The Bottom Line

1.0   Notes on Methodology and Report Focus

2.0   The Internet Video Market: A Recap and Analysis

2.1 Market Pace and Key Clues to Market Development

2.2 Key Takeaways from the Early Market for Internet Video

2.2.1    The Active Internet Video Audience is Huge

2.2.2    Pure Transactional Models are Unproven; Greater Emphasis on Ad-supported Models

2.2.3    Syndication and Scale are Key, Meaning More Consolidation among Internet Video Value Chain Members

2.2.4    Niche Content Alone – Too Early for Sustainable Business

2.2.5    Evolution for Survival - Transactional Movie Services

2.2.6    Netflix and Blockbuster - Significant Players in the Internet Video Market

2.2.7    Download-to-Burn Emerges as a Distribution Channel

2.2.8    Incumbent Service Providers Taking a More Active Role in Distributing Internet Video Content

2.2.9    The Broadcast Network Internet Video Offerings are Showing Good Results

3.0   Bringing Internet Video to the TV

3.1 Connected Televisions

3.2 DVD Players

3.3 Game Consoles

3.4 Media Center PCS

3.5 Alternative Set-tops and Internet Content Services Platforms

3.6 Media Adapters/Media Center Extenders

3.7 Other Solutions for Bridging the Internet Video-to-TV Divide

4.0   Forecasts

4.1 Forecast Assumptions: Non-TV Based Internet Video Revenues

4.1.1    Non-TV Internet Video: Movie Rentals

4.1.2    Non-TV Internet Video: Movie Downloads

4.1.3    Non-TV Internet Video: TV Downloads

4.2 Forecast Assumptions: TV-based Internet Video Revenues

4.2.1    Connected Game Consoles

4.2.2    Alternative Set-top Boxes

4.2.3    Media Center PC/“Home Theater PC” Configuration

4.2.4    Connected TVs

4.2.5    Connected DVD Players

5.0   Recommendations for Industry Players

5.1 Content Creators/Owners

5.1.1    Advertisers/Agencies

5.1.2    Broadband (Access) Service Providers

5.1.3    Web/Entertainment Portals

5.1.4    Technology Enablers

Resource Book

1.0   Profiles: Internet Video Service Providers

1.1 Portals

1.1.1    AOL Video

1.1.2    Google Video

1.1.3    MSN Video

1.1.4    Yahoo Video

1.2 Broadcast Network Initiatives

1.2.1    CBS

1.2.2    Disney ABC Television Group

1.2.3    Fox (News Corporation)

1.2.4    NBC

1.2.5    WB

1.3 Internet Video Services

1.3.1    Amazon.com Unbox™

1.3.2    Babelgum

1.3.3    Crackle (formerly Grouper Networks)

1.3.4    Fancast (Comcast)

1.3.5    Hulu

1.3.6    Jaman

1.3.7    Joost

1.3.8    MediaZone

1.3.9    MeeVee

1.3.10  RealNetworks SuperPass

1.3.11  SyncTV

1.3.12  TidalTV

1.3.13  Veoh Networks

1.3.14  Vuze

1.4 Movie Services

1.4.1    Blockbuster (Movielink)

1.4.2    CinemaNow

1.4.3    EZTakes

1.4.4    MovieFlix

1.4.5    Netflix (Instant Queue)

1.4.6    Starz Play (Verizon)

1.4.7    Vongo

1.5 Hardware and Content

1.5.1    Apple TV

1.5.2    Microsoft Xbox LIVE

1.5.3    NeuLion

1.5.4    Sony PLAYSTATION® Store

1.5.5    VUDU