Sramana Mitra: All the storage is in the cloud. Mark Hyland: Storage is in the cloud, streaming. There are still some use cases where it makes sense to have downloading capability. So, we enable that. What we’ve done in software and replicate everything that a traditional set-top box does. It does the conditional access and
Sramana Mitra: What happens in a time line? If you were to forecast a time line based on what you see inside these accounts, at what point do a large number of cable providers become credible IPTV providers? At what point does the cable alternative of Comcast, which is our current cable TV provider [become
Sramana Mitra: That’s what they do. Mark Hyland: This year, they’ll say that’s what they do. We’re different from 90% plus of those vendors because we’re doing it all from the cloud. There are many vendors that are selling encoding gear, sending network optimization, and selling application experience or different components. But there are very
Sramana Mitra: You took the path that you were going to sell infrastructure to pay TV people to move their video to be available on mobile devices? Mark Hyland: Yes, and that we would do it from the cloud. SM: This is a good point to do an ecosystem check. The “TV everywhere” value proposition
Sramana Mitra: Where did you go first when you were trying to penetrate the market? Mark Hyland: It was the carriers first. That was partly because of the DNA of our CEO. He had worked in the carrier space, in the billing space. He had this idea that the wireless carriers would need with help
We did a lengthy review of Viacom’s (NYSE: VIA-B) vertical strategy in the Fall. Meanwhile, revenues were up 24% in 3Q07 to $3.27 billion. Adjusted net earnings grew 20% to $437 million and diluted EPS were $0.65, a 27% increase over 3Q06. The solid performance was due to the DreamWorks-Paramount blockbuster Transformers. Earlier this month,
As we discuss Web 3.0 and Online Music, I have also been pondering some of the issues that large media companies are facing today. I had an interesting chat with Nick Rockwell, CTO of MTV Networks, focusing on MTVN’s digital businesses, including some of the internet’s most popular and recognizable brands: MTV.com, VH1.com, Nick.com, and