China's broadband subscriber base continues to rise. Massive FttX deployments are underway, spurred on by competition between the three full-service operators all aiming to increase 'stickiness' for subscribers. While fixed line subscribers are expected to decline into 2011, broadband subscribers are still rising, driven by cheaper rates and the higher bandwidth on offer compared to mobile Internet. 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
One of the great challenges has been to conceive a business model for next generation telephone companies. This is constrained by their limited core competences which do not match well with many of the opportunities that lie in entertainment and complex/customised bundles for consumers. Frost & Sullivan, a leading firm of industry analysts, notes the enthusiasm of service providers to offer connectivity, entertainment and information services, within a digitally connected world... 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
Nielsen recently published some statistics about how we watch videos that show a continuing trend of migration from traditional video to watching video online. One of the most striking statistics is the total volume of online videos. December 2021 saw an aggregate of 183 billion minutes of online video viewing. And even that, the number is likely small since there are many uses of video on the web that are not likely counted in the total. 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
Worldwide subscriptions to internet Protocol television (IPTV) services are on pace to reach 19.6 million subscribers in 2008, a 64.1 per cent increase from 12 million subscribers in 2007, according to research company, Gartner, Inc. Worldwide IPTV revenue is projected to total $4.5 billion in 2008, a 93.5 per cent increase from 2007 revenue of $2.3 billion. In 2008, 1.1 per cent of households worldwide will be subscribers of IPTV. By the end of 2012, Gartner forecasts worldwide household penetration of IPTV will be 2.8 per cent, while worldwide IPTV revenue is expected to total $19 billion in 2012. more
Traditional cable providers in the United States continue to lose cable TV customers at the same fast pace as the second quarter of the year. In the third quarter, the cable companies list 1.68 million customers after losing over 1.65 million customers in the second quarter. These numbers come from Leichtman Research Group, which compiles most of these numbers from the statistics provided to stockholders, except for Cox, which is privately held and estimated. more
The last few weeks have reinforced the importance of modern communication networks to societies. Health care providers, schools, governments, and businesses all rely on networks that enable us to connect and collaborate remotely. Had we encountered a similar pandemic ten years ago, we would not have been able to continue our activities on the level that is possible today. more
The final numbers are in for 2019 and the largest cable providers collectively lost over 5.9 million customers for the year - a loss of almost 7% of customers. The numbers below come from Leichtman Research Group which compiles these numbers from reports made to investors, except for Cox which is estimated. The numbers reported are for the largest cable providers, and Leichtman estimates that these companies represent 95% of all cable customers in the country. more
I saw recent headlines that claim that the time people watch streaming content is now greater than all of the time spent watching content from cable companies. A deeper look at the underlying statistics shows that this isn't entirely true, but it makes for a great headline. But it's still news that the percentage of viewing done through streaming continues to grow while the number of traditional cable customers continues to plunge. more
One of the biggest uses of bandwidth continues to be streaming video from the many online vendors like Netflix, Disney, Hulu, and many others. Final 2022 earnings reports show that this is an industry segment in crisis. Altogether, the losses for just these four video platforms were almost $11 billion in 2022. There are other big platforms like Apple, Google (YouTube), and Amazon that don't specifically report on the performance of the video streaming segment. more