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Video Battle Lines Are Being Drawn

12:50 PM -- As I read announcements coming from cable and telco companies concerning their video strategy, I sum them up this way. Cable companies are positioning content as their differentiating weapon of choice. Telcos are arming themselves with applications. The battle is fluid, and the tactics are sure to change, but for the time being, this is how the battle lines are being drawn.

Comcast Corp. (Nasdaq: CMCSA, CMCSK) is taking the cable lead. It sees its move to gain control of NBC Universal and all of the content assets it possesses as fundamental to long-term success. In their view, being able to manipulate those content assets in Comcast's favor far outweighs any cool thing Verizon can do with Twitter on the TV. Their beta launch of Xfinity TV this week is yet another example of how they intend to leverage content to win. Granted, Verizon's on board with TV Everywhere for FiOS (AT&T, where are you?), but Comcast is off to a great head start.

Telcos on the other hand, are developing away. Multiview from AT&T and Verizon FiOS fantasy football widgets are compelling applications that are certain to engage a fair number of potential and existing subscribers.

Which tactic gives the best advantage?

— Bernardin Arnason, Managing Partner, Pivot Group , and Chairman, TelcoTV 2009


Interested in learning more on this topic? Then come to TelcoTV 2009, the telecom industry’s premier event for the exploration of a comprehensive entertainment convergence strategy, to be staged in Orlando, Fla., November 10-12. For more information, or to register, click here.


Bbander 12/5/2012 | 3:50:50 PM
re: Video Battle Lines Are Being Drawn

It's going be harder for telcos to catch cable on the content side than for cable to catch telcos on the apps side. Developing apps is much easier than building content assets and experience. Cable will get into their app stride in 2010.

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