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New Publication : "Cable at the Crossroads"

 Introduction

Cable system operators have spent billions to upgrade their systems, increase channel capacity, add digital tiers, provide broadband Internet access, video-on-demand, and offer telephony.  Yet, all is not well.  Subscriber growth is virtually at an end, competition from DBS is intensifying, cable networks are demanding higher carriage fees, advertising growth has slowed, broadband subscriber growth has been disappointing, and the financial markets have soured on cable. 

What is the future of cable?  Will the huge investment in cable infrastructure pay off?  How vulnerable is cable to DBS?  Will escalating costs consume profits?  Is video-on-demand viable?  Will broadband take off? Can cable telephony compete? 

Cable at the Crossroads will provide insights and actionable information into these and other strategic issues.  Using our longstanding and successful proprietary simulation techniques, we analyze the competitive environment facing cable system operators and the factors underlying the demand for each of the services offered.  Taking these factors into account we provide a detailed landscape of the cable industry annually over the next five years.  Here are some of the topics and issues included in our profile.  
 

Explore the contents of the publication "Cable at a Crossroads", click on a link below to view the details

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Is Subscriber Growth at an End?

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Is Digital the Answer?

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Can Video-on-Demand/Interactive Television Boost Cable Demand?

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Broadband: A Breakthrough Technology or a Solution in Search of a Market?

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Telephony: Can cable Succeed Where Others Have Failed?

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Will Local Advertising Continue to Play Catch-Up?

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Is the Cable Business Model Still Relevant?

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How Does Cable Cope With the New Economic Environment?

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The Cable System Marketplace in the Years Ahead

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Conclusion

  Call 212-279-4600 or request by e-mail to order your copy today!


"Cable at the Crossroads" Table of Contents

Is Subscriber Growth at an End?

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Analysis of the potential for new subscribers

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Potential loss of subscribers to competing services

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Operating in a new competitive environment

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Pricing and price sensitivity

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Impact of DBS local-into-local on cable

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The emergence and significance of wireline overbuilds

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Impact of broadband and telephony

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Subscriber forecasts for cable, DBS, competing wireline, and others

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 Is Digital the Answer?

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Analysis of the demand for digital tiers

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Revenue opportunities

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Pricing issues

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Price sensitivity

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Competitive issues

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Take-up rates

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Premium suites

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Digital subscriber forecasts

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Digital revenue forecasts

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Digital premium subscriptions

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Digital premium revenues

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Analog-only subscriber forecasts

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Analog-only revenues

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Analog premium subscriptions

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Analog premium revenues   

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Can Video-on-Demand/Interactive Television Boost Cable Demand?

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Analysis of the video-on-demand model

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Factors driving demand

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Factors inhibiting use

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DBS competition

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Home video competition

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Pricing issues

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Price sensitivity

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Marketing issues

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Subscription VOD

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Traditional pay-per-view

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VOD subscriber forecasts

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VOD buy rate forecasts

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VOD revenue forecasts

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PPV buy rate forecasts

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PPV revenue forecasts

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Broadband: A Breakthrough Technology or a Solution in Search of a Market?

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Analysis of the broadband market

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Do consumers need or want it?

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Content issues

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Pricing issues

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Price sensitivity

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Competition from DSL and Other Broadband Technologies

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Significance of Excite@Home experience

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Significance of NorthPoint, Rhythms, and Covad experiences

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Will Broadband Trump DBS?

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Forecasts of broadband subscribers

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Forecasts of broadband revenues

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Impact of broadband on other cable services

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Telephony: Can Cable Succeed Where Others Have Failed?

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Analysis of the cable telephony market

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Analysis of the competitive local exchange carrier (CLEC) market

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The Telecommunications Act of 1996

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Regulatory environment

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Experience of resellers

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Experience of facilities-based CLECs

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Profitability of CLECs

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Prospects for cable

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Advantages and disadvantages

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Forecasts of telephony subscribers

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Forecasts of telephony revenues

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Impact of telephony on other cable services

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Will Local Advertising Continue to Play Catch-Up?

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Analysis of cable system advertising market

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Impact of cyclical advertising trends

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Can operators tap into this market?

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Competition from television stations

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Competition from radio, newspapers and other local media

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Interconnects

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Insertion technologies

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Forecasts of cable system advertising

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Is the Cable Business Model Still Relevant?

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Analysis of the economics of cable system operators

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What has changed and what still works

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Will affiliate fee growth strangle operators?

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Is there a limit on revenues per subscriber?

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Will the new services justify their costs?

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Forecasts of affiliate fees

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Forecasts of overall operating costs

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Forecasts of cable system revenues

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Forecasts of cable system profits

 
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How Does Cable Cope With the New Economic Environment?

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Analysis of the impact of the new economy on cable revenues

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Will cable’s historic immunity to economic cycles last?

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How is the relationship changing?

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How should cable respond?

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Impact on basic services

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Impact on premium services

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Impact on new services

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Economic forecasts

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Forecast of the impact of the economy on cable system revenues

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The Cable System Marketplace in the Years Ahead

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What will the market look like over the next five years?

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A profile of the cable systems of the future

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How will households get their programming?

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How will households access the Internet?

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How will households watch movies?

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How will households use the telephone?

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How much will people pay for these services?

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Will cable again command the attention of Wall Street?

 
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Conclusion

Cable at the Crossroads will provide answers to the strategic issues facing cable operators in today’s challenging environment.  The report will address subscriber growth, digital tiers, video-on-demand, interactive television, broadband Internet access, telephony, advertising, rising license fees, and increased competition in the post 9/11 economic and media environment.  The report contains a host of forecasts on each of these issues, extensive historical information, and analytic insights that will help operators and industry followers navigate the increasingly complex competitive environment.  Cable at the Crossroads will provide the details and the actionable information that will assist cable operators in their decision-making process on a day-to-day basis.

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   Call 212-279-4600 or request by e-mail to order your copy today!
 

Send mail to Arthur@wilkofskygruen.com with questions or comments about this web site.

Wilkofsky Gruen Associates

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New York, NY 10122
Phone:    212-279-4600
Fax:        212-279-4601