Wednesday, February 4, 2009
Not a Good Day for Arizona Cox Customers
Both broadband access and voice seem to be down across much of the state.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Time Warner Cable Grows Revenues 8% in Recessionary Year
How does Time Warner Cable perform in a full year of recession? By growing revenues eight percent, or $1.2 billion, over full-year 2007, to reach $17.2 billion. Subscription revenues were up eight percent($1.2 billion) to $16.3 billion. Video revenues grew four percent ($359 million) to $10.5 billion, benefiting from the continued growth in digital video subscriptions and video price increases.
High-speed data revenues rose 12 percent ($429 million) to $4.2 billion, driven by continued high-speed data subscriber growth. Voice revenues climbed 36 percent ($426 million) to $1.6 billion.
The rate of revenue units added slowed later in the year, though. That is in line with past recessions, when customers delayed adding more enhanced services.
High-speed data revenues rose 12 percent ($429 million) to $4.2 billion, driven by continued high-speed data subscriber growth. Voice revenues climbed 36 percent ($426 million) to $1.6 billion.
The rate of revenue units added slowed later in the year, though. That is in line with past recessions, when customers delayed adding more enhanced services.
Still, Time Warner faces a problem in its legacy video business that telcos face in their legacy voice business. Time Warner Cable is losing "basic video" subs, as telcos are losing voice line customers. Time Warner Cable lost 119,000 customers in that category when some analysts anticipated 27,000 to 46,000 or so basic cable customer losses.
Keep in mind, though, that these losses would likely have occurred even without a recession, as market share shifts away from cable and to telco video services are a secular trend that was underway before the recession.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
60% of Workers Use Social Networking Sites
About 60 percent of working Americans (18 years old or more) used one or more social networking sites at end of 2008, according to Compass Intelligence. About 35 percent of working Americans say they use Facebook, while 29 percent say they use LinkedIn.
About 60 percent of working Americans not using social networking say they don't use them because "it's not a good use" of their time.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Conferencing Now the Lead UC Application, It Seems
I've been speaking on, and running, panel sessions on unified communications for some time, as have many of my other associates who follow UC. I've noticed a shift early this year: people now are talking a lot more about conferencing, and less about integrating voice, instant messaging,email, mobile and fixed services.
What that suggests is that "what is selling" is conferencing. It might, or might not, suggest a certain sluggishness of buyer response to the more-traditional pitches.
Jill Taylor, product marketing executive for Verizon Business, says "conferencing is becoming the lead product for UC." That's a switch.
Verizon Business is one of the first global service providers to integrate audio and Web conferencing services across multiple leading IM services, including IBM Lotus Sametime Unified Communications and Collaboration, Microsoft Office Live Communications Server 2005 and the Cisco Jabber XCP, says Taylor.
"I don't know that it is the economic climate solely, but it plays there," she says. The idea is to use a presence-based client to escalate into an audio or a net session, making the meeting experience more intuitive, instantaneous and flexible, Taylor says.
Sametime, Lotus, Jabber are supported. Also some additional integration: leader can launch other features such as Web moderator, a call management tool that allows you to visually see who is on a call, record a session as well. Better integration from the desktop. Lots more intuitive.
The push for Jabber conferencing came from the finance and pharmaceutical communities, which are key Jabber user verticals.
The new tools are available immediately for U.S.-based organizations and are scheduled to be rolled out internationally later this year, along with Verizon audio and net conferencing integration with Microsoft Office Communicator 2007.
Also, Verizon Business is calling the new features "spontaneous collaboration." The linguistic shift is important. "UC" is a reasonable provider-side description. But it doesn't necessarily resonate with end users. "Spontaneous collaboration" is better. From an end user perspective, it better describes "something I can do."
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
More 3G, But Majority of Users Don't Use Broadband Features?
Use of smart phones with full HTML browsers that offer a true Internet browsing experience increased steadily in 2008, according to comScore.
So mobile browsing grew 34 percent during
the year. But users on 3G networks grew 43 percent from November 2007 to November 2008.
So the percentage of 3G users using the mobile Web did not change over 2008. In fact, the percentage of 3G users who do not use the mobile Web might have slipped a bit.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Monday, February 2, 2009
More Data, Though Impressionistic, on Small Business....
It has been my contention over the last several months that no matter what enterprises might be doing, small businesses are behaving in quite different ways. Trent Johnsen, SMB Phone executive, says he is hearing from Canadian VARs and business phone specialists that business is pretty much where you would expect it to be, at this month of any year, and over the last several months.
Microsoft Response Point executives say they are hearing the same things from their talks with U.S. channel partners.
Curious, isn't it? There are indications, some impressionistic, some more structured, that small businesses in North America are behaving in counter-intuitive ways. Sure, they'll be careful.
But there is some evidence of consistency and stability in their hiring of people, expansion of business and buying of communications technology solutions.
Microsoft Response Point executives say they are hearing the same things from their talks with U.S. channel partners.
Curious, isn't it? There are indications, some impressionistic, some more structured, that small businesses in North America are behaving in counter-intuitive ways. Sure, they'll be careful.
But there is some evidence of consistency and stability in their hiring of people, expansion of business and buying of communications technology solutions.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Nobody's safe anymore!
It's actually very funny to watch a dinner table full of bloggers whip out their mobiles and start tweeting and posting when somebody at the table says "hey, any of you guys ever heard of this company? They've done some really savvy stuff."
First of all its a dark room and then all of a sudden the backlit screens come up. Then the thumb typing starts.
Nobody's safe anymore!
First of all its a dark room and then all of a sudden the backlit screens come up. Then the thumb typing starts.
Nobody's safe anymore!
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Posts (Atom)
Net AI Sustainability Footprint Might be Lower, Even if Data Center Footprint is Higher
Nobody knows yet whether higher energy consumption to support artificial intelligence compute operations will ultimately be offset by lower ...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...