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Don't let business processes slow down your cloud.

Two announcements on Monday night illustrated the yin and yang of the streaming market. Amazon announced a cloud storage drive and cloud music service, and Netflix said it would have to degrade the quality of video streams in response to bandwidth caps. Read more »

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Google announced its plan to build a superfast, fiber-to-the-home network in a lucky town last February and it would name the town in 2010. But last December it named a new person to lead the effort and said it needed more time. Where is the network? Read more »

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ISPs have staked out a singular public rationale: Data caps are necessary to limit the consumption of “bandwidth hogs” in order to protect the network experience for everyone else. But is this really accurate and what can the application providers do to help? Read more »

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Broadband caps have become a reality at many large ISPs. Protecting the pay TV business is a rationale for caps, but as connected devices proliferate and bandwidth needs skyrocket, consumers may find those caps harder to live with and operators may find them more profitable. Read more »

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Netflix is reportedly going up against the big cable networks for a new show called House of Cards. But what will adding original programming to its video library mean for Netflix, and what does it mean for the future of cable programming? Read more »

TWC iPad

Time Warner Cable is the latest pay TV provider to roll out an iPad app — and this one streams live TV. Unfortunately, the channel selection is somewhat limited, and if you’re a subscriber, you’re only allowed to stream live TV from inside your own house. Read more »

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AT&T is planning to send out letters next week to notify subscribers about a coming broadband cap of 150 GB per month for DSL subscribers and 250 GB per month for U-Verse subscribers, says company spokesman Seth Bloom in an interview at SXSW. Read more »

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Despite having an already robust platform for delivering Internet video, Comcast says it will stay away from offering over-the-top videos to people outside its network. Meanwhile, Dish Network is negotiating content rights that might enable it to offer streaming services to customers online. Read more »

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The FCC is set to reform the Universal Service Fund, which provides subsidized access to voice services to low-income people. As the FCC looks to reform USF to provide broadband as opposed to voice telephone service, it should modernize its Lifeline and Link-up programs. Read more »

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The pay TV industry had been hit hard by subscriber losses in the second and third quarters of last year, dropping 330,000 users in that time. But subscriber numbers from major pay TV operators in the fourth quarter suggest the cord cutting trend may be slowing. Read more »

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Has Comcast been imposing extra peering fees on Level 3 to hurt Netflix, which is competing with its TV business? That’s what Netflix is alleging in its just-published annual report, without actually stating it that frankly. The warning is carefully worded, but Netflix is clearly concerned. Read more »

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Comcast had some good news for investors this morning, with news that the number of subscribers lost to pay TV competitors and online-only services had slowed dramatically in the fourth quarter. But could slower subscriber losses be evidence that TV Everywhere might actually be working? Read more »

Today on the Internet: Carriage fights cost News Corp $47 million last year, MTV is offering a paid subscription service for original programming in the UK and the Comcast-Time Warner deal could be a great example of how companies can work together in the Netflix age. Read more »

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Through a variety of TV apps and widgets, consumer electronics manufacturers will be able to choose what content viewers see when they turn on the TV. This has broad implications cable companies and TV programmers, who could soon lose the ability to control audiences. Read more »

Subscriber Content

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More exciting than examining the previous quarter is looking forward into the next 12 months and using the trends of 2010 to predict the realities that will surface in 2011. Throughout this past December, GigaOM Pro’s curators did just that, making trend predictions, pointing out companies to watch and even telling us what not to expect. Connected Consumer curator Michael Wolf’s thoughts, analyses and predictions are compiled here in a single report. Companies mentioned in this report include Netflix, Hulu, Facebook, Apple and Boxee. For a full list of companies, and to read the full report, sign up for a free trial. Read more at GigaOM Pro »

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Comcast added on-demand video content to its iPad app today, enabling users to watch shows from HBO and other networks on the tablet device. But while the video quality is good, the content selection is only so-so — meaning it’s not something I’d subscribe to use. Read more »

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When Comcast announced its plans to build TV Everywhere services, Time Warner was right there with it. So it comes as little surprise that Time Warner’s Turner Broadcasting has extended availability of its content to be available on authenticated websites and mobile apps, live and on-demand. Read more »

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Netflix has been very successful in attracting new subscribers, specifically around its streaming video service. But the video subscription company says its business could be hurt by ISPs moving to tiered data plans, which Netflix claims are incredibly overpriced. Read more »

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Apple and Google both made moves at the top, raising questions about the future of both companies. The FCC signed off on Comcast’s bid for NBC. And the daily deals business heated up this week with LivingSocial flexing its muscles while Google launched a Groupon clone. Read more »

Subscriber Content

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Some might call this past quarter in the infrastructure space transformative. The rise of ARM-based processing suggests the days of x86 dominance might be coming to an end, while the Amazon Web Services-WikiLeaks controversy cast new light on the legal aspects of cloud computing. Big data got bigger, meanwhile, as the Hadoop ecosystem expanded, and amid all these cutting-edge technologies, two archaic topics — Novell and Java — proved they aren’t going anywhere soon. Companies mentioned in this report include Intel, AMD, Amazon Web Services, IBM, Yahoo, Appistry, VMware, Joyent and Microsoft. For a full list of companies, and to read the full report, sign up for a free trial. Read more at GigaOM Pro »

tv apps

Cable companies and TV programmers are faced with a startling new reality: They are no longer the gatekeepers that decide what consumers see on their new Internet-connected TVs. In this new app-based world, their content is increasingly being placed against options from online services like Netflix. Read more »

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Comcast will be adding a new feature to its Xfinity iPad app that will allow subscribers to stream live TV to the mobile tablet. The catch is that viewers will only have access to that live programming while they’re at home, connected to their wireless router. Read more »

cable cut

In working to ensure the FCC agrees to the merger of its cable networks with NBC Universal, Comcast is making a concession to make broadband access available to low-income households for $10 a month. But will the proposal spawn a new group of cord cutters? Read more »

Subscriber Content

It’s important to dispel potential myths and market misunderstandings when it comes to consumer electronic devices and trends. For 2011, that includes paid video chat, Apple dominating the living room and the misinformed belief that Google will rule the e-book space. ... Read more at GigaOM Pro »

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An FCC filing points to what could be Comcast’s next-generation set-top box, which is in trials with some customers in Augusta, Ga. Details of the home screen and menu detail an improved content discovery mechanism, social features and the possibility of third-party apps. Read more »

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In the latest salvo over its interconnection dispute with Comcast, Level 3 is taking aim at the cable provider’s proposed deal to merge with NBC Universal. In a letter to the FCC, Level 3 accuses Comcast as acting as a gatekeeper to competing online video services. Read more »

Subscriber Content

Blame cord cutting, at least in part, for the drop in cable subscriber numbers in 2010. Looking towards 2011, we expect this trend could gather further steam thanks to bundled subscription offerings from players like Microsoft and Apple. We also expect a new iteration of the ... Read more at GigaOM Pro »

data hogs

We already knew that Netflix streams about 20 percent of peak data traffic. But you might be surprised just how few Netflix subscribers it takes to push that much data: One analyst estimates just 3.5 million users might be responsible for one-fifth of primetime data traffic. Read more »

Comcast Tower

Comcast’s new Xcalibur trial shows that it has the ability to roll out new online video services on its connected set-top boxes. But just because it can, doesn’t mean it will. The company is more focused on refining search and navigation features through the trial. Read more »

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