As telecom operators push hard to roll out Internet Protocol (IP) television services worldwide, they face major roadblocks in the shape of licensing and franchising issues, according to new studies from ABI Research. On one side, content providers worry about the security of IP networks, which are certainly not immune to hacking. These concerns affect the license arrangements they must reach with telcos wishing to distribute their intellectual property. From another quarter, cable operators -- justifiably fearing Telco IPTV encroachment on their traditional turf -- are lobbying governments fiercely to ensure that the telcos pay the same sort of franchise fees and go through the same degree of legal bureaucracy that they do. According to ABI principal analyst, Michael Arden, "In the US, this means thousands and thousands of individual contracts. Overseas, with lower cable penetration and less stringent government regulations, it is often a smaller problem." A partial solution -- at least for those telcos that can access fiber-to-the-home networks -- is "RF overlay", in which the TV signals are sent down the fiber network in a format equivalent to that used by cable services themselves. RF overlay is "a next-best solution to get content to the market quickly."
The global streaming industry has spent the better part of a decade chasing subscriber counts as the primary metric of success. That era is now formally over. New market data from Omdia confirms that the industry has crossed a decisive threshold; one that shifts the competitive playing field from growth-at-all-costs to monetization discipline. For senior executives navigating media, advertising, and technology strategy, the implications extend well beyond entertainment. A Historic Revenue Crossover Online video revenue increased 13.5 percent to $176 billion in 2025, while pay-TV revenue declined 4 percent to $170 billion; marking the first time in the industry's history that streaming has surpassed legacy pay-TV in revenue terms. This is not a rounding error or a statistical artifact; it represents the culmination of more than a decade of structural disruption to the traditional broadcast and cable TV model. Global subscriptions to online video services reached 2.24 billion by the ...