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Cisco's Kevin Shatzkamer Discusses the Future of Mobile Video

Kevin Shatzkamer, Chief Architect for Cisco Mobility, speaks to the mobile research Cisco has developed in helping Mobile Service Providers reach their ROI goals and objectives in projecting an increasingly demand driven market. ... There has been speculation for years that increased demand for mobile video would tax and possibly crash current networks and infrastructures of mobile operators. A predictor may be The World Cup games held in South Africa. more»

Why Comcast will Vehemently Fight a DOJ Investigation

If your company becomes a huge dominate market player in both broadband and content delivery, scrutiny will come your way, like it or not. Comcast (NASDAQ: CMCSA) has been so successful in building both a content and delivery system to such a mass audience; it's beginning to look like former monopolies which grew unwanted investigations and break-ups in the 1980's. Remember AT&T and the DOJ anti-trust decision to split the monopoly into smaller regional companies? more»

Are Service Providers Giving Up on Landline too Soon?

Interesting times in the carrier space, for sure. While most readers of this column are focused on the business market, it's hard to ignore what's occurring in the consumer space right now. Being based in Toronto, I happen to be struck by the similar trends shaping on both sides of the border. Over the past few days, we've seen earnings reports from major telcos and cablecos, and these businesses seem to be going in opposite directions. more»

Just How Big is China's Cable and TV market?

The numbers are big. Official figures quoted at the recent 21st annual China Content and Broadcasting Network (CCBN) conference indicate that China has 400 million TV households, of which 210 million subscribe to cable TV (CATV). Of these cable subscribers, 140 million receive digital service while the rest are still on analog systems. This means that the country's CATV network is still largely a one-way network, limiting the growth of on-demand and interactive services. more»

Network Neutrality and the FCC's Inability to Calibrate Regulation of Convergent Operators

For administrative convenience and not as required by law, the FCC likes to apply an either/or single regulatory classification to convergent operators. Having classified ISPs as information service providers, the Commission unsuccessfully sought to sanction Comcast's meddling with subscribers' peer-to-peer traffic. Now Chairman Genachowski wants to further narrow and nuance regulatory oversight without changing the organic information service classification. more»

Research Firm Predicts 22.4 million IPTV Subscribers by 2013 in Asia-Pacific

New analysis from Frost & Sullivan research firm suggests that the IPTV subscriber base in Asia-Pacific -- covering 13 countries -- reached 4.1 million in 2007 and estimates this number to reach 22.4 million by the end of 2013, at a CAGR (compound annual growth rate) of 32.7 percent (2007-2013). Of the 13 countries, eight had commercial IPTV services in 2007, while the rest are conducting trials for expected deployments from 2009 onwards, according to the report. "Many service providers feel the urge to launch IPTV services as a defensive strategy to increase their 'n-play' offerings with one more service." more»

Apple TV Demolishing Telco and Broadcasting Business Models

The future of broadcasting has been under discussion for close to two decades and, while changes are certainly happening, they are rather slow and therefore new opportunities or threats (depending on where you sit) continue to arise. On the one hand we are now starting to see the more widespread availability of digital TV and this has revealed a clear point of difference between the strategic directions being taken by the telecoms and the broadcasting industries. more»

Clues about the Future of TV

A recent article chronicles the telcos' slow start in cable TV. I don't think the telcos stand a chance of succeeding in cable TV. Instead, if they're to succeed at all, they'll probably buy or form alliances with existing cablecos... But they'd better start swimming, because the times are a changing.. more»

The Economist: American Cablecos Don't Want Customers to Cancel Contracts and Watch TV over Internet

The Economist discusses isses with providing Television over broadband: "In the land of free enterprise and the home of discount shopping, there can sometimes be an appalling lack of competition. High-speed access to the internet is one. Cable television is another. The reason is that in America cable-television companies, which provide a lot of the high-speed access, do not want their customers to cancel their contracts and watch television over the internet instead. Yet a growing number of people are poised to do just that. ... At your correspondent's home-from-home in Japan, he can get broadband at 160 megabits a second from his local cable company for Y6,000 ($60) a month. Compare that with broadband prices demanded by cable companies in America..." more»

Will Googlerola Be Able to Fight Data Caps?

"Is Google Turning Into a Mobile Phone Company?" asks the headline in Andrew Ross Sorkin's New York Times story. Wrong question, IMHO. But is Google doing the deal at least partly to give it leverage over wireless providers? I think so. The biggest threat to the growth of Smart Phones and tablets and other Google businesses like YouTube is the imposition of data caps and metered pricing by wireless providers like at&t and Verizon Wireless. more»

About Those "Mission Critical" Bits

News that Google and Verizon are negotiating "better than best efforts" Internet routing probably comes across as a betrayal of sorts to network neutrality advocates. Bear in mind that Information Service Providers ("ISPs") do not file public contracts known as tariffs and have the freedom to negotiate deals with individual clients. On the other hand ISPs, regardless of their FCC regulatory classification, cannot engage in unfair trade practices that achieve anticompetitive goals such a tilting the competitive playing field in favor of a corporate affiliate, or special third party. more»

No Free Lunch in Internet Peering or Transit

Like many of you, I am keenly following the Comcast-Level 3 dispute and am trying to make sense of it all. The dispute confirms several universal principles about Internet traffic routing that have passed the test of time. ... Consumers pay Internet Service Providers ("ISPs") a monthly subscription with the expectation that the fee covers access to available content, i.e., the conduit. As the World Wide Web evolves and content options diversify to include full motion video, consumers simply expect their ISPs to make sure the download distribution pipes are sufficiently robust to handle high bandwidth requirements and commensurately large monthly download volume. more»

Verizon: Voice is Dying

Ivan Seidenberg, Verizon CEO, saying "voice is dying" is a defining moment in telecom history. He didn't use those words, but his comments at Goldman Sachs are clear "we have to pivot and make a shift from the voice business to the data business and eventually to the video business. ... we must really position ourselves to be an extremely potent video-centric asset." more»

TV Everywhere: Dangers in Being Second to Over-The-Top Competitors

Time Warner Cable and Comcast's intent in creating TV Everywhere conjured up a cable TV presence on the Internet where customers could browse and view huge varieties of content by just being a customer. That seemed a fairly simple and innovative concept... It was unique 3 years ago and promised to be exclusive to their clientele. But in reality the concept is much different than the original vision cable operators promoted. more»

To Flat or To Cap?

I don't think it's a surprise to anyone, but it's the Christmas season again and doubtless a large number of television sets will be sold as part of the annual retail festivities. But these days the devices for sale in the shops are not just televisions: today's television is perhaps better described as a media computer with a very large display. Sure, the device can tune in to radio transmissions and display them... but the device also is equipped with either a WiFi or an Ethernet jack, or both. This alone sounds like a relatively innocuous addition to the television, but it's providing to be a highly disruptive change in the traditional Internet market space. more»

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