IPTV indépendamment du FAI
Netgem annonce le lancement de sa solution de TV sur ADSL indépendant du FAI, “Netbox”, permettant la réception TNT, la TV via le DSL et de la VoD, et cela sans le besoin d’un abonnement 3P (ou IP TV).
Si je comprend la volonté de Netgem de se diversifier, parce que
- Netgem réalisé 70% de ses revenus avec un seul client: neuf cegetel
- Il a racheté le (à ce moment) seul fournisseur de catalogue VoD : Glowria, mais entre temps, la tendance est plutôt au deals directs entre FAIs et Majors (Numéricâble, neuf,…)
- Des nouveaux FAIs ne se créent pas tous les jours.
Je reste dubitatif au modèle choisi:
- Chez la plupart des FAIs, le 3P est gratuit, si l’éligibilité de la ligne le permet.
- Pour les abonnées en revente (donc non-dégroupé) les FAIs paient des fortunes à France Telecom au débit, et vont donc asses rapidement limiter la capacité à ce type de solution, qui ne leur rapporte rien, mais risque de coûter cher.
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