Analyst Insights

Closing the Gap

I’ve been thinking a lot this week about the relationship between Netflix and the traditional broadcast networks. Netflix has had an amazing run over the past ten years, rising from its humble DVD-by-mail roots to become the preeminent broadband video streaming service in the world. Ten years is a long time, though, and the more […]


The Enemy of the Enemy is My Business Partner

Sony announced a new line of smart TVs this week that include Google’s flagship ‘Google Assistant’ voice interface. I hope Siri, Alexa, and Cortana aren’t too upset about it. The benefits to Google of such integration are obvious. The more interesting questions are why would Sony do this and what does it mean for the […]


A Million Reasons

An obscure event called the ‘Super Bowl’ took place last night. In addition to a tension-filled overtime game. (Congratulations, Patriots, but would you consider letting someone else win one next year?). This year’s shindig featured (1) an interesting halftime show by Lady Gaga, and (2) a multitude of high production-value advertisements. For those of you […]


The Big 6

An interesting little news item caught my eye this week. It seems Apple has joined the Partnership for Artificial Intelligence. In case you hadn’t heard of it, the members of this new organization already include Amazon, Facebook, Google, IBM, and Microsoft. The key tenet of the group is to ensure that AI technologies benefit and […]


The Search for Growth

Two interesting news stories last week: First, reports that the broadband video (SVOD, AVOD, and TVOD) market in Mexico grew 39% in 2016 (to over US$200m). Second, Latin American telco giant América Móvil announced plans for a 2017 US launch of their Latino-focused broadband pay-TV channel called Nuestra Vision. Is this merely a coincidence, or […]


Live And In Color

President Obama gave his farewell address this week. I streamed it live on my phone directly from and the picture quality was amazing. When you add the fact that we’re talking about an ad-free stream produced by the federal government, the experience was downright shocking. So good, in fact, that it got me thinking […]


No Longer Center Stage

Lots of interesting news from CES 2017 last week. My kids were certainly fired up about the Lego Boost announcement. The big story, however, was the way that Amazon Alexa’s voice interface became the darling of this year’s show. This is obviously great news for Jeff Bezos and company, but what larger message is this […]


Challenges Ahead

Happy New Year! For those in Las Vegas this week for CES, my condolences to your feet and your expense account. Now that 2016 is behind us, what’s around the corner in 2017? Two predictions… 1. TV Ratings and Ad Dollars Face Tough Compares Wall Street-types like to talk about ‘tough compares.’ Growth is a […]


A Surreal Year

As we say goodbye to 2016, I had to applaud Merriam-Webster’s choice of surreal as the word of the year. The definition of the word (if not all of 2016) is “…marked by the intense irrational reality of a dream.” I couldn’t have said it better myself. And then, as if to cement 2016’s surreal […]


Now You See It, Now You Don’t

As the holidays approach, parents are scurrying about shopping for gifts for their offspring. In this spirit, I was intrigued by new data showing that the legacy videogame market is truly struggling. Console hardware sales are down 45% year-on-year. Console software (i.e., games) is down 18% from last year. PC software, down 28%. But I […]


Full Stack

Two interesting news items from Netflix this past week. First, Netflix (finally) announced that subscribers will be able to download shows for offline playback. Second, Netflix content head Ted Sarandos reiterated his view that Netflix likes sports, but only if it can invent a new sport and own the resulting league. What are the common […]


Incremental UHD

As described in detail in TDG’s latest report, The Path to UHD, UHD video is not an all-or-none proposition, but instead a set of distinct enhancements that can be implemented incrementally. Internet video providers like Netflix are well aware of this fact, and its new Meridian effort represents “the new vanguard for video innovation.” So […]

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