I am blogging after a long time – – on a break evaluating couple of priorities and a new avatar possibly
As I write this, there are couple of things happening in the Indian telecom industry level
1. Reliance Jio is investing in a FTH (Fibre to Home) network mesh.
a. I am assuming that this being a costly exercise will be limited to top 40 towns and most possibly to residential and office densities.
2. Telcos such as Airtel, Reliance and Idea are aggressively investing in media houses.
If you put the two together, there appears a paradigm in the near future, where Telcos of the current day morph into broadcasting organizations – offering data, voice-over-data/telephony and television. Most of us have heard of triple play services – but given the erratic nature of Indian networks coverages and the widespread geography – these have never fulfilled into real time.
FTH operations will allow Telco model migration to broadcasting model. Why do I call this broadcasting model? Because these will typically involve a larger eco-system to share holders – targeting a customer and in return subsidizing services.
Sample this: “Super A” category localities get different TV ads versus Sec.A localities. So for the same program, a “Super A” category individual gets to see a Jaguar Ad where as a Sec.A locality person sees a Corolla Ad.
What is the potential of this? Google created the No.1 company of the world, basis online analytics. Broadcasters/Telcos have the opportunity to create more wealth by combining geography/location, content, analytics, real-time onground profiles of users. Additionally, Telcos cater to one platform at a time, Broadcasters will typically be multi-platform presence.
Is it a Telco battle in the first place? It would be the hybrid Broadcaster Telcos to initiate this change to broadcasting – there first level revenue pool would be the core Telcos. There would be a disruptive pricing across all current voice and data plans. Plain Vanilla Telcos will have difficulty in preserving revenue/profit pools in the face of such disruptive pricing. The user subsidy would be made good with advertising revenues from the service. The multiplicative effect on advertisements from multiple screens and the analytics would drive the advertising revenues. Depending upon the plan scalability, the ad revenues would account for service subsidy as well as the bottomlines for the broadcasters. Then there could be the fillip to online / digital wallets – we shall mention this as fringe benefits.
It is the Telco’s battle to loose anyway. There could a few questions about laws and regulations – but they are all expendable and changeable – we all know that, don’t we?
March U.S. comScore Media Metrix data shows that the number of visitors to Twitter.com jumped 131% in March to 9.3 million visitors! That’s 5 million more visitors than in February – a pretty astounding figure if you think about it. The chart below illustrates just how dramatic a jump it was:
It appears that the recent growth in Twitter is partly fuelled by the attention it is getting from mainstream media. Twitter has now beome an active tool for news dissemination by the mainstream broadcasting mediums. A typical newscast is not “complete” without the integration of Twitter and mention of it. The latest and best example of Twitter usage as a primary media vehicle is Newst Gingrich’s criticism of Barrack Obama’s ressponse to the Somali pirate stand off. News broadcasters like CNN’s Rick Sanchez have actually incorporated Twitter into their live broadcasts, and it seems like just about every other journo these days has a presence on Twitter. Like it or not, Twitter is quickly revolutionizing the way our entire news ecosystem operates, from journalist to consumer, and blurring the lines in between.
That, the user profile is ideally suited for news cross connects is a boon for Twitter. A separate study shows a high incidence of new sites cross visits by Twitter users suggesting a strong relation between Twitter users and news consumption.