Monday, June 6, 2011

How could restrain SFR's competitors Neufbox

Interesting point in the battle for the connected TV, SFR (and other ...) might "encourage" the TV connected and therefore de facto limited competition. Currently, ISPs are increasing their ARPU (average revenue per subscriber) with - particularly - the VoD and TV offerings. In the future, with major deals on the web (Google and Google TV, Apple and Apple TV) and TV manufacturers (Sony, LG, Samsung, etc..), This windfall could disappear, what worries operators .

It is a problem that is also linked to the quality of the network, because offers like Netflix or Hulu (United States) consume much bandwidth. According to the latest figures available, they represent 20% of traffic on U.S. territory at peak, which is considerable. The idea would be to play on the network saturation, real in some places, to "charge" services.

Currently Free is already playing this game with its catch-up TV: Offer allows subscribers to access the service priority. In the future, other operators like SFR is also expected to put forward his solution, but in a different way. In fact, Vodafone could become a "content distributor", by offering partnerships to its "competitors".

This is something that already exists in part: for an operator, a person who looks M6Replay (for example) via its box is more interesting that someone who looks M6Replay via the website of the company. The content is the same for the user, but not to the operator: in the first case, one remains on the operator's network while in the second, it is left, which has a higher cost.

Ultimately, operators should play in several respects to convince publishers of content: network quality, of course, but also things like billing and customer relationship, two things that the operators have mastered (more or less) well. The main problem with this vision is net neutrality and networks: operators may choose to enhance its offerings and those of competitors slow to "force" them to go through the check billing.

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