TPS 2004 7 19
< > I II 1 Cox Communications 2 Singtel Optus III IV 1/22
< >,, TPS HFC TPS Cox Communications Optus Cox Communications 3S(Simplicity, Savings, Service) TPS TPS, TPS Optus TPS Simplicity, Value, Trust TPS,, One Brand TPS, IT TPS TPS HFC One-Billing, One-Stop-Service TPS 2/22
I Trend, Broadband Convergence Trend Trend - - All IP BcN (Broadband convergence Network) Broadband CBI -, - (Seamless) Convergence FI - -, -, - CBI (Communication-Broadcasting Integration, ),,, - FI (Fixed obile Integration, ) - 3/22
TPS TPS TPS TPS,, HFC / (TV) (PC) ( ) - - HFC TPS (One Cable, HFC*) + + (Triple Play Service) xdsl BcN FTTH** HFC * HFC : Hybrid Fiber Coaxial, ** FTTH : Fiber to the Home 4/22
II HFC SO Cox( ) Optus( TPS HFC HFC SO 1 2 3 4 TPS Comcast Cox Time Warner L H H H 1 2 Comcast, Cox, J-Com, NTL, TeleWest TPS Dacom, Singtel Optus, Telstra TeleWest NTL FoxTel Optus H H L H H 3 4 Jupiter HFC Comm s SO KT, Verizon,, TPS Cox Communications, Optus H H 5/22
1 Cox Communications Cox Communications 4 SO TPS Cox Communications - 1898 Cox Enterprises, Inc - 1962 Cox Cable - &A TV - TV 4, 6 (/S 7%) - HDTV : Cox 85% - TV - Communications Act 1996, - 23, 630-3 (/S 12%), 5-2 ((/S 33%), 12 - Circuit - JD Power 1 6/22
TPS Cox TPS, 3S (Service, Simplicity, Savings) TPS Cox TPS 3S Customer Service Quality Programming & Content Upgrade Completion N/W Retail Distribution A/S Strategy Cox Bundling Strategy New Product Development Competitive arketing -,,,,, A/S TPS - One-Stop-Shop & One-Stop- Service - (reliable) PSTN - ( ) Service Simplicity Savings - TPS TPS $10 10%, 50% 7/22
Cox TPS Value Chain Cox Value Chain Cox Value Chain IT,, IT System Infrastructure & Access N/W Applications Product Developing arketing Customer Services - TPS -, TV, - TPS, HFC TPS N/W, - N/W TPS - 8/22
Breakthrough - Cox Cox 1997 TPS Cox Cox -, 911 ( ), Bell system Cox ILEC* - - VoIP - TPS TV- RBOC - PSTN - -TV VoIP VoIP - 1997 Orange County 1,500 LAPacific Bell - - TPS * ILEC : Incumbent Local Exchange Carrier, PSTN 9/22
TPS Cox Cox TPS TPS : Cox Bundle + Cox 100 HBO, Cinemax, Showtime, Starz! 8 Digital Cable - $10 -,, -, $10 - TPS 10/22
Cox Cluster Cluster TPS Cox Cox Cluster Cluster Cluster -,,, - 2003 50-70% 15 30 - * Harvard Business School (2002) 1-1997 Cox 2 - - 3 - - 11/22
TPS 2003 Cox 1/3 TPS,, TPS ( : ) ( : $) 19% 3 195 21% 232 23% 279 26% 326 29% 375 31% 415 3,228 3,771 4,442 5,094 5,681 Other Telephony Data Video 2 1,020 1,107 1,227 1,325 1,428 1,503 2000 2001 2002 2003 2004(E) 1Q02 2Q02 3Q02 4Q02 1Q03 2Q03 30% 23% 22% 19% 14% - 3 - Orange County, Omaha 56%, 54% TV TV+ TV+ TV + + 12/22
Cox TPS CSF Cox TPS IT Cox TPS Critical Success Factor - TV,, TV :,, HD, On-Demand :, : Clustering TPS - SO TPS 1997 SO TPS - : JD Power 1 TPS IT : PC ag ISP A+ - Cluster Cluster -,, Billing, A/S One-Stop TPS One-Billing 13/22
2 SingTel Optus Optus 1991 2 2001 SingTel SingTel Optus Optus C Network - 2 1991-2001 SingTel SingTel -,,, HFC,, - 3 (,, ) (HFC ) C 23% 2003 : obile (55 A$) Wholesale 8% 52% Business & Small Business 17% 56% (Dial-up ) 8% 48% ( ) 28% 44% 7% (CATV) 9% - HFC,, TV TPS - 14/22
Optus Value, Simplicity, Trust TPS TPS TPS HFC Optus - HFC - HFC TV, ARPU - Telstra Dial-up Simplicity - TPS Value - Yes Optus [TPS] Trust - - 15/22
Optus Value Chain Optus C, ARPU, Value Chain Optus C Value Chain Program Souricing Infrastructure & Access Applications Product Developing arketing Customer Services HFC TPS VoDSL, DSL, 3 HFC TPS 16/22
Breakthrough Optus Optus, HFC, Optus 1990 : -,, GS,, CBD* Access, HFC - - 750Hz HFC,, 3 - Optus Wholesale Business 2000 : - 2000 ACCC Telstra Open Access - Telstra Dial-up - 2003 11 DSL - HFC 3 HFC * Australian Competition and Consumer Commission 17/22
Optus TPS Optus C TPS, Optus Optus Yes rewards The more services you choose, the more rewards you'll receive and the more you'll save OptusNet Broadband or Optus TV OptusNet Dial-up Optus - Optus - + ( ) + = - Dial-up 50 100 OptusTV [TPS] $30 TV TV 18/22
TPS TPS ARPU /S TPS 2003 (HFC ) ( : A $) 694 161% 616 545 < > : A $ 492 160% 383 50 53 54 55 162% 529 614 183 42 : 343 398 186 216 27 HFC HFC 1999 2000 2001 2002 20032004E + TV Telephony pay TV (2003 ) 11% 15% 37% 45% ARPU (1999 =100) < > 292% 294% 507 655 438 567 267% 69 88 Dial-up 2002 2003 B'band 24% 55% HFC TPS 19/22
Optus TPS CSF Optus TPS One Brand Optus TPS Critical Success Factor - HFC, TV, TPS - HFC TPS / - HFC : HFC TPS : -,, Optus bundle Optus reward - Appeal Gateway TPS - ISP of the Year 20/22
III TPS TPS,,, 4 - First over s Advantage TPS TPS Cox : 1997 SO TPS Optus : Telstra - Leadership TPS 1 Cox : Optus : - One Brand TPS Optus : Yes Optus Rewards Cox : Cox Bundle, Cox Combo - Value arketing TPS TPS TPS Operation - TPS IT TPS IT Cox : One-Billing - TPS TPS Cox : Clustering Optus : TPS 21/22
IV TPS - - -, :, :, Ofcom -, SO :,, VoIP NO : - - NO - NO HFC 22/22