| NOTAS: | "The cable broadband industry is at a crossroads. In developed markets, it has maintained a strong position built around bundled premium content and high-speed broadband, but those days are over. Growing competition for content rights and for content distribution is eroding TV profitability. At the same time, fiber deployments and new technologies are challenging their broadband speed leadership. In emerging markets, a boom in FTTx deployment threatens to marginalize cable operators over the coming years.
Cable operators need to defend their traditional pay-TV business, which remains a key differentiator and an essential part of the customer bundle, even though it is under pressure. There is more scope for growth in the broadband business, but operators need to upgrade their existing cable networks in the next two or three years to remain competitive while investing in new technologies like FTTH to meet the needs of more demanding customer segments." |
