How Much Better Can Telcos Do in IPTV Business?

For anybody who has followed the U.S. video entertainment market for some decades, that U.S. cable operator video penetration is as low as 44 percent of TV homes is a shocking statistic. There was a time when penetration was as high as 70 to 80 percent of homes in some areas.


Competition from satellite and telco competitors is the reason for the sharp reversal. So the question is how much more upside might exist in the IPTV business for telcos.  It isn't so easy to answer. 


In saturated markets with strong contenders, new accounts mostly come from defecting customers. And strong contenders don't give up customers very easily.