensive Content and Service Discovery Guides (CSDGs) that combine broadcast TV, On-Demand TV, PVRs, Content from the Internet, and content from a consumer’s in-home network
- The need for the industry to develop standards that permit interoperability of Guides with a multitude of end-user devices, and a wide variety of content business models

Highlights:

- Stoneroos iFanzy IPG blends the Internet with TV and consumer behavior.
- ROVI has an early lead and an impressive portfolio.
- Traditional EPGs and IPGs have about one decade of mainstream usage left.

Companies mentioned in the report include:

Adobe Systems, Axel-Springer, CBS Sports, ESPN, BBC, BBC iPlayer, DailyMotion, ProSieben TV, RTL, MobiTV, Microsoft, Silverlight, ROVI (formerly
Macrovision), TV Guide, ApricoTV, DailyMedia.TV, Metrological, Move Networks, Digital Living Network Alliance (DLNA), BSkyB, NDS, OpenTV, Verizon fois, Stoneroos

Table of Contents

Executive Summary1
Interactive Program Guides Merging With
Content Discovery ..4
Content Choices Expand, and Services Get
Added to the Mix 4
EPGs Become IPGs and Then Become
CSDGs .4
What Goes Into a Content and Service
Discovery Guide (CSDG)....4
Professional Content, UGC, and Services
Co-Exist With Personal Content 5
Content and Services That Need to Work With
a CSDG5
Two-Way Connectivity Support......5
Traditional One-Way Broadcast Never
Goes Away.....6
Linear Video Broadcast....6
Pay-per-View (Scheduled) ......6
Video-on-Demand .....7
Time-Shifted Video (In-Home PVR)......7
Time-Shifted Video (Network PVR) or
RS-DVR8
Multi-Way Conferencing...8
Personalized Channels ....9
APRICO TV—an Intelligent Personalized
Channel Approach .....10
Programming Enhancements11
Summary of Content and Service Types for
CSDG Provisioning .13
Content and Service Discovery Guides
Become Strategically Important ...14
Eighteen Delivery Platforms for EPG, IPG, and
CSDG .....15
The Over-the-Air Platforms ...16
The Subscription-TV Services......17
The Broadband Services18
Digital Living Network Alliance (DLNA)
Importance for Broadband-to-TV
Approaches..18
The Cellular and Mobile Internet Services .20
The Netherlands’ Daily Media Combines
Broadcast and Broadband Internet .....21
Some Technology Enablers ......22
Adobe Flash and the Open Screen Project ......22
Microsoft Windows Media and Microsoft
Silverlight...22
Adaptive Bit Rate Streaming Improves the
“User Experience” ...22
Content and Service Discovery Guide “To Do”
List ...23
An Illustration of All the Moving Parts in
Content and Service Discovery....24
Advanced Content and Service Discovery
Guides Already in Deployment ....25
Timeline for Uptake of CSDG in Europe as
an Example ......26
Network-Connected Consumer Electronics are
Also a Platform .....28
EPGs Built Into TV Sets, With Advertising
Support Available ....28
Network-Enabled Consumer Electronics Can
Use a Built-In CSDG ......28
Stoneroos iFanzy Combines Internet and
Broadcast Discovery ......29
How Macrovision (ROVI) Became a Key Player
for CSDGs .....30
ROVI Equipped IPGs for Pay-TV and CE
Products ....30
Bolstering IPGs With Data Services and
Recommendation Engines ....31
The ROVI Data Services Can Be Extended
for In-Home Content31
Expansion to Mobile Services......32
Connecting With In-Home Content Using
DLNA-Compliant Approaches......32
Expanding Advertising Opportunities Tied to
Discovery...32
New ROVI LIQUID Guide Combines TV,
Internet, and In-Home Content.....32
ROVI-Licensed Guide Providers in Europe ......33
Forecasts by Region, by Category ...34
Recurring Fees for Keeping the Guide
Up-to-Date.34
One-Time Licensing Fees.....34
Advertising Opportunities While Searching
for Content and Services35
North America, by Category..36
Europe, by Category ......39
Asia/Pacific, by Category ......42
Rest of the World (ROW), by Category......45
Worldwide and Regional Forecast Summary, by
Category .48
Summary of Guide Value, by Geographic
Region 49
Methodology ..51
Growth of Pay-TV Subscribers and Shipments
of Digital Set Top Boxes and Digital Consumer
Electronics Products Taken Into Account ..51
List of Tables .52
List of Figures 53

List of Tables

Table 1. List of Available Content and Service Types ... 13
Table 2. Method of Delivery for Type of Content or Service. 15
Table 3. Matrix Showing Delivery Platform and Type of Content or Service Available .. 23
Table 4. Estimate for Percentage of Pay-TV Households in Europe with CSDG Technologies in Use
(Households in Millions, Percent With CSDG in Use) ... 27
Table 5. Annual Value of Recurring Fees for Guides in North America (US$ in Millions, Annual Growth
Rate, Percent of Total, CAGR) ... 36
Table 6. Annual Value of One-Time Fees for Pay-TV Set Top Boxes Without PVR in North America (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR)... 36
Table 7. Annual Value of One-Time Fees for Pay-TV Set Top Boxes With PVRs in North America (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 37
Table 8. Annual Value of One-Time Fees for Consumer Electronics Guides in North America (US$ in
Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 37
Table 9. Estimated Annual Value of Recurring and One-Time Guide Fees for North America (US$ in
Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 38
Table 10. Annual Value of Recurring Fees for Guides in Europe (US$ in Millions, Annual Growth Rate,
Percent of Total, CAGR) ...... 39
Table 11. Annual Value of One-Time Fees for Pay-TV Set Top Boxes Without PVR in Europe (US$ in
Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 39
Table 12. Annual Value of One-Time Fees for Pay-TV Set Top Boxes With PVRs in Europe (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 40
Table 13. Annual Value of One-Time Fees for Consumer Electronics Guides in Europe (US$ in Millions,
Annual Growth Rate, Percent of Total, CAGR) ...... 40
Table 14. Estimated Annual Value of Recurring and One-Time Guide Fees for Europe (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 41
Table 15. Annual Value of Recurring Fees for Guides in Asia/Pac (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 42
Table 16. Annual Value of One-Time Fees for Pay-TV Set Top Boxes Without PVR in Asia/Pac (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 42
Table 17. Annual Value of One-Time Fees for Pay-TV Set Top Boxes With PVRs in Asia/Pac (US$ in
Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 43
Table 18. Annual Value of One-Time Fees for Consumer Electronics Guides in Asia/Pac (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 43
Table 19. Estimated Annual Value of Recurring and One-Time Guide Fees for Asia/Pac (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 44
Table 20. Annual Value of Recurring Fees for Guides in the ROW (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 45
Table 21. Annual Value of One-Time Fees for Pay-TV Set Top Boxes Without PVR in the ROW (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 45
Table 22. Annual Value of One-Time Fees for Pay-TV Set Top Boxes With PVRs in the ROW (US$ in
Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 46
Table 23. Annual Value of One-Time Fees for Consumer Electronics Guides in the ROW (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 46
Table 24. Estimated Annual Value of Recurring and One-Time Guide Fees for the ROW (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ...... 47
Table 25. Regional Summary, by Category, of Recurring and One-Time Guide Fees (US$ in Millions,
Annual Growth Rate, Percent of Total, CAGR) ...... 48
Table 26. Regional Summaries, Total Value, for Guides (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR).. 49
Table 27. Worldwide Summary of Recurring and One-Time Guide Fees (US$ in Millions, Annual Growth Rate, Percent of Total, CAGR) ... 50

List of Figures

Figure 1. Worldwide Value of Recurring and One-Time Fees for Content Discovery Guides (US$ in Millions)... 1
Figure 2. Block Diagram of In-Home Connectivity for Video Services. 19
Figure 3. Cellular and Mobile Internet Connectivity for Video Services...... 20
Figure 4. All the Moving Parts in Content and Service Discovery. 24
Figure 5. iFanzy Combines Internet, Search, and Broadcast “Discovery”.. 29