Verizon and Comcast have invested in high bandwidth fibre and cable networks, whereas AT&T has until recently focused on U-Verse, an IPTV play. Which strategy is winning out and why? The answer is surprising and may transform the US and other markets, and there are parallels with Apple and Samsung’s ‘deep value’ strategies of investing in assets that are hard to replicate.
Dyle TV, a new mobile TV broadcast network (supported by Fox), was presented at the Silicon Valley Brainstorm against the backdrop of Cisco’s VNI (Visual Networking Index) research on forecast growth in mobile video traffic. It was argued that Dyle’s model can both take the pressure off mobile operator data capacity by taking video traffic ‘round the side’ and make good use of TV broadcasters’ spectrum. Could this model work, not only in the US but elsewhere around the world? (May 2012, Executive Briefing Service)
Doc Searls, Telco 2.0 Video Still April 2012
CDN 2.0: Event Summary Analysis. A summary of the findings of the CDN 2.0 session, 10th November 2011, held in the Guoman Hotel, London
CDN 2.0: A Summary of Findings of the CDN 2.0 Session Presentation
As online video challenges traditional distribution models, both old and new suppliers are pushing into the value chain in the hope of grabbing a share of the emerging global market. But how will the market develop and which companies will be the ultimate winners?
STL Partners has analysed the potential of online video, identified possible market winners and losers, and set out three interlocking scenarios depicting the evolution of the market. In each scenario, the role of distributors is examined, possible threats and opportunities revealed, and strategic options are discussed. (March 2009)