& cplSiteName &

Comcast Tees Up TV Everywhere Relaunch

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
9/23/2010
50%
50%

Comcast Corp. (Nasdaq: CMCSA, CMCSK) is gearing up to relaunch its PC-focused TV Everywhere (TVE) service sometime in October, a move that comes as the MSO continues to shed video customers amidst competition, a bad economy, and the budding "cord-cutting" trend.

Speaking at the Goldman Sachs & Co. Communacopia conference Wednesday, MSO chief financial officer Michael Angelakis said Comcast's TVE service, dubbed Xfinity Online TV, is set to emerge from beta sometime next month. Comcast introduced the beta version of it in December 2009. (See Comcast's 'Xfinity' Goes Live .)

Comcast has yet to offer much detail on how the relaunch will differ from the beta in terms of content and additional device support, but the company has already hinted that it will include a less cumbersome sign-on and authentication process. For now, the product is available only on broadband-connected PCs, but Comcast has been developing apps for the Apple Inc. (Nasdaq: AAPL) iPad, including one that turns the device into a remote control and content navigation system. (See To Xfinity... & Beyond!.)

Comcast has also stated ambitions to bring its TVE service to other forms of mobile devices. It hasn't revealed a specific launch date but earlier identified 2010 as a possibility. (See Comcast's 'Xfinity' to Go Mobile in 2010 .)

"We think that we have a great value proposition on the video side," Angelakis said of Comcast's TVE project. "It will evolve. It will mature in terms of how we innovate that product, whether it's online, whether it's on linear, or whether it's VoD, or ultimately, possibly wireless."

Comcast's relaunch is coming into play as the MSO continues to lose video subscribers. TVE is generally seen as a defensive tactic to bring value to those subscriptions and to keep churn in check, but Angelakis said the aim of the service "clearly is offensive." [Ed. note: in the good sense, we presume.]

"Clearly, the video business has been softer than we would like it to be," he said, noting that the economy and competition from telcos and satellite TV service providers, not cord-cutting, is what's been driving it. Comcast has lost roughly 160,000 basic broadcast customers in the first half of 2010. It gained roughly that amount in the first half of last year, largely benefiting from the broadcast TV digital transition.

But Angelakis is not completely discounting the competitive effects of cord-cutting and over-the-top (OTT) services like Netflix Inc. (Nasdaq: NFLX) "When we think about cord-cutting… we look at that as primarily competition to our VoD business, not to our core business."

Verizon Communications Inc. (NYSE: VZ) CEO Ivan Seidenberg offered a more bearish view of OTT Thursday morning at the same conference.

"Over-the-top is going to be a pretty big issue for cable," he said. "We take the over-the-top issue with video very seriously," he said. "I think cable has some life left in its model… but that it is going to get disintermediated over the next several years."

Avoiding another Clearwire cash splash
On the wireless front, Angelakis said Comcast has been pleased with its investment in Clearwire LLC (Nasdaq: CLWR), but doesn't plan to throw more money on the pile as the WiMax provider seeks options for a next round of funding.

"We own a little bit more than 9 percent of [Clearwire]," Angelakis said. "We don't see, really, any strategic advantage of owning 10 percent or 11 percent. We have no commitment to invest any further. I think Clearwire has to figure this out."

Clearwire has looked at possibly selling spectrum to help it raise funds. Angelakis didn't speak directly to that possible strategy, but acknowledged it's just one of the options. "They have a lot of spectrum and it's very valuable. So that may be one of the funding mechanisms. We'll see."

The funding question will likely come up again this afternoon, when Clearwire CEO Bill Morrow speaks at the Goldman Sachs conference.

— Jeff Baumgartner, Site Editor, Light Reading Cable

(1)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
sarahs
50%
50%
sarahs,
User Rank: Light Beer
12/5/2012 | 5:14:58 PM
re: Comcast Tees Up TV Everywhere Relaunch


It's great that Comcast is going to relaunch TV everywhere! I love my TV everywhere with DISH. Working with DISH is so exciting you get a chance to learn about all the new promotions. This is a must of the year. TV everywhere is great for all families on the go. The difference with Comcast and DISH is that with DISH TV everywhere you can leave your home and Comcast you can't.

From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
LRTV Interviews
Heavy Reading: The Web-Scale View

1|18|17   |     |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Heavy Reading's former chief analyst Patrick Donegan shared insight from the recent web-scale operators report, which featured research on how web-scale operators view the market, the best web-scale companies to ...
LRTV Custom TV
Cisco's Cloud Scale Networking: Automation, Virtualization & Simplification

1|18|17   |     |   (0) comments


Cisco's Sanjeev Mervana outlines the latest innovations in networking technology at CES 2017 in Las Vegas.
LRTV Custom TV
ADVA Talks Innovation & the Future of Networking

1|17|17   |     |   (0) comments


Ray Le Maistre and Christoph Glingener, CTO of ADVA Optical Networking, discuss the current state of the industry, cooperation and collaboration, open innovation and the future of networking.
LRTV Custom TV
Cisco's Infinite Video Platform

1|17|17   |     |   (0) comments


Cisco's Infinite Video Platform allows service providers to deliver broadcast-quality video over IP networks. Infinite video supports many devices, from 4K TVs to tablets to game consoles. Join Cisco's Rajeev Raman for a brief tour and live demo.
LRTV Interviews
Masergy: Ability to Adapt Key for NFV

1|16|17   |   6:40   |   (0) comments


Speaking at Light Reading's 2020 Vision in Rome, Masergy's VP, Global Technology, Ray Watson, said agility is key to providing the mix and match NFV-based services that are driving business for the managed service provider today.
LRTV Interviews
Equinix: The Data Explosion

1|13|17   |   4:16   |   (0) comments


At Light Reading's 2020 Vision in Rome, Eric Schwartz, president of EMEA, Equinix, talked about how Equinix is helping its customers manage the influx of data today, and how it's preparing for a future filled with millions of connected IoT devices.
LRTV Interviews
Heavy Reading: The Changing Data Center Landscape

1|12|17   |   6:05   |   (1) comment


At Light Reading's 2020 Vision event in Rome, Heavy Reading's Senior Analyst Roz Roseboro talks about how virtualization is impacting data center evolution and how that evolution is affecting the relationship between service providers, data center operators and public cloud providers.
LRTV Interviews
Boingo: Prepping for Millions of Devices

1|12|17   |   5:07   |   (2) comments


At Light Reading's 2020 Vision in Rome, Boingo's CTO Derek Peterson discusses how wireless operators will address the needs of low-bandwidth and high-bandwidth apps at the same time, the need for more MHz, the impact of IoT and more.
LRTV Interviews
Comcast Shows Off Gig Gateway at CES

1|11|17   |     |   (1) comment


With its largest presence at CES in years, Comcast took the wraps off its long-awaited gigabit gateway and a new platform for managing the home WiFi network. Light Reading Senior Editor Mari Silbey sat down with EVP Chris Satchell to discuss the latest Comcast advance, and met with VP of Product Strategy and Development Andrea Peiro to walk through a demo of the ...
LRTV Interviews
Colt: End-to-End Key for 2017

1|10|17   |   6:21   |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Nico Fischbach of Colt said having a multi-carrier, end-to-end service proposition is going to be key for 2017 -- and SD-WAN is instrumental in making it happen.
From the Founder
Cisco's Clemson on Mobile Cloud Video

1|9|17   |     |   (2) comments


Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators. "If you think about where we're going… whether it's a mobile application, or a video ...
LRTV Custom TV
VMware Telco NFV Solutions – Preparing for 5G & IOT

1|9|17   |     |   (0) comments


Shekar Ayyar, EVP & Corporate Strategy/General Manager of Telco for VMware, discusses VMware's Telco NFV solutions role and foundation for the Imminent Arrival of 5G & IOT.
Upcoming Live Events
March 21-22, 2017, The Curtis Hotel, Denver, CO
May 15-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
Hot Topics
A Women in Comms Glossary
Sarah Thomas, Director, Women in Comms, 1/18/2017
Is Cable One Beefing Up for Slaughter?
Alan Breznick, Cable/Video Practice Leader, Light Reading, 1/20/2017
Nokia CTO: 2017 Is the Year 5G Gets in the Field
Dan Jones, Mobile Editor, 1/19/2017
TV's Paradox: No HDR Without 4K
Mari Silbey, Senior Editor, Cable/Video, 1/17/2017
Qualcomm Study Predicts 5G Will Create 22M Jobs by 2035
Dan Jones, Mobile Editor, 1/17/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading founder and CEO Steve Saunders chats with Sportlogiq CEO Craig Buntin about sports data analysis.
Eyal Waldman, CEO of Mellanox Technologies, speaks to Steve Saunders, CEO of Light Reading, for an exclusive interview about the 100 GB cable challenge, cybersecurity and much more.
Animals with Phones
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.