Category Archives: Media and Telecom Industry Analysis

Comcast-TWC could speed advanced ad deployment

An advanced television advertising capability long pursued by the cable industry is starting to get some attention – and some traction.

It’s household addressability, or the ability to send to your neighbor who’s watching ESPN a different commercial message than the one you see at exactly the same time, on exactly the same channel, because you have different demographic or behavioral characteristics than the guy next door. Neat, huh?

Except there’s a rub: right now the attention is going mostly to satellite TV, not cable, because Dish Network and DirecTV are out in front with bigger rollout footprints and scale in the addressable advertising category. Continue reading Comcast-TWC could speed advanced ad deployment

Making the case for digital downloads

With a new digital movie delivery service, Disney and Apple this week joined the burgeoning movement to cloud storage and retrieval of media stuff. Similar to the Ultraviolet platform that Disney has shunned in favor of its own solution, the Disney Movies Anywhere (DMA) service lets users buy and watch movies on digital devices, in this case iPads, iPhones and iPods. It’s sort of a Disney-fied, miniature version of iTunes, and if you sign up you get Disney’s animated feature “The Incredibles” for free.

One of the appealing elements of DMA, Ultraviolet and other digital delivery platforms like Amazon Instant Video and Apple TV is a warm and comforting acquiescence to the cloud. Thanks to the pairing of mega-server arrays and fast broadband connections to them, we’re quickly becoming liberated from the do-it-yourself handiwork of the old days, when we had to manage the downloading of files to devices or personal storage systems. Continue reading Making the case for digital downloads

Ma Bell makes a big bet on legacy TV

AT&T’s big bet on old-school video delivery technology testifies to an inescapable reality of the telecommunications scene: pay-TV still rules.

At a time when everybody’s rushing to plant a stake in the online video delivery business, the $48.5 billion-plus-debt deal to buy DirecTV signals the enduring economic power of a tried-and-true formula: charging millions of people $100 per month for packages of TV channels. Continue reading Ma Bell makes a big bet on legacy TV

How the youth movement is sinking legacy TV

Nielsen’s latest take on how the American populace is shifting TV viewing habits is especially troubling (if your biz model has “legacy” written on it, at least) from a standpoint of youthful demographics. While Americans at large spent two fewer minutes per week watching traditional television during the third quarter of 2014 versus two years ago, viewing time among 18-24 year-olds plunged nearly 22 percent over the same time period.

Continue reading How the youth movement is sinking legacy TV

Wired Internet access is starting to look so 2013

Increasingly, the Internet is a thing of air and invisibility. The International Telecommunications Union estimates mobile broadband connections are growing at a double-digit pace globally, compared to slowing growth of 4.4 percent for fixed networks. Already, there are nearly 2.4 billion mobile broadband subscriptions in the world, ITU believes.

Even among developed nations, where fixed broadband tends to be more prevalent, wireless Internet reigns supreme. Among nations in the Organisation for Economic Co-operation and Development, there were 330 million fixed broadband connections in place at the end of last year, versus 900 million mobile broadband units, according to OECD. Continue reading Wired Internet access is starting to look so 2013

Redefining broadband…and why it matters

Most investors still seem to believe the market-reshaping Comcast-Time Warner Cable merger will happen. But as this New York Times analysis points out, the betting line is shifting, with some saying the odds of completion are now slightly lower.

Beyond the normal regulatory scrutiny a $45 billion transaction merits, the deal is complicated by shifts in the broader regulatory approach toward Internet delivery at large in the U.S. Continue reading Redefining broadband…and why it matters

The semantics of a new TV era

Here’s when you know innovation has gone mainstream: People stop talking about it.

By name, that is. Some old-school examples: When’s the last time you casually mentioned you were about to use “the postal system” to deliver a sealed envelope? Can you recall a moment when you announced you’d need to make use of “electricity” to fire up a cool new music appliance? How about television itself? Do you “turn on the television set” or do you simply watch a show? Continue reading The semantics of a new TV era