Publishing and content

HBO and Apple announced today that HBO's streaming service will be available in the U.S. only via AppleTV and other Apple devices.

HBO is half of the holy grail of streaming video, with the other half live sports (i.e. ESPN). Cable TV is barely breathing....

As the old saying goes, "It ain't over 'til the fat lady sings." Dish Network just brought the fat lady out on the stage, and she is singing Sling TV. It's a new OTT (Over The Top) streaming video service that will include ESPN, Disney, CNN, TNT, and a bunch of other "channels," and I have "channels" in quotes because it is an archaic concept that dates back to the 1950s. But we know what it means.

New data suggests that the death of cable and satellite TV is being led by children. Kids don't care about watching the latest episode of a cartoon...reruns are just fine to keep them amused. Kids are growing up with on-demand services like Netflix and Hulu for their video fix. When they strike out on their own, the notion of buying a package of cable TV is going to seem quaint.

David Strom has a thoughtful analysis of the Sony hacking mess and the subsequent North Korean threats against the Sony movie "The Interview," where he points out several sad ironies in the two incidents.

Tablet TV is a new venture that takes us back to the fifties, when everyone had a TV antenna on top of the house. Perhaps taking a hint from Aereo and its problems, Tablet TV has localized the Aereo concept. Where Aereo had thousands of centralized antennas that grabbed over the air digital TV signals in major markets, Tablet TV gives users an inexpensive, small box and antenna that grabs local over the air signals.

This is my sixty-fifth article about the death of TV, and I see now that we are at the end of the beginning. Why? ABC News recently began broadcasting a news channel on Apple TV, which is significant in its own right, but ABC has just announced that they are now including local news from Boston, Honolulu, and Albuquerque on that channel. One of the two things that keeps most people tied to their hideously antiquated cable and satellite subscriptions is access to local news (the other is live sports).

More and more "stuff" is moving to the cloud. Microsoft, Apple, Adobe, and Amazon are just four of the biggest companies that are trying to get us to put everything in the cloud so we can pay a monthly fee to get to our "stuff." The problem with this is that from a customer perspective, the "cloud" does not scale up well from a pricing perspective.

And so it continues. While Comcast and Time Warner engage in the drowning man death hug, the content owners are finally beginning to read the writing on the wall. ABC is launching a channel on Apple TV, with live video, hourly news updates, and a variety of local content from some of the biggest urban markets in the country (e.g. WABC New York, WLS Chicago, KGO San Francisco...). All is proceeding as I envisioned years ago....cable TV's elbow is barely breathing, and the heart of cable TV may not even have a pulse.

"U-verse stinks." That's not me, that's Netflix, according an article from Lightwave. Here's the interesting quote from Netflix:

"The surprising news is that AT&T fiber-based U-verse has lower performance than many DSL ISPs, such as Frontier, CenturyLink & Windstream..."

Comcast and Time Warner have agreed to merge, with Comcast buying Time Warner. Although this merger has to be approved by Federal regulators, the article suggests that since the two companies don't have overlapping territories, it may well be approved.

A new report illustrates just how dire the situation is for the cable companies; Netflix and YouTube use half of all the bandwidth on the Internet. Cable TV is brain dead, but the body is still on life support. There is no future in cable, and satellite will be the next to go as more fiber is deployed into areas unserved by cable.

On LinkedIn, the question was raised (yet again): "Does anyone really need a Gig of bandwidth?" Someone wrote, "Just remember, services have to be available to be adopted." Now we get to the meat of the issue. It's not about the number....i.e. 100 meg, 1 Gig, etc. The real question is, "Do you have enough bandwidth to do what you want to do?"

From an economic development perspective, the question is critical: "Does your community have the bandwidth needed to support your existing businesses and to attract new businesses?"

This new study shows Internet use has entered most households in the U.S., with 78% online. And 92% of those households have some kind of broadband...typically "little broadband" from DSL or cable providers. The most interesting statistic is that growth in households dropping traditional TV has increased about 13% in the past two years, from 8% of household to 9% of households. If that percentage does not increase (which seems unlikely), in ten years, OTT and other IP-TV services will have about half the market.

Apple and Roku are dominating the IP set top box market, with Apple owning 56% of this still small market segment. I'm not convinced that Apple or Roku will ultimately end up with a major portion of this market, as the total number of households that have converted to OTT is still very small. Rapid market growth in the next several years could let a yet unidentified firm capture a big portion of this.

We're watching the death of traditional "TV" and traditional "radio" in slow motion. The networks are going to be the big losers. At one time, they provided a useful service as an intermediary between content producers and watchers/listeners, but today, the content owners can cut out the middleman completely. I just heard an ad from a radio commentator who was promoting her iPhone app. It is free, and allows you to listen to her radio show live from your iPhone, but also automatically downloads the podcast version so you can listen to it later....no radio "channel" required.

This short article from Fiber to the Home Council pretty much tells you everything you need to know about why communities need Gigabit broadband. In a survey of 2000 households in North America, 70% of those under 35 years of age are using over the top (OTT) video services like Netflix and Hulu, just two of the rapidly proliferating companies providing OTT video.

Google+ was recently updated with an improved interface, but this article points out that Google+ still has a big problem with the way it handles your identify. Currently, Google ties your Google+ account to a single Google email account, which is not the way most of the other big social network sites do it--they typically let you assign a primary email account, have secondary accounts, and don't force you to sign in or use your email address as your userid.

The U.K. MailOnline has an excellent article about privacy concerns swirling around Google's new spectacles with a built in camera and screen. While the ability to get information in real time about where you and what you are doing is interesting and possibly quite useful, the problem many see with Google Glass is the fact that you cannot tell if someone is taking pictures of you and/or recording you on video.

Apple has announced a modest upgrade to its underrated Apple TV box. The thing that caught my interest is that Apple TV now supports wireless Bluetooth keyboards. Why is this important? With the proliferation of special purpose boxes like the Apple TV, users are stuck entering things like userids, passwords, and other information using the extremely tedious and clumsy right/left/up/down arrows on the remote control. That gets old quickly.

Both LinkedIn and Twitter have been rolling out "enhancements" to their interfaces to make them look, feel, and behave more like Facebook. I'm already suffering from information overload, so giving me even more places to look for and access even more information than I already have seems to me to be more like a bug than a feature. And Facebook fails utterly at coherent interface design, so the mad rush to be "just like Facebook" really is a bug, not a feature.