One of the takeaways we see from this activity is that online video platforms and video delivery to connected TVs (and other devices) are starting to converge. Harold also notes a couple of recent conversations he's had which further suggest that OVPs and online video advertising players will be playing a greater role in ad insertion in video-on-demand offered by traditional pay-TV operators. That would be a pretty interesting new twist in the VOD story. More on this next week.
Click here to listen to the podcast (14 minutes, 55 seconds)
Online video platform Ooyala is announcing this morning a big customer win, with Yahoo! Japan. Under the multi-year deal, Yahoo! Japan will standardize on Ooyala across all of its hundreds of sites and will also sell and support the platform to its ecosystem and to the broader Japanese Internet market. Yahoo! Japan is majority-owned by Softbank and is affiliated with Yahoo!.
The deal is significant to Ooyala because of the size of the Japanese Internet market and the fact that Yahoo! Japan, with 80 million monthly unique visitors, is the dominant player. Ooyala's CEO Jay Fulcher brought me up to speed on the deal last week.
Though there wasn't a formal RFP, Jay said that Yahoo! Japan stress-tested the Ooyala platform with millions of streams. Jay believes that while robust content management and publishing capabilities are now table stakes in big deals like these, it was Ooyala's analytics and monetization tools that were the differentiators. Yahoo! Japan is looking to take insight around consumer behavior and use it to drive monetization strategy across PCs, mobile devices and connected TVs.
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