Telcos, Satellite Providers Picking Up Customers

In any competitive market with a leading incumbent and many challengers, one normally would assume that the direction of market share shifts would be away from the incumbent and towards challengers, assuming those challengers are reasonably competent at crafting offers and delivering on their promises.

And that is just about what ChangeWave survey suggests is happening in the mass market video arena. A February survey suggests that video consumers who plan to switch providers are disproportionately switching to new providers.

Asked the names of their planned new providers, about 30 percent said they would switch to DirecTV while 28 percent said they would switch to Verizon FiOS. About 14 percent said they would switch to at&t while 10 percent said they would switch to Dish Network.

That's 38 percent choosing satellite providers and 44 percent choosing telephone company video services.

Mobile Web: 38% Euro Usage by 2013

Analysts at Forrester Research say 38 percent of mobile phone users in Western Europe will use mobile Internet services by 2013. That's 125 million Europeans accessing the Web regularly from their mobile phone, triple the number that do so today.

As that happens, something will start happening with mobile advertising, no matter how undeveloped the art is at the moment. Forrester reports that 83 percent of marketers it surveyed recent believe mobile advertising will become more effective over the next three years, despite a finding that just seven percent of users "trust" mobile ads.

That's just the nature of the business these days. Communications service providers are in the midst of transformation efforts that require them to replace most of their current revenue with new sources. Do they--does anybody--have absolute crystal clear vision on precisely how all that will happen? No. Will it happen? Yes.

Is that quite a lot of uncertainty? Yes. But will service providers get there? Yes. In that regard, the communications business is no different than lots of other businesses these days. Most of the products lots of companies will be selling in 10 years haven't been invented yet.

How Many WiMAX Providers

A business associate asked how many WiMAX operators might be active globally. Maravedis says they have profiles on about 256 operators globally, and I assume there are others possibly too small to have been profiled yet, or who have not yet begun operation. Given the large number of small independent wireless ISPs just in the United States, it seems likely many will kick the tires on WiMAX gear.

Amazon Adds Elastic Compute Cloud Persistent Storage

Amazon is adding persistent storage for users of its Elastic Compute Cloud. These volumes can be thought of as raw, unformatted disk drives which can be formatted and then used as desired (or even used as raw storage if you'd like), Amazon says.

Volumes can range in size from 1 GB on up to 1 TB; developers can create and attach several of them to each EC2 instance, Amazon says. They are designed for low latency, high throughput access from Amazon EC2. Needless to say, you can use these volumes to host a relational database.

Users also will also be able to perform "snapshot" backups of your volumes to Amazon Simple Storage Service, a feature that can be used to create new volumes or to roll back stored data to an earlier point in time.

"The snapshot is extremely powerful technology and allows for building highly fault-tolerant applications operating world-wide," says Werner Vogels, Amazon CTO. "Combine these snapshots with Availability Zones and Elastic IPs and you have all the tools to manage and migrate even the most complex of applications."

Both of the new innovations make it easier to envision use of cloud computing resources as the way to host Web-accessed applications for just about any sort of application, especially globally.

AOL Ad Net Hits 91% of U.S. Internet Audience in March

Each of the top 15 ad networks delivered ads to at least half of the total U.S. Internet audience in March, says ComScore. Platform-A, the AOL ad network that combines Advertising.com, Quigo and Tacoda, served ads to 170 million U.S. Internet users in March, representing 91 percent of the total U.S. online population, to rank as the top ad network.

That's not to say 91 percent saw or interacted with every ad, but that the network placed them. That's serious reach, on at least one dimension.

On a stand-alone basis, Advertising.com would rank as the top ad network with a reach of more than 167 million Internet users. Yahoo! Network ranked second with a reach of 160 million, followed by Google Ad Network (152 million) and Specific Media (140 million).

As ad networks have expanded their reach and influence online, a new crop of ad networks has surfaced to serve specific demographic and behavioral target segments, says comScore

Snap Shots Network delivers ads to users of Snap.com’s Snap Shots. The network reached more than 18 million U.S. Internet users in March. Widgetbucks Network delivers contextually relevant ads through a widget, and had reach of 9.5 million, while NeoEdge Game Network, which delivers ads through games, had a reach of nearly 1 million.

Other ad networks on this list target specific audience segments, such as HispanoClick by Batanga (Hispanics), Indieclick (young influencers or “tastemakers”) and The Heavy Men’s Network (men).

Waiting for FiOS

We haven't seen any doorhangers or other outbound marketing yet, but it appears, given the recent activity by Verizon-branded trucks in the neighborhood, plowing orange conduit into the ground, that Verizon is laying an optical distribution network in Reston, Va., presumably in preparation for rolling out FiOS service.

We already buy Verizon voice and digital subscriber line at the Reston location, so what will happen--absolutely, positively--is that a new Verizon video and FiOS Internet access account will be purchased, as soon as we get the opportunity to sign the check. Verizon will, of course, lose a DSL account while Comcast loses at least one video RGU.

These days, consumer services are akin to trench warfare, and this is how the war is fought: one RGU at a time.

YouTube More Dominant than Google

Though online video sites as a category have seen a seven percent drop in traffic year over year since March 2007, YouTube has gained share, recording a 32 percent growth in visits over that same period. YouTube's market share in the video sector is now at 73.18 percent, says Hitwise.

That's even more dominant that Google is in search share. Google saw an all-time high 67 percent of searches performed in March, Hitwise says.

MySpace TV came in second place last month, with just over nine percent of visits. Google Video was 3rd at four percent, meaning that the two Google properties have 77 percent marketshare.

That's about as dominant as a company can get.