The Equity Kicker

Nic Brisbourne’s view from London on venture capital and exploiting change in technology and media

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Archive for TV

iPlayer stats

For anyone that hasn’t heard, iPlayer is a runaway success. The latest stats can be found in this Guardian piece, but the headline is:
Traffic to the BBC’s broadband TV catchup service iPlayer continued to
rise during April, the broadcaster said today, with 21 million requests
for streamed and downloaded shows during the month.
It is being so [...]

Netflix launches a set-top box

Netflix has just launched a set-top box to help the migration of it’s 8.2m DVD rental subs to delivery via the web. This can only be sensible - clearly the DVD isn’t going to be with us forever. Plus the box is being well received - Wired say it is Just Shy of [...]

The New New Thing

Last week Jeff Nolan wrote a post entitled Incrementalism and “The New New Thing” where he bemoans the lack of true innovation and the state of venture capital generally. He is talking about Silicon Valley, but what he writes applies equally over here in Europe.
He correctly observes that a lot of money is still [...]

Status of online video market - green shoots are visible

Apple yesterday announced an overhaul of it’s online video strategy, and provided some interesting data along the way. This market (consumption via the web of the same long-form professionally produced content that we watch on broadcast TV) is one that is big and obviously coming and as such has a lot of people positioning [...]

Bebo making push into PCTV?

There is a lot of talk this morning about the deal that announced yesterday with the BBC, Sky, ITN, Channel 4 and others which will enable Bebo members to embed clips from the TV shows of these two companies into their profile pages.  Other broadcasters, and possibly music companies will follow soon.
In what could turn [...]

VC 101 - get in at the beginning of a new market Part 2

A couple of weeks ago I explained how I love investing in companies that are at the start of a new market.  In that post I said the first thing you need to ask yourself is where the money for this new market is coming from.
The second thing you need to ask is why is [...]

TV is moving to the web at pace

Check out the numbers in this excerpt from a Commentisfree report on the Edinburgh television festival last weekend.
On the eve of the festival, with consummate timing, Ofcom released its Communications Market Report - a study that reads like a pre-recorded obituary of the television industry. In 338 pages of close-set type, Ofcom lays out how [...]

More thoughts on the attributes of successful consumer internet startups

Earlier this year I posted on the attributes of consumer internet start-ups that are likely to hit critical mass. Good sensible stuff about identifying your early adopters, making the product work for them, having a good distribution strategy (remember distribution is to consumer internet as location is to retail) and finally understanding the “essence” [...]

Internet TV - will the networks cope?

Last week in Internet TV - Unclear how it is going to work, I asked whether the P2P distribution model that Joost and Babelgum are based on will scale.  I was wondering whether their is sufficient network capacity to cope.
Now Sam is reporting on Vecosys that they won’t.  In Joost: three hours a month is [...]

Internet TV - Unclear how it is going to work

If you read this blog regularly you will know I am very excited about how the internet will change the TV industry (most of the posts are here) - well this week I have found myself at a bit of a low point. It seems to me there are three basic models and I [...]

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