& cplSiteName &
Comments
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
<<   <   Page 2 / 3   >   >>
Phil Harvey
50%
50%
Phil Harvey,
User Rank: Light Sabre
6/13/2018 | 3:45:06 PM
Re: Giant steps
Perhaps we'll see more deals like what Netflix struck with Comcast.

Telcos get their vig and the billing relationship, internet content providers get their distribution without blocking, service reduction AND they benefit from zero-rating or whatever you call it when you don't charge for certain kinds of traffic.
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
6/13/2018 | 1:43:17 PM
Re: Giant steps
By simple population numbers, yes. But by monetary value, markets are far from equal. Anyway, the Web giants have had things their way for over a decade now. They now face a potential end to their literal free ride. My guess is they already know this. But the options are limited, and much less attractive than what they've had so far.
brooks7
50%
50%
brooks7,
User Rank: Light Sabre
6/13/2018 | 1:02:27 PM
Re: Giant steps
 

I guess you missed my sarcasm.  Buying Charter, Comcast, Verizon, AT&T, and CenturyLink altogether ends up being less than a 10% of Worldwide market share.  So pretty much a waste of time.

seven

 
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
6/13/2018 | 10:41:43 AM
Re: Giant steps
Yes, although buying in China might not be an option for a while. But what about TMob/Sprint when those two come together?
brooks7
50%
50%
brooks7,
User Rank: Light Sabre
6/13/2018 | 10:18:20 AM
Re: Giant steps
 

So, the question would be what part to buy right.  I would think that they should be buying China Telecom right?  That is where the biggest number of people are.

This is the problem for the content guys.  All of the US Carriers have a trivial market share of Worldwide Broadband Consumers.  So, why leverage them at all?  They will lose subscribers if they don't distribute the content that people like.

seven
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
6/13/2018 | 10:06:50 AM
Re: Giant steps
Yep -- the problem for the OTT guys is they can never own the distribution channel in full. But they may need to buy into that part of the business so that they have some bargaining power. That would mean investing significant money into what for them would be an unexciting, relatively low-growth and low-profit sector.
Phil Harvey
50%
50%
Phil Harvey,
User Rank: Light Sabre
6/13/2018 | 9:58:19 AM
Re: Giant steps
This does all seem to be building to a point of conflict, right?

The Facebooks and so on NEED to reach the next billion people to keep growing, scaling and so on. They don't own the means of distribution and, as you note, can't control it.

So how will they get that control? Pay the telcos? Buy some of them? Build their own networks (not likely, hasn't worked yet). Am I thinking that part through correctly? Or is their next move something more obvious?
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
6/13/2018 | 9:49:17 AM
Giant steps
Re the analyst-predicted "merger frenzy" -- AT&T/TW isn't much different from Comcast/NBC. Worth watching, though, is what the OTT biggies end up doing regarding distribution channels. The business model they have now works well, but they don't have final control over it.
Phil Harvey
50%
50%
Phil Harvey,
User Rank: Light Sabre
6/13/2018 | 9:42:41 AM
Re: media consolidation
I skipped around a bit but I came away impressed with how the presence of Amazon, Netflix, etc. have changed every industry related to every digital thing we do. You can't escape them and you can't take them on directly in their core business.

You have to have the ability to do... something else. I think the judge is wary of what AT&T might do with its market power but he also doesn't see how they can avoid owning as much of the content lifecycle as possible.

Truly an unusual case.
Phil Harvey
50%
50%
Phil Harvey,
User Rank: Light Sabre
6/13/2018 | 9:40:15 AM
Re: Court time
>> So a tankerload of time and money was spent on what has been effectively ruled as a groundless action that may have been nothing more than a political vendetta <<

 

I think that's a better lede than the one I wrote. :)
<<   <   Page 2 / 3   >   >>


Featured Video
Flash Poll
Upcoming Live Events
October 23, 2018, Georgia World Congress Centre, Atlanta, GA
November 6, 2018, London, United Kingdom
November 7-8, 2018, London, United Kingdom
November 8, 2018, The Montcalm by Marble Arch, London
November 15, 2018, The Westin Times Square, New York
December 4-6, 2018, Lisbon, Portugal
March 12-14, 2019, Denver, Colorado
April 2, 2019, New York, New York
May 6-8, 2019, Denver, Colorado
All Upcoming Live Events
Partner Perspectives - content from our sponsors
One Size Doesn't Fit All – Another Look at Automation for 5G
By Stawan Kadepurkar, Business Head & EVP, Hi-Tech, L&T Technology Services
Prepare Now for the 5G Monetization Opportunity
By Yathish Nagavalli, Chief Enterprise Architect, Huawei Software
Huawei Mobile Money: Improving Lives and Accelerating Economic Growth
By Ian Martin Ravenscroft, Vice President of BSS Solutions, Huawei
Dealer Agent Cloud – Empower Your Dealer & Agent to Excel
By Natalie Dorothy Scopelitis, Director of Digital Transformation, Huawei Software
All Partner Perspectives