Thursday, March 29, 2012, 9:53 AM ET|
This week's eye-popping $2.15 billion acquisition of the Dodgers officially makes Los Angeles ground zero for the most egregiously anti-consumer aspect of today's pay-TV multichannel bundle: the massive annual subsidization by non-sports fans of hyper-expensive sports programming.
This is a topic I have written about previously in "Not a Sports Fan? Then You're Getting Sacked For At Least $2 Billion Per Year" and "Why Albert Pujols is Over-the-Top's New Best Friend." A confluence of factors, some particular to L.A.'s sports market, is bringing this little-understood issue into the spotlight, in turn raising the question of whether non-sports fans will revolt, seeking out less expensive over-the-top alternatives.
Topics: Los Angeles Dodgers
Friday, April 16, 2010, 8:12 AM ET|Daisy Whitney and I are pleased to present the 57th edition of the VideoNuze Report podcast, for April 16, 2010.
Daisy and I are back from the NAB Show in Las Vegas and this week we share 2-3 key takeaways. For her part Daisy was impressed by the energy and mood at the show which was significantly brighter than last year. Daisy heard from a number of people contemplating new ventures, a big departure from last year when most people were hunkered down. Daisy shared further insights about specific companies she interviewed.
Then I talk a little more about my reactions to the Level 3 - Silverlight 3D streaming demo I saw in Microsoft's booth, which I wrote about on Tuesday, and also the new local TV station JV for mobile DTV that was unveiled at the show and which I wrote about yesterday.
Click here to listen to the podcast (14 minutes, 0 seconds)
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Tuesday, April 13, 2010, 10:35 AM ET|It's no surprise that 3D is a major focus here at the NAB Show this week. But with all the market attention on how and when consumers might upgrade yet again, to an expensive 3D television set, one thing I've wondered about for a while is when might we see 3D online video streaming to standard monitors. At last, I saw a demo of this in the Microsoft booth yesterday. Microsoft showed a live stream of German broadcaster TVN's control booth (yes, pretty boring stuff but something live was needed), delivered in 3D to both a computer monitor and also to a Panasonic 3D TV.
The diagram below shows the details. The broadcast was captured by a 3D camera and encoded using Inlet's Spinnaker 7100 HD streaming appliance at 3 mbps in 720p HD. The files were delivered via Level 3's network which used Microsoft's IIS Smooth Streaming delivery to the PC running Silverlight. Then Silverlight does something called "anaglyph rendering" which means delivering 2 offset images in different color layers. Using the 25 cent blue-red paper glasses you've no doubt seen before, the images are fused and I was able to see the TVN control booth in 3D.
Microsoft positioned this as a proof of concept, but with all the technical pieces already in place, the idea of streaming a live 3D event online seems very close at hand with a potentially quick ramp of activity thereafter. Recall that the 2009 French Open tennis tournament was the first live HD streaming event, and less than a year later there have been a number of HD streaming sports events (e.g. NFL games, Olympics, etc.).
After viewing the TVN stream on the PC monitor I then watched it on the Panasonic plasma 3D TV, using $150 glasses. Instead of using the anaglyph technique, the TV and glasses use something called "active shutter" whereby the TV signals to the glasses to open and close each lens at double the frame rate in order to create the 3D experience. While this higher-end set up provided an improved 3D experience, with colors in particular looking sharper and truer, if you didn't have this set up in your home (which most people won't for many years), the PC experience still feels like a big step up from HD.
3D is clearly the next big thing in video delivery, yet with the replacement cycle for expensive 3D TV sets limited, 3D online streaming could represent an important starting point, introducing 3D to a huge number of users for modest expense. And for Silverlight and Microsoft generally, it could be another differentiator vs. Flash as Adobe continues its skirmish with Apple. It will be interesting to see how it is adopted and rolls out.
What do you think? Post a comment now (no sign-in required).
(Note - Silverlight is a VideoNuze sponsor)
Monday, January 11, 2010, 10:05 AM ET|
The 2010 Consumer Electronics Show (CES) is now behind us. There were tons of announcements to come out of this year's show, including many in the online and mobile video areas. Increasingly a core focus of new devices is how to playback online and mobile-delivered video, how to move it around the consumer's house and how to make it portable. Following is a filtered list of the product announcements (or pertinent media coverage if no release was available) that I found noteworthy. They are listed in no particular order and I'm sure I've missed some important ones - if so, please add a comment with the relevant link.MOD Systems Announces Playback of Digital Movie and TV Downloads to SD Cards on PCs, Consumer Electronics, and Mobile Devices
Aside from CES, but also noteworthy last week:
4 Items Worth Noting for the Jan 4th Week (Netflix-WB Continued, comScore Nov. '09 stats, TV Everywhere, 3D at CES)Friday, January 8, 2010, 10:13 AM ET|
Following are 4 items worth noting for the Jan 4th week:
1. TechCrunch disagrees with my Netflix-Warner Bros. deal analysis - In "Netflix Stabs Us In The Heart So Hollywood Can Drink Our Blood," (great title btw) MG Siegler at the influential blog TechCrunch excerpts part of my post from yesterday, and takes the consumer's point of view, decrying the new 28 day "DVD window" that Netflix has agreed to in its Warner Bros deal. Siegler's main objection is that "Hollywood thinks that with this new 28-day DVD window deal, the masses are going to rush out and buy DVDs in droves again." Instead, Siegler believes the deal hurts consumers and is going to touch off new, widespread piracy.
I think Siegler is wrong on both counts, and many of TechCrunch's readers commenting on the post do as well. First, nobody in Hollywood believes DVD sales are going to spike because of deals like this. However, they do believe that any little bit that can be done to preserve the appeal of DVD's initial sale window can only help DVD sales which are critical to Hollywood's economics. Everyone knows DVD is a dying business; the new window is intended to help it die more gracefully. And because new releases are not that critical to many Netflix users anyway, Netflix has in reality given up little, but presumably gotten a lot, with improved access for streaming and lower DVD purchase prices.
The argument about new, widespread piracy by Netflix users is specious. With or without the 28 day window, there will always be some people who don't respect copyright and think stealing is acceptable. But Netflix isn't running its business with pirates as their top priority. With 11 million subscribers and growing, Netflix is a mainstream-oriented business, and the vast majority of its users are not going to pirate movies - both because they don't know how to (and don't want to learn) and because they think it's wrong. Netflix knows this and is making a calculated long-term bet (correctly in my opinion) that enhancing its streaming catalog is priority #1.
2. comScore's November numbers show continued video growth - Not to be overlooked in all the CES-related news this week was comScore's report of November '09 online video usage, which set new records. Key highlights: total video viewed were almost 31 billion (double Jan '09's total of 14.8 billion), number of videos viewed/average viewer was 182 (up 80% from Jan '09's 101) and minutes watched/mo were approximately 740 (more than double Jan '09's total of 356).
Notably, with 12.2 billion views, YouTube's Nov '09 market share of 39.4% grew vs. its October share of 37.7%. As I've previously pointed out, YouTube has demonstrated amazingly consistent market dominance, with its share hovering around 40% since March '08. Hulu also notched another record month, with 924 million streams, putting it in 2nd place (albeit distantly) to YouTube. Still, Hulu had a blowout year, nearly quadrupling its viewership (up from Jan '09's 250 million views). But with 44 million visitors, Hulu's traffic was pretty close to March '09's 41.6 million. In '10 I'm looking to see what Hulu's going to do to break out of the 40-45 million users/mo band it was in for much of '09.
3. Consumer groups protest TV Everywhere, but their arguments ring hollow - I was intrigued by a joint letter that 4 consumer advocacy groups sent to the Justice Department on Monday, urging it to investigate "potentially unlawful conduct by MVPDs (Multichannel Video Programming Distributors) offering TV Everywhere services." The letter asserts that MVPDs may have colluded in violation of antitrust laws.
I'm not a lawyer and so I'm in no position to judge whether any actions alleged to have taken place by MVPDs violated any antitrust laws. Regardless though, the letter from these groups demonstrates that they are missing a fundamental benefit of TV Everywhere - to provide online access to cable TV programming that has not been available to date because there hasn't been an economical model for doing so. In the eyes of people who think that making money is evil, the TV Everywhere model of requiring consumers to first subscribe to a multichannel video service seems anti-consumer and anti-competitive. But to people trying to make a living creating quality TV programming, the preservation of a highly functional business model is essential.
These advocacy groups need to remember that consumers have a choice; if they don't value cable's programming enough to pay for it, then they can instead just watch free broadcast programs.
4. 3D is the rage at CES - I'll be doing a CES recap on Monday, but one of the key themes of the show has been 3D. There were two big announcements of new 3D channels, from ESPN and Discovery/Sony/IMAX. LG, Panasonic, Samsung and Sony announced new 3D TVs. And DirecTV announced that it would launch 3 new 3D channels by June 2010, with Panasonic as the presenting sponsor. 3D sets will be an expensive proposition for consumers for some time, but prices will of course come down over time.
Something that I wonder about is what impact will 3D have on online and mobile video? Will this spur innovation in computer monitors so that the 3D experience can be experienced online as well? And how about mobile - will we soon be slipping on 3D glasses while looking at our iPhones and Android phones? It may seem like a ridiculous idea, but it's not out of the realm of possibility.
Enjoy your weekend!
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