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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
The principle behind Chromecast is probably the magic formula that is needed to finally revolutionise television watching. Google's latest product was launched yesterday... TV revolution didn't come from the traditional broadcasters or their suppliers. Everything developed by them has been aimed more at protecting their traditional business than at looking for completely new opportunities - truly new TV innovations will most certainly come from the direction that the broader market has taken since the arrival of the smartphones and the tablets. more
I don't think it's a surprise to anyone, but it's the Christmas season again and doubtless a large number of television sets will be sold as part of the annual retail festivities. But these days the devices for sale in the shops are not just televisions: today's television is perhaps better described as a media computer with a very large display. Sure, the device can tune in to radio transmissions and display them... but the device also is equipped with either a WiFi or an Ethernet jack, or both. This alone sounds like a relatively innocuous addition to the television, but it's providing to be a highly disruptive change in the traditional Internet market space. 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
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
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
Like many of you, I am keenly following the Comcast-Level 3 dispute and am trying to make sense of it all. The dispute confirms several universal principles about Internet traffic routing that have passed the test of time. ... Consumers pay Internet Service Providers ("ISPs") a monthly subscription with the expectation that the fee covers access to available content, i.e., the conduit. As the World Wide Web evolves and content options diversify to include full motion video, consumers simply expect their ISPs to make sure the download distribution pipes are sufficiently robust to handle high bandwidth requirements and commensurately large monthly download volume. more
British Telecom (BT) is hurting because the wireline phone business is inevitably declining. Their new hire is one of the world's most interesting thinkers on possible new businesses for telcos. Martin has been part of the Telco 2.0 group at STL Consultancy, the best small group of European analysts... more
When I heard that full episodes of The Prisoner TV series were available online I immediately headed over to the AMC website to wallow in nostalgic enjoyment and remind myself just how cool Patrick McGoohan was as he stumbled around Portmeirion trying to avoid a big plastic ball... I would happily have watched online and let AMC advertise to me in return, but sadly it was not to be. When I got to The Prisoner page on its site I saw only an unfriendly message, shouting at me... more
While celebrating its 10th year anniversary this month, Google reflects on the "enormous impact" that the Internet has had on people's lives around the world. "It has changed politics, entertainment, culture, business, health care, the environment and just about every other topic you can think of," says Google in its recent blog postings related to "Google at 10". In today's blog post, Chad Hurley, CEO and Co-Founder, YouTube (acquired by Google) says: "Today, 13 hours of video are uploaded to YouTube every minute, and we believe the volume will continue to grow exponentially. Our goal is to allow every person on the planet to participate by making the upload process as simple as placing a phone call..." more
Here's my opening remarks from Media Access Project's Innovation '08 in Santa Clara this morning. A DVD will be available shortly. This was a lively discussion, with Google and Vuze on the case. Good morning and welcome. My name is Richard Bennett and I'm a network engineer. I've built networking products for 30 years and contributed to a dozen networking standards, including Ethernet and Wi-Fi... I'm opposed to net neutrality regulations because they foreclose some engineering options that we're going to need for the Internet to become the one true general-purpose network that links all of us to each other, connects all our devices to all our information, and makes the world a better place. Let me explain. more
In January of this year, a frontpage article on WSJ quoted Verizon Chief Executive Ivan Seidenberg "We have to make sure they (Google) don't sit on our network and chew up our capacity". Both AT&T and Bellsouth also made similar statements in the same article. A few days ago, Verizon repeat their call to "End Google's Free Lunch": "A Verizon Communications Inc. executive yesterday accused Google Inc. of freeloading for gaining access to people's homes using a network of lines and cables the phone company spent billions of dollars to build." ...it is no surprise that Network Neutrality, a concept where broadband providers are not to discriminate rivals when they charge tolls or prioritize traffic, is now on the agenda of the US Congress. more
There have been rumors for years about merging Dish Networks and Direct TV to try to gain as much market synergy as possible for the two sinking businesses. It's hard to label these companies as failures just yet because between two companies collectively still had 21.8 million customers at the end of 2020 (DirectTV 13.0 million, Dish 8.8 million). This makes the two companies collectively the largest cable TV providers, with Comcast at 19.8 million and Charter at 16.2 million. more
One of the obvious drivers of broadband usage is online video, and a study earlier this year by the Leichtman Research Group provides insight into the continuing role of video growth in broadband usage. The company conducted a nationwide poll in the US looking at how people watch video, and the results show that Americans have embraced online for-pay video services. 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
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