Content plus data bundle

ESPN is considering it. AT&T has discussed it. And now Verizon is jumping on the bandwagon.

At a financial conference yesterday, Verizon EVP and CFO Fran Shammo stated explicitly that we’re likely to see content and wireless data delivery bundled together from certain content providers. In other words, a network like ESPN would cover the cost of video delivery so that users could stream to their hearts’ content without going over mobile data caps.

From the transcript of yesterday’s conference:

So I think you are going to see this ecosystem change, you are going to see some content provider say I’m willing to pay for the content, don’t charge the consumer and when we developed LTE, we developed LTE and our billing system with the capability to segregate that traffic if someone else wants to pay for it.

Now Shammo wants to be clear that this isn’t a net neutrality issue.

Net neutrality is around prioritizing the delivery of content, that’s not what we are talking about, content will be delivered equally across the network. This is just a matter of who pays for the delivery of that content, and I think you are going to see that change and that’s going to open up what can be done on a more seamless basis.

However, by adding in delivery costs, a network like ESPN would be making it harder for smaller content guys without ready capital to compete. Welcome to the world of new media kingpins.

VMS

Back at CES, we admired Verizon’s upcoming six-tuner IPTV Media Server (VMS) and thin clients. And while it appears “soon” is off the table, the company has put a stake in the ground at NAB for a September launch. FiOS TV has long offered a whole-home DVR experience, but this evolved solution takes on more of a true hub-and-spoke approach with a central server (and FiOS router) feeding extenders sprinkled about the home. Also revealed at NAB is a VMS recording capacity of 100 hours, equating to perhaps a 750GB or 1TB drive. Along with the new hardware, we expect Verizon to continue layering on OTT content as they’ve done with Twitter and Pandora. Of course, TiVo offers FiOS customers a compelling whole home solution with their Premiere and Mini platform (that I run)… but it requires a certain amount of upfront cash along with a willingness to understand and overcome retail CableCARD shenanigans – representing an ever-shrinking number of customers.

Microsoft Xbox One as TV

Microsoft has been a frenemy to the pay-TV industry for a long, long time. So now that the company is taking over TV interfaces with its Xbox One HDMI pass-through feature, I thought it worth looking back over the company’s (sometimes torturous) history with pay-TV providers. (Note: Nothing on Media Center PCs or WebTV here. That’s another story.)

Timeline

2003 - Microsoft TV Foundation Edition Launches in June at the National Show
Microsoft’s software platform for the cable industry includes an interactive program guide that operators can use to create “On-Demand Storefronts”

2004Microsoft and Comcast do a deal to bring the Foundation software to subscribers in Washington state
Microsoft gets its big break in the cable industry
Microsoft TV Foundation guide for Comcast
2006 - AT&T launches U-verse IPTV service with Microsoft inside
U-verse is the first major IPTV service in the U.S., and it runs on Microsoft code

2006 - Microsoft announces the Xbox Video Marketplace
New video store cements the Xbox as a Trojan Horse in the living room

2007Comcast gives up on Microsoft’s Foundation software
Microsoft’s short (and not sweet) dance with Comcast ends Continue Reading…

belkin-at-tv

While the Slingbox may be the most well known placeshifting technologies, there have been others… And Sling Media rival Monsoon, makers of HAVA and Vulkano devices, licensed their tech to Belkin under the @TV brand in 2012. Presumably due to Belkin’s broad retail footprint, Sling took issue and launched a patent infringement suit in January. Monsoon has yet to respond, but Belkin and Sling have just worked out a deal (subject to ITC approval) according to Law360:

Sling Media asked the trade body to dismiss Belkin from its investigation into whether rival companies were infringing six patents for the proprietary technology. The two companies said they’d reached a settlement

Microsoft Xbox One: everything you need to know