Posts tagged ‘Internet’

Interview with Leandro Boschelle, Cablecom

Interview with Leandro Boschelle, Director of Strategy and Business Development at Cablecom, an affiliate of UPC and owned by Liberty Global

What developments have you witnessed in the IP cable industry in the past 12 months?

Clearly I see two major developments: an increased proliferation in the number of video-capable devices in general, all connected wirelessly and highly used within the home environment; and TV sets gaining more IP capabilities and accordingly more integrated applications. 

By integration I mean primarily the ability to turn the TV into a display of all types of video content, ranging from traditional linear TV to Web-originated video streams and applications.

What impact is the move to IP cable having on your business?

The impact is an increased focus from the product development teams on converged services. Convergence in the sense of consuming content and applications everywhere and seamlessly across devices, from TV to iPads, iPhones and other more.

Does the move to IP cable place an operator on an equal technological footing as, for example, an IPTV rival?

I would go so far as to say that we are about to leapfrog our IPTV competition. The investments most cable operators are making in upgrading networks to DOCSIS 3.0 will provide them with a competitive advantage over the next five years. Cable is best placed to offer customers the necessary network capacity to use converged services in conjunction with HD video quality ubiquitously in the footprint. Here in Switzerland, our broadband connections start where DSL ends in terms of speed. Fibre-to-the Home penetration is still too low to be commercially significant for our rivals.

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A time to embrace change

The impact of the Internet has been so great that it’s hard not to blame some industries for feeling apprehensive about its onward march into our lives and businesses.

It is heartening then that the results of our 2012 Future of TV survey appear to paint a fairly optimistic picture about the outlook for the TV industry as it stands on the cusp of major change. A clear majority of the TV, telecoms and Internet executives who answered the survey predicted that overall subscription and advertising revenues would increase over the next five years or at least stay the same (see fig. 1).

Six out of 10 expect TV revenues to grow
Fig. 1: How do you think overall TV revenues will change over the next five years?

It soon becomes clear, however, that many in the industry believe that some players will fare better than others. Less than half of all respondents thought that IP-delivered video would have a positive impact on traditional TV businesses in the years up to 2017.

Dig a little deeper and you find the least amount of optimism for those most traditional of TV firms – the operators and broadcasters (see fig. 2). Relative new entrants to the TV world – the Apples, the Googles – scored the highest.

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