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Nick Verkroost

FT.com / Telecoms - Everything Everywhere sale cleared - 0 views

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    Everything Everywhere sale cleared
Alex Street

Netflix could beat cable TV in Latin America - Online Video News - 0 views

  • Netflix could become the primary subscription video service that many Latin American consumers pay for.
  • Less than a quarter of residents pay for cable or satellite
  • Brazil and Argentina — broadband penetration is actually greater than pay TV adoption.
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  • C]ompetition from Pay TV providers (and TV Everywhere-like services) is weak if not non-existent in Latin America
  • average broadband speed in the region to be about 2 Mbps
  • good enough for Netflix’s “Good” streaming quality, which is set at about 700 kbps
  • issue of broadband caps, which cropped up in Netflix’s Canadian rollout a
  • Brazilian ISPs have caps as low as 10 GB of data, which represents about 30 hours of content
  • 15-20 movies a month.
  • Goldman Sachs believes it was able to get good terms for catalog content in a region where studios weren’t able to monetize those assets
  • only thing holding Netflix back is having a recognizable brand throughout.
  • many potential users in Latin America likely have no idea what Netflix is.
  • Goldman Sachs expects the adoption rate to be much slower,
  • time it takes to break even in Latin America to be about twice as long as the 12 months Netflix expects it to take its Canadian venture to break even.
Alex Street

FT Unappetising truths about à la carte media grazing - 0 views

  • satellite and telecom companies’ combined video subscriber numbers fel
  • living without the set top box is clearly becoming more than a theory
  • rise of the digital video recorder, used in 1 per cent of US homes in 2006 and 37 per cent now
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  • ate is increasingly in the hands of bigger technology companies
  • average American watches 35 hours of television a week, and no alternative platform can yet match the diversity
  • ow many of us will really pay 99 cents
  • media groups have the chance to shape the world’s leading TV marke
  • TV Everywhere concept
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