Rethink Faultline

09-07-2008: Faultline 261

Nielsen good news report disguises an industry in flux
Yahoo-Google-Microsoft wars - as much about the mobile as the net
US funds still awake, and swarm to buy into Huawei, first of many?
...more details

02-07-2008: Faultline 260

Permira bid for NDS hints at new era for News Corp orphan
Sony to send films to US homes, aims for 3 new $10 billion businesses
The only European mobile TV success story – now wants to change tack
...more details

25-06-2008: Faultline 259

DVB-H on/off show doesn’t mean that China’s STiMi won’t happen
Comcast and friends could put a femtocell in most US cable homes
UWB patent stands up against Tzero on HD over Coax
...more details

18-06-2008: Faultline 258

MHP licensing to be kick started in the free to air sector
FCC chairman pushes for Satellite radio deal, wants open devices
Delay or failure of Chinese Mobile TV satellite, may hurt EchoStar
...more details

11-06-2008: Faultline 257

In-Game advertising endorsed by Sony, tear up your old forecasts
You can copy the iPhone, but not the iPhone experience
NextWave next stop is Taiwan – to show what MXtv can do
...more details

04-06-2008: Faultline 256

Sony is just one of the problems on the dark Motorola horizon
If you’re starting a technology revolution: Makes sure everyone gets it
Blockbuster dusts off video kiosk idea, says it will work
...more details

28-05-2008: Faultline 255

France sticks with its “communal” populist model for DVB-H
Sony agrees terms to liberate US cable from clutches of Moto and SFA
The potential for Apple’s future extends way beyond the digital home
...more details

21-05-2008: Faultline 254

DVB-T2 puts mobile TV on the back burner, says DVB-T has long life
Qualcomm and BSkyB, a scary unpredictable combination
Vodafone and BSkyB likely to fight over Tiscali spoils
...more details

14-05-2008: Faultline 253

Will broadcast TV die or just settle to something smaller than it was
Apple shifts iPhone model chasing market share, fending off RIM, HTC
Cablevision buys piece of New York history, builds a piece of its future
...more details

07-05-2008: Faultline 252

Sprint-Nextel puts together Clearwire deal with Google, Intel, Cablecos
Cellcos and friends back European report to speed UHF allocation
Both Microsoft and Yahoo NEED a new deal – what about each other
...more details

30-04-2008: Faultline 251

Texas confesses that UWB simply not mature enough, looks to wi-fi
Adobe’s sprint into DRM may just be the start of a marathon
Dish deal over DVB-SH may well decide Alcatel’s future in mobile TV
...more details

23-04-2008: Faultline 250

Gracenote fingerprinting, metadata to enrich all future Sony offerings
Conditions for conditional access drive new strategies at NAB
Video Wars: Microsoft’s journey from monopoly to ecology in web video
...more details

18-04-2008: Faultline 249

US Mobile TV moves at NAB begin to shape its ATSC M/H future
Sony feels new HD confidence in aftermath of Blu-ray win
Philips watermarking coming to the aid of internet video
...more details

10-04-2008: Faultline 248

MOCA – Trying to build a European bridgehead from FiOS success
My name is Motorola, king of mobile: Look on my works, and despair
Telcos look to entertainment for growth in France and Ireland
...more details

02-04-2008: Faultline 247

Broadcast International - First HD at 3 Mbps, now MoTV at 46 kbps
DVB-H patent pool is set, but grumblings likely from rivals, cellcos
One of the last great French sales threatens new ISP map
...more details

26-03-2008: Faultline 246

Dishing up a new mobile TV approach – with a spattering of Chinese?
Karmazin to turn red ink to black, when he unveils post merger plans
The last great American movie scam
...more details

12-03-2008: Faultline 244

NextWave waving (not drowning) – as it solves the WiMAX TV riddle
Orca Viaccess deal is far from black and white
Apple unveils iPhone SDK and iFund, but developers remain frustrated
...more details

05-03-2008: Faultline 243

Will US 700 MHz auction be remembered for dismembering wireless
Nokia gets the upper hand in global IPR wrestle with Qualcomm
Sprint-Nexel: Waiting for a way to walk the WiMAX walk
...more details

27-02-2008: Faultline 242

IP Wireless and cousin Packet Video make bid for all DVB-H refugees
Quietly creating a Ruckus while holding the hands of telcos
As the US Upfront process transitions, networks psych themselves
...more details

20-02-2008: Faultline 241

HD DVD is dead – Will Sony turns its big guns to the Xbox now
Can the US Mobile Satellite Services market ignite in the near term
NDS EchoStar trial on hacking comes to court after 5 years
...more details

13-02-2008: Faultline 240

European Cellcos act rather than wait for DVB-H spectrum
Texas says 2008 for a chip to put TV projector into a handset
Mobile TV gets to grips with integration
...more details

06-02-2008: Faultline 239

IBM’s Cell Z Series marriage – the tools for a gaming revolution
Now Broadcom wades into mobile TV market on the heels of NXP
Microsoft-Yahoo - Perhaps the first internet-mobile internet combo
...more details

30-01-2008: Faultline 238

NXP re-awakens mobile TV chips efforts with $2, low power device
Mobile TV – Operators still have their head in the clouds
Nokia will bring Indonesia to the DVB-H fold after two years trying
...more details

23-01-2008: Faultline 237

Vodafone Arcor TV emerges – using Alcatel’s “other” IPTV software
Macrovision and Samsung merge Open Cable with Connected Platform
DVB-SH outrageous claims at being cheaper than DVB-H, may be true
...more details

16-01-2008: Faultline 236

Stock falls as Apple seen merely “fiddling” with existing product lines
Sino-US silicon venture has Chinese TV and MoTV chips ready to go
Sling products expand, attack cable market, chase Apple TV
...more details

09-01-2008: Faultline 235

Sony orchestrates Warner Blu-ray win to highlight resurgence at CES
Motorola targets DVB-H mobile TV – but not on a handset
Pulse~link’s “real” UWB on track to deliver genuine products in 2008
...more details

17-12-2007: Faultline 234

Quad play only emerges in world’s most competitive markets - Report
ReplayTV purchase can only trigger DVR patent scramble
Alcatel’s move in Italy is essential for its place in mobile TV market
...more details

10-12-2007: Faultline 233

Cisco clarifies WiMAX strategy and focus on emerging markets
Verizon kickstarts market with LTE-FiOS integration plan
Nokia: 25% of Entertainment Will Come from Online Communities
...more details

03-12-2007: Faultline 232

Nintendo shock mobile TV success, makes it a 50m device powerbroker
Activision merger with Vivendi games creates new games monster
Does Microsoft need IPR in each line of the entertainment value chain?
...more details

26-11-2007: Faultline 231

S-DMB may be closed or sold say Korea reports
SK Telecom likely to get control of Hanaro on financial regulator’s nod
Broadcom patent case settled for $19.6 million, seeks injunction
UK, France agree plans for HD broadcast, Italy adds more channels
Nokia expands mobile advertising plans, but still in “experimental phase”
...more details

12-11-2007: Faultline 229

EchoStar value spirals out of control, DirecTV strong on HDTV
With Sprint and HiWire gone, what would partners do on mobile TV
AOL lines up yet another ad company to complete the set
Clearwire could still emerge stronger despite Sprint Nextel’s cold feet
FCC singles out Cable for special treatment – but expect a fight
...more details

05-11-2007: Faultline 228

“Free to air mobile TV has won – the war is over” MobiTV
Sony Ericsson copies Nokia Ovi move, with all its natural advantages
Microsoft will have a hard task getting $500 million out of India
Google puts in its bid to dominate the mobile internet with Android
...more details

29-10-2007: Faultline 227

HDTV at just 3Mbps + IBM promises to change the video world
AT&T delays MediaFLO, ponders potential futures for mobile TV
The cases for and against Comcast
The good ship Sony begins turnaround
...more details

22-10-2007: Faultline 226

EchoStar AT&T to patch it up – DirecTV and Clearwire jilted
Will Adobe drive the biggest deployment of DRM clients in history?
Sony and KDDI gird themselves for the iPhone hitting Japan
FTC crushes Intel anti-trust investigation, leaves it to Europe
Google numbers excel as it cuddles up to Nielsen for TV ad push
...more details

15-10-2007: Faultline 225

Korean PS3s double as IPTV set top, but don’t expect it elsewhere
UMG plots Apple downfall on free music subscriptions on MP3 devices
T-Systems lands German DVB-H contract, should launch next Summer
Hollywood and writers play brinkmanship updating decade old terms
Maven seeds new forum to redefine internet video advertising
...more details

08-10-2007: Faultline 224

AT&T lands unencumbered 700 MHz – Is it for DVB-H or mobile web?
Vodafone buys ISPs in Italy, Spain to balance footprint for Quad play
Sprint CEO falls on his sword, leaving uncertainty around the 4G strategy
Google phone, Google phone OS, Google apps – or just Google Ads
Disruptive web players join UK majors for quick route to mobile net
Siemens may want out of the Nokia-Siemens joint venture
...more details

01-10-2007: Faultline 223

Sony brings OLED TV technology to market ahead of the pack
DVB-T2 technology will change the landscape for all video delivery
Sprint Nextel and Verizon jury trials have Vonage on the brink
Doubters fret at Nokia Navteq deal, but the logic is unassailable
Sprint intensifies femtocell effect, though TI remains cautious
Founder steps aside as eBay writes down Skype investment
...more details

24-09-2007: Faultline 222

EchoStar – a Leopard changing its spots and its habitat in one go
FEC is being called for as soon as IPTV operators move to HD
Hollywood alive and well and living (just) in Texas
Broadcom moves on Linux to boost its appeal in handset
...more details

17-09-2007: Faultline 221

iPhone UK launch has pitch queered by Vodafone MusicStation
Qualcomm, Samsung license DivX – is this a slap for Flash video?
Philips developing next generation DVR software
“It’s the students, stupid” Inuk readies pay TV, and looks overseas
Samsung, Nokia and pals lead push for new Flash design by 2009
...more details

12-09-2007: Faultline 220

There’s life in IPTV yet, IBC boasts new technologies and new entries
Marketing automation for IPTV, cable to lead to new advert genre
Packet Vision has the vision now to make a packet
DaVinci’s birthday - Quick to market, $10, battery efficient HD 
...more details

05-09-2007: Faultline 219

Walkman comeback completes conspiracy to retake iTunes markets
Nokia thought to be on the look out for a new DVB-H partner
The failure of muni Wi-Fi shows access needs licensed spectrum in US
HiWire quietly confident of its US future, regardless of MediaFLO wins
Finance group on the block to bolster Sony balance sheet
...more details

29-08-2007: Faultline 218

Music Wars heat up as Nokia puts “over the top” music, games into mix
EU dreams of Europe wide mobile satellite services
Regulator gives detailed picture of convergence and price erosion
The end of advertising as we know it - Part IV - IBM
Espial takes a shot at Total Cost of Ownership for IPTV
Cablelabs readies portable device copying with 5Cs chip technology
...more details

22-08-2007: Faultline 217

iPhone sparks counter measures from Verizon, RealNetworks and MTV
Ericsson trial at 3 Australia beckons in the era of MBMS mobile TV
Adobe embraces H.264 to accommodate premium video
Sprint takes on T-Mobile and promises $5 billion for WiMAX
As Private Equity deals begin to wobble, money will seek new homes
...more details

15-08-2007: Faultline 216

Advertising supported video is the key to online take-off
Blockbuster finally lands Movielink, but will it give the movies away?
German Cartel office backs off blocking DVB-H bid
Mosh: Nokia’s mobile internet strategy at its most aggressive
Virgin Media figures not so disastrous, may retain its virgintity
Sprint CEO calls Pivot progress “disappointing”
...more details

08-08-2007: Faultline 215

Nokia makes pro-Microsoft DRM move, perhaps with iPhone in mind
That’s one $1.5 bn legal action Microsoft doesn’t have to worry about
Crown Castle leases L Band spectrum to investors, walks out on DVB-
Intel now branded an abusive monopolist in Europe, AMD relieved
Verimatrix denies Widevine patent accusation on selective encryption
Sprint pulls out of SpectrumCo but explores new cable options
...more details

25-07-2007: Faultline 214

Who is the European Commission aiming at with DVB-H mandate
Satellite radio prepares “a la carte” options to sway doubters
Verizon pays Broadcom through the nose for power patents
Sprint and Clearwire merge WiMAX operations
Microsoft entertainment losses more than its revenue
AT&T drops iPhone bomb as sign ups disappoint
...more details

18-07-2007: Faultline 213

Verizon thinks big with 26 million RFP for TV service
Tiscali to put triple play fervor into the tired old Pipex ISP business
Sun breaks into U-Verse, but not with its Streaming Server - Yet
We can hear the audience cackle as Sony launches Crackle
Let’s stop taking T-DMB seriously, at least for front line mobile TV
Virgin hunted by second private equity group – August deadlines set
Flash DVRs open door to “Pause TV” and death of advertising
CableLabs adds voice hand-off as another stepping stone to convergence
...more details

11-07-2007: Faultline 212

Has Xbox won, or is it the meat in the Sony – Nintendo sandwich?
FCC chairman paints a picture of wireless devices as open as PCs
Russia wakes up to multiple mobile TV efforts in Moscow
Gemstar on sale – private equity and pay TV rivals circle
Pew: 47% of US adults have broadband at home
Nokia adds Skype and Flash 9 as Internet Tablet expands its role
...more details

04-07-2007: Faultline 211

Adobe signs with Intertrust to spearhead Flash shift to mainstream
The annual bid for Virgin will have to be sweetened with some vision
Sony’s first game advertising move is through established Nielsen
Samsung enters mobile TV chip fray, with two chip decoder, tuner
TiVo meets Comcast deadline to secure cable try-out
Amazon, Microsoft team for on demand HD DVD movies
...more details

27-06-2007: Faultline 210

Pundits crow over Verizon fiber, can half a million TV users be wrong
Pulse~link reaches for lawyers over critical Tzero multiple media chip
Video searcher Blinkx takes on Google with content based ad platform
Entertainment and Media in rude health says PWC – Beware pitfalls
WiMAX to lead $13bn capex boost in 2007-2012, with LTE in pursuit
Bell Canada mulls Telus merger or private equity bids
...more details

20-06-2007: Faultline 209

Clearwire must accelerate build out to hold key to US pay TV market
Microsoft IPTV renamed, with new functions and new customers
Siano does MediaFLO, DVB-H motoring as mobile TV takes center stage
Intelsat falls to private equity as strong quarter triggers gold rush
Sprint looks for new sources of cash for WiMAX, considers spin-off
Toshiba breakthrough in 60GHz CMOS won't avoid standards battle
...more details

13-06-2007: Faultine 208

Nokia infringement claims aimed to spoil Qualcomm’s MoTV party
Steve Jobs – struggling to reshape how we think about TV
Dell’s digital media days may not be over, but the fat lady is singing
US patent reform bill forcing technology groups to take sides
Orange routs Vodafone in Spain, leaves it without a fixed line partner
FCC opens up 3.65GHz for rural broadband in the US
...more details

06-06-2007: Faultline 207

TIA Review sees video, web access keeping communications healthy
Palm gets new lease on life, and iPod engineer to plot future path
FCC slammed as out of touch with reality over swearwords on TV
Amp’d Mobile files for Chapter XI bankruptcy
Google promises mobile software platform to challenge Windows
Newport goes to samples with $8 system on a chip mobile TV
...more details

30-05-2007: Faultline 206

EchoStar set to gain US satellite TV ascendancy through AT&T deal
Microsoft buddying up to Cellular over PC broadband cards
GSMA plans for controlled advertising models on handsets
Qualcomm loses yet another round of its IPR legal battles
Sony's PSP alliance with BT points to new wireless balance
France DVB-H delay not related to squabbles over free to air after all
...more details

23-05-2007: Faultline 205

Motorola closes in on full IPTV stack with Modulus buy
aQuantive $6 billion motherload, but it’s hard to see Microsoft’s logic
Vodafone claims Spanish ISP as it prepares for Quad play push
Broadcaster cellco dispute may mean France fumbles the DVB-H ball
Sidsa grabs DVB-H credibility with Infineon chip win
Intel and ST Micro dumps NOR Flash businesses through PE group
...more details

16-05-2007: Faultline 204

Change of heart at DirecTV turns focus on power lines for broadband
NDS deal with iBiquity likely to be a US wide DRM win
Making money from entertainment which travels the “wrong route”
Will iPhone ship on time and does it matter?
HTC takes huge gamble with new brand and OS strategy
Cable TV Industry Raises Speed Stakes in Broadband to 150 Mbps
...more details

09-05-2007: Faultline 203

DVB-SH being lined up for 2008 US launch, Clearwire may be partner
Deluded Hollywood crosses its fingers, buries head in sand
European fixed line access falling, mobiles, PCs and bundling is up
ITV.com 'Best of TV, Best of the Web'
Ant re-invents itself as an application provider in the set top
AOL goes national with Clearwire distribution deal
...more details

02-05-2007: Faultline 202

France Telecom leapfrogs to top of the IPTV league tables
Vudu, RawFlow and Joost all target web video services
Is NextWave worth more than the sum of its parts?
Autonomy grabs Blinkx, mashes it with consumer division for IPO
Murdoch singles out Dow Jones for high premium $5 billion bid
Telefonica exploits European insularity to boost Latin America strategy
...more details

25-04-2007: Faultline 201

Neuf buys Club Internet, launches fiber TV in Paris
MPAA chairman promises legal DVD copying, interoperable DRM
A modern-day Gerstner is needed to cure all of Microsoft’s ills
Intel makes progress with Linux UMPC but it needs détente with Nokia
IAB raises touchy subject of internet audience measurement
Google gets privacy pressure over DoubleClick merger
New patent Act to bring US into line with the world
...more details

18-04-2007: Faultline 200

Siano wins Intel reference design for mobile TV on UMPCs
DoubleClick falls to Google in a cash deluge reminiscent of Dotcom
Microsoft Silverlight to copy Flash video tricks, Adobe responds
Why the world has lost interest in IPTV services
NDS lands HD Radio content protection pact in US
Joost, Warner Music go public with their deal
...more details

11-04-2007: Faultline 199

Nextwave plan begins to take shape – as IP Wireless finds a home
VC-1 can be licensed, but virtually no royalty cash goes to Microsoft
What’s MediaFLO worth? $1 billion, $2 billion. Ten times that?
US little more than saber rattling over Chinese piracy
Autonomy’s Virage adapts video indexing to look for copyright abuse
...more details

04-04-2007: Faultline 198

Harris pushes its own mobile TV agenda at US broadcasters with LG
DRM free music – EMI calls the tune and Apple takes the credit
Microsoft shows its mobile browser hand to stay in the mobile web war
UK transmitter giant acquired under Arqiva brand
Marlin now offers specific bridge to OMA DRM for handsets
...more details

28-03-2007: Faultline 197

Apple TV - Expect a wave of imitators waving Atheros chips
US broadcasters trying to put the genie back in the YouTube
Verizon legal campaign hurts Vonage. Is this turning point for VoIP?
FCC peppered with calls to hogtie Liberty once it owns DirecTV
Satellite applauds FCC HD Radio moves, while laughing up its sleeve
Tandberg embraces mobile TV encoding just in time for its heyday
...more details

21-03-2007: Faultline 196

An IPTV big company club, with no IPTVers in sight
Google buys Adscape, opens advertising door to all types of games
Internet advertising continues to climb, TV better says Nielsen
Qualcomm settles with Broadcom, sees new Nokia offensive in Europe
Blu-ray has already won – says Blu-Ray exec at Cebit
Microsoft leads internet industry bid to dominate vacated TV spectrum
...more details

14-03-2007: Faultline 195

Swisscom bids for Fastweb to fund Italian expansion
Canal+ and TI’s AliceBox join hands for full French triple play
Sony unveils a 3D MySpace with games
Maven leaps into the Flash 8 video enabling business
US Movie Gallery tries to fan the flames of MovieBeam
Who needs a PC? 'Amazon Unbox on TiVo' debuts
...more details

07-03-2007: Faultline 194

Verizon launches MediaFLO with just 8 channels, for $15 a month
Tandberg embraces acquisition by Ericsson
Microsoft turns its guns to IPTV surveys and statistics
Modeo grasps at new TV hope after FCC ruling levels field with HiWire
Blu-ray provides price cut agony to HD DVD device sales
Sirius XM merger to accept price cap, tier services, keep radios
NDS partners with Nortel on MediaHighway IPTV
...more details

28-02-2007: Faultline 193

Ericsson bid for Tandberg is a “gimme,” but what’s the long term plan?
BitTorrent legal downloads mostly for US, but it has a big catalog
“PlayReady not ready” - launched to spoil the market - says DRM rival
The handset’s future is Linux, Flash and downloadable apps
As you were, the Apple iPhone is to be called … the Apple iPhone
...more details

21-02-2007: Faultline 192

Sirius and XM merger which we predicted was just a matter of time
Intertrust and PlayReady vie for DRM dominance at Telefónica
3 Italia DVB-H sales slump after flying start
Flash video set to make an appearance on 300 mobile phone designs
Net neutrality debate moves to wireless
...more details

14-02-2007: Faultline 191

MediaFLO shut out in the US - almost inevitable after Cingular deal
Rumors of the death of Qualcomm are vastly exaggerated
Intertrust offers cut price DRM patents for OMA and Marlin
Vodafone caves in to Microsoft IM, undermines GSMA platform
MySpace now blocks video as well as audio, begins pilot
TI delivers OMAP 3 on schedule, adds new LoCosto chips
...more details

07-02-2007: Faultline 190

IBM and Cisco build out IPTV test bed to attack Europe
Kasenna and Bitband rounding up potential buyers
Nagravision breaks into Vodafone mobile TV DRM in Italy
Deutsche Telekom looks for ways to halt decline of fixed lines
Wal-Mart online service misfires, as iTunes readies video for Europe
As iPhone fever subsides, the world asks will there be a Zune phone?
Apple’s Jobs puts the world of DRM and music into perspective
...more details

31-01-2007: Faultline 189

Huawei and Qualcomm blow open the debate for multicast mobile TV
Broadcom batters Qualcomm in IPR court
Stories of Verizon iPhone rejection point to Apple terms with Cingular
iPhone boosts Ajax and fluid UIs, but Nokia to take them mainstream
Comment: The internet will change everything – now it’s TV’s turn
Comment: IPTV market consolidation going into final phase
...more details

24-01-2007: Faultline 188

3 Group prepares “Free to air” DVB-H service in Austria
Dazed and confused - Mobile TV faces tough decisions at Paris show
Share price falls as “record” Apple figures are not enough for City
XM and Sirius dance towards a merged US satellite monopoly
Is Apple really making a killing on the iPhone
Nokia and Sony Ericsson margins defy mobile market gloom
...more details

17-01-2007: Faultline 187

The iPhone – by any other name, would sell as sweet
The Venice Project becomes Joost, as more details, and rivals emerge
Slow road to online film service seems at an end for Netflix
CES Drumbeats: Mobile, flat-panel HDTVs, 'No PC required'
Motorola makes Linux breakthrough with RIZR Z6
Tandberg deal with Arris turns it into US company proper
...more details

Research

Contact

Andreas Zilch

andreas.zilch @experton-group.com

 

Your current user status gives you limited access only to documents marked with .