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-the TiVo platform has brought Virgin Media so far would outweigh the operational help it would give Liberty if Liberty-tried 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
    Flash Poll
    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.
    Light Reedy
    Numbers Are In: LR's 2014 Salary Survey

    7|24|14   |   1:25   |   (7) comments


    Our fourth annual Salary Survey paints a picture of who's hiring, firing, earning, and yearning for a change in the telecom industry.
    LRTV Custom TV
    Driving the Network Transformation

    7|23|14   |   4:29   |   (0) comments


    Intel's Sandra Rivera discusses network transformation and how Intel technologies, programs, and standards body efforts have helped the industry migration to SDN and NFV.
    LRTV Custom TV
    Distributed NFV-Based Business Services by RAD

    7|18|14   |   5:38   |   (0) comments


    With the ETSI-approved Distributed NFV PoC running in the background, RAD's CEO, Dror Bin, talks about why D-NFV makes compelling sense for service providers, and about the dollars and cents RAD is putting behind D-NFV.
    LRTV Custom TV
    MRV – Accelerating Packet Optical Convergence

    7|15|14   |   6:06   |   (0) comments


    Giving you network insight to make your network smarter.
    LRTV Custom TV
    NFV-Enabled Ethernet for Generating New Revenues

    7|15|14   |   5:49   |   (0) comments


    Cyan's Planet Orchestrate allows service providers and their end-customers to activate software-based capabilities such as firewalls and encryption on top of existing Ethernet services in just minutes.
    LRTV Custom TV
    Symkloud NVF-Ready Video Transcoding, Big Data

    7|9|14   |   3:41   |   (0) comments


    Kontron and ISV partner Vantrix demonstrate high-performance video transcoding and data analytic solutions on same 2U standard platform that is ready for SDN and NFV deployments made by mobile, cable and cloud operators.
    LRTV Huawei Video Resource Center
    The Evolving Role of Hybrid Video for Competitive Success

    7|4|14   |   4:09   |   (0) comments


    At Huawei's Global Analysts Summit in Shenzhen, China, Steven C. Hawley from TV Strategies speaks to us about the evolving role of hybrid video for competitive success.
    LRTV Huawei Video Resource Center
    How CSPs Leverage Big Data in the Digital Economy

    7|4|14   |   4:48   |   (2) comments


    Justin van der Lande from Analysys Mason shares with us his views on how telecom operators can leverage customer asset monetization with big data. His discusses the current status of big data applications and the challenges and opportunities for telecom operators in the digital economy era.
    LRTV Huawei Video Resource Center
    Accelerator for Digital Business – Future Oriented BSS

    7|4|14   |   3:08   |   (0) comments


    Mobile and internet are becoming intertwined; IT and CT are integrating; and leading CSPs have begun to transform to information service and entertainment providers. How should the BSS system evolve to enable this transformation? Karl Whitelock, an analyst at Frost & Sullivan, shares his views.
    Upcoming Live Events!!
    September 16, 2014, Santa Clara, CA
    September 16, 2014, Santa Clara, CA
    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
    Packet Design asks network professionals how they handle the cloud, SDN, and network management.
    Today's Cartoon
    Vacation Special Caption Competition Click Here
    Latest Comment
    Hot Topics
    Is Windstream Boldly Setting a New Trend?
    Carol Wilson, Editor-at-large, 7/29/2014
    Sprint, T-Mobile: The Price War's On
    Sarah Reedy, Senior Editor, 7/30/2014
    Pics From Comic-Con -- Honest!
    Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/30/2014
    If Not Muni Networks, Then What?
    Carol Wilson, Editor-at-large, 7/28/2014
    Verizon Applies 3G Throttling Policy to LTE
    Sarah Reedy, Senior Editor, 7/25/2014
    Like Us on Facebook
    Twitter Feed