4C - leaderboard - 4-25-18

Analysis for 'Cisco'

  • VideoNuze Podcast #374: Digging Into Cisco’s Video Forecast; Video Apps Need Merchandising Mindset

    I’m pleased to present the 374th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we start by digging into Cisco’s Visual Networking Index forecast which both Colin and I covered this week (here and here). As usual, Cisco believes that video will dominate all Internet traffic, but now also sees live as poised to account for 13% of overall video. We explore this and other facets of the forecast.

    We then turn our attention to how developers of video apps must have more of a “merchandising mindset” to dynamically customize experiences based on viewers’ preferences and business objectives Colin recently published a white paper on the topic and we discuss some of the highlights as well as the challenges of creating and updating apps across numerous platforms.

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    Click here to listen to the podcast (24 minutes, 32 seconds)



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  • Cisco: Live Video to Increase 15x to 13% of All Video Traffic By 2021

    Cisco has released the latest version of its Visual Networking Index, forecasting among other things, that live video will increase 15x over the next 5 years to reach 13% of all global Internet video traffic by 2021. Cisco is forecasting video will account for 82% of global Internet traffic, in line with prior forecasts and far surpassing any other application type.

    Cisco attributed the growth in live to “streaming of TV apps and personal live streaming on social networks.” Facebook Live has continued to grow in popularity, as has streaming live sports and events by various TV networks and rights-holders. As an example, the Ariana Grande benefit concert on Sunday drew more than 76 million views on Facebook Live.

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  • VideoNuze Podcast #359: Interview With Cisco’s Mobile Video Analyst Arielle Sumits

    I’m pleased to present the 359th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week Colin and I interview Arielle Sumits, who is the senior analyst and founder of  Cisco’s Visual Networking Index (“VNI”), which has become the gold standard for forecasting data traffic on fixed and wireless networks globally. The interview is focused on mobile video, which the latest VNI forecasts will account for 78% of mobile traffic in 2021.

    Arielle shares many insights about what’s driving mobile video as well as the nuances of the market. We dive into the role of smartphones, the trend toward unlimited data plans by mobile carriers, the impact of “reverse migration” from WiFi networks, how video applications like social, live-streaming and long-form viewing will grow, which companies are driving mobile video content usage, how zero-rating will impact mobile viewing, 5G’s rollout schedule and lots more.

    Overall, Arielle provides terrific context on mobile video’s future and her comments reinforce my belief that mobile video is at a tipping point.

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    Click here to listen to the podcast (32 minutes, 26 seconds)



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  • Cisco: Video to Account for 78% of Mobile Traffic by 2021

    Cisco has released the latest version of its Mobile Visual Networking Index, now forecasting that video will account for 78% of all mobile data traffic by 2021, increasing in volume by 9x since 2016 when it accounted for 60% of mobile traffic.

    The new target updates Cisco’s previous mobile video bullishness; in 2015 Cisco forecast that mobile video would account for 72% of all mobile traffic by 2019. Overall, Cisco is forecasting that 38 out of the 49 exabytes per month that will cross mobile networks in 2021 will be video.

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  • VideoNuze Podcast #326: Mobile Video Poised to Explode Over Next 5 Years

    I'm pleased to present the 326th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Mobile video is poised to explode over the next 5 years, according to new forecasts from Cisco (which I wrote about here) and Ericsson (which Colin wrote about here). In today’s podcast, Colin and I dig into the highlights.

    When you step back, it’s pretty incredible how dominant video and smartphones have become in driving network investments for both wired and wireless carriers. Viewers’ expectations that they can watch video whenever, wherever and however they want has become THE main theme in growing network capabilities. Colin also explains specific technologies being deployed by mobile carriers to support the upcoming data explosion.

    Listen now to learn more!

    Click here to listen to the podcast (23 minutes, 10 seconds)




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  • Cisco VNI: Video Will Account for 85% of North American Internet Traffic in 2020

    Cisco has released the 11th edition of its Visual Networking Index (VNI), forecasting that video will account for 85% of North American Internet traffic by 2020, the highest of any geographic area. Video traffic in North America will grow at a compound annual rate of 21%.

    Globally, video-related traffic will account for 82% of Internet data, up from 70% in 2015. In a briefing, Thomas Barnett, who oversees the VNI, characterized video as the “king of all content.” In fact, video dwarfs every other Internet application, with the second biggest - web/data usage - representing just 14.4% of traffic in 2020, a fraction of video’s 82%.

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  • Cisco: Video Will be 75% of Global Mobile Data Traffic by 2020

    Cisco has released its 10th annual Visual Networking Index, forecasting that video will account for 75% of global mobile data traffic by 2020, up from 55% in 2015. The U.S. is forecast to have the highest level of mobile video at 77% of mobile data traffic, a 49% annual growth rate from 2015.

    Globally, mobile data will account for 367 exabytes of data per year, an 8x increase from 44 exabytes in 2015. The growth is driven by an increase in the number of mobile users and smart mobile devices and plus faster network speeds. Cisco estimates that by 2020, 5.4 billion people, or 69% of the global population, will have mobile phones, eclipsing the 5.3 billion that have electricity and the 2.2 billion that have landlines.

    continue reading on VideoNuze iQ

     
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  • VideoNuze Podcast #275: Recent Data Highlights Major Changes in Video Industry

    I'm pleased to present the 275th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    We all know the video industry is undergoing unprecedented changes. To make things more tangible, in this week's podcast, we discuss recently released data that we believe illustrates well how different the industry and viewers' behaviors are today vs. just a few years ago.

    In particular, we highlight connected TV adoption data from Leichtman Research Group, long-form/live viewing data from FreeWheel, shifting media consumption data from GfK/IAB, and video delivery forecasts from Cisco.

    The overarching takeaway is that in the past 5 years, online video has evolved from a short-form, lower-quality, desktop-based experience to a long-form, TV-level experience that's now mainstream in the living room. As this trend gains further momentum, there are huge implications for TV networks, pay-TV operators and advertisers.

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  • Innovid Raises $10 Million From Cisco and Others Amid Boom in Video Ad Serving Business

    Innovid has raised $10 million in additional capital from Cisco Investments and existing investors, bringing total capital raised to date to $37.6 million. The new funds will be used for product development. Cisco and Innovid announced a partnership back in September, 2013, to deliver interactive, contextual video ads to second screens.

    Aside from the financing, the big news from Innovid is the huge growth in its Innovid Atom video ad serving platform for brands and agencies. According to CEO and co-founder Zvika Netter, who I caught up with on Friday, Innovid has gone from 20 brands using its platform last July, to 110 now. This is expected to rise to 145 by the end of Q2 '15. Included among these are Kraft, Disney, Toyota, Chrysler and dozens of others.

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  • VideoNuze Podcast #259 - Mobile Video's Growth, Debating Net Neutrality

    I'm pleased to present the 259th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, we discuss mobile video's explosive growth. Cisco's new forecast puts mobile video's share of overall mobile traffic at 72% by 2019, up from 55% in 2014. Mobile video will account for 17.4 exabytes out of the 24.3 exabytes that cross global mobile networks in 2019. We dig into the contributing factors.

    Next up, this week saw the long-expected announcement from FCC chairman Tom Wheeler of net neutrality rules for broadband ISPs. The proposed reclassification to Title II follows President Obama's strong recommendation. While I agree that broadband is now a lifeline service, to me this still feels like a solution in search of a genuine problem. Colin disagrees and thinks Title II is the right move. We also discuss the prospects for approval of the Comcast-Time Warner Cable merger in light of the new regulations.

    Listen in to learn more!



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  • Cisco: Mobile Video to Soar by 13x Over Next 5 Years, to 72% of All Mobile Traffic

    Mobile video viewing will soar 13-fold over the next 5 years, to account for 72% of global mobile traffic by 2019, up from 55% in 2014, according to Cisco's new Visual Networking Index Global Mobile Data Traffic Forecast for 2014-2019. Video will increase at a compound annual growth rate of 66% over the period, the second fastest of any mobile application. Cisco forecasts that 17.4 exabytes out of the 24.3 exabytes that cross global mobile networks in 2019 will be video.

    continue reading on VideoNuze iQ

     
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  • VideoNuze Podcast #255 - Assessing Sling TV's Prospects; CES Recap

    I'm pleased to present the 255th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week we assess the prospects for Dish Network's upcoming Sling TV OTT service, which Colin and I each wrote about earlier this week (here and here). We both see Sling TV's slim programming selection as its biggest challenge. Dish is confronting the challenge that both broadcast and cable TV networks are very expensive to carry and so, to the extent Dish wants to keep Sling TV as affordable as possible, it must severely limit what's included.

    We then recap some of the news out of CES that caught our attention including several announcements around 4K TV, the Cisco-Charter partnership for cloud delivery/security and FCC chairman Tom Wheeler's plan to regulate broadband under Title II.

    Listen in to learn more!



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  • Cisco VNI: Mobile Video to Grow 14-Fold by 2018, Account for Nearly 70% of All Traffic

    Cisco released its updated Visual Networking Index "VNI," forecasting that mobile video traffic will increase 14-fold from 2013 to 2018 and will have the highest growth rate of any mobile application category. By 2018, mobile video will represent 69% of global mobile data traffic, up from 53% in 2013. Mobile video will account for more than 6 times as much mobile traffic as mobile web/data (11.7%), the next highest category.

    By region, the Middle East and Africa will have the highest percentage of mobile video traffic (76%) in 2018 with the highest growth (84% CAGR). Interestingly, North American will have the second-lowest mobile video traffic percentage (67%) and the slowest growth rate (56% CAGR).

    continue reading on VideoNuze iQ

     
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  • Innovid and Cisco Power Contextual Video Ads on Second Screens Using Voice-Based Metadata

    Interactive video advertising provider Innovid and Cisco are building on their previously announced partnership, announcing an initiative to have ads dynamically delivered to second screens using voice-based metadata from TV programs. Innovid's CTO and co-founder Tal Chalozin showed me a demo last week of Cisco's cloud-based technology analyzing words spoken in TV programming to generate keywords and context. The information was then passed to Innovid which delivered a relevant, interactive ad to the viewer's second screen within a few seconds.

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  • Innovid and Cisco Partner for Second Screen Interactive, Contextual Video Ads

    Interactive video advertising provider Innovid, and technology giant Cisco have unveiled a new partnership today at IBC meant to deliver interactive, contextual video ads to second screens.

    As Innovid's CEO and co-founder Zvika Netter explained to me, the proof-of-concepts at IBC show how Innovid taps in, via API, to a Cisco-powered metadata stream associated with a pay-TV operator's services to TVs and second screen apps. The metadata allows Innovid to deliver interactive iRoll ads to the second screen apps that are synched with ads that are running on TV. A second proof-of-concept also shows this done by location. Second screen apps from pay-TV providers have become a key priority as part of their TV Everywhere initiatives.

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  • VideoNuze Podcast #182 - Cisco's Global Video Forecast; BlackArrow Linear

    I'm pleased to present the 182nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. Apologies in advance for audio quality this week as Colin was dialing in from a London hotel room and his audio level is low.

    In today's podcast Colin leads off by sharing key takeaways from Cisco's latest Visual Networking Index (VNI) that was released this week. Cisco has been forecasting strong online and mobile video growth for years and this version continued the trend. Colin also wrote about it here.

    Then we move on to discussing BlackArrow Linear, a new product announced yesterday that enables pay-TV operators to dynamically inserts ads into live and linear video viewed on devices. Colin and I agree that it should move the TV Everywhere ball forward, helping programmers monetize better and therefore help catalyze broader video distribution.

    Listen in to learn more!

    Click here to listen to the podcast (16 minutes, 54 seconds)

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  • VideoNuze Podcast #166 - Mobile Video in the Spotlight

    I'm pleased to present the 166th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This week Cisco released its VNI Mobile Data Forecast, which Colin and I both wrote about (here and here). Each of us was particularly focused on the role of mobile video, which Cisco forecasts will account for 66% of all mobile data by '17.

    Colin and I discuss the critical role of wireless carriers' tiered data plans as the big driver of what happens with mobile video adoption. To the extent that caps remain relatively low and plans quite expensive, video usage on carrier networks will be suppressed. However, users are already savvy about moving video usage to WiFi networks, typically within the home. As a result, "portable" video (as we think of it) - is soaring.

    Both of us share a number of specific data points we're seeing and hearing about which support the shift to video viewing on smartphones and tablets. Although we agree it's still a bit of a murky picture, we both believe strongly that consumer behavior is clearly shifting to watching video on smartphones and tablets. Over which types of networks they will do so going forward is an issue to be tracked closely.

    Click here to listen to the podcast (19 minutes, 49 seconds)


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  • Cisco Forecasts Mobile Data Explosion, But Will Consumers Really Pay For All That Video?

    Cisco has released its 6th annual Visual Networking Index (VNI) Global Mobile Data Traffic Forecast, for 2012-2017, with heady growth predictions, including a 13x increase in mobile data traffic from .9 exabytes/mo in 2012 to 11.2 exabytes/mo in 2017. Cisco points to 4 key growth drivers over the forecast period: more mobile users (5.2B, up from 4.3B), more mobile devices/connections (10B, up from 7B), faster average mobile speeds (3.9 mbps, up from .5 mbps) and more mobile video (66% of mobile traffic, up from 55%).

    Most intriguing from my perspective is the mobile video forecast. With the proliferation of tablets and smartphones, "mobile" video has become a huge topic of interest in the industry, even though the term still means different things to different people. For example, while some loosely lump viewing video on an iPad within the home over a WiFi network as "mobile" video, I've thought of this as more "portable" video over an extended fixed network. Cisco defines mobile video as carrier-based, which I believe is more accurate.

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  • 4 New Research Studies Point to Growth in Video Viewership and Monetization

    There were 4 separate research studies released yesterday from important video technology providers, all pointing to continued change and growth in video viewership and monetization. Below I've shared key highlights from each, along with links to obtain the original research.

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  • Cisco Divestiture Could Be Final Blow for Traditional Set-top Boxes

    It's no secret that sales of traditional set-top boxes (STB) have been under huge pressure for a while now as IP delivery becomes more integral to pay-TV operators' technical architecture. But yesterday's news that Cisco, which is one of the biggest providers in the world of traditional STBs, is looking to divest its big STB plant in Juarez, Mexico, could be a final blow for the beleaguered devices, accelerating pay-TV operators' IP plans.

    Cisco has been getting hammered from all sides recently and the divestiture would no doubt have much-needed short-term financial benefits (coupled with an imminent layoff). The larger context behind the move is more significant: pay-TV operators want to gain more flexibility in delivering services to subscribers while reducing their capex. As more pay-TV subscribers turn to their iPads, Rokus, smartphones and gaming consoles for their video entertainment, pay-TV operators need to run harder than ever to innovate.

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