Light Reading

Intel May Launch a Virtual MSO

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
3/13/2012
50%
50%

Today's cable news roundup kicks off with word that Intel Corp. (Nasdaq: INTC) is chipping away at an over-the-top pay-TV play.

  • Intel is pitching programmers on a plan to create a "virtual cable operator" that would sell video subscription packages over broadband and debut before the end of 2012, reports The Wall Street Journal. Intel's been cozying up to cable operators with video gateway chipsets that support Docsis 3.0, scoring a deal to power Comcast Corp. (Nasdaq: CMCSA, CMCSK)'s new IP-connected X1 box, though a move into the pay-TV business would likely strain those relationships. But it's still questionable whether the deep-pocketed Intel will go through with it. Microsoft Corp. (Nasdaq: MSFT) pursued a similar idea but balked at the costs, instead favoring an MSO partnership strategy for the Xbox 360. (See A Virtual MSO Shall Rise, Boxee CEO Says, Comcast, Verizon Connect With the Xbox 360 and Comcast Confirms Xcalibur Partners.)

  • Synacor Inc. posted fourth-quarter net income of US$7.7 million on revenues of $28.9 million, up 59 percent, as the TV Everywhere authentication specialist reported its first earnings since going public last month. It's projecting 2012 revenues to be in the range of $121 million to $124 million. (See Synacor's Wild Ride .)

  • On the deal front, Synacor will build a new consumer website that includes TV Everywhere components for Cable ONE Inc.

  • Docsis CPE maker Ubee Interactive is expanding into the world of 3G/4G small cells via the acquisition of Dallas-based AirWalk Communications Inc. As a result, it's created a new subsidiary called UbeeAirWalk.

  • With the NCAA Men's Basketball tourney about to get underway, it's also time for The Consumerist to run its cheeky Worst Company in America vote-driven content. This year's 32-company field has no shortage of telecom and video industry folks in the running for the 2012 "Golden Poo" award. Among them: Apple Inc. (Nasdaq: AAPL), AT&T Inc. (NYSE: T), CenturyLink Inc. (NYSE: CTL), Charter Communications Inc. , Comcast, DirecTV Group Inc. (NYSE: DTV), Dish Network LLC (Nasdaq: DISH), Google (Nasdaq: GOOG), Netflix Inc. (Nasdaq: NFLX), Time Warner Cable Inc. (NYSE: TWC) and Verizon Communications Inc. (NYSE: VZ). BP "won" last year.

  • Cable engineers and execs at this week's CableLabs Winter Conference in Philadelphia picked Coincident 's ScreenSync TV as the "Best New Idea" at the event's Innovation Showcase. As the product name suggests, ScreenSync TV allows interactive applications running on tablets to synch up with live or on-demand video playing on the TV screen.

  • Former Cablevision Systems Corp. (NYSE: CVC) CFO Michael Huseby has been named CFO of Barnes & Noble Inc. as the bookstore chain looks to spin its Nook digital division into a separate company and expand its overall digital strategy, says Bloomberg.

    — Jeff Baumgartner, Site Editor, Light Reading Cable



    (5)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
    msilbey
    50%
    50%
    msilbey,
    User Rank: Blogger
    12/5/2012 | 5:39:37 PM
    re: Intel May Launch a Virtual MSO


    Has anyone done a retrospective on previous winners at CableLabs events? Coincident's idea hardly sounds new, and certainly there are plenty of other companies attacking the same issue with similar-sounding applications. Are cable folks simply behind the times, or is there something new and novel about Coincident's approach? 


    Separately, I'm amazed at how many people want to make a go of it in the TV business these days. Given the margins, it's certainly one way to eat through massive piles of cash quickly. Good luck to Intel. 

    AESerm
    50%
    50%
    AESerm,
    User Rank: Light Beer
    12/5/2012 | 5:39:36 PM
    re: Intel May Launch a Virtual MSO


    Sounds far-fetched. Maybe the larger truth is that chips are part of the game. I've paid more attention to Broadcom than Intel. There's the BCM 7413 which powers the Tivo Premiere and a box that Spanish ISP Jazztel is using for OTT delivery. Also in the 7400 class: the IP/QAM SoC that Jeff wrote about on Mon. The last three Roku boxes use BCM 2835. 

    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    12/5/2012 | 5:39:36 PM
    re: Intel May Launch a Virtual MSO


    last time I recall looking back at the history of this thing was when BelAir was picked in 2010 for the Summer Conference. Looking at some past winners it's not like getting selected means automatic sucess; but it does cause some of us to check them out, especially if it involves a company that's sort of new to the radar.


    yeah, synching iTV with other devices is not exactly a new concept; in fact, synching interactive apps on the PC was how alot of this was done along back when the iTV discussion centered around GoldPocket at ABC. JB


     

    craigleddy
    50%
    50%
    craigleddy,
    User Rank: Blogger
    12/5/2012 | 5:39:34 PM
    re: Intel May Launch a Virtual MSO


    This isn't the first time that Intel has flirted around with a content play. Periodically they've trotted out something at CES or elsewhere, like a virtual on-demand storefront a couple years ago. Everytime they do this I think: why? It always feels like a veiled effort to push chips.    

    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    12/5/2012 | 5:39:33 PM
    re: Intel May Launch a Virtual MSO


    Ninth time's a charm. But, agree, i don't really get this even if they can stomach the "rate cards" they get presented with . JB

    From The Founder
    Light Reading sits down at CES with the head of Cisco's service provider video business, Conrad Clemson, to discuss how NFV and cloud security relate to video, the challenge of managing 4K/8K traffic, the global expansion of Netflix and virtual reality.
    Flash Poll
    Live Streaming Video
    CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
    Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
    LRTV Custom TV
    Join Us at the Digital Operations Transformation Summit

    2|4|16   |   03:52   |   (0) comments


    The Digital Operations Transformation Summit on February 21, 2016 at the Crowne Plaza Barcelona Fira Centre will bring together 50 senior executives to engage in a unique debate on the opportunities and challenges presented by the transformative evolving digital landscape. RSVP now at events@lightreading.com.
    LRTV Custom TV
    Making the Test: ADVA Ensemble Connector vs. Open vSwitch

    2|4|16   |   01:28   |   (0) comments


    Light Reading, in partnership with EANTC, recently tested ADVA's Ensemble Connector, which replaces open vSwitch and offers carrier-grade capability and interoperability. The test results strengthen ADVA's credibility as a provider in the virtualization space.
    LRTV Custom TV
    Bridging the Gap Between PoCs & Deployment in NFV

    2|4|16   |   31:50   |   (0) comments


    Charlie Ashton of Wind River presents the keynote at Light Reading's 2020 Vision executive summit in Dublin.
    Between the CEOs
    CEO Chat With Mike Aquino

    2|3|16   |   17:34   |   (0) comments


    The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
    Shades of Ray
    MWC: Buckle Up for 5G & the IIoT

    2|2|16   |   02:28   |   (0) comments


    This year's Mobile World Congress looks set to be a 5G land grab and a chance to get down and dirty with the Industrial Internet of Things (IIoT) – but what will the 5G discussions actually be about?
    LRTV Custom TV
    Case Study: Building China's Next-Gen TV Networks

    2|2|16   |   5:01   |   (0) comments


    With over 2 billion viewers worldwide, Shenzhen Media Group is one of China's largest content producers. By partnering with Huawei and Sobey, SZMG was able to modernize media operations with the Converged News Center, a production studio that is a model for next-generation workflows.
    LRTV Custom TV
    Quad Channel Modulator Driver with 46 Gbaud Capability from MACOM

    1|28|16   |     |   (0) comments


    MACOM's MAOM-003427 is the industry's first surface-mount modulator driver with 46 Gbaud capability to support next generation 200G and 400G applications.
    LRTV Custom TV
    Video Infographic: Validating Cisco's NFV Infrastructure

    1|26|16   |   02:24   |   (1) comment


    We all know that the network of the future will be virtual, but when will virtual become a reality? This video infographic covers the four key areas in which Light Reading, in partnership with EANTC, tested Cisco's NFV infrastructure: performance, reliability, multi-service capabilities and single pane of glass management.

    For the full report, see

    Between the CEOs
    CEO Chat With Phil McKinney, CableLabs

    1|22|16   |   13:36   |   (1) comment


    At CES in Las Vegas, we met with Phil McKinney, CEO of CableLabs. Phil provides an update on the rollout of DOCSIS 3.1, his views on the future of open source and how consumer interest in virtual reality could affect network traffic.
    Between the CEOs
    Ericsson CTO on the Changing Telecom Market

    1|21|16   |   10:26   |   (0) comments


    At CES 2015, CTO of Ericsson, Ulf Ewaldsson, sits down with CEO of Light Reading, Steve Saunders, to discuss the changing telecom market, the new partnership with Cisco and the future of the telecom industry.
    LRTV Interviews
    Ireland's Data Dream

    1|21|16   |   14:31   |   (0) comments


    Host In Ireland president Gary Connolly tells Light Reading's Steve Saunders about the role Ireland is playing in hosting data for the world's largest organizations.
    LRTV Custom TV
    Brocade Keynote: Transitioning to the New IP

    1|20|16   |   27:23   |   (0) comments


    At 2020 Vision in Dublin, Andrew Coward, VP of Service Provider Strategy at Brocade, presents the transition to the New IP.
    Upcoming Live Events
    March 10, 2016, The Cable Center, Denver, CO
    April 5, 2016, The Ritz Carlton, Charlotte, NC
    May 23, 2016, Austin, TX
    May 24-25, 2016, Austin Convention Center, Austin, TX
    All Upcoming Live Events
    Infographics
    Cisco's latest VNI numbers suggest the world will be using 366.8 exabytes of data on smartphones and Internet of Things devices, up from 44.2 exabytes, in 2015.
    Hot Topics
    Alphabet Is Serious About Google Fiber
    Mari Silbey, Senior Editor, Cable/Video, 2/1/2016
    Did Juniper Pay 'Peanuts' for BTI?
    Mitch Wagner, West Coast Bureau Chief, Light Reading, 2/2/2016
    Google's 5G Radio Ambitions Are Expanding
    Dan Jones, Mobile Editor, 2/5/2016
    Purpose Is Key to Bringing Women Into Tech
    Elizabeth Miller Coyne, Editor, 2/1/2016
    How Data Center Outsourcing Fuels AT&T NetBond Growth
    Carol Wilson, Editor-at-large, 2/3/2016
    Like Us on Facebook
    Twitter Feed
    Webinar Archive
    BETWEEN THE CEOs - Executive Interviews
    The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
    As anyone who knows me will tell you, I like to think I know a fair bit about this next-gen-comms malarkey, but there's nothing like an interview with one of the ...
    Animals with Phones
    Happy Groundhogs for Technology Day! Click Here
    Live Digital Audio

    Broadband speeds are ramping up across Europe as the continent, at its own pace, follows North America towards a gigabit society. But there are many steps to take on the road to gigabit broadband availability and a number of technology options that can meet the various requirements of Europe’s high-speed fixed broadband network operators. During this radio show we will look at some of the catalysts for broadband network investments and examine the menu of technology options on offer, including vectoring and G.fast for copper plant evolution and the various deployment possibilities for FTTH/B.