03 September 2010

Comcast

 

Comcast’s Steve Burke at AllThingsD

Thursday, June 3rd, 2010

If you follow the discussions on this blog, you would be well-advised to watch this excerpt of Kara Swisher’s interview with Comcast COO Steve Burke at the D8 Conference.

(You can also read coverage on the conference blog and at Barron’s Tech Trader Daily blog.)

Burke makes a good case for cable’s resilience in the face of the supposed looming threat of online video (See my post from last week). I particular enjoy the bit, during an exchange about “à la carte” offerings of service, when Burke gently chides Swisher for comparing the monthly price for Comcast’s video service to the daily price for the Wall Street Journal.

The Future of Cable Discussed at Cable Show General Session

Wednesday, May 12th, 2010

Yesterday, former FCC Chairman Michael Powell led Marc Andreessen, Time Warner’s Jeffrey Bewkes, CBS’ Leslie Moonves, Comcast’s Brian Roberts, and Fox Filmed Entertainment’s Tom Rothman through a wide ranging, free flowing, and spirited discussion of the future of content at The Cable Show’s second general session.

To start the conversation, Powell asked Brian Roberts if cable should be worried about online video.  Roberts responded that every new medium presents a new opportunity, but said they all present avenues to deliver lawful content; the more opportunities for that, the better.

Andreessen (who shared details of his 36 port HDMI switch with 36 different inputs and a $4,000 per month commercial Internet connection) said that was the right way to look at the future – since every device is now expected to be Internet-enabled, and to allow content consumption.

Rothman chimed in to agree, but said that creates a requirement that content be compelling.  Without compelling content, you just have a bunch of devices to check baseball scores.  Rothman says the key to content online is two-fold.  First, the most important piece of content is good storytelling.  Second, that storytelling must be accompanied by a way to protect and monetize content.

The various models of monetization became a hot topic and Powell noted that customers may have different thoughts about the monetization process – so cable operators may end up fighting with consumers.

Moonves answered by noting that, for his company, there used to be one source of revenue – advertising – but now there are many more, such as syndication, retransmission fees, DVDs,  iTunes, Hulu, etc.  That presents more options to address the monetization question.

The introduction of the topic of advertising led Powell to ask what impact services like Facebook will have, since they present a new, and possibly competing, set of audience segmentation data.  Powell noted the industry no longer has the exclusive on audience data.

Bewkes suggested all the different entities must become partners in the sharing of audience data, and Moonves said one of the essentials is accurate eyeball measurement – and we don’t have that yet.

Andreessen suggest Facebook can be an enabler of content by providing data, and also by sharing content with friends.

Roberts said people may go to other providers  – not because the content is different, but because the experience is different or cooler.  As a result, it is incumbent upon cable to stay fresh and cool, and spend more time on the interface.

Asked what makes them nervous, the panelists suggested that the uncertainty of regulatory change was a great challenge.

Moonves joked, “Whenever they say it’s not about the money, it’s all about the money.”

Big Boost for Online Viewing

Wednesday, June 24th, 2009

Time Warner and Comcast held a press briefing this morning to provide some details about the much anticipated “TV Everywhere” project that Time Warner Chairman and CEO Jeff Bewkes has been discussing for a few months including during a panel at The Cable Show back in early April.  Joining Bewkes for today’s briefing was Comcast Chairman and CEO Brian Roberts.

The main takeaway from today’s briefing is that Comcast and Time Warner will begin a trial to provide 5,000 Comcast customers access to cable programming (TBS and TNT for now) on a platform (the computer screen) where it wasn’t previously available, for no additional charge.  It is no more complicated than that.

The primary details released today include a set of principles that the companies agreed to:

  • Bring more TV content, more easily to more people across platforms.
  • Video subscribers can watch programming from their favorite TV networks online for no additional charge.
  • Video subscribers can access this content using any broadband connection.
  • Programmers should make their best and highest-rated programming available online.
  • Both networks and video distributors should provide high-quality, consumer-friendly sites for viewing broadband content with easy authentication.
  • A new process should be created to measure ratings for online viewing. The goal should be to extend the current viewer measurement system to include advertiser ratings for TV content viewed on all platforms.
  • TV Everywhere is open and non-exclusive; cable, satellite or telco video distributors can enter into similar agreements with other programmers.

You can check out this story from CNET’s Marguerite Reardon – Comcast and Time Warner team up to deliver TV online – for a complete recap.

More details about the trial will undoubtedly be forthcoming, but the immediate knee-jerk negativity by some in the blogosphere was not only predictable, but uninformed.

But thankfully, there are also some more reasoned voices weighing in that recognize the potential of this announcement to bring real benefits to consumers by offering them access to more content in more places.  Will Richmond from VideoNuze boldly declares:

Despite what some skeptics say, consumers also stand to gain.  All that great cable programming that’s been locked to the set-top box in the home would now be available online. It sort of like cable’s version of on demand Sling, but without any upfront or monthly charge (at least that’s what we’re hearing for now).

Richmond takes a more rational view that this model is one that benefits both programmers and consumers, but they still need to work out some of the technical issues:

Comcast and Time Warner are taking a solid step forward in delivering more value to their subscribers who increasingly live their lives online. Now they need to tamp down the hype and just focus on executing in a logical, user-friendly way.

The rest of Richmond’s post is available here and he also aptly highlights some of the challenges that this trial will face including the necessary business model issues that the free lunch crowd tend to ignore.

Wideband Comes to Washington

Tuesday, June 9th, 2009

It’s been more than a year now since I first mentioned deployment of wideband Internet access based on the DOCSIS 3.0 standard. With the use of channel bonding, cable operators are able to offer speeds exceeding 100 Mbps downstream.

The first launch was in the Twin Cities market in April of 2008. Since then, it’s been popping up all over America: Baltimore, Atlanta, Chicago, St. Louis, Boston, Philadelphia, Seattle, Portland, Indiana, New Hampshire, New Jersey, New York.

Now, Washington, DC will also be benefiting from more robust bandwidth. In May, Cox deployed its Ultimate Internet service to residential and business customers in Northern Virginia. Today, Comcast announced that its Extreme 50 service will be launched in the DC Metro area. The service is first being offered in the Anacostia neighborhood, with the entire area expected to have wideband by year’s end. Most existing high-speed Internet customers will see their speeds double for no additional cost.

Now that cable is the broadband leader in Our Nation’s Capitol, you can look for continued wideband deployment by operators all over the country. Stay tuned!

Sony and Comcast Team Up

Friday, March 20th, 2009

Sony PlaystationThis week, Comcast and Sony opened up a joint retail presence in Philly: Sony Style Comcast Labs. Quite a mouthful, but the name reflects its intention, as both retail store and technology lab, to serve as a place for consumers learn about emerging technologies and check out the latest digital devices.

Much of it is the kind of thing we write about on this blog all the time, such as wideband Internet access based on the DOCSIS 3.0 standard and tru2way sets that don’t require a set-top box. Plus, the media release mentions an “enhanced cordless telephone… with email, IM, text and Yellow Pages.”

You can read coverage of the launch here, here and here. Also, I thought I’d throw a couple photos down below. And Sony Electronics has some more shots on Flickr.