Starz Entertainment LLC was wise to walk away from the bidding for Walt Disney Co. (NYSE: DIS) content and let Netflix swoop in, wrote ISI Group Inc. analyst Vijay Jayant, who thinks investors in Starz parent Liberty Media Corp. (NYSE: LMC) over-reacted to news that won't take effect until 2017. He estimates that Netflix could be paying as much as $400 million per year, and put Starz's deal at about $250 million per year. John Malone's Liberty Media plans to spin Starz into a separate public company. (See Netflix Swipes Disney Deal From Starz.)
Synacor Inc. , the Buffalo, N.Y.-based developer of TV Everywhere authentication systems and Web portals, is expanding into social gaming after notching a partnership with Zynga Inc. , the creator of titles such as FarmVille and Words With Friends. The deal will help Synacor's pay-TV partners, which include Charter Communications Inc. and CenturyLink Inc. (NYSE: CTL), offer access to Zynga games via their customer home pages.
Video software specialist SeaChange International Inc. (Nasdaq: SEAC) posted fiscal third-quarter GAAP net income of $600,000 (2 cents per share) on revenues of $39.2 million, down from year-ago revenues of $42.9 million. SeaChange also increased 2013 revenue guidance in the range of $155 million to $159 million.
Netflix has tagged the PlayStation3 as the "top platform" for development, meaning it will be the first to get new features and access to more content than other devices.
re: Verizon/Redbox Video Service Hits Pause Button
Anyone things the delay is a big deal? Maybe it's not when considering the grand scheme of things, but they'll miss out on any holiday tailwinds. But are video subscription services the kind of thing you'd use as a stocking stuffer? JB
Light Reading founder Steve Saunders talks with VMware's Shekar Ayyar, who explains why cloud architectures are becoming more distributed, what that means for workloads, and why telcos can still be significant cloud services players.
A CSP's digital transformation involves so much more than technology. Crucial – and often most challenging – is the cultural transformation that goes along with it. As Sigma's Chief Technology Officer, Catherine Michel has extensive experience with technology as she leads the company's entire product portfolio and strategy. But she's also no stranger to merging technology and culture, having taken a company — Tribold — from inception to acquisition (by Sigma in 2013), and she continues to advise service providers on how to drive their own transformations. This impressive female leader and vocal advocate for other women in the industry will join Women in Comms for a live radio show to discuss all things digital transformation, including the cultural transformation that goes along with it.
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