The Register Columnists

Faultline

Contact Mail Follow RSS feed
 photo by kudomomo http://www.flickr.com/photos/kudumomo/

Facebook preps ad network to TARGET YOU WHERE YOU LIVE

Competition for mobile advertising dollars is set to intensify as Facebook joins Google, Apple and Twitter by launching a mobile ad network that generates revenue when users access apps outside its domain. At the same time Facebook is also planning to expand into location-based mobile advertising after preparing the ground …
Faultline, 28 Apr 2014

Google looks to LTE and Wi-Fi to help it lube YouTube tubes

There were reports last week that Google is considering taking an MVNO mobile network and using it as a fall back for a Wi-Fi first service – in the areas where it has fibre in the ground in the US. Youtube Video Faultline thinks this is a great idea. If Google really wants YouTube to be the “daily destination of a …
Faultline, 14 Apr 2014
Amazon Fire TV and controller

Amazon stuffs games into Fire TV box: Soz, rivals... WE don't need to make cash on hardware

Amazon moved last week to join Apple, Google and Roku as a player in the OTT Set Top space – releasing a box that gives it control of Over The Top TV experiences in the home. Its core aim is to be able to sell video that goes to a traditional TV, without lining the pockets of one of its rivals. What Amazon unveiled is called …
Faultline, 07 Apr 2014
Sean Bean in Game of Thrones

Dish and DirecTV deal: Damned if they merge, damned if they don't

Analysis Almost like a delayed reaction, the news that Dish Network had been actively courting DirecTV once again in the US has driven up both companies’ share prices, triggered by the Comcast Time Warner Cable deal. The share price movements should have happened the day the Comcast TWC deal was mooted, but were only came about after …
Faultline, 31 Mar 2014
LG's Scope Ratio 105-inch curved LED TV

TV sales PLUMMET. But no one's prepared to say what we all know

Analysis TV sales are falling everywhere. It’s kind of official, but people are still prepared to argue about it. The number of LCD screens are being forecast to recover but no one is giving a reason why, as the number of TVs that they ship in, are definitely not rising. There is lots of intelligence out there in TV land, but the two …
Faultline, 24 Mar 2014
heart.mexico

Save Mexico: Stop druglords, violence ... and that DRATTED MOBILE DUOPOLY

Mexico's government was told that next to the country’s endemic level of organised crime and associated violence fuelled by the drug trade, its mobile duopoly was one of the major hindrances to its economic growth. So it decided to act against both. Mexico’s sensational growth in pay TV and telecoms has been distributed …
Faultline, 17 Mar 2014

Cellular desperation in France drives not one, but two SFR offers

While there is merger mania among both fixed and cellular operators around the world for very positive reasons (in the US, Germany, the Netherlands and elsewhere), the desire to acquire in France is fuelled by slightly desperate appetites. For French operators, the disruption caused by two years of cellular market-share- …
Faultline, 10 Mar 2014

Probe of Hollywood-Euro Pay TV contracts: What happens next?

Analysis By now the dust has settled on Monday’s statement by the European Commission that it will investigate the licensing agreements between the major US Hollywood studios and their European broadcasting counterparts, targeting the exclusive nature in any given European country. But what is the likely outcome? This is the kind of …
Faultline, 20 Jan 2014
Samsung KE55S9C OLED 3D HD TV

Samsung sees RDK as route to DOMINATION of US set top market

Comment For as long as Faultline has commented on this industry, the set-top market in the US has been dominated by the cable TV industry – which in turn has been dominated first by Motorola and secondly by Cisco. Things have changed somewhat over the years, in that Pace has led a challenge from the UK and in direct to home satellite …
Faultline, 18 Dec 2013

Verizon to Intel Media: Hey chip-fryer. Guess who can help you with OTT TV?

While many of us spend time talking about the technology alternatives that can or will be used to bring content to the masses over the internet, and especially to portable devices – companies like Intel, Verizon and all the US cable TV companies spend more time wondering about the business model that will go with that technology …
Faultline, 04 Nov 2013
LG Google TV

Do not adjust your set: TV market slows, 'connected TV' grows

Opinion It is always annoying when forecasters fail to forecast disruption: this is probably the most important part of the future to forecast, rather than incremental rises and blips in revenues. The TV segment is a case in point: sales of displays for the sets had been foundering since 2009, which didn't bode well. But analysts …
Faultline, 17 Oct 2013
Panasonic VT50

'Spotify for TV' Magine terrifies Euro players with smart TV deals

Magine TV, the Swedish cloud-based OTT service that threatens to blow a hole through European TV, has signed up smart TV makers LG Electronics, Panasonic, and TP Vision (selling Philips TVs). The service, described as “cable in the cloud” and sometimes as “Spotify for TV”, has gained well over 500,000 subscribers in Sweden in …
Faultline, 16 Oct 2013

Hollywood: How do we secure high-def 4K content? Easy. Just BRAND the pirates

Movielabs, the R&D business for Hollywood studios, has just issued a new specification for securing 4K high-def streaming video content, and one of the things that it’s going to demand is forensic watermarking. This spec is being described as “recommendations”, but studios will need to adopt these overnight as the hard and …
Faultline, 07 Oct 2013

Deutsche Telekom: We don't need no steenkin' set tops

IFA 2013 One of the big pieces of news from the IFA in Berlin came out of Deutsche Telekom’s network day, where it showed its progress so far in its search for a set-top-free IPTV world. Deutsche is one of Europe’s leading pay TV players and looks ready to adopt the "cloud" for TV. It has been looking into what it calls " …
Faultline, 09 Sep 2013

TiVo dives into pile of cash, steely eyed investors don't blink

Analysis TiVo came out with its strongest set of figures this week, including underlying TiVo service subscribers, as well as bundling in the results of its patents settlements with Cisco and Motorola, and yet its enterprise value could not be lower, showing that investors still have no confidence in its long-term business. TiVo has …
Faultline, 03 Sep 2013

Cognitive Networks to bring creepy awareness to LG's smart TVs

A few weeks back, Cognitive Networks claimed it was about to cut deals with companies that shipped what amounted to 45 per cent of the smart TVs in the US. We have since been trying to work out market share combinations to identify those it had signed with. It made the task slightly easier this week by finally unveiling the …
Faultline, 02 Sep 2013
Flag of Republic of China

China: Forget running water, bumpkins. Have some lovely broadband

The Chinese government has pledged to provide nationwide broadband coverage by 2020, an ambitious goal which should see significant extra investment in all kinds of networks, both wired and wireless, in order to reach the country’s vast rural areas. This will almost certainly change the global supply ecosystem for all types …
Faultline, 30 Aug 2013

Google menaces Apple's 3-year-old toddler with its cheap stream tech

Comment For years in PCs, Apple was the R&D lab for the entire industry, and Microsoft would roll out similar operating system features long after Apple users had them as standard. As a result, Microsoft users would get a feature late. It would also usually be offered in a less adventurous manner – and while sometimes it was weaker …
Faultline, 29 Jul 2013

WTF? Comcast scores MORE sales from fewer vid customers

Analysis Comcast numbers were largely deemed good by its management team on their results call, with a few noticeable holes. Firstly, despite an increase in video revenues, Comcast in fact lost 60,000 video customers in the quarter, a number which appears to be rising. Secondly, there was a major revenue fall in NBC broadcasting. …
Faultline, 07 May 2013
The Register breaking news

AT LEAST two-thirds mobile traffic will be video by 2017 - Cisco report

Global cellular networks are reeling under remarkable growth rates that look like they will be sustained over the next five years, and this will be driven by video, says a recent report. According to the Cisco Visual Networking Index (VNI) report, with its quarterly update out this week, video accounted for over 50 per cent of …
Faultline, 11 Feb 2013
Apple TV Netflix screen

OpenTV slaps Netflix with patent lawsuit

Analysis Netflix has been hit by a patent infringement lawsuit by Open TV, now a subsidiary of Nagra, the Switzerland-based conditional access company, part of the Kudelski Group. It has not said what the patents are, but the filings at the US District Court for the District of Delaware show that they are all software patents. There …
Faultline, 21 Dec 2012
The Register breaking news

Microsoft-Netflix bid rumours feast on froth – and logic

Some of the big takeovers in the pay TV arena have taken analysts by surprise, but that will not be the case if, as looks increasingly likely, Microsoft tables a bid for Netflix. We all know where the rumour began, with the announcement early in October that Netflix CEO Reed Hastings was standing down from his other big role …
Faultline, 03 Nov 2012
The Register breaking news

TiVo: Cisco and pals could owe us BILLIONS over DVR patents

Since 2004, Faultline has been championing the idea that someone must have invented the DVR, and that it is a genuine invention, not a set of software patents like the flimsy patents filed by Apple, which we do not believe will ever stand up to scrutiny. And if TiVo genuinely does own those patents, which the last three court …
Faultline, 22 Oct 2012
TalkTalk YouView set top box launch

TalkTalk's YouView: Why no Wi-Fi?

Better late than never has been a popular analyst response to the UK’s YouView hybrid connected TV platform, and it could equally well apply to the TalkTalk TV service re-launched on the back of that, just as BT Vision has been. It has got some things right, such as bundling the service free with broadband, and allowing …
Faultline, 07 Oct 2012
Barnes and Noble Nook HD+

Nook pulls on backpack, heads for Europe and flings with foreigners

There are a lot of Nooks in the US, maybe 10 million, maybe more, no one is quite certain as the company only releases revenues, which are up at around $192m a quarter for the Nook, not unit numbers. But at an average purchase price of $200 including media, that‘s about 4 million devices a year, since in first launched. But all …
Faultline, 01 Oct 2012