Posts for 'Samsung'

  • Samsung Sells 2 Million Galaxy Tab Tablets

    When it comes to tablets, yes, it seems there is life beyond the iPad. Samsung reported this week that globally it sold 2 million of its 7-inch Galaxy Tab tablets. Granted Apple sold 7.3 million iPads in the same period, but the iPad's also been on the market for 6 months longer. Regardless, the Tab's early performance is good more news for mobile video. And since the Tab runs Android, which supports Flash, that means access to all the video available online, a huge difference compared to the iPad.
     
  • Samsung Notches 2 Million App Downloads

    (Friday update #4) Samsung has now gained 2 million app downloads through its connected TVs and devices, with apps from YouTube, Hulu Plus, ESPN Next Level, AccuWeather, Google Maps and Texas Holdem leading the way. Samsung said there are 380 total apps available for download of which 259 are free. The 2 million milestone comes less than 2 months since Samsung announced its 1 millionth download. Some analysts, like my colleague Colin Dixon at The Diffusion Group, have criticized these new "SmartTVs" as actually being quite dumb, but Samsung's experience appears to show that the app model on TVs is beginning to catch on.
     
  • CES Takeaway #2: Don't Count Out the Pay-TV Operators

    (Note: Each day this week I'll be writing about one key takeaway from CES 2011.)

    If you've been thinking that pay-TV operators were imminent roadkill due to burgeoning "over-the-top" consumption and imminent cord-cutting mania, then important news from CES 2011 should cause you to reassess your assumptions. Instead of new technology undermining pay-TV businesses (which is too often how media characterizes things), the largest operators are starting to show how technology can be used to create compelling new value for their subscribers and enhance their competitiveness even as they relinquish a little control.

    At CES, pay-TV announcements focused primarily on 2 areas: extending viewing to tablet computers and eliminating the set-top box by delivering full channel line-ups over broadband to connected TVs. Comcast, the largest U.S. pay-TV operator, made announcements spanning both: live, in-home access on iPads, with on-demand access outside the home, plus Xfinity TV access on certain Samsung connected TVs and on its new Galaxy Tab tablet. Time Warner Cable announced deals with both Samsung and Sony to deliver its line-up to certain connected TVs as well. Dish Network also unveiled its "Remote Access" service for Android tablets, allowing both live and on-demand viewing using the Sling Adapter (it had announced this for iPads in December). Last fall, Dish was also the first pay-TV operator to integrate with Google TV.

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  • 10 Online/Mobile Video Items from CES Worth Noting

    Happy Friday. Below are 10 interesting CES news items related to online and mobile video that hit my radar this week, but that I didn't have an opportunity to write about. There were many more cool things coming out of Las Vegas, and on so on Wed, January 19th TDG's Colin Dixon and I will present our next complimentary webinar, "Demystifying CES 2011" to review everything more fully. Mark your calendars, registration will be open shortly.

    Intel "Insider" Movie Service unveiled - Intel unexpectedly launched its own online movie service as part of its "Sandy Bridge" chip announcement. The world probably doesn't need another service, but when Intel soon enabled is "WiDi" wireless display to project content to HDTVs, Insider will get more attention.  

    EchoStar acquires Move Networks assets - an inglorious ending for early leader in adaptive bit rate (ABR) streaming. As CDN prices plummeted and ABR competition emerged, Move's service was over-priced and marginalized.

    Funai integrates ActiveVideo Networks into connected devices - The first integration of AVN's "CloudTV" into connected CE devices allows interactive streaming content to be delivered in standard MPEG format.

    Orb BR launches - Orb Networks launches "Orb BR," a disc that inserted into connected Blu-ray players or PS3 that allows viewers to access content from the full Internet. Cost? $19.95. Waiting to try one out, this could be a winner.

    Comcast and Time Warner Cable service coming directly to Sony and Samsung TVs - Hate that cable set top box? Soon Comcast subscribers will be able to buy a connected Samsung TV and access the full Xfinity TV channel lineup. Similarly, Time Warner Cable subscribers will be able to buy Sony connected TV buyers and see the full cable channel lineup. Who would have thought?

    Skype plans to acquire Qik mobile video service - Moving to bulk up its involvement with video, Skype plans to acquire Qik, which allows users to record and share video via mobile devices.

    Motorola and AT&T unveil Atrix 4G - Have a look at this video to see what the future of mobile devices look like - the power of a full computer in your pocket. Two very clever docks mean that users can easily view video on bigger screens as well as work with a full keyboard and mouse.

    Vudu to offer 3D movies - a first for online delivery, aggregator Vudu announced that it is currently offering 3D movies to certain Samsung connected devices, and will soon offer it to PS3, Vizio, LG, Mitsubishi, Toshiba and boxee.  

    Boxee gains access to CBS programs - Boxee broke some new ground by gaining access to CBS programs, something that neither Apple TV, Roku or Google TV currently have. No word on pricing yet.

    Yahoo adds feature to its Connected TV platform - Yahoo, one of the early entrants in the connected TV area, launches a feature call "broadcast interactivity" which allows further engagement with TV program content.

     
  • With New Netflix Button, Mutual Love Affair With CE Industry Continues

    The mutual love affair between the consumer electronics industry and Netflix continues on, with today's announcement that 11 different CE companies will create a dedicated Netflix button on their remote controls for certain connected TVs, Blu-ray players and set-top boxes. The unusual move is the latest sign of how interdependent the success of CE companies' connected devices and Netflix's burgeoning popularity have become.

    The love affair was born out of CE companies' recognition of the old adage that compelling content and applications are critical to inducing consumers to buy the next snazzy gadget. Case in point: Blu-ray disc player sales were stagnating until connectivity was added, enabling access to Netflix and other streaming content. As a result, in the first 9 months of 2010, around 2.4 million players were sold in the U.S., up 96% from the prior year's period, according to NPD Group.

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  • Amazon is Now Selling Samsung's Connected Blu-ray Players For Lowest Prices Yet

    Amazon is now selling two of Samsung's most popular connected Blu-ray DVD players, the BD-C5500 and the BD-C6500 for $109 and $132, respectively, which I believe are the lowest prices yet for these two products (note these are new, not refurbished). The main difference between the two is that the 6500 has built-in wireless and 1GB of local storage, whereas the 5500 supports wired Ethernet access only. I've been tracking the prices on these two units for a while now and actually picked up the 6500 almost a month ago for what was then the lowest price I had seen of $190. The new prices put the Blu-ray players in close proximity to Apple TV and Roku in particular.

    Just yesterday, Best Buy was advertising the 6500 for $160, which itself was probably the best price I'd seen to date (by comparison, Crutchfield and Walmart.com are both still asking $250). The move toward $100 brings both products well into the comfort zone for many millions of buyers this holiday season, helping drive Blu-ray penetration to new highs. This in turn creates many more connected homes accessing content from providers like Netflix, Vudu, Pandora, etc.

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  • With Woomi, Miniweb Looks To End Debate About Browsers In Connected Devices

    Back in August, in "For Connected Devices - To Browse or Not To Browse, That is the Question," I described a split in the product approaches among connected devices makers - whether to include a browser or not. Including a browser means that the whole Internet is theoretically accessible, just like going online. This is the approach of devices like Google TV and boxee. Not including a browser is everyone else's approach (e.g. gaming consoles, connected TVs and Blu-ray players, Apple TV, Roku, etc.). With no browser in place, consumers only get access to the content the device maker has integrated such as Netflix, YouTube, Pandora, etc. To partially open up, some like Roku have begun offering an API to content providers.

    But now U.K.-based Miniweb (a spin-off of BSkyB) is looking to render moot the browser debate by offering a clever new cloud-based services platform called "Woomi" which gives content providers an on-ramp to widespread availability on connected devices even when no browser is available.  Speaking with Miniweb's CEO Jerome de Vitry and its founder/chief architect Ian Valentine recently, I was impressed with how well the company understands the problem it's trying to solve and the technical approach it's using to do so.

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  • 6 Items of Interest for the Week of Oct. 18th

    It was another busy week for online/mobile video, and so VideoNuze is continuing its Friday practice of curating 5-6 interesting industry news items that we weren't able to cover this week. Read them now or take them with you this weekend!

    Networks block Google TV to protect themselves
    Yesterday news started breaking that ABC, CBS and NBC are blocking access by Google TV. There are numerous concerns being cited - potential disruption of advertising, encouraging cord-cutting, incenting piracy, diminished branding, unsatisfactory ad splits with Google, and general worry about Google invading the living room. Each item on its own is probably not enough to motivate the blocking action, but taken together they are. Still, doesn't it feel a little foolish that broadcasters would differentiate between a computer screen and a TV screen like this? For Google, it's more evidence that nothing comes easy when trying to work with Hollywood. I'm trying to find out more about what's happening behind the scenes.

    TWC Lines Up For ESPN Online Kick
    An important milestone for TV Everywhere may come as early as next Monday, as #2 cable operator Time Warner is planning to make ESPN viewing available online to paying subscribers. Remote access is part of the recent and larger retransmission consent deal between Disney and TWC. TV Everywhere initiatives have been slow to roll out, amid cable programmers' reluctance.  Further proving that remote authenticated access works and that it's attractive with a big name like ESPN would increase TV Everywhere's momentum.

    Hulu Plus, Take Two: How's $4.95 a Month?
    Rumors are swirling that Hulu may cut the price of its nascent Hulu Plus subscription service in half, to $4.95/mo. That would be a tacit recognition of Hulu Plus's minimal value proposition, largely due to its skimpy content offering. As I initially reported in August, over 88% of Hulu Plus content is available for free on Hulu.com. More important, Netflix's streaming gains have really marginalized Hulu Plus. Netflix's far greater resources and subscriber base have enabled it to spend far bigger on content acquisition. Even at $4.95, I continue to see Hulu Plus as an underwhelming proposition in an increasingly noisy landscape.

    Viacom Hires Superstar Lawyer to Handle YouTube Appeal
    Viacom is showing no signs of giving up on its years-long copyright infringement litigation against Google and YouTube. This week the company retained Theodore Olson, a high-profile appellate and Supreme Court specialist to handle its appeal. While most of the world has moved on and is trying to figure out how to benefit from YouTube's massive scale, Viacom charges on in court.

    Verizon to sell Galaxy Tab starting November 11th for $599.99
    Verizon is determined to play its part in the tablet computer craze, this week announcing with Samsung that it will sell the latter's new "Tab" tablet for $600 beginning on November 11th. The move follows last week's announcement by Verizon that it will begin selling the iPad on Oct. 28th, which was widely interpreted as the first step toward Verizon offering the iPhone early next year. Apple currently owns the tablet market, and it remains to be seen whether newcomers like the Tab can break through. For his part, Apple CEO Steve Jobs said on Apple's earnings call this week that all other tablets are "dead on arrival." Note, if you want to see the "Tab" and learn more about how connected and mobile devices are transforming the video landscape, come to the VideoSchmooze breakfast at the Samsung Experience on Wed., Dec. 1st.

    One-Third of US Adults Skip Live TV: Report
    A fascinating new study from Say Media (the entity formed from the recent merger of VideoEgg and Six Apart), suggesting that 56 million, or one-third of adult Internet users, have reduced their live TV viewership. The research identified 2 categories: "Opt Outs" (22 million) who don't own a TV or haven't watched TV in the last week and stream more than 4 hours/week, and "On Demanders" (34 million) who also stream more than 4 hours/week and report watching less live TV than they did a year ago. Not surprisingly, relative to Internet users as a whole, both Opt Outs and On Demanders skew younger and higher educated, though only the latter had higher income than the average Internet user. This type of research is important because the size of both the ad-supported and paid markets for live, first-run TV is far larger than catalog viewing. To the extent its appeal is diminishing as this study suggests poses big problems for everyone in the video ecosystem.


     
  • Verizon Wireless: Buy a Droid Incredible, Get Any Smartphone Free

    Raising the bar on Android smartphone promotions further, Verizon Wireless just started a campaign where if you buy an HTC Droid Incredible for $200, you get any other smartphone or phone of equal or lesser value for free (caveat, it must also have a 2-year $30/mo data plan). The offer means that you can get a new top-of-the-line Samsung Galaxy S Fascinate for free. I noticed a full-page ad for the promotion in the Boston Globe, and Verizon Wireless is also running TV ads (below).



    One of the big reasons why Android smartphones are proliferating so fast is wireless carriers' promotional support. The result is that millions of users are now carrying video-capable smartphones, in turn fueling mobile video consumption. Samsung in particular has positioned the Galaxy S line heavily around video, and you've likely seen an ad(s) with the spectacular "Super AMOLED" screen on full display. The iPhone has also emphasized video, but the Android push is significant because once version 2.2 is fully available, Flash 10.1 will run, opening up a huge swatch of Flash-formatted video that isn't accessible on the iPhone (or iPad).

    The expanding base of video-capable smartphones, coupled with upcoming 4G rollouts, has huge potential for transforming the video landscape. Especially for young people, the notion of video being locked to a big-screen TV will be as out of date as black-and-white TV was for a prior generation. Add in all the activity around tablet computers and things only get more interesting.

    Update: No sooner did I post this than Nielsen released new data that of people acquiring smartpohones in the last 6 months, Android led with a 32% share, followed by iPhone and Blackberry at 25-26%.

    What do you think? Post a comment now (no sign-in required).

     
  • 5 Items of Interest for the Week of Sept. 13th

    It's Friday and that means once again VideoNuze is featuring 5-6 interesting online/mobile video industry stories that we weren't able to cover this week. Read them now or take them with you for the weekend. Enjoy!

    Meet YouTube's Most In-Demand Brand Stars
    A fascinating look at how major brands are hiring amateurs who have gained large followings on YouTube to pitch their products. The concept of "celebrity spokesperson" is getting redefined in the online video era.

    Logitech Revue with Google TV Coming 9/29 for $299, Dish Network Offering Discounts?
    We may be less than 2 weeks away from Logitech's "Revue," the first implementation of Google TV, hitting the market, with Dish Network subscribers possibly getting a deeply discounted $179 offer. The connected device space is increasingly crowded and there's high anticipation to see how Google TV stacks up.

    Pre-order a Boxee Box Now
    Speaking of connected devices, Boxee announced this week that pre-ordering is available from Amazon for its Boxee Box connected device, manufactured by D-Link. Like Google TV, but unlike Apple TV or Roku, Boxee offers the prospect of browsing the full Internet for video, not just what's been integrated with the device.

    Samsung Reveals Tablet Launch Plans
    Meanwhile the strongest potential competitor to the iPad, Samsung's "Tab" will begin shipping in just a few weeks, with availability from all 4 major U.S. wireless carriers. The Tab is very focused on mobile video, running Android 2.2 which supports Flash 10.1. That means Hulu and all other Flash-based video should work, significantly expanding the universe of choices beyond what is available on the iPad. No pricing yet, but the Tab looks like a meaningful iPad alternative.

    Ivi Seeks to Become an Online Cable System
    Can an online service retransmit network TV through the Internet, and charge for it without having any underlying agreements in place with the networks themselves? That's what Ivi, which unveiled its software this week, is attempting to do, pointing to U.S. copyright law as making its offer legit. We'll see; with TV networks gaining no new revenue coming in plus the risk of cannibalization we should expect them to raise vigorous legal challenges.

     
  • 5 News Items of Interest for the Week of Aug 30th

    In a week dominated by Apple's new products, there actually was some other interesting online/mobile video industry news this week. Continuing VideoNuze's new Friday feature of highlighting 5-6 stories that we didn't cover this week, below are a collection of items for your weekend reading pleasure.

    YouTube Ads Turn Videos Into Revenue
    The 800-pound gorilla of the online video industry is reportedly closing in on profitability, based partly on ads running against user-uploaded copyrighted material. By detecting these uploads and offering the underlying rights owners the choice to have their video taken down or leave it up and generate revenue, many are choosing the latter. YouTube continues to evolve from its UGC roots.
     
    Samsung, Toshiba Unveil Google-Based iPad Rivals
    The battle line between Apple's "i" devices and those running Google's Android will ramp up, with mobile video set to follow, as Samsung and Toshiba plan to sell tablet computers in the coming months. Though the iPad is of to a strong start, it looks like it won't enjoy the same market dominance as the iPhone did as competitors jump into the tablet market quickly.

    Google TV: Up to $300 Price Premium?
    The components to enable Google TV could add $300 to the retail price of a television. If accurate this would put Google TV at a big competitive disadvantage given the trend toward lower-priced connected devices such as this week's $99 Apple TV and Roku's price cuts.

    A Look Back: Lessons Learned From TV Everywhere a Year After Deployment
    Marty Roberts, VP of Sales and Marketing for thePlatform, which has powered a number of TV Everywhere rollouts, offers insights based on the company's experience. Topics include authentication, content ingest, parental controls, discovery and content security. TV Everywhere is still in a nascent stage, but pay-TV providers should be following early lessons and moving quickly.

    ShowUHow Scores $3 Million Series A Backing for Video Instruction Guides
    A startup site that offers video instruction guides for various types of products that need to be assembled illustrates how valuable video can be for how-to video applications.

     
  • For Connected Devices, To Browse or Not to Browse - That is the Question

    If Hamlet were considering what functionality devices connecting the Internet to TVs should have, he might well pose the question, "to browse or not to browse?" In other words, should connected devices come with a browser that allows users to freely the surf the entire Internet - as they do online and on mobile devices - or should they present content and services through walled gardens of approved "apps?"

    With new connected devices proliferating (see Apple iTV tomorrow), and becoming less and less expensive (see Roku price cuts yesterday), it's inevitable that massive connected device adoption lies ahead. Yet even as these devices are poised to take on greater importance in consumers' lives and be ever more strategic to any company committed to a three-screen strategy, it is still far from clear which device approach will dominate.

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  • Samsung Snags Wozniak, Others for First "Free the TV" Developer Day

    Samsung is putting some celebrity technology muscle behind its recently announced $500,000 "Free the TV Challenge," snagging Apple co-founder Steve Wozniak to participate in a fireside chat at its first developer day in San Jose next Tues, Aug. 31st. Joining Woz at the event will be Pandora founder Tim Westergren, Geek Squad founder Robert Stephens, ESPN CTO Chuck Pagano, CNET editor at large Brian Cooley and high-level Samsung executives. Attendees will see demos and gain training on Samsung's SDK.

    Samsung is making an aggressive play for new apps suited specifically for connected devices and TVs. Two weeks ago, Samsung director of content Olivier Manuel told me in an interview that Samsung believes it already has a 60% share of connected TVs which it sees having huge growth ahead. Samsung also recently began a high-profile ad campaign with the slogan, "Now there's an app for that."

    The battle for TV apps is just getting underway and this fall we'll see more announcements, from Apple, with its rumored "iTV" device, Google, with its Google TV device and plenty of others. As a dominant CE provider, Samsung will be in the middle of the action.

    What do you think? Post a comment now (no sign-in required).

     
  • Boxee and Widevine Partner for Enhanced Video Delivery

    Boxee and Widevine are announcing this morning that they plan to incorporate Widevine's DRM, adaptive streaming and virtual DVD controls into CE devices that contain Boxee's digital media software. The move gives Boxee a more complete solution to offer CE providers looking to bring both content and connectivity to their devices.

    Widevine has been on a roll recently, signing deals with EchoStar, Sonic Solutions, LOVEFiLM and others in the past few months. Widevine is benefiting from an explosion of connected devices that bring online video to TVs. Consumer electronics manufacturers must ensure that video is delivered securely and complies with digital rights, and plays out in high-quality. In addition Widevine offers a "trick play" feature with progressive download that allows users to fast forward or rewind like they would with a DVD, without the annoying buffering.

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  • Interview With Samsung Director of Content Olivier Manuel

    Samsung continued its Samsung Apps branding campaign with the launch of its $500,000 "Free the TV Challenge" contest this week. The contest is aimed at incenting developers to create killer apps available on connected Samsung Blu-ray players and TVs. As I wrote recently, Samsung has begun promoting its apps with the tagline "Now there's a TV for that," a spin on Apple's, "There's an app for that." To learn more about the contest and Samsung's larger goals, I interviewed Samsung's director of content, Olivier Manuel on Wednesday. An edited transcript follows.

    VideoNuze: Why create this contest, and why now?

    Olivier Manuel: The reason we're running the contest now is to celebrate the fact that we're opening up our SDK, which means for the first time developers across the U.S. can download it and develop an app for Samsung connected devices. We're excited to see what kinds of new creative ideas we're going to receive from developers.

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  • Samsung Apps for Connected TVs - "Now there's a TV for that" Ad Campaign Begins

    It looks like Samsung is ramping up promotion for its Samsung Apps store for connected TVs, using the tag line "Now there's a TV for that," a play on Apple's well-known "There's an app for that" slogan.  I noticed a full back-page ad in the current issue of the New Yorker (see below) and promotion will no doubt be turning up elsewhere as well.


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  • thePlatform Unveils Support for Numerous Over-the-Top Devices

    thePlatform is announcing this morning that it has integrated with numerous "over-the-top" consumer electronics devices, enabling its content customers to more easily deliver online video to them. Devices cited are boxee, Roku, TiVo, Vudu (which includes connected TVs and Blu-ray players from LG, Mitsubishi, Samsung, Toshiba and Vizio), DivX devices, Syabas (popbox), FlingoTV and others to come (including Google TV when ready). I caught up with Marty Roberts, thePlatform's VP of Sales and Marketing yesterday to learn more.

    Marty explained the impetus was thePlatform's content customers telling the company they want to generate more video views and have easy access to the range of OTT devices coming to market. While conceding that the universe of all these devices combined is still probably in the low single-digit millions, thePlatform and its content customers are betting on future growth. The move is significant as it underscores the mindshare that direct access to TVs via broadband and connected devices has gained in the content community.

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  • Recapping CES '09 Broadband Video-Related Announcements

    CES '09 is now behind us. As has become typical, this year's show saw numerous broadband video product and technology announcements. As I wrote often last week, the key theme was broadband-enabled TVs. Assuming TV manufacturers deliver on their promises, Christmas '09 should mark the start of real growth in the installed base of connected TVs.

    Here are the noteworthy announcements that I caught, in no particular order (I'm sure I've missed some; if so please add a comment and include the appropriate link):

    Intel and Adobe to Extend Flash Platform to TVs

    Adobe and Broadcom Bring the Adobe Flash Platform to TVs

    Samsung and Yahoo Bring the Best of the Web to Television

    Yahoo Brings the Cinematic Internet to Life and Revolutionizes Internet-Connected Television

    LG Electronics First to Unveil "Broadband HDTVs" That Instantly Stream Movies From Netflix

    LG Electronics Launches Broadband HDTVs with "Netcast Entertainment Access"

    Sony Debuts Integrated Networked Televisions

    Vizio Announces New and Exciting "Connected HDTV" Platform with Wireless Connectivity

    Netflix Announces Partnership with Vizio to Instantly Stream Movies to New High Definition TVs

    MySpace Partnerships Bring Web Site to TV Set

    Macrovision to Bring Instant Access to Digital Content Directly to Internet-Connected Televisions

    Move Networks Improves Delivery of High Definition Internet Television to Intel-based Mobile Internet Devices and Netbooks

    NETGEAR Unveils Two New Internet-Connected Set-Top Products to Enrich TV Entertainment for Internet Families and Serious Media Enthusiasts

    Amazon Video on Demand Brings Customers New-Release Movies and TV Shows to the Roku Digital Video Player

    Cisco Brings Manufacturers Together to Make Connected Home Products Simple to Set-up and Easy to Use

    Sling Media Introduces SlingGuide: Redefining Search and Discovery for Satellite, Cable and Terrestrial Broadcast Programming

    blip.tv and ActiveVideo Networks Sign Deal to Bring Original Online Shows Directly to Television

    Hillcrest Labs and Texas Instruments Showcase RF4CE Remote Controls with Freespace Technology

     
  • Yahoo Gets Traction in Broadband-to-TV Market

    At CES, Yahoo is making its presence felt in the budding broadband-to-the TV space with its "Yahoo Widget Engine." It has announced deals with TV manufacturers Samsung, LG, Sony and Vizio (see next post). It's an impressive list, and these Yahoo-enabled TVs are expected in the market later in '09.

    Some of you may recall that the Yahoo Widget Engine debuted last summer as part of a broader alliance with Intel called the "Widget Channel". The two companies have come together to create an applications framework running on new Intel media processing chips. An SDK allows 3rd party developers to use web-standard technologies to develop applications for TVs and other CE devices. That's a mouthful, but the news coming out of CES appears to show that Yahoo/Intel are making progress building out the ecosystem of both TV manufacturers and 3rd parties applications.

    In addition to Yahoo content like news, weather, finance and Flickr, there's 3rd party content from USA Today, YouTube, eBay and Showtime. And there are premium movie and TV programs from Netflix, Amazon VOD and Blockbuster. The list of others involved goes on.

    All of this is very positive for the budding broadband-to-the-TV space and clearly demonstrates how much emphasis the non-incumbent video service provider (cable/satellite/telco) world is placing on "over the top" services. As expected, these incumbents have a big disruptive bull's-eye on their foreheads. For the numerous 3rd parties that have never had access to the consumers' TV, broadband's openness provides their first-ever entry pass.

    As exciting as all this is, the jumble of TV, content, technology and aggregation brands coming to market is prime to create mass confusion for consumers being targeted with these services. Here's the scenario: a prospective TV buyer walks into a Best Buy just looking for a new HDTV, but pretty quickly starts hearing about all these different services and brands. Within minutes the consumer's head is going to be swimming. Which service and content is free and which costs extra? How does it all connect? What if I already have Netflix, Flickr or YouTube passwords - do they automatically work? Do I need to change something that's already in my house, like my home network? And who do I call if something's not working right? One sure winner with these new broadband TVs coming out is the Geek Squad!

    Still, this is exciting stuff. A whole new world of broadband on the TV content and applications is finally poised to see the light of day and with it will come all kinds of new opportunities.

    What do you think? Post a comment now.

     
  • 2009 Prediction #2: Mobile Video Takes Off, Finally

    As promised, each day this week I'm sharing one prediction for 2009, with each one getting progressively bolder as the week progresses (and yes, I'll concede - as a number of you privately pointed out to me - yesterday's forecast that the Syndicated Video Economy would grow in '09 was a pretty wimpy start). So moving out a little further on the limb, today's prediction #2 is that video delivered directly to mobile/wireless devices will take off in '09, finally.

    For those of you who have been following mobile/wireless video delivery, this has been a market that's perpetually been "just around the corner." In fact, a little over a year ago when I was planning VideoNuze, several people suggested that I shouldn't just focus on broadband delivery (as I define it to mean high-speed wired delivery of video to a home or business), but also mobile/wireless video. But after doing some due diligence I concluded that the market wasn't there yet, and that the vast majority of new video activity would be focused on wired broadband. Indeed, I think that's how '07 and much of '08 have shaped up.

    However, having tracked recent activity in the mobile video space, I think '09 is going to be a big year of growth and recognition for this new medium (in fact, an old friend gently chastised me over lunch last week for even drawing a distinction between wired and wireless delivery, saying, "come on, it's ALL broadband!" I think he makes a very fair point.)

    What has traditionally held back mobile delivery are a lack of video-capable devices, voice and text-focused wireless networks and a closed "on-deck" paradigm, which is the wireless carrier's version of the cable and satellite industry's proverbial walled-garden.

    These limitations have now been mostly addressed, or are in the process of being addressed. On the device side, the most notable video-capable device is of course the iPhone, which by my calculations has already sold over 13 million units and is on its way to almost 20 million by the end of the year. Everyone I know who has an iPhone - especially kids - are infatuated with the video feature (if you've never seen it, especially now using AT&T's 3G network, get thee to an Apple store immediately!). In '09, the iPhone is poised for even greater popularity as Wal-Mart begins stocking it, possibly for just $99. Recession or not, the iPhone is going to remain white hot.

    Not to be lost in the iPhone's phenomenal wake are many other new video-capable phones. There's of course the new G1 from T-Mobile, powered by Android, Google's new mobile OS. I got my first look at one last week, and though not as sleek as the iPhone, I was able to watch excellent YouTube video. There are plenty of others to choose from as well, including the Samsung Propel, the LG Incite, the new BlackBerry Storm and the latest mother-of-all-phones, the Nokia N64, which comes with 16GB of internal memory (enough for 40 hours of video). Whereas many of us today carry phones incapable or barely capable of viewing video, in '09 the replacement process will be in full swing.

    Of course, all the cool devices in the world don't matter unless you have a robust underlying network and the freedom to view what you want. On this front, the wireless carriers' push to build out their next generation 3G networks finally allows sufficient bandwidth to view high-quality video (though not HD yet). Next up is 4G, first from Clearwire, the SprintNextel-Intel-Google-cable industry consortium that's deploying its WiMax network with speeds of up to 6 Mbps downstream being promised. There's also MediaFLO, Qualcomm's mobile broadcasting platform that has steadily built out an ecosystem of technology, carrier and content partners.

    Last but not least are the consumer-focused services and applications. Until recently, this market has mainly consisted of packaged subscription services like Verizon's VCast and MobiTV, which itself recently announced more than 5 million subscribers. The combination of new devices and networks promises to bring an increase in on-demand, web-based, ad-supported video consumption (plus paid downloads to be sure, courtesy of the iPhone mainly). Another interesting twist is the advent of live broadcasting from mobile devices, powered by providers like Qik, Kyte and Mogulus. These all supercharge the Twitter micro-blogging phenomenon.

    All of this underscores why the distinction between wired and wireless broadband really becomes meaningless over time. The mobile experience is going to seem more and more like the one you have sitting at your computer, with the added benefit of portability. To throw a blue-sky variable into the mix, one wonders if at some point you'll simply plug your phone into your TV and watch streamed or downloaded video that way, rather than through a set-top box or a wired broadband connection. There's a convergence concept for you!

    Years in the making, mobile/wireless video is finally upon us, and '09 is going to be a big year. That's good news for all of us as consumers, and it surely means I'll be working a lot harder to stay on top of things.

    What do you think? Post a comment now.

    Previous, Prediction #1: Syndicated Video Economy Grows

    Tomorrow, 2009 Prediction #3