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Rethink TV

Rethink TV is our video research team, producing market forecasts, technology white papers and tracking operator-technology vendor relationships in OTT video.

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    Rethink TV is a research service with a series of forecasts of core OTT video technologies and applications explaining how changing business models will revolutionize video delivery. It also comprises profiles of the 100 largest operators in the world, and the technology stacks they use to deliver OTT video content.

    Available on an annual subscription basis, it’s designed as a tool to increase revenues from OTT video markets and survive the rethink of TV.

    Subscription Content

    • Rethink TV Profiles | A library of over 100 OTT Operator Profiles is held at our website.  There are new updates to these profiles each week, providing analysis of the top TV operators globally.
    • Rethink TV Reports & Forecasts | The delivery of a report/forecast to aid business decisions. At least six per year, plus archive access.
    • Exclusive Web Access | Paid subscribers have unlimited access to the full Rethink TV archives held at our website. [See the Back Catalogue of Reports below also.]
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    • Full back-up service from our Client Relations team.
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27 November 2018

Gigabit Broadband Forecast to 2023

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    US left in China’s wake in the quest for Gigabit broadband

    Gigabit broadband growth, faster than expected

    “We expect Asia to reach 233 million 1 Gbps lines, Europe 59.6 million, the US 37.7 million and Latin America just 10.7 million. China alone is expected to have 193.5 million.”

    While there is an argument that almost no-one currently really needs 1 Gbps quite yet, there have been 1 Gbps fiber services in a number of countries for a number of years, but without earning a wide uptake.

    The emergence of 1 Gbps is being tied by operators to Gigabit class WiFi services, themselves just emerging, able to cope with real world workloads in excess of 1 Gbps.

    Gigabit broadband will accelerate faster than previous forecasts have imagined, growing tenfold over the next 5 years. After a two year period of being high priced luxuries, 1 Gbps broadband will become commonplace and inexpensive.

    China will improve its broadband monumentally, taking 1 Gbps subscribers from 4% of its 456 million households, to close over 42%, in a series of massive build-outs led by China Mobile. And as fiber picks up momentum, the window of opportunity is closing for technologies such as Gfast, G.Now and MoCA Access as more buildings opt for fiber direct to the home or apartment. The one exception is DOCSIS 3.1, which is triggering US cable 1 Gbps installations.

    Companies mentioned in this report:

    Alibaba, Alcatel, Altice, AT&T, Bell Canada, Broadcom, CenturyLink, Charter, China Mobile, China TieTong, China Telecom, China Unicom, Cogeco, Comcast, Cox, Deutsche Telekom, Frontier, Google, Huawei, Korea Telecom, MoCA, Netflix, Nokia, Reliance, Reliance Jio, Rogers, Sckipio, Shaw, South Korea Telecom and Verizon.

    For more information contact
    Natalia Szczepanek
    Client Relations and Marketing Manager
    [email protected]
    Office +44 (0)1179 257019

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9 October 2018

SVoD Killed the Cinema Star

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    Global Cinema Market – Forecast to 2023
    In a world where SVoD flourishes, can the Cinema survive?

    While the entertainment world throws itself and its considerable resources at the creation of Original Content, little thought has been given to what effect this will have on the traditional distribution route to market for movies i.e. the Cinema.
    Obviously, it makes sense for studios to work towards a balanced portfolio between original work for SVoDs and movies intended for Cinema release. There is much evidence that all the major studios are already doing this.

    This is a bit like global warming – you know that if you release too much Carbon Dioxide into the atmosphere something bad will happen, but how much can you get away with? Similarly, we know that releasing multiple tens of $ billions into Original Content which ONLY comes to market via SVoD, must disrupt the existing Cinema supply chain, but by when? So far studios are forced to chase both forms of revenue – Cinema based and SVoD based – and appear to believe that both revenue streams are unrelated and will not affect one another. At least not yet.

    Companies mentioned in this report

    Alibaba, Amazon, AMC, Apple, Baidu (iQiyi), China Film Group, Cineworld, Cinemark, Disney, ESPN, Facebook, HBO, Huaxia Film Distribution, Imax, International Union of Cinemas, Motion Picture Association of America, Nagra, Netflix, Regal, Tencent Video

    For more information contact

    Natalia Szczepanek
    Client Relations and Marketing Manager
    [email protected]
    Office Phone: +44 (0)1179 257019

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