Archive for the ‘Telecom’ Category

Who said the Telcos did not know about Media?

Friday, July 31st, 2009

The Chart of the day of  The Business Insider a few days ago is self-explanatory. Bundling very high speed Internet Access with TV is winning the battle. Will they be able to sustain it against the coming Hulu's? This can also signal that Internet access is now perceived at home as ...

In CommunicAsia 2009: Making Mobile TV Work

Friday, July 31st, 2009

It is more than one motnh ago that I was in CommunicAsia  for a Mobile TV panel. Here are the main points we discussed about how to make the business case for Mobile TV work. Free-to-Air channels are a must to drive adoption of Mobile TV into the mainstream, as Japan ...

DVRs Go Mainstream, but for how long?

Tuesday, May 5th, 2009

The Silicon Alley Insider Chart of the Day (above) shows the great curve of DVR (Digital Video Recorders)  adoption in US, where almost one in three households already have one. This poses a threat to the advertising model of broadcast TVs, as DVRs are commonly used to fast-forward ads. DVRs are ...

Back from MWC 2009 in Barcelona

Tuesday, February 24th, 2009

After a few weeks traveling I am back in KL after the Mobile World Congress in Barcelona. I was planning to link any comprehensive report  from the blog-sphere with the highlights from last week, but strangely enough I did not find any. So I will summarize my high level impressions from the ...

Broadband at 1 Gbps in 2012!!

Wednesday, February 4th, 2009

Koreans and Japanese enjoy today broadband connections at 100 Mbps. Not being enough, the Korean Communications Commission wants to boost the country broadband infrastructure to provide 1 Gbps service in 2012!! That  is a tenfold increase from today's speed and in only three years from now. If the objective is achieved, ...

Telecom Slowdown? Seven Reasons for Hope

Friday, January 30th, 2009

We have seen recent announcement of job cuts in almost all Telecom and Tech companies, including Microsoft and Google only to name those that are new to those announcements. GigaOm recently echoed a recruitment firm report that estimated almost 200,000 job cuts in the tech industry in 2008. Still there are reasons ...

Telefonica Impressive Performance and Spanish Telecos

Wednesday, January 21st, 2009

Via El Economista I found this table that shows the impressive performance of Telefonica over the past eight years since Cesar Alierta took over the CEO position from Juan Villalonga. Telefonica has gone from 15th place in 2000 to be the 3rd Telco worldwide in market capitalization after China Mobile ...

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 ...