R esearch & A nalysis KDDI R&A 29,988 KDDI PDF KDDI RESEARCH INSTITUTE, INC. (http://www.bookpark.ne.jp/kddi/) KDDI R&A 2004 8 FTTH FastWeb ARPU FastWeb e.biscom MetroWeb Telecom Italia FTTH FastWeb KDDI 2 is-arai@kddi.com FastWeb ADSL FTTH FastWeb FTTH 5,784 2001 30.1 k 5 4 GDP11 4554 2003 OECD ARPU Average Revenue Per User 1 PAGE 1 of 16
2003 12 FTTH ADSL 1 Telecom Italia FastWeb 33 600 ADSL WIND Tiscali Telecom Italia 1 2003 12 e.biscom FastWeb 2 17 6,100 1 +88 FTTH 85 28 2 FastWeb e.biscom PAGE 2 of 16
e.biscom KDDI RESEARCH INSTITUTE, INC. 65 2006 50 3 3 FastWeb FastWeb 1999 9 AEM 30.8 e.biscom 64.4 Milano Omnitel e.biscom Silvio Scaglia FTTH IP 1 FastWeb IP Milano 2004 6 Torino Genova Bologna Napoli Roma Reggio Emilia Biella Modena Venezia Padova Bari FTTH 10Mbps 0.5Mbps 2Mbps 4Mbps ADSL FTTH PAGE 3 of 16
2004 4 30 e.biscom 2004 1 1 FastWeb e.biscom FastWeb e.biscom 4 e.biscom FastWeb e.bismedia 100% e.biscom HanseNet 2003 10 1 Telecom Italia Group FastWeb 100 e.biscom FTTH 4 FastWeb e.biscom 2004 1 1 e.biscom FastWeb FastWeb MetroWeb Milano MetroWeb FastWeb 1999 AEM Milano MetroWeb 2002 Milano 2,000km FastWeb Milano Milano FastWeb Telecom Italia 1995 Telecom Italia CATV Socrate Network 1997 Telecom Italia 2001 PAGE 4 of 16
FastWeb KDDI RESEARCH INSTITUTE, INC. Telecom Italia Stream CATV FastWeb Telecom Italia 2014 FastWeb 1 Stream TELE+ Stream NewsCorp 2003 5 1 Canal+ 99.9 TELE+ Sky Italia Stream TELE+ 2006 Sky Italia 1 FastWeb FastWeb DWDM 2002 2,428km 1,900km 5 5 2002 FastWeb DWDM Dense Wavelength Division Multiplexing WDM PAGE 5 of 16
Milano Roma Bologna Napoli Torino Genoa 6 7 Milano Telecom Italia Unbundled Local Loop ADSL 6 2002 FastWeb Milano Roma 7 2002 FastWeb Bologna Napoli Torino Genoa FastWeb FastWeb PAGE 6 of 16
FastWeb KDDI RESEARCH INSTITUTE, INC. 8 IP HAG Home Access Gateway LAN FastWeb 2004 19 400 2010 45 1,000 8 PAGE 7 of 16
2 FTTH FastWeb Emilia-Romagna Acantho FTTH Potenza Kingcom FTTH Bredbandsbolaget 1998 DSL 26 10 1994 Stockholm Stokab Stockholm Stokab Bredbandsbolaget FTTH Wien Wienstrom 2002 5,000 Adger Energi ELLA Kommunikasjon 5 Kristiansand 2003 5 1,000 FTTH Rotterdam Amsterdam 2 Rotterdam 7,000 Amsterdam 45 2004 3 24 Alcatel Cisco Ericsson 25 FTTH Fibre-to-the-Home Council Europe FTTH PAGE 8 of 16
FastWeb FastWeb 1999 9 2000 3 2000 9 FTTH ADSL 2001 7 ADSL VOD 2003 3 TV 2003 8 FTTH 2003 3 41 2003 9 70 ARPU FastWeb ARPU 9 2003 12 894 119,527 2003 9 ARPU 9 ARPU e.biscom 1 133.70 2004 6 1 TTM PAGE 9 of 16
FastWeb SOHO VPN IP 3 2004 6 FastWeb Megalinea FastWeb 25 3,340 FTTH ADSL 10 IP 10 TV 6.20 / 00:00 08:00 13:00 18:30 0.80 1.50 0.80 0.80 1.50 0.80 0.80 7.75 / 00:00 08:00 13:00 18:30 2.50 7.00 2.50 2.50 7.00 2.50 2.50 1.50 / FastWeb 0.60 / 2004 12 31 e.biscom KDDI PAGE 10 of 16
IP Telecom Italia IP FastWeb FTTH 10Mbps ADSL 512Kbps/ 2Mbps 4Mbps TV 11 FastWeb 11 2004 6 1 Italia Senza Limiti 20.00 Città Senza Limiti 14.00 2 Giorno e Notte Notte 10 10 ore 24 20:00 8:00 10 40.00 24.00 10.00 e.biscom KDDI PAGE 11 of 16
FastWeb VideoStation 12 12 FastWeb TV RAI Mediaset MTV La 7 VOD Bloomberg Rainews 24 Raisatsport BBC world ONtv e.bismedia Rai Click VTR FastWeb FastWebTV e.biscom KDDI e.biscom 100 e.bismedia RAI Rai Click Sky Italia e.bismedia 20 th Century Fox Universal Studios DreamWorks the Discovery Channel MTV Medusa BIM Instito Luce Mikdo ONtv VOD ONtv 5.90 788 1,200 VideoStation 10.00 1,337 / 329.00 43,987 FastWeb 29.00 3,877 / PAGE 12 of 16
(1) 16 2,139 9 Sky Cinema1-2-3 Sky Max Sky Autore Sky 16:9 Rai Sat Cinema World (2) 16 2,139 3 2004/2005 Sky Sport 1 Sky Sport 2 Eurosport (3) 28 3,743 2004/2005 Direct Gol (4) 46 6,150 Rai Click RAI 60 40 e.biscom VOD RAI 1 VOD 3,500 FastWeb VideoStation 7.50 1,002 5 CNN 2 [ 267 ] Cartoon Network 4 [ 534 ] 6 802 ] 6 [ 802 ] 4 [ 534 ] EPG VTR VideoStation EPG VTR EPG 13 PAGE 13 of 16
13 FastWeb FastWeb VTR VideoREC 14 1 VTR 78 5 14 FastWeb VideoREC FastWeb PAGE 14 of 16
FastWeb FastWeb CATV ADSL FTTH Video Station EPG VTR FTTH FTTH ADSL FTTH FTTH ADSL FTTH ADSL ARPU ARPU ADSL Telecom Italia FTTH PAGE 15 of 16
FastWeb http://www.fastweb.it/indexn.php e.biscom http://www.ebiscom.it/ ECTA http://www.ectaportal.com/ IQU http://iqu.icr.co.jp/ Cisco http://www.cisco.com/ Juniper networks http://www.juniper.co.jp/ Marconi Corporation plc http://www.marconi.com/ ITU http://www.itu.int/home/ Sky Italia http://www.skytv.it/ Rai Click http://www.raiclick.it/ AGCOM http://www.agcom.it/ EU http://europa.eu.int/ Bredbandsbolaget http://www.bredband.com/se/ Stakab http://www.stokab.se/ Wienstrom http://www.wienstrom.at/ ELLA Kommunikasjon http://www.ella.no/ Acantho http://www.acantho.it/ PAGE 16 of 16