If you read the trade press, service provider video business models are under assault. IPTV operators are challenged by the high cost of video services, while traditional pay-TV operators are seeing growing OTT traffic threatening their cost and revenue structures. Amidst all this, ACG Research recently reported that the service provider video infrastructure market grew 4.5% sequentially in Q2 2011, to $3.5 billion. According to ACG, Cisco grew its market leadership position in the overall service provider video infrastructure market to 41.9%, added three share points in the CMTS market to 65.8%, and gained a commanding 34.6% share in the IPTV set top box market.
What’s contributing to this growth? Two factors: an evolving understanding of video, and an appreciation of the shifting composition of network traffic. Read More »
Tags: ACG Research, broadband, cmts, IPTV, Service Provider, stb, video
The message from leaders across rural America is clear — they want broadband access to the internet, and they’re hoping that by raising the awareness of their common cause they’ll see some near-term progress towards that goal (helping to fuel new job creation).
Howard’s prior editorial entitled “Can Broadband Reshape Rural Development” seemed to trigger some spirited commentary. But that’s not surprising, when you consider how well organized and vocal the rural stakeholder groups have been in the past.
Read More »
Tags: broadband, economic development, employment, jobs, rural, Service Provider
By Howard Baldwin, Contributing Columnist
Before he was the chairman of George H.W. Bush’s Council of Economic Advisors, Michael Boskin was my Econ 101 professor. It was from him that I learned about microeconomics, macroeconomics, and their famed multiplier effect — the latter being the theory that money spent creates economic benefits that have ongoing impact beyond the original investment.
In my previous post, Stimulating Economic Growth with Broadband, I talked about quantifying the benefits in terms of what businesses could expect — in essence, the microeconomic view.
Today, looking at a report from Deloitte on 4G deployment within the U.S. market (with applicability anywhere in the world), I’m turning to the more wide-ranging impacts that wireless broadband investment might have for business and the economy — essentially, the multiplier effect of broadband infrastructure investment.
Read More »
Tags: broadband, global networked economy, macroeconomics, microeconomics, wireless
For those of you attending IBC in Amsterdam this weekend – be sure to sit in on a one-hour session with Dr. Ken Morse, CTO for Cisco’s Service Provider Video Technology Group.
In the hour – cleverly dubbed “Happily Ever After! A Tale of Two Friends, Broadcast and Broadband, Narrated by a Smart Network,” Dr. Ken will simultaneously play all three parts, while juggling a bowling ball, a lit torch, and a chainsaw.
Not really. But he is one of the industry’s most accessible, clear-headed and seasoned interpreters of what’s happening in the video technology landscape, and his plan is to talk through what’s top of mind for him at this year’s IBC, including:
- The Global Dose of Reality that is IP: The swift rise in “unmanaged devices” – tablets, smart phones, PCs, connected TVs, all of which can display video over an IP connection – is one bit of evidence, as is the inherent mobility of many of those devices. Which, in turn, calls for network optimization. Dr. Ken envisions a multi-step Read More »
Tags: broadband, broadcast, IBC, ip, Service Provider, video
In ExtremeTech (http://www.extremetech.com/computing/94428-will-100-megabit-internet-connections-destroy-the-web-as-we-know-it), Sebastian Anthony recently asked the question:
“What do you think will happen when every home is connected to the internet via 100 or 1,000Mbps Ethernet or fiber?”
He goes on to give an answer that is yes, under the assumption that the 100Mbps is symmetrical.
“At some point in the not-so-distant future, then, we’re all going to be connected to the web at LAN-like speeds — 100 megabits per second up and down — and this, just like the advent of the telephone, will change the world as we know it. … ”
“Instead of your entire life being represented by a handful of bytes in amongst Facebook’s faceless sea, symmetric connections will enable the web to becomemetropolitan. Your presence on the web will be your home. ”
“The end result would be a truly decentralized internet that closely mimics human settlement and society. There will still be nodes on the internet where more people congregate — the bars, clubs, and McDonalds of the real world — but for the most part, a symmetric web would let people hang out and connect with the people they care about, and ignore everyone else.”
This is my definition of real cloud computing – something way beyond the standard view which is not much more than a new marketing twist on the old time-sharing data centers.
Tags: broadband, cloud, cloud_computing, IBSG, internet, network, virtual communications