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FTTH / IPTV pivot by cable operators
What it is
Cable operators repurposing their last-mile network to sell broadband over fibre to the home, and delivering television as IPTV over that same connection rather than as a separate cable signal
The strategic logic is that the physical wire into the household is the durable asset, while the television service riding on it is not
Impact on industries
- Converts a declining business into a growing one - broadband demand is rising as pay-TV subscriptions fall, on the same trench and the same customer relationship
- Broadband ARPUs exceed cable TV ARPUs and are stickier, since households switch television more readily than internet
- Capital intensive and contested by well-capitalised telecom operators with national scale
- Right-of-way charges up to ~Rs 3,000 per pole a year weigh on economics as satellite does not, though IPTV sits in a lighter regulatory perimeter