Thursday, December 23, 2010

Google Doesn't "Get" Hollywood

If Google managers hope to license premium TV shows and films for Google TV and YouTube, they should do what Netflix did and build relationships through traditional means. That's the recommendation of one studio executive.

After two years wooing the film and TV sectors, Google is still not very tuned in to the industry, said two film sector insiders who spoke to CNET.


These same executives cautioned against naming Netflix the winner of Internet distribution, adding that there's a long way to go in this contest. But both sources acknowledged that Netflix has had more success acquiring content thanks to the company's big head start in the sector as well as adopting a smarter approach to Hollywood.

Broadband Networks: Slim Returns

Wireline networks have the weakest returns on invested capital with a 1.5 percent gain over the last decade, argues Sanford Bernstein financial analyst Craig Moffett.

Wireless networks had a meager return of 0.3 percent. Cable garnered a 2.5 percent return. Satellite networks had the best return on invested capital at 5.5 percent.

At least in part, that's one reason DirecTV shares have trounced other companies in 8-year returns, he argues. Other stocks—AT&T, Comcast, Dish, Sprint and Verizon—have negative returns, says Moffett.

But here’s where the returns get tricky. Once you add up the costs of various telecom deals, the returns look much worse.

Monetizing Mobile Networks

One way of looking at ways mobile operators can create revenue in new ways.

Hard to Top Apple, Really

Steve Jobs, Apple CEO, has been named the Financial Times "Man of the Year."

“Steve’s the last of the great builders,” says Roger McNamee, the prominent Silicon Valley venture capitalist. “What makes him different is that he’s creating jobs and economic activity out of thin air while just about every other CEO in America is working out ways to cut costs and lay people off."

Put simply, Apple under Jobs has created markets, not "taken market share." That's a big deal.

One can only hope McNamee is wrong about that last assessment.

read more here

Skype Outage Continues

Skype's service outage continues into its second day. Skype says that traffic is running around 30 percent of what typically is expected.

Android Market Gets AT&T Carrier Billing

Android users who are customers of AT&T now can use AT&T "Direct Carrier Billing" for purchases from the Android Market.

The move shows the role a mobile service provider can play in mobile payments for digital goods, even though carrier billing has been available for decades.

Some firms using carrier billing from a number of carriers say the payment method can be expensive without volume, but Android Marketplace should not have a "volume of transactions" problem.

Google Makes Comparison Shopping Easier

Google has introduced a new feature for product searching in the United Kingdom, called "Nearby Shops."

Nearby Shops shows stores in a user's vicinity that sell what a user is searching for. As you can well imagine, this is going to help steer users to "stuff" they want, but also could lead to an increase comparison shopping behavior, since it will be easy to find other locations that might have the same items, in case a user decides a price or other item elements are not right.

Alphabet Sees Significant AI Revenue Boost in Search and Google Cloud

Google CEO Sundar Pichai said its investment in AI is paying off in two ways: fueling search engagement and spurring cloud computing revenu...