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Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

IPTV

The Beginning of 2017

January 3, 2017

Wired has two articles about Amazon becoming an ISP; and Google FB Amazon taking over for the telcos.

"Put it all together and you can see a day when you're watching content that Google produced disseminated via infrastructure that Google owns on a phone that Google made using wireless service Google brokered." Amazon tried it and failed. Google's phones are nice, but the Fi service has done about as well as Google Fiber.

The opposition - the cellcos, the RBOCs, the ILECs - don't want to be just dumb pipes.

TV is Moving to the Internet

October 27, 2015

TWC is trialing Internet TV. "The beta service will let some customers get online Internet TV services, without requiring a cable connection, through a Roku 3 device," according to eweek.

Comcast Xfinity, Verizon, Boingo, DISH (Sling TV) have joined Hulu, HBO, Starz, and CBS with streaming TV services. It will all move to IP -- not necessarily over the Internet.

The Decline of TV

September 10, 2015

DSLReports writes that the Average Cable Bill is now $99, Up 39% Since 2010! Up 9% from last year!

Most of that increase is due to about 5 companies charging a premium for content -- and packaging channels that no one wants with the 1 channel viewers do want. [That is why a la carte channels will just not work.

News Tidbits Part 2917

April 27, 2015

Windstream's telecommunications network assets were spun off into a REIT named Communications Sales and Leasing, Inc. that is trading on Nasdaq as symbol CSAL today.

Comcast removed itself from the $45B acquisition of TWC. Both the DOJ and the FCC were opposed to it. Comcast is facing other issues, like cord-cutting and the demise of the pay-cable-TV model that it was built on.

What If Cable Didn't Sell TV?

August 21, 2014

"Leichtman Research Group (LRG) says the largest U.S. cable TV operators now have more high speed access customers than they do video customers, according to Bruce Leichtman, LRG president and principal analyst." [telecompetitor]

In a conversation today, a cable exec said, "What if cable didn't sell cable TV any more?" Great question!

Cablecos make more profit on broadband and voice than they do on TV.

M&A Merger Rumors Abound

May 1, 2014

Sprint is getting set to offer a bid to buy T-Mobile, which is funny since the FCC already told Softbank Sprint that they would say no. But on the heals of the Comcast-TWC deal (that now involves Charter getting some TWC leftovers), Sprint thinks that it will be okay.

Then there is the AT&T buying DirecTV rumor. Never hear the rumor about DISH being bought, huh?

A CDN With Channel?

March 28, 2011

Image via CrunchBase

Highwinds is a CDN player out of Florida. The only reason I know them is that I track tech funding in Florida. Highwinds had a booth at the Channel Partners Expo, which made me scratch my head. Why?

CDN is really a channel opportunity.

Comcast Making Waves

November 29, 2010

Big peering fight between Comcast and Level3.

"On November 19, 2010, Comcast informed Level 3 that, for the first time, it will demand a recurring fee from Level 3 to transmit Internet online movies and other content to Comcast’s customers who request such content. By taking this action, Comcast is effectively putting up a toll booth at the borders of its broadband Internet access network, enabling it to unilaterally decide how much to charge for content which competes with its own cable TV and Xfinity delivered content. This action by Comcast threatens the open Internet and is a clear abuse of the dominant control that Comcast exerts in broadband access markets as the nation’s largest cable provider." Level3 is calling this a video surcharge So L3 is pulling out the Net Neutrality card.

What Have I Been Saying?

October 17, 2010

Gary Kim writes, "A study of data submitted by 221 small U.S. telcos by Telergee Alliance confirmed trends you would expect: Broadband and wireless are growing, cable TV is flat, and voice is declining. As has been the case for several years, operating costs also are growing while profit margins are shrinking."

So if TelcoTV costs big money, but the market is flat, why spend the money?

So Happy

August 24, 2010

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