Click here to close now.

Welcome!

Search Authors: Elizabeth White, Esmeralda Swartz, Jnan Dash, Michael Jannery, Pat Romanski

Blog Feed Post

The “New” Media Landscape: CNBCUTWC, 21stCFTW, ATTDirecTV, T-Sprint

Over the next 18 months, proposed and pending mergers and acquisitions are going to completely change the media landscape. Even if only a few of them are completed, the impact will be felt across the value chain, Hollywood will be shaken to its core and we will live in a very different world. Here are just a few deals that, when taken together, should make you stop and think very hard.

Comcast/NBCU/TWC

CNBCUTWC

Almost everyone who has standing to have an opinion about the Comcast/NBCU takeover of Time Warner Cable tells me that it will breeze through regulatory and is all but a done deal. I’m not sure anything breezes through regulatory, but I am sure that the deal will get done. If true, the stage will be set for the most transformative media ownership changes in history.

The new Comcast/NBCU/TWC will own the majority of cable viewers in the US. Inside of five to seven years, the distribution of content through Comcast’s X1 platform will literally change everything we understand about video distribution. Analog television may be history, but the X1 is truly the next evolutionary step – it digitally distributes content to any device you own. And most of the cable TV households in America will happily pay for it monthly in cash as well as with their data. (Somewhere, George Orwell is smiling.)

Newscorp/Time Warner

21stCFTW

I have $20 in the office pool and chose $105 per share as the number that gets Fox/Time Warner done. My side bet is that CNN goes for about $10 Billion to Al Jazeera in the deal. (Could anyone else pay more?) This deal really makes sense. 21CF and WB studios combined, the two cable groups combined, all the burdensome assets sold off for parts. At this size, the combined organization may actually be able to compete with the pure play digital media companies sucking dollars out of the television marketplace. $105 per share is big money when compared to the $85 Fox has actually offered. Will it happen? I say yes, but the final share price is anyone’s guess. What about regulatory headwinds? After Comcast/NBCU/TWC goes through, how will regulators argue against Newscorp needing scale to compete?

AT&T/DirecTV

ATTDirecTV

This one’s a head-scratcher. According to the FAQ on DirecTV’s website, “This combination brings together two leading companies with complementary strengths and scale in mobility, video and broadband services. Together, DIRECTV and AT&T will be well-positioned to realize substantial incremental growth by offering consumers competitive and innovative broadband, video and mobile services. The combined company will cover 70 million customer locations with its broadband expansion and be a stronger alternative to cable with a better customer experience. Together, we will be well-positioned to meet the evolving video and broadband needs of the 21st century marketplace.”

The consumer offering is compelling, but from a media perspective, this group of 70 million customers has no geographic concentration. So, while there is good ad targeting software in place, it is not going to efficiently compete for local or regional advertising. Nor will it offer an efficient buy on a national scale – the 70 million TVHH are scattered. That said, the merger is practically a done deal and the combination of AT&T and DirecTV creates technological powerhouse with a well-differentiated consumer value proposition.

T-Mobile/Sprint

T-Sprint

Assuming all of the other mergers get approved, one can assume that the T-Mobile/Sprint merger will also be approved. Why wouldn’t it be? This will create a truly formidable competitor for Verizon and AT&T. In practice, this will be great for consumers – regardless of what the anti-trust people would have you believe — three good choices are better than two good choices and two low-cost, low-value, bad-network, also-ran choices.

But T-Mobile is killing it these days; look at what it has accomplished in the last quarter! While it’s true that T-Mobile announced a series of milestones highlighting why it is the fastest growing wireless company in America, as a part of its Q2 2014 earnings report. And it announced it has launched nationwide Voice Over LTE (VoLTE) with more than 2.8 million VoLTE-capable devices. And has begun equipping sites with 700 MHz gear and field-testing its first 700 MHz-compatible devices… but it will still be much better and much more competitive when it is combined with Sprint.

Guessing At The Future

Let’s play pretend. Assuming that all of this transpires. We can guess that Viacom will be broken up and sold for parts. The cable networks (MTV Networks and BET) will go to the highest bidder, as will Paramount (which was bolted on anyway).

So, what might the media landscape look like in 2016? That might be the wrong question to ask. The better question might be: Which companies will be best positioned to sell media in a world where more primetime content is viewed online than on broadcast and digital media companies, specifically Google, Facebook and Twitter, are converting TV ad dollars to data-driven ad dollars at an alarming rate?

Who has a clear path to the future? Who has the best data gathering? Who can make their first party data actionable? Who has the best distribution platform? Who, to use a very overused metaphor, is skating to where the puck will be?

I have well-reasoned answers to these questions and a few more; shoot me an email and we can handicap the new world order. It’s the best guessing game in town!

Read the original blog entry...

More Stories By Shelly Palmer

Shelly Palmer is the host of Fox Television’s "Shelly Palmer Digital Living" television show about living and working in a digital world. He is Fox 5′s (WNYW-TV New York) Tech Expert and the host of United Stations Radio Network’s, MediaBytes, a daily syndicated radio report that features insightful commentary and a unique insiders take on the biggest stories in technology, media, and entertainment.

@ThingsExpo Stories
Containers and microservices have become topics of intense interest throughout the cloud developer and enterprise IT communities. Accordingly, attendees at the upcoming 16th Cloud Expo at the Javits Center in New York June 9-11 will find fresh new content in a new track called PaaS | Containers & Microservices Containers are not being considered for the first time by the cloud community, but a current era of re-consideration has pushed them to the top of the cloud agenda. With the launch of Docker's initial release in March of 2013, interest was revved up several notches. Then late last...
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet conditions, Dyn ensures traffic gets delivered faster, safer, and more reliably than ever.
CommVault has announced that top industry technology visionaries have joined its leadership team. The addition of leaders from companies such as Oracle, SAP, Microsoft, Cisco, PwC and EMC signals the continuation of CommVault Next, the company's business transformation for sales, go-to-market strategies, pricing and packaging and technology innovation. The company also announced that it had realigned its structure to create business units to more directly match how customers evaluate, deploy, operate, and purchase technology.
In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect at GE, and Ibrahim Gokcen, who leads GE's advanced IoT analytics, focused on the Internet of Things / Industrial Internet and how to make it operational for business end-users. Learn about the challenges posed by machine and sensor data and how to marry it with enterprise data. They also discussed the tips and tricks to provide the Industrial Internet as an end-user consumable service using Big Data Analytics and Industrial Cloud.
The explosion of connected devices / sensors is creating an ever-expanding set of new and valuable data. In parallel the emerging capability of Big Data technologies to store, access, analyze, and react to this data is producing changes in business models under the umbrella of the Internet of Things (IoT). In particular within the Insurance industry, IoT appears positioned to enable deep changes by altering relationships between insurers, distributors, and the insured. In his session at @ThingsExpo, Michael Sick, a Senior Manager and Big Data Architect within Ernst and Young's Financial Servi...
Performance is the intersection of power, agility, control, and choice. If you value performance, and more specifically consistent performance, you need to look beyond simple virtualized compute. Many factors need to be considered to create a truly performant environment. In his General Session at 15th Cloud Expo, Harold Hannon, Sr. Software Architect at SoftLayer, discussed how to take advantage of a multitude of compute options and platform features to make cloud the cornerstone of your online presence.
Almost everyone sees the potential of Internet of Things but how can businesses truly unlock that potential. The key will be in the ability to discover business insight in the midst of an ocean of Big Data generated from billions of embedded devices via Systems of Discover. Businesses will also need to ensure that they can sustain that insight by leveraging the cloud for global reach, scale and elasticity.
IoT is still a vague buzzword for many people. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. He also discussed how IoT is perceived by investors and how venture capitalist access this space. Other topics discussed were barriers to success, what is new, what is old, and what the future may hold. Mike Kavis is Vice President & Principal Cloud Architect at Cloud Technology Pa...
Even as cloud and managed services grow increasingly central to business strategy and performance, challenges remain. The biggest sticking point for companies seeking to capitalize on the cloud is data security. Keeping data safe is an issue in any computing environment, and it has been a focus since the earliest days of the cloud revolution. Understandably so: a lot can go wrong when you allow valuable information to live outside the firewall. Recent revelations about government snooping, along with a steady stream of well-publicized data breaches, only add to the uncertainty
The explosion of connected devices / sensors is creating an ever-expanding set of new and valuable data. In parallel the emerging capability of Big Data technologies to store, access, analyze, and react to this data is producing changes in business models under the umbrella of the Internet of Things (IoT). In particular within the Insurance industry, IoT appears positioned to enable deep changes by altering relationships between insurers, distributors, and the insured. In his session at @ThingsExpo, Michael Sick, a Senior Manager and Big Data Architect within Ernst and Young's Financial Servi...
PubNub on Monday has announced that it is partnering with IBM to bring its sophisticated real-time data streaming and messaging capabilities to Bluemix, IBM’s cloud development platform. “Today’s app and connected devices require an always-on connection, but building a secure, scalable solution from the ground up is time consuming, resource intensive, and error-prone,” said Todd Greene, CEO of PubNub. “PubNub enables web, mobile and IoT developers building apps on IBM Bluemix to quickly add scalable realtime functionality with minimal effort and cost.”
Sensor-enabled things are becoming more commonplace, precursors to a larger and more complex framework that most consider the ultimate promise of the IoT: things connecting, interacting, sharing, storing, and over time perhaps learning and predicting based on habits, behaviors, location, preferences, purchases and more. In his session at @ThingsExpo, Tom Wesselman, Director of Communications Ecosystem Architecture at Plantronics, will examine the still nascent IoT as it is coalescing, including what it is today, what it might ultimately be, the role of wearable tech, and technology gaps stil...
The Internet of Things (IoT) is rapidly in the process of breaking from its heretofore relatively obscure enterprise applications (such as plant floor control and supply chain management) and going mainstream into the consumer space. More and more creative folks are interconnecting everyday products such as household items, mobile devices, appliances and cars, and unleashing new and imaginative scenarios. We are seeing a lot of excitement around applications in home automation, personal fitness, and in-car entertainment and this excitement will bleed into other areas. On the commercial side, m...
With several hundred implementations of IoT-enabled solutions in the past 12 months alone, this session will focus on experience over the art of the possible. Many can only imagine the most advanced telematics platform ever deployed, supporting millions of customers, producing tens of thousands events or GBs per trip, and hundreds of TBs per month. With the ability to support a billion sensor events per second, over 30PB of warm data for analytics, and hundreds of PBs for an data analytics archive, in his session at @ThingsExpo, Jim Kaskade, Vice President and General Manager, Big Data & Ana...
In the consumer IoT, everything is new, and the IT world of bits and bytes holds sway. But industrial and commercial realms encompass operational technology (OT) that has been around for 25 or 50 years. This grittier, pre-IP, more hands-on world has much to gain from Industrial IoT (IIoT) applications and principles. But adding sensors and wireless connectivity won’t work in environments that demand unwavering reliability and performance. In his session at @ThingsExpo, Ron Sege, CEO of Echelon, will discuss how as enterprise IT embraces other IoT-related technology trends, enterprises with i...
When it comes to the Internet of Things, hooking up will get you only so far. If you want customers to commit, you need to go beyond simply connecting products. You need to use the devices themselves to transform how you engage with every customer and how you manage the entire product lifecycle. In his session at @ThingsExpo, Sean Lorenz, Technical Product Manager for Xively at LogMeIn, will show how “product relationship management” can help you leverage your connected devices and the data they generate about customer usage and product performance to deliver extremely compelling and reliabl...
The Internet of Things (IoT) is causing data centers to become radically decentralized and atomized within a new paradigm known as “fog computing.” To support IoT applications, such as connected cars and smart grids, data centers' core functions will be decentralized out to the network's edges and endpoints (aka “fogs”). As this trend takes hold, Big Data analytics platforms will focus on high-volume log analysis (aka “logs”) and rely heavily on cognitive-computing algorithms (aka “cogs”) to make sense of it all.
One of the biggest impacts of the Internet of Things is and will continue to be on data; specifically data volume, management and usage. Companies are scrambling to adapt to this new and unpredictable data reality with legacy infrastructure that cannot handle the speed and volume of data. In his session at @ThingsExpo, Don DeLoach, CEO and president of Infobright, will discuss how companies need to rethink their data infrastructure to participate in the IoT, including: Data storage: Understanding the kinds of data: structured, unstructured, big/small? Analytics: What kinds and how responsiv...
The Workspace-as-a-Service (WaaS) market will grow to $6.4B by 2018. In his session at 16th Cloud Expo, Seth Bostock, CEO of IndependenceIT, will begin by walking the audience through the evolution of Workspace as-a-Service, where it is now vs. where it going. To look beyond the desktop we must understand exactly what WaaS is, who the users are, and where it is going in the future. IT departments, ISVs and service providers must look to workflow and automation capabilities to adapt to growing demand and the rapidly changing workspace model.
Sensor-enabled things are becoming more commonplace, precursors to a larger and more complex framework that most consider the ultimate promise of the IoT: things connecting, interacting, sharing, storing, and over time perhaps learning and predicting based on habits, behaviors, location, preferences, purchases and more. In his session at @ThingsExpo, Tom Wesselman, Director of Communications Ecosystem Architecture at Plantronics, will examine the still nascent IoT as it is coalescing, including what it is today, what it might ultimately be, the role of wearable tech, and technology gaps stil...