Monday, April 27, 2015
Apple Earns 69% of Revenue from iPhones
Verizon Puts Muscle Behind A LA Carte and Streaming Strategy
Verizon wants to make omelets. It has to break eggs.
Did Verizon Just Screw The Content Giants? http://m.seekingalpha.com/article/3106216?source=ansh $VZ, $DIS, $FOX, $FOXA
Level 3 And Verizon Agree To Share Cost Of Network Upgrades
That is the way large networks and Internet domains always have interconnected. And it makes sense.
When networks exchange roughly equal amounts of traffic there is no structural problem. When traffic is unequal, the sending network imposes costs on the receiving network. "Sending network pays" is how it works.
And how it should work, in fairness.
Level 3 And Verizon Sign Interconnect Agreement: Agree To Share Cost Of Network Upgrades http://m.seekingalpha.com/article/3106406?source=ansh $LVLT, $VZ
ESPN Sues Verizon Over Skinny Bundles that Do Not Include ESPN
So Verizon’s approach likely is going to affect more consumers. Verizon has been sued, and DirecTV has not been sued.
55% of U.S. Internet Homes Buy OTT Video
That alone might not suggest a tipping point, or inflection point, is nearing. More significant are moves by content suppliers to create stand-alone streaming services not dependent on a prior purchase of a standard linear service.
AT&T Acquisition of DirecTV Seems Likely, for Good Reasons
That is why rumors of merger approval seem logical. Even if the acquisition consolidates one of the major linear video providers, the new entity has 27 percent market share, and faces almost-certain declines over the next five to 10 years.
What if Nobody Wants to be the "Carrier of Last Resort?"
And if the intent is to create and sustain incentives for any service provider to take on that role, what has to change? We don’t have clear answers, yet.
Will AI Disrupt Non-Tangible Products and Industries as Much as the Internet Did?
Most digital and non-tangible product markets were disrupted by the internet, and might be further disrupted by artificial intelligence as w...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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Who gets to use spectrum, and concerns about interference from other users, now appears to be an issue for Google’s Project Loon in India. ...