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TDG Opinions

August 2010 - Posts

  • Move Over Google TV, Here Come Cox and TiVo

    TiVo announced Thursday that Cox Communications would fully support and promote the DVR pioneers Premiere box and service throughout its cable system. The deal is a first for TiVo because it fully integrates Cox’ VoD library into the TiVo interface. It’s also a first for North American cable; Cox is the first company to make its full VoD library available through a retail product. But there’s a lot more to this deal than meets the eye. For Cox, it marks a radical departure from standard cable practices; a move that brings with it substantial risks as well as the potential for great rewards. ...
  • Google, Verizon and the Netflix Business Model

    Three independent but related announcements on Monday reveal the power of the Internet to reinvent distribution. They also highlight the importance of net neutrality in maintaining the delicate balance that currently sustains the business models of some of the biggest online players. Google and Verizon talked about their plan for Net Neutrality, Netflix continued to shore up its streaming catalog and AT&T announced U-verse TV-Everywhere content to the mobile phone. All three announcements are interesting in themselves. But taken together they illustrate how even minor changes to the status quo could destroy the most robust of online business models....