【特集・ニュース】 ◇キーワード

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1 KDDIR&A CATV ComcastTime Warner Cable KDDI 1 G CATV Comcast CorporationComcastTime Warner Cable Inc.Time Warner CableTWC 1CATV CATV RBOC 2CATV:ComcastTime Warner Cable CATVComcastTWC VoIP 3 FTTxIPTVRBOCVerizonAT&T CATV CATVRBOC CATV+ RBOC ComcastTWCClearwire MVNOWiMAX PAGE 1 of 20

2 CATVRBOCFTTxDOCSIS Mbps 4 TV Everywhere Comcast/NBCU RBOCIPTVYouTubeHulu CATV TV Everywhere ComcastNBC UniversalNBCU FCC NCTA FCC Comcast Time Warner Cable Verizon AT&T Clearwire NBC UniversalNBCUHulu CATV WiMAX DOCSIS 3.0 FTTx DBS TV Everywhere PAGE 2 of 20

3 Title Trends Amongst CATV Operators in America: Focusing on Comcast and Time Warner Cable Author YAMAJO, Tomoko Senior Analyst, Foreign Market & Policy Group, KDDI Research Institute Abstract Not only do CATV operators in America have the largest share of the subscriber market for multichannel video distribution services, but they are also dominant in the consumer broadband market. In recent years, however, they have been losing market share as a result of fierce competition with satellite broadcast providers, and the Regional Bell Operating Companies (RBOC), such as AT&T and Verizon. This article provides an overview of recent trends amongst CATV operators in America, focusing on the two biggest Multiple System Operators (MSOs), Comcast Corporation and Time Warner Cable Inc. Subjects featured in the article include: A Market overview of multichannel video distribution services and broadband access services; focusing upon the position of CATV operators in these markets. Company profiles of Comcast and Time Warner Cable, the two biggest MSOs in America. Detailing the status of the main services provided to the consumer market (Triple Play/ Quad Play/ Super-fast Broadband ( Wideband ) via DOCSIS 3.0). Covering new and important trends for the future of the industry ( TV Everywhere / Proposed Merger of Comcast and NBC Universal). Keyword CATV Broadband Cable modem WiMAX Triple-Play Quad-Play DOCSIS 3.0 FTTx DBS FCC Comcast Time Warner Cable Verizon AT&T Clearwire NBC UniversalNBCUHulu TV Everywhere PAGE 3 of 20

4 . CATV National Cable & Telecommunications Association NCTA NCTA 1US TTM PAGE 4 of 20

5 NCTA NCTA % %49.3%2000 DBS NCTA PAGE 5 of 20

6 CATV DSLFTTx FCC % 53% Kbps FCC Internet Access Services: Status as of June 30, FCC Internet Access Services: Status as of June 30, PAGE 6 of 20

7 CATVDBS % CATVDirecTVDish VerizonAT&TFTTHx IPTVCATV ComcastCATV 23,447,000 2 DirecTVDBS 18,660,000 3 Dish NetworkDBS 14,337,000 4 Time Warner CableCATV 12,817,000 5 Cox CommunicationsCATV 5,100,000 6 Charter CommunicationsCATV 4,801,000 7 Cablevision SystemsCATV 3,064,000 8 Verizon Communications 3,029,000 9 AT&T 2,295, Bright House NetworksCATV 2,257, ,626,000 96,433,000 CATV 60% NCTA 10CATV57 11%1250KDDI R&A PAGE 7 of 20

8 VerizonAT&TFTTxWiMAXLTE AT&TDSLFTTx 16,804,000 2 Comcast 16,329,000 3 Verizon CommunicationsDSLFTTx 12,928,000 4 Time Warner Cable 9,510,000 5 Cox Communications 4,750,000 6 Charter Communications 3,166,000 7 Qwest Communications InternationalDSL 2,852,000 8 Cablevision 2,611,000 9 CenturyLinkDSL 2,306, WindstreamDSL 1,170,000 Informa World Broadband Information Service CATVComcastTime Warner Cable MSOMultiple System Operator CATV MSO MSOComcastTWC NCTA565 CNNDiscoveryDisneyESPN KDDI R&A : P.6 PAGE 8 of 20

9 Comcast CATVComcast1963American Cable Systems ,200 Comcast2002AT&T Broadband2700MSO 2006CATVAdelphia5TWC 39D.C.8 8Comcast Comcast Corp Form 10-KAnnual Report Comcast % % ComcastTWCAdelphia Comcast TWC PAGE 9 of 20

10 1640VoIP VoIP110VoIP ComcastAT&TVerizon3 Comcast2010 XFINITY XFINITY TV XFINITY Internet XFINITY Voice Comcast9 9Comcast Comcast Corporation Brian L. RobertsChairman and Chief Executive Officer 1 Stephen B. BurkeChief Operating Officer Michael J. AngelakisChief Financial Officer 1963American Cable Systems VoIP D.C. 11Ralph J. Roberts 2CATV ComcastData Monitor Company ProfileKDDI Time Warner Cable Comcast2CATVTime Warner Cable Time Warner Inc PAGE 10 of 20

11 20096TWC VoIP440CATV % % % TWC28 1 TWC10 10Time Warner Cable Time Warner Cable Inc. Glenn A. BrittChairman President, and Chief Executive Officer Landel C. HobbsChief Operating Officer Robert D. MarcusSenior EVP and Chief Financial Officer 1989 American Television CommunicationsWarner Cable * CATV , VoIP TWCKDDI PAGE 11 of 20

12 Time Warner Cable 20086Time Warner Cable 768Kbps305GB15Mbps 5540GB 1GB1 TWC5% 2009 Stop TWC TWC 20106AT&T TWCGlenn Britt CEO iphoneat&tat&t Britt CEOTWC ComcastTWCCATV VoIP3 VerizonAT&TFTTx IPTVFTTx CATV Comcast PAGE 12 of 20

13 11Comcast20109 Starter XF HD Preferred XF HD HD Preferred Plus XF HD HD Premier XF HD/DVR ComcastKDDI TWC20085VerizonFTTx FiOS TV TWCVerizon12 TWC99.99Verizon89.99 TWC Start Over 1 Verizon Home Media DVR DVR 6100% TWCCATVBright House Networks Start Over DVRVerizon DVR1 PAGE 13 of 20

14 12TWCVerizon20109 / 2 1 TWC All the Best Triple Play Verizon FiOS Triple Play $99.99 $89.99 HD HD 10Mbps/ 512 kbps 15Mbps/ 5Mbps Start Over 15 Mbps 1 1 SHOWTIME 1 DVR6 VOD18000 HD TWCVerizonKDDI CATV RBOCVerizonAT&TCATV Sprint NextelSprint 13 CATV 3Cox CommunicationsCox20103 Cox Wireless Cox WirelessSprintEV-DO AWS700MHz RBOC CATV PAGE 14 of 20

15 13Sprint NextelCATV Time Warner Sprint CATV 4Comcast TWC Cox Advance/NetworkhouseSprintJV CATV Pivot JVSpectrumCo ,000 T-Mobile USAVerizon Wireless3 JV Clearwire 3-3WiMAX KDDI WiMAX ComcastTWCClearwire 2009ClearwireMVNO WiMAX14 ClearwireWiMAX3G SprintEV-DO 14ComcastTime Warner CableWiMAX Clearwire Comcast 9.4% Time Warner Cable 4.9% High-Speed 2go Road Runner Mobile WiMAX WiMAX KDDI PAGE 15 of 20

16 DOCSIS 3.0 Wideband CATVRBOCFTTx DOCSIS 3.0 TWC20099 DOCSIS 3.0 TWC Wideband Internet Business Class Wideband Time Warner Cable Wideband TWC Wideband Internet Business Class Wideband 50Mbps/5Mbps Mbps/5Mbps Mbps /2Mbps200 TWCKDDI Comcast Mbps/15Mbps DOCSIS 3.050Mbps CATV DOCSIS DOCSIS Mbps 120MbpsIPv6 PAGE 16 of 20

17 TV Everywhere CATVYouTubeHulu CATV 1 TV Everywhere TV Everywhere Time Warner Inc.Jeffrey L. Bewkes CEO ComcastTime Warner CableVerizon NW Comcast Fancast Xfinity TV VOD TV Everywhere ComcastNBC Universal ComcastNBC UniversalNBCU General ElectricGE GEComcastNBCUComcastCATV 370JVGE 49%Comcast FCC Comcast NBCUVivendi20%GE PAGE 17 of 20

18 CATV NBCU2NBC TelemundCNBCMSNBC NBCUFOXNews Corp. ABCDisneyHulu FCC ComcastEVPDavid L. Cohen NBCU Comcast7 Comcast TV 4380Comcast ComcastCATV71 ComcastNBCU CATV TV Everywhere Comcast/NBCU Comcast Comcast ComcastHulu PAGE 18 of 20

19 FCC20103 ComcastTime Warner Cable CATV ICT 1 CATV FCChttp:// NCTAhttp:// Comcasthttp:// Time Warner Cablehttp:// Comcast Corp Form 10-KAnnual Report Time Warner Cable Form 10-KAnnual Report NAB Showhttp:// The Wall Street Journal Onlinehttp://asia.wsj.com/home-page New York Timeshttp:// Multichannnel Newshttp:// Fierce Cablehttp:// NHK 2010NHK KDDI R&A 20108Jon Metzler KDDI R&A Jon Metzler PAGE 19 of 20

20 KDDI 1 KDDI Nextcom KDDIR&A CTIA Wireless FMC20092 MVNO PAGE 20 of 20

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