Archives April 2011

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There has been a lot of debate lately around whether the spectrum crunch is real or not. Mobile operators say they need more spectrum. Spectrum is a major reason for AT&T's potential acquisition of T-Mobile USA as well. On the other hand, some say this is nonsense; that some mobile operators and cable companies ...

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Yesterday, France Telecom and Telefonica executives said they will seek to change their peering agreements and will look to charge content providers, particularly those who provide video streaming for passing that traffic over their mobile networks to their consumer customers.

So essentially what these executives are saying is, we are afraid consumers will not pay ...

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Envivio recently filed its S-1 statement for an IPO, revealing fiscal year 2011 profits (ending 1/31/11) of $30M, up from $16M in 2010. In our recent report, Worldwide Pay TV Encoders and Transcoders, we wrote about Envivio:

Envivio is a privately held company headquartered in South San Francisco, with R&D offices just outside ...

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AT&T released their first quarter results this morning http://www.att.com/gen/landing-pages?pid=6080 and to no one but cranky bloggers (not me) and doomsday rumorists (business talk show commentators) surprise, the company has reported no change in their churn rate year over year, clocking in at 1.36% for the quarter, and ...

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Microsoft and Toyota recently announced a new strategic partnership to build a global next-generation telematics services platform based on the Windows Azure cloud technology with both companies investing 1 billion yen ($12 million) in Toyota Media Service Co., a Toyota subsidiary offering digital information services. The technology will first be implemented in Toyota’s electric and ...

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Recent events clearly show that Cisco has been unable to appropriately feed & nurture consumer-facing businesses – from Linksys (now Cisco’s Home Networking group) to Flip and most recently internally launched Umi. Given this background, Cisco’s decision to exit Flip isn’t entirely surprising – Cisco wasn’t able to manage it successfully and the divergent needs ...

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Processor stalwart Intel took the wraps off two additional application platforms this week – Oak Trail and Cedar Trail.

The project originally known as Oak Trail is a next-generation Intel Atom processor platform (formally the Intel Atom Processor Z670 and the companion Intel SM35 Express Chipset) intended for media tablet and so-called “hybrid” device designs ...

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Operators have started to look to Through the Middle (TTM) offerings, in which they gain rights to present internet video within their walled gardens, as one response to the increasing amount of Over the Top (OTT) content. One of the early success stories of this strategy, from both an operator and user perspective, was the ...

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At NAB today, SeaWell Networks (http://www.seawellnetworks.com/) launched their Spectrum solution – a streaming media solution that repackages adaptive bitrate content from one format to another. In our recent Encoding and Transcoding report (http://www.abiresearch.com/research/1003156), we stated: “Some strides are being taken to move encapsulation to the edge of ...

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The announcement this week that TI is to purchase National Semiconductor led me write an insight on the subject (published yesterday: http://www.abiresearch.com/research/1007580).It also gotme thinking aboutother recentM&A activity thatis transforming thesemiconductor market.

While being big news, the TI/National Semi deal will have its most impact on the analog ...

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