Despite its growing pains, telco TV appears to have good growth prospects, according to In-Stat.
The research firm expects the number of subscribers will climb to 32
million by the end of 2009 from 1.6 million in 2004. More than half of
these customers will be located in Asia. In-Stat's optimism is
obviously based on the notion Microsoft will have figured out the bugs
current plaguing its telco-TV software! On a more serious note,
television is quickly becoming a strategic necessity for carriers as
cablecos aggressively move into the voice business, while new entrants
such as Google, Skype, Microsoft and AOL push harder in the VOIP
space.With competition coming from all sides, carriers need to offer a
TV service to stay competitive and, more important, retain customers.
It is quickly becoming a major battleground, which explains why
Microsoft is taking so much grief for its problems.
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Tuesday, September 6
by
Mark Evans
on Tue 06 Sep 2005 01:56 PM EDT
Despite its growing pains, telco TV appears to have good growth prospects, according to In-Stat.
The research firm expects the number of subscribers will climb to 32
million by the end of 2009 from 1.6 million in 2004. More than half of
these customers will be located in Asia. In-Stat's optimism is
obviously based on the notion Microsoft will have figured out the bugs
current plaguing its telco-TV software! On a more serious note,
television is quickly becoming a strategic necessity for carriers as
cablecos aggressively move into the voice business, while new entrants
such as Google, Skype, Microsoft and AOL push harder in the VOIP
space.With competition coming from all sides, carriers need to offer a
TV service to stay competitive and, more important, retain customers.
It is quickly becoming a major battleground, which explains why
Microsoft is taking so much grief for its problems.
by
Mark Evans
on Tue 06 Sep 2005 11:18 AM EDT
With much less hyperbole than previous benchmark announcements, Vonage
said today it now has more than one million lines in service - the
press release was all of two sentences. Maybe Vonage has realized
there's less interest in pure subscriber numbers without knowing the
cost to acquire these customers, how long they stay with the service
and how much ARPU they generate. My take is Vonage watchers have become
much more sanguine. As a result, its days as the
industry rebel and innovator have perhaps disappeared - as has some of
the interest in a potential IPO. The new kid of the speculation block
is clearly Skype, what with visions of a multi-billion dollar
acquisition dancing in the heads of VCs such as Draper Fisher Jurvetson.
Update: There is a difference between "lines" and "subscribers" within the Vonage world. One subscriber can have multiple lines. In Canada, for example, a subscriber pays $39.95 a month for a plan featuring unlimited North American LD and $8 a month for an additional line. Therefore, $47.95 for two lines. That's a big difference from a financial perspective.
by
Mark Evans
on Tue 06 Sep 2005 07:36 AM EDT
Tyler
Hamiltion has an interesting column in the Toronto Star about
how blogs are being increasingly inundated with spam. It has riled up Mark Cuban (Ice Rocket, Dallas Mavericks, etc.) that he's threatening to ban Blogger.com
blogs from Ice Rocket based on his belief the it is being used by
spammers to create slogs - fake blogs that aim to attract visitors to
marketing Web sites. I can commisserate with Tyler's spam woes as
I try to deal with the flurry of obnoxious porn and poker ads appearing
as "comments" on my site. Just as the powers that be went
after e-mail spam, it now appears the time has come for the blogging
community to seriousloy tackle spam 2.0.
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