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Oppenheimer & Co.'s Annual Communications & Technology Conference |
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Written by uverse
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Friday, 13 June 2008 |
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Here are the highlights from this investor conference.
U-verse is in 43 markets and has passed 10 million units. Market penetration is greater than 14% in markets open more than a year. This number continue to rise. Still on track for 1 million subscribers by year end and 30M units passed in 2010. 60% of U-verse subs are coming from cable. 1/3 were not previous ATT customers. More than 90% are attaching internet service to the video product.
All markets have 40+ HD channels with more on the way by year end. 2HD being rolled out now. 4HD will be able to fit int he current 25meg profile, however I cant imagine this leaving much room for internet.
25% use remote dvr programming. 50% have used u-bar. 50% of those with flickr accounts have used the u-verse flickr service. WHDVR still scheduled for 2H08. There is an interactive weather service planned, maybe it will be good enough to replace on the 8s. There will be a channel mosaic feature to group channels by genre. There will be an Olympics app in Q3 that will make it easy to get medal count and find Olympics programming. I have little doubt this app will be a big hit.
ATT gave 50 satisified cable customer a U-verse taste test. This group favored U-verse 4 to 1 on various metrics.
ATT now has 17,000 wifi hotspots.
Listen to the briefing
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What is U-verse?
U-verse is AT&T's revolutionary IPTV platform capable of delivering standard and high-def television over a high-speed internet connection. U-verse utilizes both fiber-to-the-node and fiber-to-the-point technology to obtain speeds upwards of 25Mbps to the user's home. AT&T is attempting to leapfrog current cable systems by offering features like a DVR that can record up to 4 shows at a time and is programmable from any web-connected computer.
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