"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»
Since the dust has settled from a stinging defeat in federal court, the FCC has decided to move on its own to settle the broadband regulation dispute. With a 3-2 vote the commission issued a Notice of Inquiry that would set the stage for more regulatory authority of broadband. It seems ironic that the motivating factor was the court case brought by Comcast in Federal District Court to immobilize the FCC's efforts to sanction the service provider from throttling Bit Torrent, file sharing customers. more»
The online video audience is expected to reach 190 million people by 2012, 88% of the Internet user population, according to the recent report by market research firm, eMarketer. The future of the video industry depends largely on how stakeholders navigate technical challenges, infrastructure upgrades, the migration to mobile, and ongoing consumer resistance to ads and payments. "After some false starts with ill-fated transactional experiments, online video content owners and distributors are pursuing a strategy that closely follows the standard TV business model," says Paul Verna, eMarketer senior analyst. more»
Source from Google have recently confirmed total number of YouTube video streams are above 1.2 billion per day worldwide according to Michael Arrington at TechCrunch. Previously reported numbers by comScore and other third party services appear to have been fairly under-estimated. more»
Yesterday, Netflix posted graphs of how well various ISPs deal with Netflix video streams. The results are striking. All the cable companies easily beat all the phone companies with the exception of Verizon where we're seeing a mix of DSL and FiOS results. more»
Google has successfully created a nationwide (worldwide) fine-grained, targeted ad market by using queries to its search engine. The cable industry would like to be able to use its cable and broadband subscriber data to create a nationwide, fine-grained, targeted ad market. This race has substantial implications for the future of online video -- and online activity generally. more»
The recent declaration from the UK’s minister for communications that the Internet should be tiered, thereby allowing ISPs to charge for prioritised traffic (either rated by speed delivered or by content provider) is a knee-jerk response to network strain masking as a necessary network management tool, and is a potential threat to the concept of net neutrality. ...developments in the mobile data sector make it clear that capacity constraints are appearing on mobile networks as well, long before the anticipated launch of LTE-based services in the UK in 2013. more»
With the DVD rental market continuing to dwindle, we are again seeing interest emerge for online video-on-demand, with both the large Hollywood Studies and online content distributors making recent strategic moves in this direction. ... A sign of the times came with the 2010 bankruptcy of Blockbuster, once one of the largest move rental companies. more»
From will they ever learn department, we are once again seeing attempts by incumbent carriers to skirt rules around network neutrality. They tried and failed with UBB. Now they are at it again with "speed boost" technologies. The two technologies at question are Verizon's "Turbo" service and Roger's "SpeedBoost". more»
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»
