Teleste Capital Markets Day Hanno Narjus Video and Broadband Solutions

Teleste Capital Markets Day 13.9.2012 Hanno Narjus Video and Broadband Solutions Teleste is the leader in European Cable industry Avenues for gro...
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Teleste Capital Markets Day 13.9.2012

Hanno Narjus Video and Broadband Solutions

Teleste is the leader in European Cable industry

Avenues for growth Technologies and products

Cable Access

Evolution to FttLA Intelligent Network Elements + NMS/EMS Passives and Indoors

Over The Top

Over The Top / Multiscreen solutions Service Management SW

FttB + Coax

GPON / EPON + Data over Coax Telecom and Cable Operators

Teleste network solutions TV distribution industry FTTH Luminato

HDO

Network management VoIP Gateway Telephony services New services VOD etc. Internet services

Fibre Optical Network

Headend

House Network

Local video Services Service management

Deep Fibre / FTTx

Main Headend Luminato

HDO

IP Backbone O E Fibre Optical Network

Headend

Luminato

HFC

HDO

CXE RT1000

House Network

TV

Phone

Network Element Management

Internet services Local video Services CATVisor

Fibre 1310 / 1550 nm

Regional Headend

O

Set Top Box E

ACX Fibre Optical Network

ACX BK

ACX BK

Coax Network

CXE Cable modem House Network

Subscriber

PC

Intelligent network concept – what is it? •

Auto alignment: At the touch of a button the network elements are optimally aligned



Automated on-going alignment functions in the network elements keeps the network optimally aligned



Automatic Ingress block: Ingress noise can automatically be blocked preventing entire segments being affected. Management system is alerted and location is shown where the noise is introduced. Intermittent Ingress can be temporarily isolated without engineering actions.



Signal monitoring for upstream and downstream both locally and remotely enabling fast fault finding and corrections.



Network management: Network elements can be monitored and configured via central management system. All adjustment are electrically controlled in the nodes/amps. Network element settings are automatically backed-up. Less truckroll.

Intelligent networks concept Total cost case study

• •

Breakeven in 2-3 years Total savings of 50% over 15 years



Network availability improvements

Avenues for growth Technologies and products

Cable Access

Evolution to FttLA Intelligent Network Elements + NMS/EMS Passives and Indoors

Over The Top

Over The Top / Multiscreen solutions Service Management SW

FttB + Coax

GPON / EPON + Data over Coax Telecom and Cable Operators

Disruption in TV services distribution: OTT Threat or opportunity for Cable / Telco operators?

Over the top (OTT, Over the top video) Noun - def.: premium video services delivered over the Internet to televisions and other connected devices

Disruption in TV services distribution DVB to DVB/IP hybrid to OTT/cloud OTT

More Digital Channels

Yesterday

PVR Time shifting

Next Gen SmartTV Advanced searches Android Recommendations iOS Social Media NPVR

Second screen @ home

Broadband VoIP

”Summer cottage”

TV Home Gateway

Enhanced EPG

Catch-up for premium content

VOD

Today

Tomorrow

OTT / on-demand TV services is gathering momentum in Europe right now!

Balan Nair, UPC CTO on OTT services: “If you don’t have it today, start it now! It’s not easy, takes you at least 6-12 months to launch something” Virgin Media: 1 billion on-demand views in 2011 Comcast: 400+ million on-demand views / month

Cable operator launched OTT services in Europe Country

Operator

Launch

Brands

Belgium

Telenet

2011

Yelo

Denmark

Stofa

2010

WebTV

Denmark

YouSee

2010

WebTV

Netherlands

UPC

2010

UPC Live

Netherlands

Ziggo

2011

ZiggoTV

UK

Virgin Media

2010

VM Player

Poland

Toya

2011

ToyaTV

GER, SUI, BEL, NED, ...

UPC

3Q2012

Horizon

Pre-integrated solution for OTT services OSS / BSS

Luminato Headend Platform Broadcast TV

Live TV Optimo Transcoding Platform

nPVR

HLS, Smooth Streaming, DASH

Timeshift Orbit video streaming

VoD



VoD VoD VoD Applications Billing SMS CRM ...

MyCast & On-Demand Manager

Customer approach Core focus is on providing OTT solutions & system integration – with Teleste Ubique SW as key differentiator Core capabilities • Consumer service innovation • Solution architecture • Focused own SW assets • Integration capabilities Market roadmap • FIN, POL (existing) • Selected new markets Target both Tier1 and Tier2 service providers • Tier2: full solution + possible hosting • Tier1: best of breed innovative components + integration capabilities

Avenues for growth Technologies and products

Cable Access

Evolution to FttLA Intelligent Network Elements + NMS/EMS Passives and Indoors

Over The Top

Over The Top / Multiscreen solutions Service Management SW

FttB + Coax

GPON / EPON + Data over Coax Telecom and Cable Operators

Data over Coax Background TV ARPU is attractive => Telco’s are hungry to win market share Video distribution over IP is driving subscriber line speeds towards 100 Mbps, with peak-hour average line speeds towards 20 Mbps Incumbent Telco’s are seriously planning FttB roll-outs FTTH makes no business sense Operators are looking for alternative FTTB/FTTLA/FTTP scenarios where the last meters are implemented with different technologies (VDSL, Ethernet Cat5/6, Data over Coax) VDSL has scaling problems now, Docsis CMTS will have scaling problems later on

Data over Coax Background The main hurdle and opportunity is the in-building network Coax is a truly attractive medium - Is in place (vs. Cat5/6) - Has potentially more capacity compared to twisted pair In most European countries, the in-building networks are owned and ultimately controlled by the building owner – not the incumbent network operators (telco or cable) Hence, FttB using Ethernet access (GPON / EPON / p2p / …) + Data over Coax (various technologies) for in-building distribution is attractive option for incumbent telecom operators - Winning housing associations business from cable operators - Adopting the best technologies from cable market

Data over Coax What’s the status? Several incumbent operators are targeting housing associations for their triple play services Data over Coax is in early market stage • Some telecom operators are conducting a field trial during 2012 • Hospitality market is ready adopt new technologies quickly

Teleste is perfectly positioned to provide Data over Coax solutions • •

The skills & experience for optimal product implementation are there Currently we are at high-level conceptualization phase • • •

Selection of right technologies E2e provisioning and IP connectivity model, including security aspects Level of integration: Master Modem & ONU; consumer gateway

Teleste is the leader in European Cable Access and well positioned to win market share TV services disruption to Over the Top delivery is opening new opportunities for solutions business Data over Coax is attractive technology for incumbent telecom operators; we are now experiencing early market phase

Q&A