In a recent research note, Pyramid Research noted that IPTV revenue is geared for growth. See below,
Pyramid Research, as part of a broader report looking at the prospect for the overall communications market in the U.S, is forecasting that IPTV services revenues in the U.S. may reach $15 billion by 2014. The overall U.S. communications market could reach around $406 billion by then. That should be music to the ears of telcos who are starting to move into their second-generation IPTV applications that go beyond standard TV offerings. Those advancements require faith that IPTV can keep it keep its initial momentum, and not just be a flash-in-the-pan success in a market that was simply hungry for a cable TV alternative. Of course, some of those IPTV service revenues in the future also will be coming from cable guys who increasingly leverage IP-based approaches via DOCSIS 3.0 and other technologies.
Are we going to experience the encyclopedia market story again where Britannica revenue dropped from $600M to near 0, while Microsoft’s CDROM encyclopedia business grew to $100M.
I’d think the situation is likely but will have interesting unexpected twists.
Casio’s slim XJ-A projectors repurposed for gaming, we take a gander