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Saturday, October 25, 2014

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  • VideoNuze Podcast #162 - CES Reactions; Aereo's Disruptive Threat

    I'm pleased to present the 162nd edition of the VideoNuze podcast with my weekly partner Colin Dixon, who is back from spending several days at CES. Though Colin concedes he didn't see anything that really "blew his socks off," he does share specific reactions to what he saw in second screen apps, UltraViolet, home gateways, Ultra High-Definition TVs, Google TV and incremental improvements in Smart TVs.

    One thing that did get Colin jazzed was Near Field Communications (NFC), which allows devices to talk to each other, simply by touching. Colin describes it as "magic" and was quite impressed.

    We then shift topics to discuss Aereo, which earlier this week announced a new $38 million financing and plans to expand to 22 metro areas in 2013. As I wrote, I think that as Aereo's awareness increases this year, it's going to challenge pay-TV because it effectively eliminates the broadcast TV reception element of pay-TV's value proposition. By "hollowing-out" this important feature, Aereo will cause many pay-TV subscribers to question whether they really need/value the myriad cable networks they don't really watch. Given pay-TV's escalating cost and Aereo as an alternative, many people could begin to scale back.


    Click here to listen to the podcast (22 minutes, 31 seconds)

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