TelecomView, headed up by industry veteran Bob Larribeau, has just come out with a report on “Opportunities in TelcoTV”. The main finding: across all categories, Motorola is the number one company in TelcoTV revenues, with more than twice the revenues of number-two competitor in the space Microsoft.
Naturally, a large amount of this revenue comes from set-tops, both IP and otherwise. But a large portion also comes from access network technology, a part of the business that’s often overlooked. Think PON deployments, among other technologies, and specifically Verizon in the US.
Note: The TelecomView report is available for purchase. There is also a free whitepaper outlining some of the report’s conclusions.