Skip to main content

Analyst Predicts Lightspeed Penetration

An analyst report from Needham & Co. LLC on Sigma Designs Inc. estimated that SBC Communications Inc. could sign up 100,000-200,000 subscribers for its IPTV service in 2006 in a "best-case scenario."

Sigma�s chip set, Needham believes, will be used by SBC in its Motorola Inc. and Scientific-Atlanta Inc. set- tops. But in discussing Sigma�s fortune, Needham wrote, "The bad news is that we believe SBC�s Project Lightspeed will be delayed beyond the most pessimistic projections we have seen."

Needham projects a mid-2006 launch, at the earliest. "It may be more realistic to expect volume deployments starting in late 2006, as network complexity may drive further delays," Needham said.

Needham doesn�t expect SBC to be able to field-test thousands of Sigma/Moto and Sigma/S-A boxes until next June. "The problem is that numerous software vendors� systems need to integrate with each other," Needham said. "Obviously, Microsoft is key, but the multivariable equation also includes Amdocs, VOD software, a micropayments systems and so forth. We have seen these stories before, and their common denominator is spelled D-E-L-A-Y."

Needham is more bullish on HomeZone, the SBC/EchoStar Communications Corp. TV/PC product. It believes SBC could generate 200,000 or more HomeZone subscribers by the end of 2006.

Popular posts from this blog

Open Banking Usage to Grow by 470 Percent

The Open Banking business model has been advantageous for Third-Party Providers (TPPs), helping them to extend their offerings into other areas of financial services with new capabilities. Open Banking is also advantageous for traditional banking institutions, despite the perceived loss of custodianship over their data, by providing greater accessibility to more bank services. Furthermore, Open Banking can help serve Mobile Internet providers that are able to leverage it to create tailored services according to customers’ preferences and/or economic limitations. Open Banking Market Development Since traditional banking services are made more convenient by TPPs via greater data access, customers can proactively manage their finances and shape the development of new financial offerings. This is particularly noticeable in the realm of Digital Payments, where retail merchants and customers transact through eCommerce, which has the greatest number of use cases for Open Banking. These includ

Global Digital Business and IT Consulting Outlook

Across the globe, CEOs and their leadership teams continue to seek information and guidance about planned Digital Transformation initiatives and the most effective enterprise organization change management practices. Worldwide IT and Business Services revenue will grow from $1.13 trillion in 2022 to $1.2 trillion in 2023 -- that's a 5.7 percent year-over-year growth, according to the latest market study by International Data Corporation (IDC). The mid-term to long-term outlook for the market has also increased -- the five-year CAGR is forecast at 5.2 percent, compared to the previous 4.9 percent. Digital Sevices & Consulting Market Development IDC has raised the growth projection despite a weak economic outlook, because of vendor performances across 2022, growth indicators from adjacent markets, increased government funding, and inflation impacts. The actual 2022 market growth was 6.7 percent (in constant currency), which was 87 basis points higher than forecast last year, alth

Why Instant Issuance Payment Cards Evolved

The global financial services sector continues to grow as more progressive organizations seek to gain a meaningful competitive advantage from their digital transformation initiatives. Across the globe, many regions are seeing a significant rise in 'instant issuance' activity from a physical and digital perspective, from both traditional and emerging innovative banking institutions. Digital Payments Market Development Customers increasingly demand instant access to banking services, with physical instant issuance enabling them to leave their branch equipped with a ready-to-go payment card. According to the latest worldwide market study by ABI Research, the market for instantly issued physical payment cards will increase from 243.2 million shipments in 2022 to a forecast of 471.1 million in 2027. "Critically, instant issuance of payment cards is no longer limited to the physical," said Sam Gazeley, industry analyst at ABI Research . Indeed, the growing digitization of p