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Ovum: The rise of the TV re-intermediaries

The ongoing unbundling of pay TV by Netflix, Disney+, and other direct-to-consumer (D2C) video apps will undoubtedly be one of the defining trends of 2019. But the year will also see Apple, Amazon, Google, Roku, operators, and others seek to insert themselves between these apps and consumers in new and disruptive ways – with major […]

Ovum: 10 predictions for 2019

This year is likely to see an accelerating pace of change in the digital video business, driven by the launch of new direct-to-consumer offerings by content companies in competition with the likes of Amazon, migration of viewers to OTT TV offerings and changes in the way they find and consume content. As 2019 gets underway, […]

Amino: opportunities amid ‘cord confusion’

More consumer TV choice than ever is leading to ‘cord confusion’ but it is also offering operators a new opportunity, explains Amino’s chief technology officer, Mark Evensen. ‘Cord cutting’ is the industry challenge many pay TV operators grapple with, but ‘cord confusion’ may be the issue that offers them a new opportunity. The huge array […]

Free: the return of the box

At a time when cloud TV is in the ascendant and the future of the set-top is questioned, and when competition among converged operators is driving down triple and quad-play prices, you have to hand it to Free, France’s self-styled trublion des telecoms, to show a willingness to swim against the tide. Free this week […]

Ovum: When Netflix runs out of steam

All good things come to an end. And so it will be with Netflix’s growth spurt. At some point, the pioneering online video provider will run out of new customers willing and able to subscribe – provided it sticks to its current business model. But what if Netflix were to pursue more radical options? It’s […]

Brit Player or bit-players: PSB collaboration in the digital era

Ofcom CEO Sharon White this week made her strongest plea yet for UK public service broadcasters to get together and collaborate, this time specifically calling for a common digital platform that would bring together the content on the individual broadcasters’ on-demand services – BBC iPlayer, ITV Hub, All 4 and My5. This is not the […]

Convergence conundrums

Liberty Global’s management strongly believe that the company’s share price is cheap, and the forthcoming sale of the cable giant’s German and CEE businesses is seen as an opportunity to buy back shares and thereby return cash to investors. Charlie Bracken, Liberty’s chief financial officer, used his presence at the recent Morgan Stanley European Media […]

Vodafone’s growth story

Vodafone, which posted its first quarterly results this week under new CEO Nick Read, has had a torrid time of it over the last few months. Its share price has fallen by over a third since the start of the year, driven lower by concern among investors that debt incurred from its €19 billion acquisition […]

Networking events: what next for cable?

The European cable industry, as David to the telcos’ Goliath in infrastructure-based competition, has always been collegiately-minded, willing to share experiences and collaborate, for example by working towards technical standards that help reduce the cost of equipment by delivering scale. Light Reading’s Cable Next Gen Europe event in London this week saw cable industry technologists […]

Middle East media: new recruits for BeIN’s battle

The BBC and Sky this week added their voices to the growing chorus of media organisations calling for action on BeoutQ, the high-profile piracy operation allegedly backed by Saudi Arabia as part of its campaign against neighbouring Qatar. The BBC and Sky called on the European Commission to take action against Saudi Arabia by petitioning […]