Interesting items from the article include this chart and related commentary:
Those are some serious numbers and go a long way to explaining why MSFT cares about this market. Indeed, I'm left scratching my head wondering why MSFT wouldn't have included ANY of this macro-level detail at the recent FAM? Of course, as MSFT investors, what we don't know is what the company feels it could make per subscriber. Is it $1? $5? $100? Per month? Per year? And what's the timeframe? 1 year? 3 years? Another 10 years? What we do know is that trials are underway at AT&T, BellSouth, Bell Canada, Deutsche Telecom, British Telecom, Telecomm Italia, Swisscom, Reliance and Telecom South Africa. That's a pretty impressive list and hopefully bodes well for future success - whatever that might be.
Global IPTV subscribers will grow to slightly more than 63 million in 2010, rising at a stunning compound annual growth rate (CAGR) of 92.1% from 2.4 million in 2005, noted the firm. The IPTV subscriber base will generate more than US$27 billion in overall IPTV services revenue in 2010. While video services will account for the largest portion of these dollars, value-added media services and IPTV operator advertising will combine to represent more than 14% of IPTV services revenue in 2010. Furthermore, across all IPTV services, the corresponding content licensing revenue will reach US$11 billion in 2010.
I guess my parting comment is "Does is really have to be this hard?". Is it really too much to ask that MSFT share directly - albeit at a high level - macro data like this, along with some idea of the magnitude and timing of the specific payoff? To date, the answer is apparently "yes". And then Ballmer wonders why he's losing credibility and why the judgement of himself and his extended senior management team is increasingly being questioned. Go figure.