Light Reading
Also: Google Fiber preps for Missouri rollouts; cable's Canoe paddles ahead on VoD ads; Super Bowl streaming usage was not so super

Liberty Global, Virgin on Divergent Video Paths

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
2/5/2013
50%
50%

Welcome to today's broadband and cable news roundup.

  • If Liberty Global Inc. makes a successful bid for Virgin Media Inc., John Malone & Co. might have to make some hard decisions on how to proceed with Liberty's overall next-generation video strategy. Liberty Global has invested heavily in Horizon TV, a hybrid QAM/IP platform that features Samsung Corp. gateways running the cloud-based NDS (now Cisco Systems Inc.) Snowflake user interface alongside an applications ecosystem. Liberty has already launched Horizon TV in the Netherlands and Switzerland, with Germany and Ireland expected to follow (Liberty said it sold more than 50,000 Horizon subscriptions by the end of the third quarter of 2012). Virgin Media, meanwhile, is basing its advanced video service on boxes powered by the TiVo Inc. platform/UI. (See Liberty, Virgin Media in Takeover Talks and Liberty Global Embarks on New TV Horizon.) Despite the difference in strategies, Liberty might be better served by leaving well enough alone at Virgin if it ends up absorbing the U.K. operator. Virgin's TiVo-based subs numbered 1.14 million at the end of the third quarter of 2012, representing 30 percent of the MSO's TV base and helping Virgin to increase its overall video sub base by 52,200 during the period (Virgin reports fourth-quarter numbers tomorrow). That sub increase bucks a worn-out trend occurring among U.S. cable MSOs as well as at Liberty Global, which continue to shed video subscribers.
  • Google Fiber is getting ready to extend services to more "fiberhoods" (areas with 250 to 1,500 homes and businesses) in the Kansas Cities this spring. Google Fiber has set its first deadlines on the Missouri side, urging people in eight fiberhoods there to get signed up for broadband and video services. Among them, Crown Center has until March 21 to sign up, while the Crossroads region has until April 25. Google Fiber has also set service sign-up deadlines for four more fiberhoods on the Kansas side, starting with a Feb. 14 cut-off (feel the love) for the Delaware Ridge area. (See Google Fiber Starts to Hook Up Customers.) Google Fiber has not released any subscriber figures. On last week's fourth-quarter earnings call, Time Warner Cable Inc. President and COO Rob Marcus estimated that Google Fiber's current overbuild plan will ultimately reach about 600,000 homes in the area, with about 300,000 in TW Cable's footprint.
  • Canoe Ventures LLC, the MSO-backed advanced advertising J.V., says it's in the process of gaining accreditation for its dynamic video-on-demand (VoD) ad insertion reporting service from the Media Rating Council (MRC), a group that sets standards for audience measurement for the media industry. Canoe changed course in February 2012, announcing that it would scuttle its interactive advertising business, lay off about 120 employees, move its headquarters from New York City to Centennial, Colo., and focus solely on dynamic VoD ad insertion. (See Cable's Canoe Sinks Interactive Ad Business.)
  • Although consumers had access to live streams of Sunday's Super Bowl, the big game provided broadband networks a break, as the masses opted to watch it on regular TV. Overall network usage dropped 15 percent during the game, with CBS's Super Bowl stream accounting for only 3 percent of total network traffic on Sunday night, reports Sandvine Inc., which last year began to label this phenomenon as the "The Super Dip." Sandvine's latest conclusion: traffic stats show that adoption of live streamed sports events is on the rise, "but for the time being it is no threat to replace viewing via traditional broadcast methods."
  • Harris Corp. has closed the sale of its broadcast communications business to an affiliate of The Gores Group LLC for $225 million, a price comprised of $160 million in cash, a $15 million subordinated promissory note and an earn-out of up to $50 million based on future performance. — Jeff Baumgartner, Site Editor, Light Reading Cable

    (1)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View
    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    2/5/2013 | 4:00:47 PM
    re: Liberty Global, Virgin on Divergent Video Paths
    There's no actual deal in play yet, so we still don't know the particulars on how Liberty Global would try to finance such an agreement, but I still wonder if the good-áthe TiVo platform has brought Virgin Media so far would outweigh the operational help it would give Liberty if Liberty-átried to unify everything under Horizon TV... of course, Virgin Media's deal with TiVo might prevent that sort of thing from happening in the near-term anyway.

    Meanwhile ISI Group's analysts say the operational synergies of such a marriage is unclear, noting that Liberty has but modest oprerations in Ireland (452,000 video subscribers) and VMED only operates in the UK. However, VMED's main competitors, BSkyB, does operate in the UK and Ireland, they point out. JB
    Educational Resources
    sponsor supplied content
    Educational Resources Archive
    Flash Poll
    Wagner’s Ring
    Data Centers Drive Telcos Into the Future

    8|28|14   |   2:20   |   (2) comments


    Data centers are at the heart of key trends driving telecom -- network virtualization, the drive for increased agility, and the need to compete with OTT providers.
    LRTV Custom TV
    Why SPs Should Consider Cisco's EPN

    8|27|14   |   5:40   |   (0) comments


    Sultan Dawood from Cisco discusses Cisco's EPN, which enables SPs to build agile and programmable networks delivering new network virtualized services using Cisco's Evolved Services Platform (ESP).
    LRTV Huawei Video Resource Center
    Huawei’s Showcase @ Big Telecom Event 2014

    8|26|14   |   2.56   |   (0) comments


    SoftCOM is Huawei's framework for telecom business and network transformation. Haofei Liu, Solution Marketing Manager, Carrier Business Group, Huawei, showcases Huawei's SoftCOM architecture in this video.
    LRTV Huawei Video Resource Center
    Huawei @ BTE 2014: Director of Integrated Solutions on SoftCOM & NFV Monetization

    8|26|14   |   4.43   |   (0) comments


    Libin Dai, Director of Integrated Solutions, Carrier Business Group, discusses Huawei's SoftCOM and NFV monetization. Huawei believes that NFV monetization should be service-driven rather than network-driven, and that operators should have network transformation, service transformation and a compatible and collaborative ecosystem in place in order to deploy NFV.
    LRTV Huawei Video Resource Center
    Huawei @ BTE 2014: Director of US NFV Lab on CloudEdge & the Future of NFV

    8|26|14   |   4.06   |   (0) comments


    Sean Chen, Director of US NFV Lab at Huawei, discusses Huawei's new approach to NFV in open collaboration. Huawei believes that through Proof of Concept tests, it could help operators learn and communicate with the industry more effectively. Sean believes that successful implementation of NFV should have its values reaching to end users and discusses how Huawei's ...
    LRTV Huawei Video Resource Center
    Huawei's Highlights @ Big Telecom Event 2014

    8|26|14   |   3.34   |   (0) comments


    At the Big Telecom Event in Chicago Huawei showcases its high-level strategy, the SoftCOM architecture, which helps operators reduce the cost of ownership of their network infrastructure and generate additional revenue in the ICT service environment. Huawei showcases over 30 pilot programs from across the globe, focusing on the industry-leading commercial ...
    LRTV Custom TV
    VeEX – Live from the Show

    8|21|14   |   5:58   |   (0) comments


    An overview of VeEX Test and Measurement solutions including TX300S multi-service test set with VeExpress cloud-based management system, UX400 universal modular platform supporting 100G testing, and the redesigned RXT modular platform.
    LRTV Custom TV
    Transitioning CE 2.0 Networks Into the SDN & NFV Era With Telco Systems

    8|19|14   |   5:19   |   (0) comments


    Telco Systems' Ariel Efrati (CEO) and Moshe Shimon (VP of Product Management) discuss virtualization and how the company's new Open Metro Edge solution utilizes the SDN and NFV concepts to accelerate and orchestrate service delivery through its innovative product portfolio and software applications.
    LRTV Custom TV
    NFV Myths: Is NFV Still Several Years Away?

    8|11|14   |   1:13   |   (0) comments


    Some say that NFV (network functions virtualization) is still several years away from being implemented on mobile operator networks. This isn't the case. Operators can get started on their paths to NFV now, as this short video from Skyfire shows.
    LRTV Custom TV
    A New Security Paradigm in SDN/NFV

    7|28|14   |   02:54   |   (0) comments


    Paul Shaneck, Global Director Network Solutions for Symantec, discusses the evolving virtualized network, explaining how Symantec is leading the security discussion as it relates to SDN and NFV, and helping to ensure the network is protected and compliant.
    LRTV Documentaries
    Sprint's Network Evolution

    7|24|14   |   14:59   |   (0) comments


    Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
    LRTV Documentaries
    BTE Keynote: The Software-Defined Operator

    7|24|14   |   18:43   |   (1) comment


    Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
    Upcoming Live Events!!
    September 16, 2014, Santa Clara, CA
    September 16, 2014, Santa Clara, CA
    September 23, 2014, Denver, CO
    October 29, 2014, New York City
    November 6, 2014, Santa Clara
    November 11, 2014, Atlanta, GA
    December 9-10, 2014, Reykjavik, Iceland
    June 9-10, 2015, Chicago, IL
    Infographics
    Hot Topics
    Rogers, Shaw Take Aim at Netflix
    Mari Silbey, Independent Technology Editor, 8/26/2014
    Utilities to Pump $11.2B Into Smart Grid – Study
    Jason Meyers, Senior Editor, Utility Communications/IoT, 8/26/2014
    T-Mobile: Small Cells? We're Dense Already
    Dan Jones, Mobile Editor, 8/22/2014
    Verizon Launches QR Code Security Solution
    Carol Wilson, Editor-at-large, 8/26/2014
    M2M's In Fashion: Wearables Play the US Open
    Sarah Reedy, Senior Editor, 8/25/2014
    Like Us on Facebook
    Twitter Feed