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Nick Verkroost

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

Alex Street

Sony Confirms PlayStation Home 'Quite Profitable' - 0 views

  • PlayStation Home director Jack Buser h
  • Home features 100 games, an average user session time of 70 minutes, over 50 virtual spaces, 85% repeat users, and 14 million users overall. 
  • 5,000 virtual items Sony has offered for sale through Home's virtual goods store
  • ...4 more annotations...
  • through micropayments, they can gain social context and social capital,
  • gameplay context, upgrade their gameplay experience through microtransactions.
  • Sony is trying to integrate Home more deeply with the gameplay experience offered by various PS3 games
  • Players of Red Dead Redemption can unlock exclusive Home items through gameplay.
David Astle

FT.com / UK - British TV groups weigh up web video delivery - 0 views

  • Some analysts question whether VoD can be as profitable as broadcast TV. The dual costs of piping internet video into the home and licensing content from producers - both paid out on a per-view basis - "may call into question the level of profits that can be made in the long term" from VoD, says David Cockram of Oliver & Ohlbaum, a media consultancy. "More people are taking more of the pie."
  • Broadcasters already have to pay companies providing "content delivery networks" to ensure their on-demand programming reaches viewers in good quality and without loading-time delays mid-video. Every time a programme is viewed online through their VoD services, the BBC, ITV, Channel 4 and other broadcasters pay a CDN provider such as Akamai, Level 3 or, soon, BT.
  • Today, one half-hour programme costs between 2p and 5p to stream through a CDN every time it is viewed. That may not sound much, but with the BBC iPlayer serving up almost 60m TV shows in November, a broadcaster's CDN costs could already exceed £1m a 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
  • ...3 more annotations...
  • 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
Alex Street

All3Media launches YouTube channels | News | Broadcast - 0 views

  • All3Media has launched style channel How To Look Good, wine guide The Wine Guy
  • keen to cross-promote the new channels to its 300,000 subscriber
  • don’t expect the original channels to generate profit until at least 2014
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  • producing YouTube channels, rather than uploading clips from existing shows, allowed greater interactivity with presenters
  •  
    portfolio of original content channels on YouTube.
Nick Verkroost

ARM Holdings - business model and licensing - 0 views

  • ARM aims to recover its costs from the future licence revenues of each new technology
  • This would leave the majority of royalties as profits
  • we expect royalties to grow much faster than licence revenues and costs
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  • The licence fee is typically several million dollars
  • ARM receives a royalty, typically based on a percentage of the chip price, for every chip sold by the semiconductor company containing ARM technology
  • average of 3-4 years from the time the semiconductor company signs the licence until they start to pay royalties
Alex Street

FT.com / Comment / Analysis - Entertainment: A pointer to profits - 0 views

  • cash-strapped young are leading those shunning cable subscription
  • sector lost more than 700,000 subscribers in the US in the second quarter of the year
  • partly because of competition from satellite operators and telecommunications
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  • But new streaming or “over the top” services such as Hulu were also a factor,
  • For Netflix, the pay-TV industry is as ripe for revolution as the DVD rental market was a decade ago
  • etflix’s DVD service has amassed 15m subscribers in the past 10 ye
  • 60 per cent have already tried the service
  • Canada in the next few months and, next year, in the UK, a
  • ernet “thrives on inefficiency”
  • cable TV, “the inefficiency is in the cost
  • 4bn at its peak in the US in 2004 to $10.87bn in 2009
  • sing the money saved on postage as customers shift from its DVD subscription service to streaming.
  •  
    "There's definitely some substitution taking place
Alex Street

Nokia - Q2 2010 - 0 views

  •  
    NSN margin numbers 
Alex Street

FT.com / Telecoms - Deutsche Telekom looks to fund for US push - 0 views

  • Harbinger is not planning to provide services to consumers, but instead wants to strike wholesale deals with established mobile operators and potential new entrants in the telecoms industry
  • t started reporting falling revenue and profit last year
  • inability to capitalise on the growing consumer appetite to
  • ...2 more annotations...
  • e fourth-largest US mobile operator was two years behind its rivals with the roll-out of a network based on 3G technology
  • fter buying radio spectrum, T-Mobile USA finally built a 3G network that covered 205m people by last December, and this year began offering industry-leading download speeds.
Alex Street

Deutsche Telecom plots partnership with Harbinger | Telecoms Europe - 0 views

  • Deutsche Telekom is mulling a partnership with US hedge fund Harbinger Capital
  • T-Mobile USA has been losing profit as it struggles to keep up with soaring demand for mobile data services. The company was two years behind its major competitors with a 3G network. But its 3G network now covers 205 million people and boasts industry-leading speeds.
  • Harbinger has not yet secured funding for the project, which aims to offer services to 9 million users at launch and 145 million in all major market by 2013.
David Astle

Lexmark acquires Perceptive Software | Document Boss - Your Link To Growth & Profit - 0 views

  •  
    Lexmark acquires Perceptive Software
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
  • ...10 more annotations...
  • 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

Online and Electronic Payment Solutions - electronic-payments.co.uk - 0 views

  • age Pay is the UK’s fastest growing payment service provider (PSPs). With around a 30% market share,Sage Pay processes millions of secure transaction for over 27,000 businesses, including brands such as;LOVEFiLM, Swiftcover and EasyJet Plus! The company’s aim is to make card payments safe, easy and more profitable for businesses of all sizes.
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