Ambient Paradigm Has Implications for Media & Entertainment

A future ambient business model would change the way we think about screens, mobile and IoT in a post-device world — an emerging reality that we expect to see illustrated at CES 2017. Recently, a look at what it means for businesses to operate in a post-device world has surfaced in forward-thinking analyses. Specifically, some reports have examined how Apple continues to prosper as customers increasingly do almost everything on anything. At UBS, analyst Steve Milunovich thinks Apple is already moving towards an ambient (present on all sides) paradigm, with a proliferation of devices that increasingly allow you to interoperate seamlessly across a full range of digital formats. In this new paradigm, the real growth will likely be extensions of services. Continue reading Ambient Paradigm Has Implications for Media & Entertainment

AT&T Set to Launch DirecTV Now 100-Channel OTT Service

On the heels of acquiring DirecTV for almost $50 billion, AT&T plans to roll out DirecTV Now, an Internet video service, by the end of 2016. This new over-the-top service challenges the pay-TV industry with its ability to stream a 100-channel line-up to TVs and mobile devices without a satellite dish, cable set-top box or annual contract. Sources say that AT&T is likely to charge about $50 a month for the service. Currently 25.3 million subscribers pay an average of $117 a month for AT&T’s pay-TV business. Continue reading AT&T Set to Launch DirecTV Now 100-Channel OTT Service

Netflix Scores Emmy Noms, Reaping Value Per Dollar Spent

Netflix has scored big with 54 Emmy nominations, compared to last year’s 34 nominations. The number of nominations puts Netflix in third place, behind HBO (94 nominations) and FX Networks (56 nominations). Its long-standing series “House of Cards” continued to garner nominations, as did new series “Bloodlines” and “Narcos.” Netflix is also besting its competitors in terms of how it creates value for the money it spends on productions, with efficiencies an estimated three-times better than Amazon and Hulu. Continue reading Netflix Scores Emmy Noms, Reaping Value Per Dollar Spent

Apple’s New iPhones Set a New First-Weekend Sales Record

Apple broke its first-weekend sales record, after selling 13 million iPhone 6s and 6s Plus phones since Friday. That figure bests the 10 million iPhone 6 and 6 Plus devices sold last year during the first weekend. The increase is likely the result of market selections; this year the new phones were made available in China, one of Apple’s biggest markets, but last year China was not included in the first weekend. The sales figures were in line with some analysts’ expectations. Daniel Ives at FBR Capital projected 13 million in sales, while Gene Munster of Piper Jaffray predicted 12 to 13 million. Continue reading Apple’s New iPhones Set a New First-Weekend Sales Record

Research Suggests Streaming is Impacting the Business of TV

Despite revenue generated by licensing content to streaming services, some analysts and execs are concerned that the growth of subscribers to Netflix and related services may negatively impact traditional TV audiences and related advertising revenue. During the UBS Global Media and Communications Conference on Monday, research was presented that suggests a significant disruption in media consumption, as Netflix subscribers watch less broadcast TV than consumers without the service. Continue reading Research Suggests Streaming is Impacting the Business of TV

Google’s Skybox Purchase is About More Than Satellite Images

By 2016, Skybox Imaging will use six satellites to capture daily images of the Earth. By 2018, the company plans to launch 24 satellites, imaging the entire planet with exceptional resolution. Google’s acquisition of Skybox for $500 million will allow the Internet company to use these satellites to provide faster online access to high-quality images. The deal, in the long run, is also expected to improve Internet access and assist with disaster relief. It could also collect new levels of information on people and companies. Continue reading Google’s Skybox Purchase is About More Than Satellite Images

U.S. Consumers Upgrading Smartphones at Declining Rates

U.S. consumers are buying fewer smartphones and upgrading less often, a problem for device manufacturers and wireless carriers, such as Apple and AT&T respectively. The more advanced smartphones become, the less consumers feel the need to upgrade. Some consumers see the pace of innovation slowing, encouraging them to wait for breakthrough devices, and passing on the newest upgrades. Yet companies see a future in new services and technologies. Continue reading U.S. Consumers Upgrading Smartphones at Declining Rates

UBS Global Media: Comcast Execs Discuss Benefits of New Verizon Pact

  • At this week’s UBS Global Media and Communications Conference, Comcast executives described “their multi-billion dollar pact with Verizon inked late last week a transformative event in some ways on the scale of acquiring of NBCUniversal,” reports Variety.
  • “Talk about content, you got NBC. And wireless, you got this. In perpetuity,” said CFO Michael Angelakis. “This is a deal forever. We don’t have to invest in building a wireless network. We aren’t going to acquire a wireless network. It’s quite a significant transaction.”
  • The deal to sell wireless spectrum to Verizon will finally enable the quadruple play where customers can receive video, Internet, landline and cell phone service.
  • “Watching a video on your wireless devices, then resuming it in your home. Great new devices with your Comcast (subscription), great new innovations…will come out of that side of the deal,” said Comcast Cable prexy Neil Smit.