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Research Notes on streaming video...

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Posted December 15 2011 - 03:27 AM

Bernstein Research released its latest projections for the future of broadband with some interesting figures, including: As of Q311, there are ~77.5M broadband subs in the U.S. and the firm expects the wired broadband market to expand from ~65% penetration to 73% of U.S. HHs by 2015. The firm says cable's share will increase to 67.7% by 2015 and 69.6% by 2020; while DSL's share will drop from 28.2% to just 8.8% by 2020. Meanwhile, FiOS will rise from 6% to 7.9% and U-verse from 4.7% to 10.1%. --- Strategy Analytics says AppleTV will control almost one-third of the market for streaming-media players in 2011 (including its own rivals such as Roku and Boxee). The consoles are used in 8% of U.S. and 7% of European HHs with sales expected to reach 12M this year.