Time for TV Everywhere Critical Mass?

Jeff Heynen, directing analyst for broadband access and video at Infonetics Research thinks 2012 will be a watershed year for 'TV Everywhere', predicting that cable giants Comcast and Time-Warner will push implementation and diffusion of the service.  The question will then be what impact will 'TV Everywhere' services have on subscriber churn and revenue.

  The prediction is based on two Infonetics Research reports on sales and orders for MVPD equipment and set-top boxes.  Taken together, the two reports suggest that the global video infrastructure market will grow by 8% this year, with sales of more than $875 million.  Much of the growth is expected to be in Asia, with China outspending both the North American and European markets in investment in Video on Demand and video streaming hardware.  The reports also suggested that IPTV growth pushes streaming equipment demand - predicting that IPTV subscriber base doubling in the next four years.

  Infonetics projects set-top box growth to be somewhat slower, generating about $14.7 billion in 2012.  They also see a shift from basic cable and satellite STBs to hybrid models that include IP video capabilities.

"TV Everywhere and other multi-screen video initiatives are fundamentally changing the TV business model, which apps streaming live TV to iPads and telcos and cable companies offering home automation security and video conferencing to subscribers in an effort to make the TV the hub of the digital home," Heynen said. "Demand for digital, HD and premium video content and services will continue to drive revenue growth in the VoD and encoder market."

Source -  Infonetics: 2012 a 'watershed year' for TV Everywhere services,  FierceOnlineVideo