11/11/05 NET2PHONE
CABLE AND TELECOM
DEPLOYMENTS/VOIP OPERATIONS
Net2Phone is a leading provider of Voice over internet Protocol, or VoIP, communications services to consumers, telecommunications providers and resellers, enterprises, . Net2Phone actively markets cable telephony products and services to telecoms and cable msos in the U.S., Europe, Latin America, and the Middle East to cable msos. It provides VoIP PacketCable, SIP and wireless services around the world. Net2Phone works with telecommunications companies, cable operators, over 500 resellers, and other partners in over 170 countries. Net2Phone has an international sales and marketing team, and dedicated resources in the United States, Israel, Brazil, the Netherlands, France, and Singapore.
As of July 31, 2005: $98 million in cash, cash equivalents, and marketable securities.
With the next earnings report, Net2Phone will report reporting earnings in four sales channels: International Reseller, Consumer, Carrier, and Cable. Per Net2Phone, the research firm IDC predicts that there will be 27 million residential voIP telephony subscribers in the United States by the end of 2009, up from 3 million in 2005.
– The International Reseller Channel primarily markets and sells Net2Phone products and services to resellers around the world, who in turn sell the services to consumes, businesses, Internet cafes and others. (Since the its last earnings conference call, Net2Phone has begun advertising for individuals to work directly with these resellers.)
– The Consumer Channel is comprised of broadband telephony (voIP services sold directly to the end-consumer), calling card services in the United States, and Net2Phone’s computer to telephony service.
– The Carrier Channel will involve the selling of wholesale minutes through Net2Phone’s voIP network, to other telecommunications providers around the world, including IDT. IDT was Net2Phone’s largest traditional carrier customer in fiscal 2005. Net2Phone is party to service agreements with several telecommunications providers, including Regional Bell Operating Companies, competitive local exchange carriers, foreign post, telephone and telegraph companies, Internet backbone providers, and others. Pursuant to these Agreements, Net2Phone can transport voIP packets to its hubs and terminate calls around the world.
– The Cable Channel is Net2Phone’s outsourced voIP service offering (SIP = VoiceLine; PacketCable = CableLine) to cable operators to provide voIP-based residential telephone services.
Per Net2Phone, the firm Jupiter Research reported that cable operators have the largest United States voIP opportunities. Net2Phone’s marketing strategy has focused on cable msos.
Net2Phone also reported that research firm Sanford C. Bernstein & Co., LLC projects there will be 20.7 million cable telephony subscribers in the United States by 2010, which will include 18.5 million subscribers using voIP technology to receive their service, citing cable operators as key beneficiaries of the growth in voIP.
Per Net2Phone, technology research firm Kagan Research predicts that voIP telephony services will pass 76.5 million homes in the United States by the end of 2005 and 113.1 million homes by the end of 2009, and that there will be 5.7 million cable telephony users in the United States by the end of 2005 and 21.3 million by the end of 2009.
Net2Phone signed first cable contract with Liberty Cablevision of Puerto Rico on 10/22/03, and subsequently (with deployments in 2005) Northland Communications Corporation, three Altice One entities (Europe) (Coditel Luxembourg, Coditel Belgium, and EST Videocommunication), Bresnan Communications, Millenium Digital Media Systems, and Atlantic Broadband Cable. Ntop signed a Master Services Agreement with the National Cable Television Cooperative (consortium of over 1,000 cable operators in the U.S.) on 03/01/05, for members electing to use Ntop’s outsourced cable telephony solution.
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10/12/05
Wi-fi/cell dual mode test underway with Verisign at the Universities of Michigan, Northwest, and Texas A&M
VeriSign's IP Wireless Connect has passed a significant milestone with the trial of its service by Net2Phone, which was recently announced. VoIP provider Net2Phone is now in trial with the service, enabling its members to send and receive calls over either traditional mobile networks or Wi-Fi. According to Tom Kershaw, vice president of next generation services at VeriSign, the Net2Phone trial is significant because it is the service's first announcement of a consumer application. "Net2Phone, being a VoIP operator, has a different perspective than a wireless carrier, it's important for us to explore and have the market understand how a consumer VoIP application can leverage wireless to provide a more complete solution."
wi-fiplanet.com
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Homes passed
(with complete rollout
– During fiscal 2005, long-term agreements signed with cable operators in the U.S. and Europe, who are marketing Net2Phone services to 1.2 million homes as of July 31, 2005.
As of the end of the quarter, Net2Phone was servicing more than
39,000 broadband telephony subscriber lines, which includes both PacketCable telephony subscriber lines as well as VoiceLine subscriber lines through Net2Phone's cable operator partners, channel partners and web site. As of the end of the fourth quarter, Net2Phone has executed contracts to serve cable operators serving franchises of over 3.1 million homes passed (excludes Hip Telecom’s target market in Brazil – 2.5 million; excludes more than 3.6 million homes passed per Net2Phone in the West Indies).
Provider/Subscribers/Status/Commencement Date:
Bresnan Communications (PacketCable)
Bresnan’s new subscriber rate is averaging about 2,000 new customers per month; and that’s with only six available markets: Grand Junction and Durango, CO; Cheyenne, WY; and Billings, Butte, and Heltna, MT. By year end, Bresnan plans to launch voIP service in six additional markets.
bresnan.com
More than 300,000 video subscribers and over 550,000 homes passed (2005).
13th largest US cable operator operating in Colorado, Montana, Wyoming and Utah.
Net2Phone:
“Bresnan Communications wanted to offer broadband telephony service that not only had the traditional voice features, but also provided enhanced functionality, advanced features, and reliability for cumstomers.”
10/05 update; Launch March 2005
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Cable Wireless supplies Caribbean broadband
10/24/05
Cable & Wireless will expand its Caymans-based NetSpeak broadband network to other islands in the Caribbean.
C&W said Monday that NetSpeak's menu of broadband services would be offered to residential customers throughout the West Indies.
NetSpeak is powered by Net2Phone, which has a full-service Session Initiation Protocol VoIP solution.
The service was launched by C&W in the Caymans last May and gave the Caribbean's customers and resort industry a taste of the communications services availably through broadband telephony, the company said in a news release.
upi.com
More than 3.6 million homes passed in the West Indies per Net2Phone
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Net2Phone to announce partnerships in Latin America in Q4
US VoIP provider Net2Phone expects to announce several key strategic partnerships in Q4 2005 to boost its penetration in the Latin American VoIP market, said Net2Phone's senior vice president and director, Jose Colagrossi.
Without providing specific details, Colagrossi said the company was at an advanced stage of negotiations.
He added that the company is now signing on average two strategic partnerships in the region every quarter and that trend should accelerate in the short term. This company was built on the premise that VoIP technology would one day become the technology of choice in Latin America. Net2Phone supplies VoIP solutions to broadband ISPs, portals, cable companies and other VoIP providers. The company has among its partners Cable & Wireless in the Caribbean, ETB in Bogota and Colombia, Advanced Communications Network in Panama, and A5 Ventures Advisory, which controls Hip Telecom in Brazil. A few weeks ago, Net2Phone signed a strategic partnership with Brazilian cable company TVA.
telecom.paper.nl
August 7, 2005
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MCI Powered by Net2Phone (VoiceLine) – VOIP TRIAL
(new SIP feature added to voip trial early 9/05
-- Remote Local Numbers Share the savings. With Neighborhood Broadband Calling, you can get up to 10 additional phone numbers, with any area code—no matter where you live. If your family lives far away, you can select a phone number in their area code—so when they call you, it’s a local call for them. Remote Local Numbers are an additional $5 per month for each number)
consumer.mci.com
National voIP trial with Net2phone. VoIP service called Neighborhood Broadband. Per-city cap of 5,000 users.
MCI is capable of offering wholesale services to more than 50% of the U.S. population based on MCI’s U.S. local CLEC footprint (as of January 2005).
MCI’s global network spans more than 98,000 miles, including terrestrial and undersea cable. It also includes more than 2,400 aTM, frame relay and voice switches. Source: Verizon
6/2005
gigaom.com
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NEW (8/2005):
Cable Management Associates – tier 3 – operates over 40 cable systems in Mississippi, Louisiana, Texas, and Nevada – will rollout out VoiceLine in these markets over next few years
CMA website from NTOP website:
cmaaccess.com
NEW (8/2005):
Pine Tree CableVision – (tier 3) owns cable systems in Maine, New Hampshire and South Carolina. Pine Tree Cablevision serves 23 systems in Maine, New Hampshire and South Carolina
Pine Tree website from NTOP website:
ptc-me.net
14,000 subscribers
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Cebridge Communications --VOIP TRIAL
cebridge.net
VoIP trial with Net2Phone in Portagerville, Missouri, per Jerry Kent, CEO. According to press, a rollout in Missouri and Texas should occur in 2005.
voip-monitor.com
findarticles.com
Cebridge has agreed to purchase cable systems from Cox Communications. After the deal closes in early 2006, Cebridge will serve an additional 940,000 basic cable subscribers (Cebridge currently serves 400,000 customers in more than 20 states). The agreement includes cable television systems in West Texas, serving Lubbock, Midland, Amarillo, San Angelo and Abilene areas; North Carolina, serving Greenville, Rocky Mount, New Bern and Kinston areas; Humboldt County and Bakersfield, California; and much of Middle America Cox (MAC), primarily comprised of operations in Texas, Louisiana and Arkansas. MAC also includes certain systems in Oklahoma, Mississippi and Missouri. Cebridge will become the eighth largest cable operator in the country, serving more than 1.3 million customers.
11/1/2005
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A5 TNT Company (Hip Telecom, Brazil) (VoiceLine)
Hip Telecom sign-up site:
hip.com.br
Yahoo sign-up site:
translate.google.com
2,000 subscribers in two weeks in Sao Paulo, Brazil rollout; 20,000 NTOP subscribers projected by end of 2005; 372,000 subscribers projected in 2008 per A5 TNT/Hip Telecom President (going after 40% of the 930,000 of the foreseen VoIP users – wants to be the ‘Vonage’ of Brazil)
Hip Telecom is now marketing voIP through Yahoo Brazil.
The strategy of Hip Telecom is to explore the potential of the market represented by about 2.5 million high speed Internet users, who can use the products and services of Hip Telecom. Hip Telecom press.
6/10/05
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Atlantic Broadband—voip trial; first rollout started
atlanticbb.com
217,200 customers in central Pennsylvania, Miami Beach, Fla., and parts of Maryland and Delaware.
Executed cable telephony and license agreement 3/11/05.
16th largest MSO in the country (passes 430,784 homes)
[822/05 – Atlantic Broadband, a NTOP VOIP partner now has dial tone in PA. This MSO passes 430,784 homes. Pennsylvania and Miami Beach will be its first voIP deployments.
They will roll out 300 customers in Pennsylvania in the September to November timeframe as a test.
Atlantic/Ntop will then turn them into full paying customers by the end of the year and start a full launch.
During this time other markets will be turned on, so that full voip deployment will be completed by mid 2006.]
Commercial launch date of the cable telephony services expected late 2005
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Liberty Cablevision of Puerto Rico, Inc. (PacketCable)
libertypr.com
Passing 330,000 homes (2005); ~120,000 subs.
NTOP’s showcase cable telephony deployment launched across 90% of footprint.
John Malone/Liberty Media is interested in consolidating further in the region. Q2 2004
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Northland Cable Television (VoiceLine)
northlandcabletv.com
315,000
18th largest US cable operator.
VoIP planned for systems in Georgia, South Carolina, North Carolina, Mississippi, Alabama, Texas, Washington, California, and Idaho.
Q1 2005
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Millenium Digital Cable (VoiceLine)
mdm.net
255,000 homes passed (2005).
St. Louis-based MSO operating in Maryland, Michigan, Washington and Oregon.
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Q1 2005 launch
Coditel Luxembourg (Altice One) (PacketCable)
coditel.lu
Est Vidéocommunication (France) (Altice One) (PacketCable)
estvideo.com
Coditel Belgium (Altice One) (PacketCable)
coditel.be
12/04
–Per Cinven, there will be opportunities to develop market penetration by cashing in on the migration from analog to digital TV and bundling cable with broadband and voice-over-Internet-protocol products. {see 777 below)
The Altice One cable group represents represents more than 520,000 homes in their franchises (2005).
Brussels, Belgium; Strasbourg area and Mulhouse, France; and Luxembourg.
[Net2Phone re Altice expansion: On November 4, 2004, we issued a warrant to Altice One (“Altice”) for the purchase of 1,300,000 shares of Net2Phone’s common stock. The terms of this warrant provide that at any time prior to December 31, 2011, Altice or its transferees may elect to receive up to 1,300,000 shares (subject to certain customary adjustments) of Net2Phone’s common stock, at a purchase price per share equal to $5.93 (subject to certain customary adjustments). If prior to December 31, 2005. Altice expands its footprint such that our services will be offered to an additional 500,000 digital two-way capable households, over and above the 520,000 households in its current footprint, the exercise price will be reduced to the trailing 200 day trading average of our common stock as of the close of business on the date of the execution of the cable telephony agreement, which was $4.75. Only vested warrant shares can be exercised, and vesting is based on the number of customers subscribing to our telephony service in Altice’s footprint. The shares subject to the warrant vest as follows: beginning with the quarter ended December 31, 2005, ten shares vest for each subscriber to our telephony service pursuant to the cable telephony agreement, and thereafter the warrant vests quarterly at a rate of ten shares per incremental net subscriber in existence on the last day of each calendar quarter until December 31, 2009.]
9/22/05
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TVA, Brazil (VoiceLine)
tvavoz.com.br
Brazil’s second-largest cable television operator – 295,000 cable television customers and 35,000 broadband Internet access users.
TVA, owned by the Abril Group, one of Latin America’s largest media holding companies, is using voice over Internet protocol, or VoIP, technology in partnership with U.S. technology firm Net2Phone Inc. and Brazilian long-distance operator Primeira Escolha. The partners began providing corporate VoIP services in October 2004, and are now opening up the service to anybody with broadband Internet access at home.
7/11/05: To fight the association between the Net and Telmex in Brazil (Carlos Slim), TVA is negotiating a partnership Altamarca Holdings, that congregates national and American investors, and the Net2-Phone American, and First Choice. The objective of the trio is to launch the new operator in the beginning of 2006. The companies will have to invest about R$ 50 million in the project.
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6/2005
Rural West
ruralwest.com
4,000
Cable operator serving numerous U.S. military bases. Member of the National Cable Television Cooperative. Plans to roll out telephony in cable systems across Colorado, Arizona, California, Hawaii and selected military bases overseas.
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End of 2004
TV Cicade, Brazil
tvcidade.com
255,000
Net2Phone selected by TV Cidade, third largest cable operator in Brazil, to provide a suite of broadband telephony solutions to be offered in the Brazilian market.
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10/6/04
Communications Services (Tifton, Georgia) (VoiceLine)
Unk. Q2 2005
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City of Tifton, Georgia Telecommunications Municipal Cable and Broadband System (CityNet) (VoiceLine)
tifton.net
Unk.
April 5, 2005.
Net2Phone Inc. signed five-year contracts with Communications Services and the City of Tifton’s Georgia Telecommunications Municipal Cable and Broadband System (CityNet) to offer VoiceLine broadband telephony service.
Q2 2005
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Cable & Wireless Caymans (VoiceLine)
cwinternet.ky
Cable & Wireless, the area’s incumbent telco, offers the service under the brand “NetSpeak” to all three islands (Grand Cayman, Cayman Brac, and Little Cayman).
5/9/05
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Empresa de Telecommunicacions de Bogota (ETB), Columbia
(NTOP’s VoiceLine broadband telephony service and MaxPVN(SM) corporate service)
216.239.37.104
ETB, has 2 million customers, and offers local, long distance and international calling services via the Net2Phone partnership (ETB restructured around NTOP/voIP; may merge with two other state owned telecom carriers).
2/23/05
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NTOP signed new National Cable Television Cooperative (NCTC) Master Purchasing Agreement. The agreement with NCTC is an affinity marketing deal. Net2Phone is a platinum vendor of VoIP services to the NCTC and offers members ways to market telephony services to their end users Purchasing group representing more than 1,100 U.S. cable operators.
4/5/05
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Primeira Escolha
(Brazil licensed telecommunications operator, providing a suite of Voice over IP solutions in the Brazilian market)
translate.google.com
“At almost 100 million telephone lines, Brazil has one of the largest telecommunications networks in the world. With Net2Phone as a partner, Primeira Escolha is poised to enter this market with the most up-to-date VoIP infrastructure available.”
– Mario Leonel, President of Primeira Escolha. 8/5/2004
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The Cable of St. Kitts (VoiceLine)
caribbeannetnews.com
Unk.
(deployment of voIP telephony services; also offers prefix dial services)
Net2Phone and The Cable of St. Kitts today announced a memorandum of understanding to deploy a suite of VoIP services, including VoiceLine, throughout the Federation of St. Kitts and Nevis.
Only cable operator in St. Kitts.
Second half of 2004
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Telecommunications Services of Trinidad and Tobago
caribbeannetnews.com
Agreement with Net2Phone Global Services to market suite of co-branded retail services in Trinidad and Tobago using Net2Phone’s hosted VoIP platform.
2/9/04
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Net2Phone International Resellers -- distribution network of over 500 resellers in over 130 countries capitalizing on voIP technologies.
10/12/05
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Net2Phone and Hughes Network Systems Europe offer voIP via satellite service
hns.com
05_Net2Phone.htm
hns.com
highspeedsat.com
Voice is transmitted using the G.729 codec, which reduces the voice bandwidth to about 12 kilobits per second, Hughes says. Calls made over the service from Africa, the Middle East or Europe are transmitted via Eutelsat W1 or Panamsat >= 10 and aggregated at Hughes’ network operating center in Griesheim, Germany. From there they are terminated via the Net2Phone network. We haves a similar setup for the Americas.
The service is available to customers of Direcway broadband satellite service. Net2Phone’s VoIP service is enabled through Hughes’ DW6040 Voice Appliance terminals on Direcway. The service is offered throughout Europe and the Middle East.
02/2005
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Offered October 2004 – NTOP’s 1st wi-fi phone available, offering SIP-based VoiceLine:
Offered summer 2005 – NTOP’s 2nd generation wi-fi phone is expected to include a softphone client that enables PDAs, desktop and laptop computers with Wi-Fi VoIP.
Net2Phone provides VoIP PacketCable, SIP, wireless, and satellite solutions around the world.
XJ200 product description and
picture now on NTOP website
web.net2phone.com
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77777777777
New Ntop deployment -- not known:
Cinven owns 50% and Altice owns 10% of Numericable.
numericable.com
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Altice chooses Scientific Atlanta for its offer Triple Play
(22/09/05)
Scientific-Atlanta Inc, American supplier of systems of distribution and contribution of digital component, from networks of domestic transmission à large bande, interactive numerical decoders and systems of subscribers conceived for the networks of video transmission, Internet with High Flow and voice on IP (VoIP), comes to announce the startup of a new technology of access on the networks to optical fibre, on behalf of the Luxembourg câblo-operator Altice (owner, with the British bottom of investments Cinven, NC Numéricable and France Telecom Câble since December 2004). This new technology rests on compact optical nodes specifically adapted to the architecture FTLA (Fiber-To-the-Last-Active) which aims at bringing optical fibre to more close to the subscriber. Altice thus hopes to touch more hearths and to immediately be able to offer true services Triple Play to its Parisian customers and of many applications to the remainder of its metropolitan customers. Sources: Scientific-Atlanta, Inc., Vincent Veauclin
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translate.google.com
Numéricable launches out in "triple play"
The Numéricable câblo-operator joined his Noos competitor on the offers "triples play". As from November 7, it will propose to its subscribers telephony on IP to supplement its offers of television and access Internet. A sector where the câblo-operators can profit from a competing advantage, because their subscribers completely can émanciper of France Telecom without passing, as in the case of the offers by ADSL, the stage of the total deblocking.
Three types of fixed price will be proposed: Internet and telephony for 29,90 euros per month, Internet and television for 39,90 euros, and combination of the three services for 49,90 euros.
To launch these offers, Numéricable had to wait until several operations are finalized. Initially the fusion of its activities with those of France Telecom Cables. Then the repurchase of this new entity by the funds of British investment Cinven and the câblo-operator Luxembourg Altice.
Numéricable has other projects to dissociate suppliers ADSL.
It will propose as from December an offer with 100 Mbits/s. Noos retorted at once, by announcing an experimentation with similar flows for a hundred subscribers in Island-of-France.
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