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Sam Gustin reporting in DailyFanance: "As Apple (AAPL), Amazon (AMZN), Netflix (NFLX) and Google forge ahead with highly publicized new plans to stream high-speed content like movies and TV shows to your living room, smartphone, telecom and cable giants like AT&T, Verizon and Comcast (CMSCA) have been intensely lobbying to maintain control over the broadband pipes they spent billions to build. Comcast is going so far as to buy a rich content factory, NBC Universal, a deal that would create a $35 billion media and delivery juggernaut." more
It depends on whose numbers you like. Andrew Odlyzko claims it's up 50-60% over last year, a slower rate of growth than we've seen in recent years. Odlyzko's method is flawed, however, as he only looks at public data, and there is good reason to believed that more and more traffic is moving off the public Internet and its public exchange points to private peering centers. Nemertes collects at least some data on private exchanges and claims a growth rate somewhere between 50-100%. more
With the recent passing of Paul Baran, IFTF is releasing an excerpt of a 1971 report in tribute, entitled "Brief descriptions of potential home information services." The excerpts are from the report titled, Toward a Study of Future Urban High-Capacity Telecommunications Systems, which included a handbook of forecasts for what was then called "broadband telecommunication and information services," later known as the Internet. more
Expect a charm offensive as Comcast and scores of sponsored researchers explain how acquiring Time Warner Cable will promote competition and enhance consumer welfare. You might not hear too much about two traditional concerns remedied by actual facilities-based competition: incentives to innovate and reduce prices. Comcast will frame its acquisition as necessary to achieve even greater scale to compete with other sources of video content and maybe to compete with the limited other sources of broadband access. more
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
When SpaceX announced the price of the Starlink service, Elon Musk said it would be the same everywhere but I wrote that eventually it would be priced to be affordable in different nations. (If you predict enough things, you are bound to get something right). The fixed cost of a satellite Internet constellation is high -- satellites are expensive to make and launch -- but the cost of adding and servicing a new customer is low, and the market is global. more
40%, not 92%-120%. "Data consumption right now is growing 40% a year," John Stankey of AT&T told investors and his CEO Randall Stephenson confirmed on the investor call. That's far less than the 92% predicted by Cisco's VNI model or the FCC's 120% to 2012 and 90% to 2013 figure in the "spectrum crunch" analysis. AT&T is easily a third of the U.S. mobile Internet and growing market share; there's no reason to think the result will be very different when we have data from others. more
Gaming is a huge business. In 2021, gaming generated $214 billion in revenues worldwide. That represents over 6% of all spending on entertainment. Gaming market experts are predicting that this will grow to over 10% during this decade. The pandemic triggered a growth spurt in gaming, with revenues almost tripling since 2019. During that time, there was also a big change in the dynamics of the industry, where many games are offered for free. more
We'd like to congratulate our long time CircleID participants, Susan Crawford and Kevin Werbach for being named today as Obama-Biden FCC Transition Team Leads. Susan Crawford, is a professor at the University of Michigan Law School who recently ended her term as a member of the Board of Directors of ICANN and is the founder of OneWebDay. Kevin Werbach, is an Assistant Professor of Legal Studies at The Wharton School, University of Pennsylvania. He is also the founder of the Supernova Group and the organizer of Supernova, a leading executive technology conference. more
With the upcoming inauguration of United States' 44th President, USTelecom Association has released a Broadband Now video highlighting challenges facing the country, and how broadband can make a significant difference. From revitalizing the economy to tackling health care, education and global climate change, broadband can play a vital role, says the association which represents broadband service providers, manufacturers and suppliers providing advanced applications and entertainment. more
ISPs in the U.S. saw a significant surge in both downstream and upstream traffic, increasing at least 30% and as much as 40% during peak business hours and as much as 60% in some markets, according to a new report from the Broadband Internet Technical Advisory Group (BITAG). more
For people attending The Internet and Television Exchange (INTX), the redubbed Cable Show for 2015, enabling technologies are as important as always, but the transformation of business models in the video delivery industry has certainly cast a huge grip on an industry caught in the middle of a seismic change -- driven by ever-increasing broadband speeds, mobile access to content, and yes, disruptive Over-The-Top (OTT) offerings. more
I'm such an industry nerd that I sometimes read customer reviews of large ISPs just to see how the public perceives them. Most ISPs have more negative reviews than positive ones, and that's to be expected since people are more likely to complain when things go wrong than give praise when things are working as promised. more
On August 23 ( while I was in China) a list member Lee S. Drybrugh wrote in jest: I happened to bump into Peter Cochrane stating, "The good news is -- bandwidth is free -- and we have an infinite supply." Next by sheer accident I bumped into this in relation to Gilder, "Telecosm argues that the world is beginning to realise that bandwidth is not a scarce resource (as was once thought) but is in factinfinite." Can anyone explain this infinite bandwidth as I think I am getting ripped off by my ISP if this is true? Craig Partridge then offered what I think is a very good commentary of a difficult question where the answer depends very much on context... more
IGF-USA full day conference at the Center for Strategic and International Studies (CSIS) in Washington DC to be held on Thursday, July 14, 2016 from 8:00 AM - 7:00 PM. Key forum topics include IANA transition, ICANN accountability, broadband access, online privacy, Internet of Things, and digital trade. more
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