Archive for the ‘Telecom’ Category

Welcome 2009!

Friday, January 2nd, 2009

Year 2008 will be remembered for the financial crash but also as the year when iPhone 3G confirmed Apple's revolution of mobile phones. RIM also strengthened their corporate position with new multimedia capable models and Android saw its first handset launched, the G1. Wireless broadband became a reality, with 3G/HSDPA/EVDO ...

Online Video Gets the Headlines, IPTV the Revenue

Thursday, December 18th, 2008

An interesting analysis from Telco 2.0 compares the business of YouTube versus Hulu in 2008. The table summarizes the key data used in the analysis: YouTube Hulu No of videos/day 1000+ million 3-4 million Average duration 2.75 min 27.5 min % clips with ads 3-4% 80% Average CPM $10 $15-20 2008 Revenues $118 m $52 m 2008 Loss $91 m $9 m According to Telco 2.0, YouTube ...

How Can IPTV Telcos Defend from Online TV?

Monday, December 15th, 2008

Some facts about Online video: Online TV is growing. The number of people watching online video will grow from 563 million in 2007 to 941 million in 2013 according to ABI research, echoed by NewTeeVee. People watch far more hours of TV from the couch than on the PC. According to Nielsen ...

Who Wouldn’t Back Android?

Thursday, December 11th, 2008

Android announced this week that 14 new companies are joining the Open Handset Alliance. The new members are: AKM Semiconductor, ARM, ASUSTek Computer, Atheros Communications, Borqs, Ericsson, Garmin International, Huawei Technologies, Omron Software, Softbank Mobile Corporation, Sony Ericsson, Teleca AB, Toshiba Corporation and Vodafone. Some readings: Sony Ericsson sold their shares ...

Is Internet Creating or Destroying Value?

Wednesday, December 10th, 2008

As usual in bad times, the debate on whether progress creates or destroys value comes back, as questioned in Martin Varsavsky blog, this time referring to how RSS destroys affects to blogs reducing the amount of displayed advertisement. As Martin writes: "I once debated Michael Porter at Davos on the overall ...

Top 5 Disruptions in the Past Twelve Months

Tuesday, November 25th, 2008

These are the top hottest five topics that we have covered over the past twelve months with the biggest potential for a disruption in both the Communications Industry and in our habits. 1) Mobile Internet, the Internet way. The iPhone and Google's Android have revolutionized Mobile Internet in the handset, making web ...

Will Internet TV Kill IPTV?

Monday, October 13th, 2008

Internet TV has definitively arrived and it is here to stay. YouTube crossed the chasm for video on the Internet, and Internet TV is now steadily going mainstream. Here is some piece of evidence: Lean-forward TV gets traction. Mainstream users now feel comfortable watching videos on the PC. First it was ...

Mobile Internet Platforms: Do we need a different Web for Mobile?

Tuesday, October 7th, 2008

Mobile Mondays dedicated its latest event in Madrid to Mobile Internet Platforms, where my good friend Alex Romero from Yahoo! presented their vision of Mobile Internet. Mobile Internet is finally coming. Unlimited data plans and high speeds (HSDPA, EVDO) are finally enabling it. Although most 3G data traffic is still associated ...

Are Handsets with a TV Tuner Killing MobileTV?

Friday, October 3rd, 2008

LG launched a few months ago the LG HB620T, a mobile phone that includes a TV tuner for DVB-T, the most extended standard for terrestrial digital TV. Many analysts predict that this kind of phones will kill broadcast mobile TV standards such as DVB-H/SH or proprietary MediaFlo. Why do you ...

Converging into Clouds

Monday, September 29th, 2008

Online players, such as Google and Amazon cope all bets to reign over the Clouds, benefiting from their global reach and huge experience on web scalability. Others foresee IBM -talking about utility computing for decades- or HP, after acquiring EDS, as strong contenders to put IT systems on the clouds. But ...