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January 09, 2007

MHP at the cross-roads

CableLabs - the US cable TV standards body - has finally published my overview of the MHP market in their SPECS newsletter (click here for the article).

Two related developments that were too late to make it into the piece:

  1. Italy's Senate approved a budget bill for 2007 just before Christmas that includes a measure aimed at subsidising integrated digital TV sets (IDTVs), and which the digital-terrestrial TV lobby would dearly like to make conditional on MHP being included in the sets. If so, it would represent another big boost for the European interactive TV standard (which, incidentally, is included as part of the DVD Blu-Ray spec). Full story in this week's New Media Markets.
  2. Via Licensing, the LA-based outfit which brings together the MHP patent holders in a patent licensing pool, tells me the patent-holders still haven't signed off on the MHP patent licensing agreements. Given that all it takes is a simple signature, there must be something afoot, surely (sign-off was expected by early autumn 2006). Rumour has it that one of the patent-holders could have dropped out.

November 27, 2006

Helium - a wiki that pays

A new twist on the community-created content idea - but one that pays. Helium is a new US-based content site with international ambitions. The idea is a sort of cross between Wikipedia and Digg: registered members write articles about things that interest them, and submit them to a vetting process which involves other registered members of the site, who then give the article a rating.

The article is then posted - and if it gets a high enough rating, and garners enough hits, the author starts getting paid for his work. The good stuff, defined by the 'wisdom of the crowds', automatically rises to the top, hence the name 'Helium', and receives the highest level of revenue.

It seems like a clever idea. I've posted a few articles to see what happens, although I suspect the audience is probably too US-centric to be interested in the sort of stuff that I like writing about.

I should also declare a family interest: my younger brother wrote the code for the site's search-engine! We'll see how it develops - but have a look, and see what you think....

November 23, 2006

Mobile TV: the evidence reviewed

On Tuesday I gave a presentation to the 'DVD and Beyond' conference in London about Mobile TV, which came to the conclusion (among other things) that DVB-H was the most likely standard to be adopted in Europe; that there was a market for broadcast television to handheld devices, but not a mass-market one; and that the business model looked exceedingly risky.

The presentation contained a lot of detailed research evidence from a wide variety of sources, and visitors to this blog who are interested in the topic can download the presentation here (but be warned, it's a zipped 3 Meg file!).

In an email to me after the conference, its organizer, Dr Jean-Luc Renaud, told me: "Your ability to present dense and complicated material in a user-friendly way is legendary, and I learnt an amazing amount about mobile TV." I hope you do, too!

November 17, 2006

Sky buys into ITV

"British Sky Broadcasting Group plc ('BSkyB') announces that it has acquired a
stake in ITV plc ('ITV'). BSkyB has today acquired 696 million shares,
representing 17.9 per cent of the issued share capital of ITV, at a price of 135
pence per share. The total consideration amounts to approximately GBP 940
million, which will be funded from the group's existing cash balances and its
currently undrawn revolving credit facility." Link: BSkyB - Corporate - Press Release.

Well, I guess that scuppers NTL's proposed acquisition of ITV! It also probably scuppers the BBC/ITV Freesat initiative... 

As always with BSkyB, one has to admire their audacity.... Wonder what Ofcom will say?

Sling to your cell

Uncertainties over the viability of mobile TV business plans have increased following the announcement that the Slingbox technology will be extended to encompass mobile phones.

A Slingbox essentially lets you watch what appears on your TV set anywhere in the world on a laptop via a broadband connection. Now 3G operator 3UK has done a deal with Sling to allow you to do that on your cellphone.

Because of the unexpectedly high amount of in-home viewing that trials of mobile broadcast TV have demonstrated, any commercial services were always going to be ripe for cannibalisation from Freeview (once it became portable) and pay-TV operators like Sky (once they decided to invest in portable PVRs).

But Sling poses a fresh threat to the mobile TV model outside the home, because the thinking was always that there was 'unused airtime' to be exploited by consumers on long commutes. Sling-enabled 3G phones can now shoehorn themselves into this space, too, without anyone having to invest in expensive new mobile broadcast networks.

The beauty of the Sling model is that the mobile network operator doesn't have to broadcast a large amount of TV channels: in effect, the consumer deploys their own in-home TV set-up as a sort of domestic video-on-demand server. Definitely a development to watch....

November 06, 2006

Sky Broadband? Not for me...

Am I alone in being underwhelmed by BSkyB's new broadband venture (see here for their latest quarterly figures)? After heavily marketing their new broadband service, they have secured one million registrations - but only connected up 74,000 customers. By my calculations, that's a conversion rate of just 7.4 per cent.

I wonder how many people realize what the process is: you register the fact that you're interested, and then you have to wait for their sales people to contact you to 'invite' you to purchase the Sky broadband package. Only at that point are you categorised as having made an order.

So when Sky talks of '20,000' orders a week, this is nothing to do with demand: it's just the maximum figure their sales teams are able to manage.

I should know: I registered my interest in July and I've yet to be contacted by a sales team, although I've had three letters since then saying, effectively, 'we'll get round to you eventually.'

Well, I'm not waiting any longer. Later this week, I'm swapping back to BT from NTL. I wonder how many other would-be Sky Broadband purchasers have made the same decision... 

November 03, 2006

Google tries to ward off YouTube copyright threat

From our "we told you so" department (see here)...

"Google is engaged in a frantic round of negotiations aimed at persuading traditional media companies to supply their content to YouTube, the video website it bought last month for $1.65bn, and ward off a potentially crippling round of lawsuits."

Link: FT.com / Companies / Media & internet - Google in bid to halt YouTube legal threat.

October 30, 2006

250,000 Mobile TV customers in Italy

Arguably the first hard evidence that there appears to be some demand for mobile TV in Italy. 250,000 subs in October, and 3 Italia reckon it will double by year-end.

Link: Agenzia Giornalistica Italia - News In English.

October 23, 2006

Where have these guys been?

I find myself increasingly irritated by the Grauniad’s propensity to accord substantial amounts of coverage to technology innovations which are anything but. The latest one causing me to sharpen my quill was in today’s financial pages, which announced BT’s decision to offer “an online ‘vault’ for digital valuables.”

“Analysts” apparently told the Grauniad’s scribe that “the new service signalled a further development in the digital age, whereby consumers store more and more of their virtual valuables online, and less and less on their PC.”

Of course, it does nothing of the sort. What it means is that BT – rather belatedly - is entering an already well-established market for online storage. There are already thousands of such secure online back-up solutions available to consumers (try Googling 'online backup'), and they began to take off at the same time as broadband did.

I’ve been using one myself for several years now, and, yes, just like the BT one, it carries out my backups automatically using a (gosh!) “back-up manager.”

If there is anything new in this story, it is that BT appears to have substantially undercut everyone else in this market, by offering 20GBytes for just under a fiver a month.

The BT story followed another one last week (to which most of a page was devoted) about a band deciding to release a single on “a computer memory stick the size of a cigarette lighter”. The new “gizmo” (“You just plug it into your PC or Mac and that's it," one over-excited music industry executive was reported as saying), turned out to be an ordinary USB key.

Forgive me for being underwhelmed by a ‘new’ music transport device which has been in common use among teenagers for over five years.

On the same day, and in much the same vein, another Guardian reporter breathlessly reported that “Now you can go shopping with your mobile phone. Forget about the Oyster card - soon you'll be able to travel on the Tube using your phone as a ticket.”

Sorry guys, that’s not news, either. Like most mobile handset innovations, this one began out East. When I visited Tokyo in Spring 2004, mobile phones were already routinely being used to shop with there (using their infra-red interface), and NTT Docomo and Sony began embedding contactless IC technology in mobile phones that same summer.

Two things are happening here, I think. First, Grauniad hacks are too often taking a cleverly-written press release as their cue for coverage. They are, in effect, acting as passive rather than active news-gatherers, and not bothering to look too deeply at the PR line they are being sold.

Second (and rather worse, in my view), they are being appallingly parochial, behaving as if any technology development new to the UK is new to the world. The sad truth is that new technology trends tend to hit us long after they’ve emerged either in the US or the Far East. We are, on the whole, a bunch of technological Johnny-come-latelies.

October 16, 2006

The future passes Liddiment by

Guardian columnist David Liddiment, former ITV director of programming, reveals perhaps more than he intended about the blinkered outlook of his generation of UK TV execs in his final column today.

Looking back to when he began writing his column in October 2002, he remarks that, way back then, "broadband was still something BT boffins talked about at Royal Television Society conventions, and no one had ever heard of user-generated content."

In fact, of course, fast Internet access was a well-established reality by then, although penetration was rather higher outside the UK. At the time, I had just returned from a field-trip to the US, where broadband take-up stood at 10%.

All the talk there, in fact, was of the coming boom in user-generated content, and my subsequent presentation to the clients who had funded the research contained this phrase: "As bandwidth becomes available, many forecast an explosion of material in this space. [...] The cultural imperative to document your life is taking root in the US."

This wasn't a particularly original observation, and anyone taking an interest in technologically-related consumer developments outside these shores would have said as much. Rather startling that Liddiment appears to have been blithely oblivious to all of this at the time. Then again, given the downwards trajectory ITV has followed over the last four years, perhaps not?