Posts Tagged ‘psi’
Tax payer recovery "dim" on automaker bailout?
September 10th, 2009 | 
Author: 
Still less than outright bankruptcy?
A Congressional Oversight Panel, according to early reports, is expected to offer “detailed analysis on the dim prospects of taxpayers recovering all of their investment into the US auto industry”.
While not surprising, it is impossible not to ask, ‘how much would tax payers have lost if GM and Chrysler went into bankruptcy?’
Regardless, I think a better question might be, are we making the correct investments into the Big 3? For instance, are there ways to hedge this investment, or to help increase the upside of this investment?
Although VoD is rapidly becoming EoD, the recession has badly hit sales of equipment
“All eyes are focused on video on-demand and streaming content servers as more and more programming moves to on-demand. VoD is rapidly becoming EoD (everything on-demand) as operators beef up their streaming server capacity to support not only HD VoD, but network and RS-DVR services, targeted advertising, and start-over services, all of which will become standard features for video providers. These changes will lead revenue for VoD and streaming content servers to triple between 2008 and 2013,” said Jeff Heynen, Infonetics Research’s Directing Analyst, Broadband and Video.
REPORT HIGHLIGHTS
– Service providers and cable operators paused spending on Internet protocol television (IPTV) and switched digital video (SDV) equipment in 1Q09, pushing worldwide sales down 11% sequentially to $1.0 billion
– The pause in spending was caused mainly by macroeconomic conditions and a slowdown in AT&T U-Verse IPTV rollouts and Comcast SDV rollouts
– The only world region to see growth in IPTV and SDV revenue in 1Q09 was Central and Latin America
– Year-over-year (from 1Q08 to 1Q09), worldwide vendor revenue for all IPTV and SDV equipment segments are in positive territory, from holding steady (IP video encoders) to explosive growth (universal edge QAMs)
– The overall market is expected to grow at a healthy pace over the next 4 quarters as service providers roll out new IPTV networks or expand existing networks and cable MSOs introduce switched video capabilities into their digital TV networks
– VoD servers are quickly transforming from solid-state based, centralized devices connected to a master storage library, to cheaper, flash-based memory in a switched architecture, led by BigBand, Cisco, Motorola, and Verivue
– The number of pure and hybrid IPTV subscribers more than doubled in 2008 to 26 million worldwide, and is expected to surge to 155 million by 2013
– IP set-top box vendor revenue is forecast to grow at an average of 14% annually between 2008 and 2013
– By 2013, telco service providers are expected to derive about $56 billion worldwide from IPTV services (not including mobile IPTV services)
REPORT SYNOPSIS
Infonetics’ quarterly IPTV and switched digital video report provides worldwide and regional market share, market size, analysis, and forecasts for telco and cable IPTV and SDV equipment, including IP set-top boxes, integrated digital headend platforms, VoD and streaming content servers, IP video encoders, IPTV middleware and content delivery platforms, video content protection software, and universal edge QAMs. The report also tracks IPTV and SDV service provider revenue and subscribers.
Infonetics Research: Video on-demand server revenue tripling by 2013
Posted in Communications | 
Tags: Advertising, amp, ash, blog, blogs, comcast, Health, Internet, Mac, market share, Mobile, motorola, Network, psi, research, service providers, Software, storage, world | 
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Where’s the people’s cut?
Bankruptcies, loans, grants, etc – Where’s my cut?
Just finished a story about a Dow Chemical venture into a pilot-scale algae-based integrated biorefinery. Interesting piece. Algae still has hurdles, but the upside is HUGE.
Yet, Dow is seeking a Department of Energy grant to “demonstrate the technology at a level to sufficiently prove that it can be implemented on a commercial scale”. Read: Profitable.
Fine. I can handle the fact that Dow, a company that has made billions in profit over the years, needs my help to investigate the next big green development. Still, why is it that whenever Dow hits the next big breakthrough – using my money – the politicians get rewarded, Dow stock holders get paid, but I don’t?
What investor would ever agree to such an investment?
And it’s not just Dow. It’s many major companies. It’s certainly GM, GMAC, Citi, Chrysler, AIG, etc, etc, etc. Aren’t such companies forever indebted to the tax payers, to the people? Is it not we, the people, that are the real investors, not the government?
Posted in Cars, Hybrid Cars |
Tags: biofuel, blog, car, grants, idc, Innovation, Mac, money, psi, Technology |
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WiMAX: most operators are focused on the less capital-intensive fixed and nomadic WiMAX broadband services now to address underserved markets
ANALYST NOTE
“Although WiMAX service strategies differ from operator to operator and from market to market, most operators are focused on the less capital-intensive fixed and nomadic WiMAX broadband services now to address underserved markets seeking ‘wireless DSL,’ and many have formalized plans to migrate to full mobility WiMAX over the next couple of years. VoIP, CPE and device subsidization, and an emphasis on pre-paid and ad-hoc pricing are also integral service components for many operators we interviewed,” said Richard Webb, Infonetics Research’s Directing Analyst for WiMAX, Microwave, and Mobile Devices.
WiMAX SERVICE PROVIDER SURVEY HIGHLIGHTS
59% of respondents plan to offer VoIP over WiMAX services by 2011, indicating the strong potential of voice over WiMAX as an additional high-value revenue stream for operators
An increasing number of GSM operators are entering the WiMAX market, seeking to leverage their trusted consumer brand by offering basic broadband services, and WiMAX offers the more cost-effective delivery option
To move to full mobility WiMAX services, operators must continue to deploy network infrastructure to ensure coverage to support mobility and roaming, and wait for the mobile device ecosystem to become more diverse and affordable for consumers
REPORT SYNOPSIS
Infonetics’ Global WiMAX Service Strategy 2009–2011: Service Provider Survey captures a strategic overview from WiMAX network operators (WiMAX-only, competitive, mobile, and incumbent operators) to better understand how and why WiMAX networks are being deployed, the rationale behind the services offered, the business model, the target markets, and the subscriber and revenue numbers operators are projecting between now and 2011.
Of the operators surveyed, 41% are from Asia Pacific, 36% from Europe, the Middle East, and Africa (EMEA), 18% from North America, and 5% from Central and Latin America (CALA).
Operator survey shows market reality of WiMAX services;
VoIP a key component
Posted in Communications |
Tags: blog, blogs, broadband service, business, business model, consumers, ford, Mobile, mobile device, mobile devices, Network, psi, research, system, wimax, Wireless |
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Social advertising – an oxymoron?
So, what if social media and advertising just don?t mix? There?s mounting evidence to suggest just that ? only this time the backlash isn?t from users, it?s from advertisers themselves.
In a recent online survey of brand managers, more than half of those responding declared themselves not interested in social networking sites like MySpace and Facebook. The poll, conducted in late October by GfK Roper for Epsilon, a leading marketing consultancy, found that only 35 percent of the marketers surveyed had any interest in using such sites. Blogs drew an almost equally tepid response.
Another study, this one by the research firm IDC, suggested their lack of enthusiasm might be well-placed. More and more users are spending more and more time on social networking sites, but the study found they aren’t very responsive to ads there: Clickthrough rates were reported to be far lower than at other sites. On the web in general, nearly 80 percent of users clicked on at least one ad in the past year; on social networking sites, fewer than 60 percent did so.
Ted McConnell, head of interactive marketing and innovation at Procter & Gamble, isn’t surprised. Speaking at a digital marketing conference in Cincinnati, P&G?s hometown, McConnell asked, ?What in heaven’s name made you think you could monetize the real estate in which somebody is breaking up with their girlfriend??
McConnell?s problem is not just with Facebook and its ilk but with the whole idea of tying advertising to consumer-generated content. ?Who said this is media?? he demanded. ?Consumers weren?t trying to generate media. They were trying to talk to somebody?. We hijack their own conversations, their own thoughts and feelings, and try to monetize it.?
That?s one way of looking at it. Not surprisingly, Tim Kendall, Facebook?s director of monetization ? a daunting title, under the circumstances ? has another.
Posted in Communications |
Tags: Advertising, amp, ash, blog, blogs, business, consumers, facebook, idc, Innovation, Marketing, Network, Networking, online, psi, Real Estate, research, social networking, social networking sites, Space |
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