Ronnie05's Blog

RIL’s big disruptive push on 4G (Part II)

Posted in Industry updates by Manas Ganguly on December 5, 2012

Continued from an earlier post – RIL’s 4G push and the disruptions that could happen there-off.  The first disruption was the ability to create data hotspots with high speed WiFi through 4G Backhaul.

Disruption 2: Triple play services across voice#, data, media, education and broadcast segments

The second disruption, is in terms of triple play services – and the game really looks close to the broadcast services that I had written about some time back. To that extent, RIL would look to cut into revenue space of cable companies. In one of my earlier posts, I had mentioned about how Telco operators could up-end both cable distribution and content management and RIL seems to be planning content exclusivity along with data-pipe ownership. (Now that is something even Apple hasn’t perfected). The triple play strategy of voice, data and video could be very effective in acquiring wallet share of the customer. By exploring the television and cable space, RIL was looking to tap another potential 100 million screens for its broadband services and drive the triple play offering.

RIL as a broadcaster is geared up for media convergence and will deliver content to any new platform. RIL has been creating a walled garden for content, which will give new opportunities to VAS (value-added service) providers and open up space for new niche channels.

Disruption3: The price factor

With an eye on the larger pie, Reliance would bet on building data habit into Indian customer psyche mainstream. There are rumours about Rs.3500 tablets and data plans priced around Rs10 per gigabyte. With a mighty 4G backhaul, powered by 802.11n WiFi and data speeds upto 100mbps-1Gbps and Rs.10/GB cost of data, the traffic rates are bound to multiply. RIL is betting on this traffic surge to build its big push in Telecom.

#: Assuming that RIL will find a way to muscle in VoIP regulation for Inland calls also. RIL does have that clout to make that possible.

 

New look YouTube strides into larger monetization game! Does it loose out on its USP though?

Posted in Internet and Search by Manas Ganguly on December 3, 2011

YouTube finally gets its image makeover long due to it, considering the fact that this is one of the Google’s biggest and most cuccessful products.Gone is YouTube’s old cluttered image, with ill-defined boxes of widgets that maade it look like an Amateur’s site. Gone is its use of large sections of white page. Replacing all this now is content that is curated and a massive emphasis on personalized channels. Channels are thematically linked sections of the site that would feel a little more like the user’s standard cable TV box perhaps (sports channels, news channels, science…and so on).

1. YouTube now allows the user to customize the homwpage feed and even link up Google+ and Facebook to follow friends activity
2. Channels is the quitessential way of categorzing video content into seminal categories. This allows for an easy profilingof users who lets say prefer music over sports or any other choice. This feature adds a very effective tool for targeting specific user profiles.
3. The thrid is a new paint on the homepage which gives it a refreshing professional and neat look.

What Google is trying to do to every video that’s uploaded is to squeeze it into a channel right from the start–to box it, package it, line it up with similar peers and so on, and to encourage uploaders to think of their audience in the same way that a TV channel may.By banishing the chaotic, eclectic colors, segments and detail of the previous design, and making it easier to stay on video topic as well as keeping up with video recommendations from your social network, it’s trying to keep viewers on the page for longer. The experience is simply more pleasant and easier to navigate.

With over 3 billion hits on YouTube per day, it was perhaps time for Google to consider ways of monetizing around the service. In the end it’s all about money. The key here is that the more users engage with the site, the more eyes-on-advertising time they give to Google. And by aligning itself as a sort of desktop equivalent to a cable TV, with easily accessible Channels of similar content (albeit a mix of user-submitted and professionally created video) Google is trying to compete with TV on more equal footing.

However, YouTube’s USP throughout has been crowd sourcing content and social discovery of content. With shifting emphasis towards ad revenue dollars and also curated and sponsired content, YouTube also take s a divergent path from its initial USP.The new design as it pertains to the design itself is nice, but it seems like the idea around Content making, sharing and discovery is now getting shoved to the backseat in favor of content that looks good on television. That’s not revolutionizing television, that’s simply copying what’s already there on digital space.

Video and Content growth wave in the new Mobile economy

Posted in TV and Digital Entertainment, Value added services and applications by Manas Ganguly on November 10, 2011

A research report by Ericsson endeavours to put some numbers to global data traffic projections: Mobile broadband subscriptions are expected to reach almost 5 billion in 2016, up from the expected 900 million by the end of 2011.That would represent 60% CAGR. Total smartphone traffic is expected to triple during 2011 and increase 12 fold by 2016 (roughly equal to PC generated traffic). Growth in mobile data traffic between 2011 and 2016 is mainly expected to be driven by video. By 2016 more than 30 percent of the world’s population will live in metropolitan and urban areas with a density of more than 1,000 people per square kilometer. These areas represent less than 1 percent of the Earth’s total land area, yet they are set to generate around 60 percent of total mobile traffic. Overall, an increase in mobile broadband, new smartphones, and higher app consumption will all drive the push for more data and Smartphones alone will account for a huge part of that.

Compare this to the growth in Global consumer Internet traffic which is expected to grow 5X during 2009-14 (CISCO report). Though the time intervals for both these data points are not concurrent, it highlights the growth perspective in data/internet led networks. The same report puts the growth in Mobility based data at 39X between 2009 and 2014. Increasing Video traffic driven by live video and TV are expected to drive global consumer internet video consumption by a factor of 10X between 2009-14 (and to me that is massively understated). The growth in Internet video consumption will be prevalent across all categories of Video: Internet to PC (Long, Short and Live), Internet to TV and Ambient Video/Internet PVR.

Driven by Lifestyle requirements, Living situation and Employment status, consumption of Internet video content is accelerating at a smart pace even as Content and its discovery itself is becoming smarter. What could this mean for consumers and the service providers ?
For the consumer: They would seek for capabilities that enable them to easily and securely access content, applications and infrastructure they seek from any location or device.

For the service provider: It would mean infrastructure capabilities that are re-usable, expandable, scalable for quick time to market and better insight and control over consumer’s end to end experience. Smart content delivery networks constitute a $6bn-$15bn market for service providers by 2015. Massive internet video growth drives puts forth huge operating challenges but also very unique revenue and monetization opportunities. Content management will perhaps not be enough unless the service providers are clear on their consumer segmentation, segment focus and positioning strategies and how much money could be made on these services. Again since this sector is fairly nascent at this point of time, regulatory and anti-trust considerations could also be key influencers.

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