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Alex Street

Cisco Visual Networking Index: Forecast and Methodology, 2010-2015  [Visual N... - 0 views

  • number of devices connected to IP networks will be twice as high as the global population in 2015.
  • In 2010, only 3 percent of Internet traffic originated with non-PC devices, but by 2015 the non-PC share of Internet traffic will grow to 15 percent.
  • TVs, tablets, smartphones, and machine-to-machine (M2M) modules will have growth rates of 101 percent, 216 percent, 144 percent, and 258 percent, respectively
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  • by 2012 Internet video will account for over 50 percent of consumer Internet traffic
  • Every second, 1 million minutes of video content will cross the network in 2015
  • Internet video to TV
  • Step 1: Number of Users
  • users for each video subsegment
  • 37 percent of Internet video users watch long-form content
  • average viewing time is longer than 5 minutes in duratio
  • Adoption
  • Minutes of Use
  • For each application subsegment, minutes of use (MOU) are estimated
  • he next step is to apply kilobytes (KB) per minute
  • tep 4. Bitrates
  • 7 percent annual compression gain is applied to the bitrate.
  • final step is to compare the results of the forecast with actual broadband traffic data from service providers.
  • P Traffic, 2010-2015
  • Fixed Internet
  • 14,955
  • 59,354
  • Fixed
  • 12,355 1
  • Internet video
  • 4,672
  • 33,620
  • 53,282
  • Consumer Internet Video Communications, 2010-2015
  • Mobile 4 9 17 31 52 97 90%
  • Internet Video With the exception of the Internet video to TV subcatego
Alex Street

http://www.numericable.fr/corporate/cf.php - 0 views

  • Subscription Services Numericable - TV ................................................ ....................................... 3.5 million - Internet ................................................ .............................. 1 million - Phone ................................................ ........................... 740 000
Alex Street

info.sky.de | Publications | Financial Reports - 0 views

  • Press release for the 2 Quarter 2010 to release
  •  
    Page 3 of report - 18m HD sets in Germany and Austria 
Alex Street

SFR, a global, mobile, fixed, Internet, television, job offers: Key figures - 0 views

  • .6 million households subscribing to broadband Intern
  •  
    * 4.6 million households subscribing to broadband Internet
Alex Street

Cisco Visual Networking Index: Global Mobile Data Traffic Forecast Update, 20... - 0 views

  • Visual Networking Index (VNI) Global Mobile Data Traffic Forecast Update
  • mobile data traffic will double every year through 2014,
  • 66 percent of the world's mobile data traffic will be video by 2014.
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  • Middle East and Africa will have the strongest growth
  • United Kingdom-based O2 reported that its mobile data traffic
  • Telecom Italia
  • AT&T has re
  • Cisco VNI Global Mobile Data Traffic Forecast,
  • .6 exabytes per month by 2014, and over 2.3 of those are due to mobile video traffic.
  • 3.6 Exabytes per Month of Mobile Data Traffic by 2014
  • Video Will Account for 66 Percent of Global Mobile Data Traffic by 2014
  • Figure 3 shows the devices responsible for mobile data traffic growth.
  • Smartphones and portables will account for 91 percent of all mobile data traffic by 2014
  • rimarily due to the much higher usage profile of laptops and the suitability of mobile broadband handsets
  • Laptops and Smartphones Drive Traffic Growth
  • ercentage of Install Base of Smartphones over all Mobile Handsets
  • igh-End Handsets and Laptops Can Multiply Traffic
  • Much mobile data activity takes place within the user's home. A
  • Cisco's Internet Business Solutions Group
  • 45.6%
  • 36.6%
  • United Kingdom
  • Mobile Internet Time at Home, at Work and On The Move
  • Cisco IBSG Connected Life Market Watch
  • Cisco has estimated the amount of smartphone traffic that can be offloaded through dual-mode devices or femtocells
  • Traffic Offload
  • . Mobile-Only Data Users by Country, 2009-2014
  • social augmented reality
  • next five years are projected to provide unabated mobile video adoption despite the recen
  • Global Mobile Data Traffic 2009-2014
  • Cisco VNI Global Mobile Data Traffic
  • nforma Telecoms and Media, Infonetics, Cahners In-Stat, Datamonitor, Gartner, IDC, Dell'Oro, Synergy, Nielsen, comScore, and the International Telecommunications Union
Alex Street

Nokia - Q2 2010 - 0 views

  •  
    NSN margin numbers 
Stephe Taylor

Film studios starting to release video-on-demand sales figures - latimes.com - 0 views

  • According to Roadside Attractions and Lions Gate Entertainment Corp., the sister companies handling the film's concurrent theatrical and VOD releases, the film "Arbitrage" has VOD sales, via the Internet and cable and satellite television, of about $11 million, and is projected to gross as much as $12 million. At the art house, "Arbitrage" has sold more than $7.3 million in tickets and may reach more than $7.5 million.
  • With those numbers, "Arbitrage" has surpassed what is believed to be the record holder for combined sales for a movie released concurrently in theaters and on VOD, held by 2011's "Margin Call." That film had VOD sales of about $6 million and grossed $5.4 million in theaters.
  • Unlike box-office sales, which typically are divided 50-50 between the theater owners and the distributors, the VOD split usually gives distributors close to 70%. The amount of VOD proceeds that flows back to a film's creative team and investors is still imprecise.
Alex Street

Ooyala raises $22 million for international growth and innovation | News On Digital Med... - 0 views

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    Ooyala has reported record revenue and margins throughout
Alex Street

China's Huawei: Margins, Market Share and Cisco's Router Business - Seeking Alpha - 0 views

  • Huawei also competes with Ericsson, Nokia (NOK) and Siemens
  • Huawei is currently the second largest telecom equipment supplier globally with a share of 20% as of Q3 2009, an increase from the 11% share in Q4 2008
  • global core router market share from nearly 11% in 2008 to about 12% in 2009
David Astle

paidContent:UK - Mobile - 0 views

  •  
    T-Mobile UK Re-Introduces Unlimited Data, Betting Few Will Gulp It All
Alex Street

FT.com / Media - Television goes smart in dramatic makeover - 0 views

  • Apple TV device is expected to be launched in September
  • smart TV
  • Web TV has failed to catch on in the pas
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  • ability to stream in HD quality has transformed the offering
  • “dumb” monitors
  • Retailers are looking to increase their margins
  • Media companies, too, are spreading their bets,
  • Netflix,
  • Technology companies aim to serve all sides
  • network equipment makers
  • fighting among themselves over standards.
  • Walmart bought the Vudu digital media servic
  • Sonic Solutions acquired DivX
  • Pace, the world’s biggest set-top box maker, is buying 2Wire to serve telcos
  • Google’s developer conference
  • Google, Intel, Sony, Logitech, Adobe, Dish Networks and Best Buy appeared on stage together to launch Google TV
  • experimentation.
  • competing services on the same device
  • etflix and Vudu streaming movies and Yahoo Widgets
  • , Google TV represents Google and Intel trying to simplify and spur mass adoption with their own content combinations, operating system and interface,
  • Google TV as a unifying solution
  • app developers to target a Google TV platform and end up on multiple devices
  • Google TV concept allows viewers to find the content they want through search, with results that mix regular broadcast programming with web content, recorded TV and personal media such as photos and music
  • Google’s Chrome browser is the interface to the web and there is a big-screen version of YouTube
  • “Google TV is not designed for local TV needs
  • “Different markets around the world have different requirements,
  • problem with innovation in the TV industry is the go-to-market strategy,
  • TV industry has a subsidised model that gives everyone a set-top box for free. So no one wants to buy a box. Ask TiVo… ask us… ask Google in a few month
Alex Street

Keeping the US Cable Industry Attractive | Bodhi Tree Blog - 0 views

  • substitute services is the biggest factor,
  • hyper competitive
  • profits are likely to decrease
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  • US Cable industry is characterized by large incumbents with dominant market share
  • net margin for the industry is relatively low at just 4.1%
  • due to the high capital investment needed to build the infrastructure, high programming costs, and the erosion of profits from substitute service
Nick Verkroost

Zynga Revenue Estimated At $50M Per Month | EngageDigital - 0 views

  • May 14, 2010
  • Zynga's current monthly revenue has been estimated at $50 million per month
  • Zynga's margins at 30%
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  • Zynga single-handedly makes up about 44% of the market for social gaming
  • next nearest competitors in Carpenter's analysis, EA and RockYou
  • April 2010 MAU of 269 million monthly actives
  • Zynga to make millions off of the %1 to 2% of its users that are willing to buy items
Nick Verkroost

Zynga Reveals Profit And Revenues As It Looks To Raise $500 Million - Agustino Fontevec... - 0 views

Alex Street

Huawei, ZTE and Ericsson to Dominate Telecom Infrastructure Equipment Market - or not? ... - 0 views

  • Cisco has pretty much exited the telecom transmission business
  • Motorola Networks is being sold to NSN, but that’s being contested by Huawei
  • big three of Alcatel-Lucent, Nokia-Siemens and Ericsso
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  • Telecom Infrastructure Equipment Marke
  • Huawei
  • Serving 45 of the top 50 global telecom operators,
  • f you look at Alcatel Lucent or Nokia Siemens Networks, their growth rate is flat or shrinking, and even market leader Ericsson has a slow growth
  • world's leading telecom infrastructure vendor,
  • ricsson is in a better position than its European- American and Japanese rivals to resist the Chinese led onslaught, as its economies of scale give it higher sales and better profit margins.
  • hey must compete on technology, product quality and innovation.
  • ly three players- Ericsson, Huawei and ZTE- will be the only dominant telecom
  • iggest blow to Huawei (IMHO) is that they didn't win the Sprint infrastructure upgrade contract.
  • U.S. concerns about Huawei go back several years, and focus on the opacity of its books (finances are not transparent) and ownership structure (Chinese government?) 
Alex Street

RPT-UPDATE 3-Alcatel results magnify sector worries; shares fall | Reuters - 0 views

  • Alcatel-Lucent started the year strongly by riding a wave of operator spending in the United States.
  • Alcatel-Lucent has been riding a wave of investments by U.S. operators in
  • Alcatel-Lucent has better margins in the U.S. market because it is effectively closed to low-cost Chinese vendors like Huawei and ZTE Corp
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