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FiOS Beats the Competition Again
September 17, 2007
AT&T U-Verse: 100,000 and Counting | gigaom.com
FiOS concentration on customer satisfaction is translating into very low churn. FiOS TV is top in customer satisfaction with DirecTV second, Dish Network third, Comcast tied with AT&T U-verse in fourth place, followed by Cox, Cablevision, Time Warner, and Charter.
Apple Plans VOD Platform to Placate Studios
September 7, 2007
NBC, Apple play game of brinkmanship | news.com.com
1. iTunes is cannibalizing NBC home video sales. 2. Apple’s solution: open an iTunes rental / Video-on-Demand platform.
Studios: Make Your Content Available Everywhere
August 28, 2007
So many streamers, so little bandwidth | www.fierceiptv.com
The Internet may soon become US consumers’ primary entertainment source. The consumer is ultimately looking for longer professionally produced content for their online and mobile experience.
Warner Bros. Joins Disney, Sony and Viacom in Race to Make Movies in India
August 23, 2007
Warner Brothers may sign first Hindi movie | www.businessstandard.com
1. Warner Bros, Disney, News Corp and Sony have been working for years in the Indian TV sector.
2. Hollywood movies only account for 8% of the Indian Box Office.
Is Sumner Redstone Unintentionally Sabotaging Bonds Between Viacom, Paramount, DreamWorks and CBS?
July 25, 2007
Redstone Split Bears on Future of Viacom, CBS | online.wsj.com
1. Sumner Redstone is known for forcing out executives 2. DreamWorks’ and Paramount’s bond may be unraveling 3. Family businesses have a low probability of surviving the third generation
News Corp’s MySpace Continues to Lead the Field
July 18, 2007
Facebook Proves Both Profitable And Desirable | publications.mediapost.com
According to Nielsen-NetRatings MySpace statistically dwarfs Facebook
Can The Internet Audience Be Measured?
July 17, 2007
Networking sites seen hitting web ad growth | www.ft.com
The most measurable medium, the Internet, is causing the most controversy over how it should be measured.
US Cable Market Values Are Hot
July 9, 2007
Up Next for Buyouts: Cable TV | www.businessweek.com
1. Could Charter, Cox and Cable Vision be targets in the next round of consolidation? 2. Will AT&T look to acquire DIRECTV or Echostar to create a quick fix?
News Corp. And Viacom Have Very Different Strategies To Deal With Google.
July 2, 2007
MySpaceTV To Compete With YouTube, Facebook Continues Surge | blog.wired.com
1. MySpace may be closing the gap (in some respects) with Google/YouTube 2. News Corp. understands that advertisers are looking for more than just web traffic.
Will Curiosity in the iPhone Translate into Big Business for AT&T
June 26, 2007
Stylish devices in search of a network | www.ft.com
1. Many consumers are looking to Apple iPhone to redefine phones as the Apple iPod did Mp3 players 2. Will the iPhone help reverse AT&T’s declining share in new mobile customers?
The Puzzling Moves of Rupert Murdoch’s News Corp
June 22, 2007
MySpace, Yahoo, Facebook & Rupert Murdoch | gigaom.com
1. What do the puzzling moves of Rupert Murdoch’s News Corp mean for Social Networking, MySpace and Facebook?
2. Is it time for a broader News Corp digital / media strategy?
The Broadcast Networks are Reinventing their Business Models
June 19, 2007
Big Deals Based on New Ratings Currency | tvweek.com
Beyond DVR ratings, the broadcast networks are recognizing that the Internet is the new window for revenue.
MusicStation: Europe and Asia’s Challenge to Apple’s iPhone.
June 15, 2007
Apple Offers iPhone "Get Ready" List | www.ipodobserver.com
Can MusicStation, a phone based music service backed by Motorola, Samsung, Nokia, Sony-Ericsson, Universal Music Group, EMI Music, Sony BMG and Warner Music, beat Apple’s iTunes / iPhone combination?
June 4, 2007
Palm Sells 25 Percent Stake | biz.yahoo.com
1. Research In Motion Ltd.(RIM), Motorola and Nokia Corp have been eating into Palm’s handheld organizer business with sophisticated phone and email devices for years. 2. Palm was late in recognizing that RIM’s Blackberry was a competitor to its organizer and smartphone business. 3. Palm has created problems with smartphone churn due to low memory and rebooting issues
China Mobile, QQ, AT&T (Cingular) and Verizon: a Case Study for Mobile Content:
May 29, 2007
Fox: Mobile content needs balance of payment models | telephonyonline.com
SMS can be a damaging form of advertising for mobile contentSubscription revenue schemes have worked well and increased ARPU in ChinaContent aggregators may ultimately be squeezed by the mobile carriers
3-D is Motivating the Replacement of Film in Theaters with Digital
May 28, 2007
U2 performs 'Streets' on Croisette | www.hollywoodreporter.com
1.3-D is compelling the exhibitors such as Regal Entertainment Group, AMC Entertainment Inc. and Cinemark to replace their film projectors with the higher priced digital projectors2.Due to Digital Cinema Initiatives, LLC (DCI) initial domestic focus, U2 3D may have one big liability Internationally--Not many non-US theaters are equipped with 3-D technology.3.3ality and Real D are making the 3-D viewing experience much more comfortable and enjoyable for the consumer3.3ality and Real D are making the 3-D viewing experience much more comfortable and enjoyable for the consumer2.Due to Digital Cinema Initiatives, LLC (DCI) initial domestic focus, U2 3D may have one big liability Internationally--Not many non-US theaters are equipped with 3-D technology.3.3ality and Real D are making the 3-D viewing experience much more comfortable and enjoyable for the consumer3.3ality and Real D are making the 3-D viewing experience much more comfortable and enjoyable for the consumer
AT&T / U-Verse Stumbles, Verizon / FiOS excels
May 11, 2007
AT&T raises spending plan for U-verse | biz.yahoo.com
1.AT&T U-Verse has encountered legal technical and outsourcing problems, resulting in AT&T putting the service in fewer markets than originally expected. 2. Verizon FiOS is making inroads to Cable Vision Systems and Comcast Communications coverage areas 2. Verizon FiOS is making inroads to Cable Vision Systems and Comcast Communications coverage areas
Verizon and AT&T Eye Cable TV’s Customers
May 9, 2007
Cable giant eyes phone subscribers | news.xinhuanet.com
AT&T and Verizon are bundling television with their traditional services as a survival tactic
Verizon FiOs is making significant inroads to Cox, Time Warner Cable and Comcast coverage areas
Cable churn averages 3% per month, Verizon FiOS has the best churn in the Pay TV industry, 1.5% per month
Is RIM Looking to Compete with the Apple iPhone?
May 9, 2007
RIM Curves It Around | www.unstrung.com
Research In Motion (RIM) has stepped up their attempts to make The Curve (BlackBerry 8300) appeal to all walks of BlackBerry life.
Some of the expected applications such as WiFi and GPS are not included.
Rim’s famous battery life may be impacted by media functions.
Macao: The Target For Server-Based Gaming
May 2, 2007
Server-based gaming is wave of slot future | www.casinocitytimes.com
1.MGM, Virgin, Wynn, Sands, Boyd Games and Stanley Ho are investing more than $20 Billion in new gaming facilities in Macao
2.No incumbent gaming technology
3.Macao is the fastest growing gaming capital in the world
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011