According to Infonetics Research analysts, “2012 will be a watershed year for TV Everywhere services, as operators across the globe closely watch Comcast, Cablevision and Time Warner Cable to see if adding these services will have a positive impact on subscriber churn and revenue. Demand for digital, HD and premium video content and services will continue to drive revenue growth in the VOD and encoder market, but the set-top box market won’t fare as well.” Despite increasing demand, overall STB revenue is expected to decline starting in 2013, due to falling ASPs. Future STB revenue declines will be offset in part by a shift from cable STBs to hybrid IP/QAM STBs and from satellite STBs to hybrid IP/DVB-S STBs (the fastest growing STB segment). Infonetics forecasts the global video infrastructure market, including IPTV, cable and satellite video infrastructure, to grow 9 percent this year to more than $875 million.

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Levin Reads Tea Leaves on Starlink’s Place in BEAD

New Street Research analyst and Brookings nonresident senior fellow Blair Levin has been peppered with all sorts of questions about Donald Trump’s second term as president.

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