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Opportunities in IPTV: Carolyn Wales Sukun Kim David Leuenberger William Watts Ori Weinroth
Opportunities in IPTV: Carolyn Wales Sukun Kim David Leuenberger William Watts Ori Weinroth
Opportunities in IPTV: Carolyn Wales Sukun Kim David Leuenberger William Watts Ori Weinroth
Carolyn Wales Sukun Kim David Leuenberger William Watts Ori Weinroth
What is IPTV?
Definition: systems where television and/or video signals are distributed to viewers using a broadband connection over Internet Protocol
Viewing device is not a defining feature
Telco Distribution
Installing new FTTx networks Switched architecture makes VOD easier Incentive to plan-in advanced features Addition of services not foreseen at deployment likely to be slow
DaveTV
Sells some customers boxes, and offers wide range of payment options for content including subscription and pay-to-own
BrightCove
Offer content owners a platform for video distribution and monetization, including ad insertion, storage and servers, shopping cart Receive a cut of cut of advertising revenue and fees from the videos
Google Video Start-up access to mainstream content Opportunity to monetize the tail
Trends in Video
Increased personalization
Users become spoiled Content available on demand Content available anywhere (devices include mobile)
Content Multiplies
Inexpensive production tools Culture of participation Available distribution/monetization virtuous cycle
Convergence of Devices
IP network allows applications to run over multiple end-user devices, over a single service delivery network
Interactivity
Two-way nature of IP network enables unprecedented interaction
Targeted advertising
Required in a DVR home Required where consumer has on-demand ad-free choices
Advertisers appear are becoming more comfortable with the New World
VC Opportunities
Start-ups selling IPTV tools to Telcos and their competitors
Middleware (e.g. billing, user interface) Bandwidth enhancers (hardware, compression software) DRM Targeted and embedded advertising (e.g United Virtualities Shoshmosis) Search/recommendation tools
VC Opportunities - continued
We will focus on video search and recommendation tools
A successful search tool will effectively address one or more of the following issues:
Possible solutions:
Find video content based on webpage text Find video content by emulating a user (e.g. Truveo) Video self-identifies by set standards
Copyright Protection
Video search engines need a method to not index copyrighted content unless it is monetized.
Currently no automated way to un-index or not index copyrighted videos Recent BitTorrent-studio announcement
Possible solutions:
Copyright clearinghouse may help: Snocap (music registry)
Recommendation Engines
Professional content becomes fragmented
Input Devices
Living room environment different from PC environment. Current solutions (grid menus, remote) insufficient as content multiplies
Possible solutions:
Wireless keyboard (Microsoft) Voice recognition (AgileTV, OneVideo) New interfaces/devices (Hillcrest HoME)
Q&A
http://media.corporate-ir.net/media_files/irol/12/127160/Q205Earnings.pdf
* Yankee Group: Driving Toward the Triple Play: The Telco Video Opportunity
Linear (e.g., broadcast TV) and on-demand (e.g., movies) content is captured and formatted for distribution over the IP network.
Mix of wellengineered existing IP networks and purpose-built IP networks for video transport.
Asymmetrical DSL (ADSL) and very-highspeed DSL (VDSL) or Fiber-to-the home to provide the required bandwidth.
When content is monetized appropriately, dedicated servers are not a prohibitively expensive method of delivering the video. When content is not appropriately monetized, P2P technologies offer a lower cost solution: P2P distribution startups: BitTorrent
Predominantly used to pilfer video and other digital content No known means of DRM
RedSwoosh
DRM handled by other applications. Red Swoosh network security only controls the content that flows to the user over their network
Kontiki
Technology enables secure distribution of digital content (DRM) Used by AOL, BBC, Sky and other corporations to provide DVD quality digital content, including corporate sales and training content
Advertisers:
Content owners: Ability to connect directly with consumers No strong gatekeepers wanting rents *Ability to use currently available targeting/profiling technology *Ability to track results *Increasing openness to new models