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cablemedia_1 27/02/2015 15:48 Page 3 MONITOR European cable operators to accelerate growth ccording to consultancy firm Solon Management, executives from leading European cable operators expect an accelerated growth rate, forecasting a revenue increase of 6% per year until 2016. The 6th Solon Survey of European Cable Communication, underlines the ongoing success of the cable industry. The survey also reveals that they foresee a further increase in profitability: EBITDA margin is expected to reach 51% on average in 2016. A own video-streaming products or to integrate them into their offerings. “The assessment of both strategic alternatives is largely driven by a company’s competitive position. However, recent trends see a development towards the latter strategy, i.e., the integration of these video-streaming platforms,” he advised. The survey notes that broadband is by far the largest revenue and EBITDA growth driver for the industry. The marketed bandwidth of European cable operators was on average The Solon Survey is based on the feedback of executives at 14 leading European cable operators from 12 countries. Solon conducts this survey in cooperation with CTAM Europe every two years. It is one of the most comprehensive strategy and benchmarking studies for the European cable industry. Survey results show that the industry´s top management attention is focused on next generation TV, which is a defensive move due to increasing competition from DSL / Fibre-Players and – in Pay-TV – from companies such as Netflix and Amazon. According to Matthias Hamel, managing director, cable operators have the choice to compete with companies such as Amazon Instant Video or Netflix by developing their 48Mbit/s in H1 2013. By 2016, cable players expect this to increase to over 150Mbit/s. “Cable players will continue to utilise their network advantages. Standard products with over 150Mbit/s download speed and top products with much higher throughput represent a challenge to all competing infrastructures,” Hamel noted. In terms of new customer segments, the cable industry focuses especially on business clients. B2B is forecast to be the second largest growth driver (after broadband) to 2016 Hamel sees great potential but also corresponding challenges: “There is no reason to assume that cable operators should not be able to replicate their B2C success with SME customers.” 4 Cable Media RDK expands global DVB support R DK Management – the joint venture between Comcast, Time Warner Cable, and Liberty Global created to administer the Reference Design Kit (RDK), a standardised software bundle for powering customerpremises equipment (CPE) - is now providing additional support for the Digital Video Broadcasting (DVB) standard that is widely used throughout Europe and other parts of the world. Specifically, in-band DVB Service Information (DVB-SI) elements are now available to the RDK community. The RDK is a pre-integrated software bundle that provides a common framework for powering customer-premises equipment (CPE) from TV service providers, including set-top boxes (STBs), gateways, and converged devices. DVB-SI provides RDK-based devices with critical, in-band table of contents and data required for Electronic Program Guides (EPGs) and other key services. Notably, in-band DVB-SI provides a high degree of data reliability for TV service providers that operate one way networks, or that are in the process of transitioning to two way networks, a common situation across Europe and other global regions. This new RDK capability adds to previously supported DVB components such as teletext and subtitles released in 2015. “Given the RDK’s global reach and appeal, it was imperative to deliver DVB-SI functionality to support legacy networks,” said Steve Heeb, President and General Manager of RDK Management, LLC. “Thanks to a dedicated working group led by ARRIS and Liberty Global, operators in Europe and other parts of the world can more easily adopt the RDK across their markets.” “ARRIS is fully committed to the success and adoption of the RDK in Europe, and around the world,” said Larry Robinson, president, customer premises equipment at ARRIS. “We’re very proud to have helped drive the process and development of a DVB-SI solution that will have widespread applicability to our customers, prospects, and the broader RDK community.” The RDK was created to accelerate the deployment of next-gen video products and services. The RDK provides a common interface to SoCs, acting like a ‘universal SoC adapter’, which enables the operator to focus and innovate at the revenue-generating services layer. To date, the RDK has been licensed by more than 20 operators globally, but its reach is far broader. ADVANCED TELEVISION