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Nielsen, eat your heart out: TiVo woos admen with prediction engine

Analysis More data means better performance for advertising – at least on the digital side. Increasingly, marketers are looking to inject data-driven decision making into the “dumbest” box in the house: the TV set. “The whole television industry used to be based on age, gender demographics, in terms of television buying and planning,” …
Faultline, 16 Jan 2017
Fox licks his chops. Photo by Shutterstock

Fox's meal Sky ready to smother Europe with foreign language OTT content

The OnPrime service – which emerged this week from Sky in the UK and Germany, offering a number of foreign language packages for visitors - seems to be built around the end to end over-the-top* (OTT) service which Sky has been investing in for years from US firm 1Mainstream. It put $2m into the company in 2013 and another $5m …
Faultline, 16 Dec 2016

Has Samsung, er, rounded the corner with Apple court win?

Analysis Some good news has finally fallen the way of Samsung, as the Supreme Court has ruled in favour of the South Korean giant in its ongoing patent spat with Apple - scrapping a $399m damages bill in the latest episode of the hottest legal battle in tech, though certainly not the last. At the heart of this is the idea that instead …
Faultline, 09 Dec 2016
Friends look shocked watching TV. photo by Shutterstock

Watch your back, Netflix: Viu on track for 10 million subs next year

Analysis Hong Kong pay TV operator PCCW Media claims it has racked up 4 million active users on its OTT video service, Viu, after just one year of activity. An uptake of this pace presents Netflix, which recently made its belated entrance into South East Asia, with an almighty mountain to climb. Viu has every chance of surpassing the …
Faultline, 05 Dec 2016

Have some sympathy for the AT&T devil

Analysis When the first fixed-line phone systems were installed, you paid for everything, but particularly for each minute of each call. Later they had broadband added to the copper and a flat rate began to become the order of the day. As phone calls went to IP, the same applied to calls for the most part. While there are upper limits …
Faultline, 25 Nov 2016

DirecTV Now to give Apple TV free for those who take 3-month deal

We made it very clear in our October 20 review of DirecTV Now that no set top was going to be commissioned for the service and yet it would deliver to any TV, because it would use a digital media adapter such as Apple TV. So it wasn’t the biggest surprise we have come across when 3 weeks later another story ran, suggesting the …
Faultline, 15 Nov 2016
Wi-fi symbol as chocolate dusting on cappuccino foam. Photo by Shutterstock

EU €120m Wi-Fi spend explained, but not excused

Opinion The deputy head of "Unit broadband" - a section of the European Commission dealing with “investment in high-capacity networks” - Herve Dupuy, flew into London to attend the Wi-Fi Now conference last week. He ran headlong into a combination of fulsome praise and dramatic criticism. The first was from the founder and owner of …
Faultline, 01 Nov 2016
Woman serves at beginning of tennis game. Photo by Shutterstock

Sky’s CEO drops MVNO bombshell at results conference

At the announcement of its results this week, Sky said that it was planning MVNO services based on the O2 network, which is run in the UK by Telefonica. Faultline has been forecasting a move by Sky into cellular for the past four years and is surprised that it has taken this long for the move to emerge. The core Sky news was …
Faultline, 21 Oct 2016
Snow White waves goodbye. Photo copyright Disney

Disney aims for Netflix. If the deal was made, it would shoot itself in the foot

Analysis People that invest in Netflix and people that invest in Disney should never meet each other – they would not get on. But it seems there is a danger, according to the Wall Street Journal, that the two shall be thrown together in an unholy Alliance. While we can totally see the logic of such a deal, and how theoretically it …
Faultline, 10 Oct 2016
Poster for the movie Cable Guy. Copyright:  Columbia Pictures Corporation,

Ericsson strikes partnerships with Intel and Google for pay TV

Ericsson said at IBC this week that it will partner Google to allow Android TV set tops to work with its MediaFirst TV Platform. It will also partner Intel to look for ways of bringing video processing more efficiently to the cloud. It has been re-engineering Microsoft’s Mediaroom since it acquired it three years ago, and many …
Faultline, 12 Sep 2016
Woman watches TV with cat, uses remote to change channel. Photo by Shutterstock

Ad blockers responsible for rise in upfront TV ad sales, claims report

The upfront market for broadcast and cable networks has taken an unexpected U-turn from last year’s dip, seeing an increase in advertising sales of $800m to $18.6bn in the most recent completion. According to research firm Media Dynamics, this 4.5 per cent increase in TV ad revenue is a blow to OTT video platforms on PCs and …
Faultline, 15 Jul 2016
Who and tangerine: photo BBC

BBC's Britflix likely dead before the ink has even dried on the news

Analysis Anyone hearing this week that Britain’s BBC is set to launch against Netflix with a service touted as “BritFlix” will almost certainly get the wrong idea and believe it is actually going to happen. The move is being touted merely because the recent government review of the BBC encouraged the ancient British public broadcasters …
Faultline, 20 May 2016
Woman pays for something online with her credit card. Photo by Shutterstock

Experian Audience Engine knows almost as much about you as Google

We have grown so used to credit reference giants like Experian knowing almost as much about us as Google, but unlike Google, they put this information up for sale. This is perhaps why we have forgotten that Experian could form the basis of one of the most powerful personal intelligence systems in the world. And that it is a …
Faultline, 09 May 2016

BT Sport takes Elemental step of software encoding

Analysis BT has been as bold over distribution technology as the content itself for its sport channels, but then it had to be given Sky’s entrenched position in sports rights in the UK. BT Sport succeeded in at least ruffling Sky’s feathers and arguably making serious inroads firstly by biting into the English Premier League pie and …
Faultline, 05 May 2016
Yahoo! branded bus

What's wrong with the Daily Mail Group buying Yahoo?

Analysis Right now MailOnline parent the Daily Mail Group is worth at most £2.5bn, and the few content assets that Yahoo! is supposed to be selling, are already worth way more than that. But the issues go deeper. DMG – parent both of the Daily Mail print newspaper and the massively successful online site Mail Online – has no magic …
Faultline, 18 Apr 2016

Hey cellcos: Guess who's got your backhaul still? That's right. Big daddy BT

One of the things that will not be answered by any amount of discussion about 5G is how the huge increase in bandwidth expected in next generation cellular gets backhauled. But at Faultline we have assiduously tracked the ownership of fixed line assets throughout the US and Europe, anticipating the rising cost of backhaul to …
Faultline, 16 Feb 2016

An on-demand video subscription isn't just for Christmas... Oh. It is

Premium video content is a must have for the Christmas period and to avoid missing out consumers are signing up to a multitude of over-the-top (OTT) services, but this will only be a festive fling for a large proportion. According to results of a recent survey from UK subscription and billing specialist PayWizard, 69 per cent …
Faultline, 21 Dec 2015
IBM CEO 'Ginni' Rometty

Clearleap buy ushers IBM’s entry into video

Big Blue is splashing more cash on beefing up its cloud-based offerings, last week acquiring Clearleap along with its video platform for an unspecified amount. Clearleap counts HBO, TWC, Verizon and BBC America among its customer list, and provides video services that deliver content to multiscreen devices, as well as an open …
Faultline, 14 Dec 2015
Buffering icon

Video still causing mobile data traffic to shoot through the roof

Currently, there are as many mobile subscriptions as people in the world, and every second, 20 new mobile broadband subscriptions are activated. This, and the increased video consumption on mobile devices, is pushing data consumption to new heights - mobile data traffic in Q3 2015 was 65 per cent higher than the previous year, …
Faultline, 24 Nov 2015
Kids on wall. Pic: US Army/Capt Emily Skolozynski

Will the Ericsson/Cisco alliance work or simply break?

The reasons for an alliance between Cisco and Ericsson are just as good as the reasons against it. Both want to own ALL of the territory around carrier deployments, but Ericsson comes from dominance in the wireless sector and Cisco from the IP segment, both wired and wireless. And similarly both of them fear incursions from …
Faultline, 16 Nov 2015

Would Dutch T-Mobile sale open door for Deutsche to buy KPN?

A simple statement this week leaked to Bloomberg that T-Mobile Netherlands is about to be put up for sale, uncovers a wealth of potential intent from all quarters. Immediately everyone is guessing who might buy it; our question is what does this allow to happen after that sale has gone through? We have often given the opinion …
Faultline, 26 Oct 2015
Dolby Vision display (left), standard display (right)

No 4King way: Dolby snuggles its high-def TV tech into MStar SoCs

Dolby Laboratories seems to be one step closer to pushing its version of High Dynamic Range into the TV ecosystem, with a collaboration announced this week with mega smart TV player MStar Semiconductor, which said it would deliver a Dolby Vision 4K Ultra HD SoC to go into TVs next year. This fits in with our assertions at …
Faultline, 16 Oct 2015
Netflix

You know HOOQ? We don't either. But it's bringing the Asia Pacific OTT fight to Netflix

Analysis Netflix is used to local spoilers blocking its international expansion as it enters new markets - in Canada it had to face off with Crave TV, in the Nordics it battled with ViaPlay and HBO Go and in the UK it came up against Sky’s Now TV. But in Asia, it faces perhaps its most formidable obstacle yet in HOOQ. HOOQ was first …
Faultline, 06 Mar 2015
Long exposure shot showing patterns made my moving lightsabers

Wi-Fi beam-steering tech could KILL OFF fixed home networks

Analysis Veteran US antenna team Ethertronics has brought out what it describes as an active antenna system that can offer beam steering for Wi-Fi. The system sits in either the client end of Wi-Fi to stimulate the return path or in an Access Point and will work with any Wi-Fi chip architecture and boost performance by between 15 per …
Faultline, 20 Feb 2015
Beats headphones

Hey Apple - what's the $178bn for? Are you down with OTT?

Analysis After posting a record-breaking quarterly net profit of $18bn, on the back of sales of 74.5 million iPhones, Apple is sitting on $178bn in assets – despite a share buyback programme that has spent $103bn on its own stock, with $57bn of that occurring in the past 12 months. This is a staggering amount of cash, and it is only …
Faultline, 16 Feb 2015