A new Infonetics Research report on North American residential voice, data and video suggests that video will be the most coveted part of a $245.5 billion opportunity that is expected to grow to $270 billion in 2014. Importantly, the survey notes, there's no guarantee that cable, even with its video heritage, will win the lion's share of the business.
Cable operators "have been unbending in their pricing policies and as a result are losing record numbers of subscribers to less expensive alternatives," according to Diane Myers, directing analyst for VoIP and IMS at Infonetics, who also predicted that "revenue from video services will rival that of voice services by 2014."
Another key cog--perhaps the key cog--in the emerging business opportunity will be broadband, both wired and wireless, especially as "the number of residential mobile broadband subscribers in North America is nearly doubling in 2010 over 2009" and could reach 70 million users by 2014, the report notes.
see this news release
Nielsen: Mobile video viewers up 44% over 2009
Third-screen, mobile video, gaining speed as TV Everywhere grinds forward
DirecTV, Verizon LTE-satellite link a bigger threat to cable than OTT