http://sec.gov/Archives/edgar/data/1442505/000095012310081459/v56755e8vk.htm
Saturday, August 28, 2010
Clearwire to Launch Prepaid Services
http://sec.gov/Archives/edgar/data/1442505/000095012310081459/v56755e8vk.htm
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.
U.S. Telecom Industry Revenue Flat Through 2015
Between 2009 and 2015, revenue will be flat, in fact declining a bit.
If you run a public company, you are judged on revenue growth. That inescapable vice suggests just one thing: massive financial trouble ahead for industry players or significant shifts of market share that allow some companies to keep growing at the expense of others.
Most companies will run hard just to stay in place. But it seems unlikely most companies can do that on a long-term basis. Public companies must grow, or get punished. Public companies that don't grow will be acquired. More than anything else, industry lack of real growth is going to lead to relatively-massive consolidation.
To be sure, most companies are trying to find other new revenue streams that do not simply take existing market share from other competitors, but actually add new incremental revenue. In all likelihood, those streams will be quite small for a while, though, and likely will not be significant enough to get the industry out of its "flat revenue" jam.
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.
Video Advertising: Will Pareto Distribution Hold?
Video advertising might be on the cusp of a major advance, at least for some ad networks and a few applications and sites, such as Hulu or YouTube.
What is not likely is that much of the revenue will be gained by smaller firms, if typical market dynamics hold. What one would have to expect is that 20 percent or fewer of the providers will get 80 percent of the video ad revenue.
That Pareto distribution, commonly thought of as the "80/20" rule, occurs normally in business and in many natural processes as well.
Not many markets, if any, ever escape a stable structure of that sort. Video advertising likely will fit into that pattern as well.
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.
Friday, August 27, 2010
Blockbuster Bankruptcy Coming
Blockbuster could file for bankruptcy as early as mid-September.
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.
Targeted Display and Video Advertising Will Grow 60% in 2011
Online ad spending growth is being propped up by targeted display and streaming video advertising, says Borrell Associates. Both targeted display ad spending and streaming video ad spending will grow by around 60 percent in 2011. In turn, spending on less-targeted ads such as run-of-site display and national paid search is poised to fall.
"There really is unparalleled ability in the past year, year-and-a-half, to be able to deliver ads targeted to that one person as opposed to whom you think might be visiting a site," says Gordon Borrell, Borell Associates CEO.
"That's peeling off a lot of the growth from run-of-site banner ads," he says.
According to Borrell, targeted display advertising will hit $10.9 billion in total in 2011. Local targeted advertising will reach $2.3 billion, while national is expected to hit $8.6 billion, the company reported. And, while national targeted advertising will grow almost 50 percent, local targeted ads will grow at an even higher rate.
"They're not buying mass anymore; they're buying niche," said Borrell.
link
"There really is unparalleled ability in the past year, year-and-a-half, to be able to deliver ads targeted to that one person as opposed to whom you think might be visiting a site," says Gordon Borrell, Borell Associates CEO.
"That's peeling off a lot of the growth from run-of-site banner ads," he says.
According to Borrell, targeted display advertising will hit $10.9 billion in total in 2011. Local targeted advertising will reach $2.3 billion, while national is expected to hit $8.6 billion, the company reported. And, while national targeted advertising will grow almost 50 percent, local targeted ads will grow at an even higher rate.
"They're not buying mass anymore; they're buying niche," said Borrell.
link
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.
African-Americans, Women and Southerners Talk and Text The Most
African-Americans and Hispanics also text the most. Hispanics send and receive around 767 SMS messages a month while African-Americans send and receive around 780 – significantly more than Asians/Pacific Islanders (384 texts a month) and Whites (566 texts a month). The voice and text results are compiled from one year (April 2009-March 2010) of mobile usage data gathered by the The Nielsen Company.
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.
One Million More U.S. TV Households
Nielsen says the number of U.S. TV households will grow by one million for the coming season.
That doesn't seem to portend any shift to online media, does it?
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...
