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Last week I asked whether the TV and movie industry is ahead of the music industry in the race to build profitable streaming services. Today there is more news that suggests it is: Bloomberg reports that Apple is Said to plan Netflix service on new TV product – that would be a c$10 per [...] Netflix, the US DVD rental cum video streaming business is out cutting $1bn deals with movie studios for streaming rights and Hulu is contemplating an IPO – both developments which suggest the premium video streaming business is starting to reach maturity. The music streaming business, by contrast, is still finding its way, and is [...] Fiona and I have just finished watching the first episode of the new BBC Sherlock Holmes series on iPlayer. Great drama and great technology – that’s worth the Licence fee right there. Not that you have to pay it if you get your TV via iPlayer/over the Internet. The FT reports today on a Screen Digest projection that Apple is storming forward fast in the video on demand market: Apple is on course to become the second-largest provider of paid on-demand movies in the US by the end of 2010, leapfrogging Time Warner Cable and setting itself up as viable competitor to [...] Netflix, the US internet DVD rental giant (and trans-Atlantic cousin of our portfolio company Lovefilm) has a good slide deck up on Slideshare which details their digital strategy and competitive threats. The slide below is from that deck and it shows they expect their DVD by mail business to peak in 2013. After 2013 [...] Hot on the heels of Google TV Sony has announced a deal with HBO to release shows for the PlayStation 3 and PSP. From yesterday HBOS shows old and new, including True Blood and two of my favourites The Wire and The Sopranos were viewable on the PlayStation Network (probably only in the US). [...] As you might have seen Google announced their new Google TV product yesterday which makes the full web available on your TV through software that will either be directly built into the TV or via a set top box (if you want it on your existing TV you will have to go the set [...] Last week I wrote about the growing unease at the major record labels with ad funded music streaming services, and now it looks like something similar is happening with Hulu. The following is from a New York Times article dated Monday this week: Unable to make the digital media dollars add up to their [...] Yahoo CEO Carol Bartz used her fourth quarter earnings call to say that her ‘”competition is television”. She meant this on two levels – firstly Yahoo’s display advertising business competes with television for advertisers budgets and secondly Yahoo’s video products compete with television for audience – read more on GigaOM. On the audience [...] Simon Fuller, the creator of the most watched show in the US for the past eight years American Idol, will premiere his new show on Hulu. It is then expected to air on a traditional television network several months later. This is a departure from the traditional MO for US networks where they [...] |
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