Tv everywhere

Cablevision rolls out Optimum app for Kindle Fire

While the broader TV Everywhere initiative has been hindered by all the deals that need to happen between programmers and pay TV operators, watch-anywhere-in-the-home apps provided by multichannel operators are gaining traction. Cablevision says Optimum, for example, is now used by a third of its subscribers.

Few cable users aware of TV Everywhere

According to research firm Parks Associates, only about a fifth of pay TV subscribers know that their cable, satellite or telco service provider offers products that let them view video content on digital devices over the internet.

What are you paying for when you buy TV?

Traditional cable is no longer about choice; it’s about access. As an access provider for content, cable has the widest depth of content right now, but it also costs the most. So how long can it keep content and customers?

Why HBO is once again TV’s most relevant network

Critics say that in the post-Sopranos era, HBO is no longer “zeitgeisty.” But what’s not relevant about a network carrying the entire TV Everywhere initiative on its back? We examine why HBO remains vital, just in a different way.

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Future prospects for the set-top box

Set-top box shipments will climb past 135 million in 2012 and will clear 150 million by 2015, according to iSuppli, which means the device has a critical presence in the living room. How does this long-unheralded category in consumer electronics stack up to the newer, feature-rich hardware on the market? This research note — part of a forthcoming collection about the digital living room — examines the device’s strengths and weaknesses, and its future prospects.

One TV Everywhere deal down! (Many more to go)

An agreement between Viacom and Time Warner Cable ends a year-long court fight and lets the No. 2 cable service stream channels like MTV and Comedy Central on iPads. But will it finally kick-start the kind of wide-scale dealmaking needed to make TV Everywhere a reality?

Hulu’s growing up, but what about its parents?

With Hulu making its big pitch for traditional TV ad dollars this week in New York, Bernstein Research wonders if the business undermines the corporate goals of its owners, which include re-transmission fees and TV Everywhere.

Netflix aims for 90M U.S. subscribers

Netflix CEO Reed Hastings said this week that he thinks Netflix could have up to three times as many U.S. customers as the premium cable network HBO. The remarks were made in a presentation about the company’s business opportunity, which interestingly doesn’t mention DVDs at all.

When does sharing become stealing?

TV Everywhere is giving people access to content they are not actually paying for. I know, because I’m one of them. The question is whether that is stealing — and if it is, is there anything that cable companies can actually do about it?

Does a Premier League bid make sense for Apple?

Apple might be looking to expand its live sports offerings through a deal with the English Premier League, a new report says. It’s an interesting proposition but not a cheap one: Sky paid £1.6 billion (around $2.5 billion) for its current broadcast rights.

Finally! HBO Go will be available pretty much everywhere

Almost two years after HBO launched its on-demand streaming service HBO Go, the premium cable network has finally gotten the last two major holdouts to agree to offer it to their subscribers. The service will soon be available to 98 percent of all HBO subscribers.

The ubiquity imperative: Why content needs to be everywhere

The media world is changing, due to new devices from which viewers can access content and the ease of finding content on-demand. As a result, big media companies can no longer rely solely on the strength of their content to win out against alternative viewing options.

What Fox effect? Hulu sees little downside from authentication

There had been some concern that Hulu would see some of its audience disappear due to Fox’s requirement for TV Everywhere-type authentication. But Hulu’s audience over the first few months of the new TV season has remained largely intact, and was actually up in October.

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How to win the TV iPad app battle

The fight for the TV audience is quickly moving online and to a growing number of mobile applications, with Apple’s iPad as the latest battleground. Over the last 18 months, a number of broadcasters and pay-TV operators have launched iPad apps that provide access to streaming video services. Some are live, some are on-demand, but all are being offered to provide additional value to their traditional TV services. What’s the winning combination? Content plus context is key in this battle.

TV Everywhere is coming to Google TV

Turner is going to launch dedicated apps for Google TV that offer access to full episodes of TNT and TBS shows, as long as viewers authenticate themselves as pay TV subscribers. The apps were briefly on the Android market last week, but have since been removed.

NBC could be next to lock down TV content online

NBC made its full-length TV episodes available for free on its iPad app last week, but that doesn’t mean it won’t roll out TV Everywhere-type authentication on its digital streams. Digital head Vivi Zigler told us the network is definitely looking at authentication as a possibility.

The summer of our discontent: How web TV has changed

The summer of 2011 was accompanied by a great web video pullback, as content owners lengthened distribution windows and demanded more from digital licensees. That’s caused some concern about the viability of the industry, but is probably a small road bump for the booming business.

Who gets Starz digital rights now? Probably no one

There’s been a rash of speculation about which of Netflix’s competitors will bid for the streaming rights of TVs and movies from Starz. The most likely outcome, however, probably has the network keeping those rights to itself and making them part of its TV Everywhere play.

Viewers vexed by Fox’s TV Everywhere pay wall

It’s been just a week since Fox instituted an eight-day delay for its shows online, and already people are heading to BitTorrent instead. According to TorrentFreak, the number of viewers downloading shows like MasterChef and Hell’s Kitchen has surged over the past few days.

So you want to watch Fox shows on Hulu?

We tried (unsuccessfully) to access Fox shows using its new authentication system on Hulu, getting hung up by the pay TV login that only works for Dish subscribers. Since Dish is the only distributor on board, everyone else’s experience will probably be similar to our own.

Sorry, Hollywood: Piracy may make a comeback

A stumbling economy with the threat of another recession, a price hike for Netflix customers, people canceling cable and a pay TV wall for fans of popular TV shows like Glee and Top Chef: Sounds like a perfect storm for piracy, doesn’t it?

Disney to put its shows behind a pay wall online, too

Fox won’t be the only broadcaster to restrict access to its shows online and require next-day viewers to be pay TV subscribers. Disney is also working out deals with distributors that would allow viewers to watch shows sooner if they log on with a cable ID.

DirecTV CEO downplays interest in Hulu

DirecTV has admitted to taking a look at Hulu’s financials to see if it’s worth buying. While the satellite provider could accelerate its rollout of TV Everywhere services with such a buy, DirectTV’s CEO said a Hulu acquisition isn’t necessary to achieve its long-term vision.

TV Everywhere is the new DRM

Online TV viewing is about to get a whole lot more complicated soon, as Fox.com and others are introducing pay-TV walls that force consumers to authenticate themselves as paying customers. It’s like DRM for online video — and, once again, consumers are getting screwed.

HBO Go coming to connected TVs, game consoles

Time Warner’s HBO Go service has been a big hit, and it’s helping to drive more viewers to the premium cable network. With that in mind, the TV Everywhere service will soon be available on connected TVs and video game consoles.

iPads, connected TVs lead to explosion in encoding

Research firm In-Stat estimates transcoding vendor revenues will top $460 million by 2015, driven by an increase in the number of devices through which consumers can watch video, as well as an increased number of traditional TV programmers making their videos available online.

Is TV Everywhere a carrot or a stick?

By implementing TV Everywhere–type authentication for broadcast content online, Fox is eliminating some of the friction that’s cropped up in its negotiations with cable and satellite providers. But it could also use access to online video as a way to drive ever-higher retransmission fees.

Want to watch Glee online? Then subscribe or wait

Fox is pushing its viewers to either keep their pay-TV subscriptions or subscribe to Hulu Plus: New episodes of popular Fox shows won’t be immediately available online without some kind of subscription, starting next month. Only one pay-TV provider has a deal with Fox.

Want to watch TV on Hulu? Get ready to pay up or wait.

Hulu has been a great service for viewers, offering the ability to catch up on shows the day after they’ve aired online. But based on reports of deals it’s negotiating with broadcasters, Hulu might make users prove they’re cable subscribers to do so in the future.

Alcatel-Lucent and thePlatform team up to take TV everywhere

Cable, IPTV and satellite TV providers are working hard to enable new TV Everywhere services that will allow them to serve up authenticated streams on new devices. Alcatel-Lucent and thePlatform have joined forces to provide a unified solution enabling those operators to do so.

WatchESPN App Now iPad-Optimized

Less than two months after it first made live video streams of its cable channels available on mobile devices, the WatchESPN app is now optimized for iPad viewing. The release brings a bigger-screen resolution to sports fans that happen to be subscribers of select cable systems.

Cox Jumps On the TV Everywhere Bandwagon

Cox is the latest provider to join the TV Everywhere party, introducing a new site enabling its subscribers to view tens of thousands of videos online. Cox subscribers can now sign in and watch more than 15,000 pieces of content from cable and broadcast networks.

Now Android Users Can Watch ESPN on Their Phones, Too

With the WatchESPN app, Android users can now watch live streams of ESPN, ESPN2, ESPNU and ESPN3 on their mobile devices. There’s just one catch: to do so, they’ll have to be Time Warner Cable, Bright House Networks or Verizon FiOS subscribers.

Cable Company iPad Apps Are Killing It

Time Warner Cable revealed that its iPad app was downloaded 360,000 times during its first month. Cablevision revealed that it saw 50,000 downloads in the first five days of app availability and Comcast’s Xfinity TV app has been downloaded more than 1.5 million times since launch.

Time Warner CEO Jeff Bewkes Loves Netflix. Wait, What?

For years, Time Warner CEO Jeff Bewkes has been one of Netflix’s most outspoken critics. But he softened his stance, no longer comparing Netflix to the Albanian Army, but saying the subscription video service had the opportunity to be more like HBO.

Epix Coming Soon to a Connected Device Near You

Epix, the premium cable network that launched with an online, on-demand video component, is making that service available through a number of new mobile and otherwise connected devices, including Android tablets, Samsung connected TVs and Blu-ray players, the Blackberry PlayBook and Roku broadband set-top boxes.

HBO Go Coming Soon to iPad and Android Devices

It looks like HBO will soon make its TV Everywhere service available … everywhere. According to a teaser video on HBO’s YouTube channel, it will soon launch mobile apps that bring its HBO Go online video service to the iPad and other mobile devices.

Kit Digital Goes After Big Media Customers With Ioko Buy

While Kit Digital has spent the last few years on a shopping spree with seemingly no signs of slowing down, the acquisition of ioko may be the final piece it needs to go after big, Tier 1 service providers and media companies offering online video services.

Ooyala Expands TV Everywhere Offering for Connected Devices

Online video distribution firm Ooyala is beefing up its TV Everywhere capabilities, adding new DRM and authentication features, and expanding distribution to new connected device platforms. The new capabilities will give more flexibility to content providers who want to provide authenticated access to their content.

Akamai Takes on TV Everywhere Authentication

The cable world is adopting TV Everywhere as a way to provide more content to pay TV subscribers, but until lately the typical sign-on process hasn’t been very user-friendly. Akamai is hoping to change that with a new offering for pay TV providers and cable networks.

ESPN Goes Live With TV Everywhere iPhone App

ESPN is extending its live video streams onto mobile devices, releasing a new iPhone app Thursday. There’s just one catch: to watch those live streams, you have to be a subscriber to one of just three participating pay TV providers for the apps to work.

Adobe Pass Makes TV Everywhere Logins More Manageable

The cable industry is betting big on TV Everywhere, but there’s been no good way to handle logins from multiple websites and devices. Adobe is hoping to change all that, with a technology called Adobe Pass that collects and stores logins for use across network sites.

Showtime Pulling Dexter, Californication From Netflix

So now we know why Netflix has decided to go-it-alone and license new original programming directly from production companies: It’s soon going to see popular scripted series like Dexter and Californication from cable networks like Showtime begin disappearing from its streaming library.

CNN Everywhere: The Future of Video News Online?

CNN is stepping up the coolness factor of its online video service, making it available in HD on a number of mobile devices like the iPhone and iPad, as well as Google TVs. The only problem? The new features will only be available to cable subscribers.

The Problem With Going TV Everywhere or Bust

TV Everywhere services are finally taking off, and some cable networks — like HBO — are fully invested in pursuing that strategy to increase revenues. But is TV Everywhere by itself a safe bet, when Netflix and others offering the possibility of additional revenues to cable networks?

Is TV Everywhere Working For Comcast?

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?

Comcast On the iPad: The Best App I Wouldn’t Pay For

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.

Comcast, Time Warner Expand TV Everywhere

It’s been approximately 18 months since Comcast (NSDQ: CMCSA) and Time Warner (NYSE: TWX) first talked up TV Everywhere, but their authentic…

TV Everywhere Is Hulu’s Best Chance for Survival

2011 will be a make-or-break year for Hulu, which is in the midst of negotiating new deals with its content partners. But if Hulu is going to remain a viable business, it might have to pitch itself as an authentication channel for broadcast TV Everywhere services.

Vid-Biz: Time Warner, Boxee, Verizon iPad

Today on the Internet: Ad Age says the technology behind Time Warner’s TV Everywhere still doesn’t exist yet; Boxee’s CPO is leaving to found another start-up; and Verizon’s not just getting into the iPhone business — it’s also planning to offer an iPad.

Dish ‘Slings’ TV Everywhere to iPhone, Android Devices

Dish Network unveiled new mobile Remote Access apps that allow its subscribers to watch live and pre-recorded video from their iPhone, Android and BlackBerry mobile phones. The catch is that customers need a SlingLoaded DVR or purchase a Sling Adaptor for the apps to work.

ESPN Strips Out Ads on TV Everywhere Streams

ESPN recently rolled out its TV Everywhere service to Time Warner Cable subscribers, making live and on-demand video from its broadcasts available online. But consumers may be pleasantly surprised to find that there’s something missing from the online version of the video service — ads.

TV Everywhere

TV Everywhere is cable’s answer to Hulu: Web sites offer TV content online, but access is restricted to paying cable, satellite or…

Is Comcast’s Xfinity TV a Trojan Horse?

Comcast took the beta tag off its Xfinity TV service and made it available to all pay TV susbcribers, regardless of their ISP. That could be a game-changer, if Comcast ever decided to offer the online service to customers who don’t live in its service area.

TWC: ESPN Online All About Screwing Around at Work

Time Warner Cable announced today that ESPN’s TV Everywhere offering will go live next Monday, just in time for Monday Night Football. But the vast majority of cable subs won’t be watching MNF online, but on the big-screen TV — and Time Warner Cable knows that.

ESPN Adds Another TV Everywhere Partner: Verizon

It took a while, but ESPN is ramping up its TV Everywhere efforts across multiple service providers. With today’s announcement that ESPN extended its carriage agreement with Verizon, FiOS subscribers will soon be able to watch ESPN live on their PCs and other connected devices.

The Problem With TV Everywhere: There’s No Business Model

Despite some early enthusiasm for TV Everywhere from select networks, it has been slow to catch on in the last 18 months. One reason for that, according to some execs, is that there’s no real business model for distributing content online through an authenticated service.

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Got a Cable Subscription? There’ll Be an App for That

For years, cable companies have been notoriously slow to embrace new technologies, relying instead on the cash cow of premium paid TV subscriptions to keep business afloat. But now that consumers have a near infinite number of entertainment choices, online and mobile video included, many pay TV providers have been forced to get more strategic about investments in delivering web-based video to devices beyond the television set.

Comcast: No Plans to Pull NBC Content from Hulu

Comcast says it has no plans to change NBC’s relationship with Hulu, making all the same content that available now also available in the future. It also said it would not withhold NBC content from other distributors or push it behind a TV Everywhere-type pay wall.

Vid-Biz: Time Warner, Apple’s iTV, Sony and Crackle

Today on the Net: Time Warner CEO Jeff Bewkes defends his TV Everywhere strategy, Digg’s Kevin Rose says Apple’s upcoming iTV will change everything and Sony continues to invest in online video sites Crackle and is planning integration into the PS3.

The Future of TV Is Not on Cable

The $100 cable bill is dead. The cable industry just doesn’t know it yet. What killed it was not just ad-supported online video sites and cheap subscription video services, but the fundamental inability of TV programmers and cable companies to reach the next generation of consumers.

Dish Network Prepping TV Everywhere Site

Satellite TV provider Dish Network is building a destination website that subscribers can log into and view on-demand content from cable networks that they already pay for. The new site, DishOnline.com, follows similar efforts from Comcast, Time Warner Cable and Verizon in putting that content online.

Vid-Biz: Comcast-NBCU, Time Warner-Verizon, Teevox

Today on the Net: Critics come out against the proposed Comcast-NBC Universal joint venture, Time Warner Expands its TV Everywhere offerings with Verizon and Teevox launched an app to turn your mobile phone into a remote for watching Hulu and Netflix on a computer.

Verizon FiOS Adds TBS, TNT for TV Everywhere

Verizon is upping the amount of premium broadband content that can be accessed by its FiOS pay TV subscribers, adding select content from Time Warner cable networks TBS and TNT on their PCs, with plans to make those videos available later on mobile devices.

Comcast to Revamp Its TV Everywhere Service

Comcast CEO Brian Roberts said the cable company will soon streamline the authentication process for its TV Everywhere offering, making it easier to access from PCs while also making the content available on the iPad and other consumer electronic devices.

Dish Jumps on the TV Everywhere Bandwagon

Dish Network will be joining Comcast, Time Warner Cable and others in offering online video services along with its pay TV packages. But with the launch of its new TV Everywhere initiative, the satellite TV provider could add a component that others haven’t yet enabled, allowing its subscribers to access on-demand video on multiple devices.

Quarterly Wrap-up

Connected Consumer Tuned In to TVs in Q4

The fourth quarter largely saw a continuation of newteevee trends from the third quarter and before: growing consumption of online video, further development of TV Everywhere initiatives, villanization of Redbox by the Hollywood studios, and funding on the rise. One of the biggest news items for the quarter was the announcement of Comcast’s acquisition of NBC from GE. The joint venture was officially announced in early December after the parties agreed upon a price of $30 billion for a 51 percent stake in NBC.

Hardware manufacturers were gearing up for holiday shopping and cashing in during the fourth quarter. HDTVs were the big consumer electronics item for the holiday shopping season. According to research from Retrevo, 30 percent of Black Friday shoppers were looking to buy a new TV, compared to 22 percent buying a computer and 14 percent buying GPS and Blu-ray devices. Roku also rocked Black Friday shopping with a half-off sale on its high-end HD-XR (regularly priced $129.99, discounted to $64.99 for Black Friday). Only 500 devices were available at the low price point and Roku sold out of the discounted boxes within 20 minutes of opening sales on Black Friday.

The success of the Roku Black Friday sale, aside from being an excellent deal on a newly launched product, is an indicator of the growing popularity of online video viewing. This trend is being evidenced in numerous statistics being reported. For instance, according to research from One Touch and the Praxi Group, 62 percent of Netflix subscribers have used the company’s streaming service since its launch and roughly 54 percent of 1,000 users surveyed in October say they watch at least one movie or TV show a month. Both Nielsen and ComScore research shows a significant increase in video streams viewed in October 2009 vs. October 2008. However, there was a slight dip in the number of online video viewers in October from September levels (however total streams, streams per viewer, and time spent per viewer were all up).

Facebook had a strong quarter as it jumped to the No. 3 position in total streams viewed, according to Nielsen. YouTube, however, still dominates the market with 6.6 billion streams, as compared to the next leading competitor with 633 million streams in October. However, being king has its costs. YouTube found itself entangled in multiple lawsuits during the quarter, with several cases surrounding copyright infringement. YouTube continues to battle Viacom on this front, and during fourth quarter, evidence that YouTube managers were aware of unauthorized content yet choose to keep the material up weakened the web video pioneer’s case.

The cable operators continue their pursuit of TV Everywhere. Comcast formalized its product with a new name, “Xfinity” which replaced the temporary name of OnDemand. The initiative is also making its way to Canada, with Rogers Communications launching its version of TV Everywhere in late November. Apple also intends to launch a mobile version of TV Everywhere and will charge $30 per month for the service. Disney also vocalized its preference for a fee-based TV Everywhere, arguing that the service provides a better consumer experience, one for which users should pay.

The online video market appears to be gaining strength, regardless of lawsuits and the general uncertainty that accompanies forging into a new frontier. This is evidenced in the growth of viewers as well as growth in funding. While the total number of funding deals in the fourth quarter was similar to third quarter activity, the value of individual raises was significantly higher in the fourth quarter, indicating the beginning of a freeing up of capital to invest in this burgeoning market.

CES Preview: What to Expect at the Show

The 2010 Consumer Electronics Show, which takes place Jan. 7-10 in Las Vegas, is rapidly approaching. Numerous important technologies — such as 802.11b, the first really widely adopted Wi-Fi standard — got their early boosts at the show. Here’s what to expect this time.

Comcast Opens Up TV Everywhere Service

Following speculation over when Comcast would launch its TV Everywhere implementation, the company finally took the wraps off the service. Starting today, Fancast Xfinity TV will be available to customers who subscribe to pay TV and broadband Internet services.

What's Coming in 2010: Forecasts From Around Our Network

Change is the only constant. As we approach year’s end, editors and writers from around our network have been making predictions about the exciting developments likely to arrive in 2010. Here is what we see coming.

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A Closer Look at Comcast’s NBC Universal Acquisition

Comcast’s pending acquisition of NBC Universal, approved by the companies’ boards of directors on Dec. 2, 2009, represents the culmination of an impressive bit of dealing: a three-way bank shot involving General Electric, Vivendi and a new joint venture. It also had a lot of moving parts, faced complex valuation metrics and tight balance-sheet tolerances, and yet it all came together remarkably fast for a $30 billion merger. That said, there’s a long way to go yet before the deal closes. In this research note, we take a look at what the deal will mean for Comcast, NBC Universal, GE and Hulu, as well as competitors to these players. We also make recommendations for how others in the ecosystem should respond to the deal and its implications for the industry as a whole.

The Full Lowdown on TV Everywhere

“TV Everywhere,” the set of new initiatives to make subscription programming available online exclusively to current pay-TV subscribers, could effect the most…

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The Ultimate Guide To TV Everywhere

Over the past three years, the Internet has become a major secondary distribution platform for free-to-air broadcast programming. Whether through network programmers’ own sites, such as ABC.com, or through aggregators like Hulu and TV.com, ad-supported broadcast programming today is generally available online shortly after its initial airing at no cost to the user. However, programming such as ESPN, TNT and the Discovery Channel, which originates on pay-TV platforms (i.e. cable, satellite and telco TV services) has been a different story.

Cable system operators and other multichannel video program distributors (MVPDs) are loathe to see the programming for which they are charging subscribers hefty monthly fees made available “over-the-top” without a subscription. Over time, they fear, consumers would be tempted to drop their expensive cable service if they could access their favorite programs online.

Cable networks, for their part, collect hefty fees from MVPDs for the right to retransmit their programming, from a few cents per subscriber per month, to as much as $3.75 per subscriber per month, for the most popular channels like Disney’s ESPN. In aggregate, cable networks collect about $25 billion per year in “affiliate fees” from MVPDs, about the same amount as they generate collectively from advertising sales.

As a result, much of the original programming on pay-TV networks is not currently available online, and that which is often doesn’t appear until well after its original air date. The popularity of portals like Hulu (not to mention illegal sources of TV content), however, has accustomed consumers to expect access to their favorite shows online, putting pressure on the industry to respond. Network programmers and marketers, meanwhile, are also anxious to extend their programming franchises by tapping the broad, online audience.

TV Everywhere, which aims to make subscription programming available online exclusively to current pay-TV subscribers, represents an effort to square that circle. In this report, we look at the players, potential costs, and emerging opportunities of these efforts.

Vid-Biz: Sling, CIMM, Family Guy

EchoStar: Sling Brings TV Everywhere; new ad campaign from the satellite company aimed at cable MSOs claims simplicity for distributing content. (Multichannel…

Quarterly Wrap-up

As Q4 Begins, Online Video Is Now Mainstream

Third quarter saw the continuing advancement of online video, as research from eMarketer indicated that nearly three-quarters of Internet users, or 47 percent of the U.S. population, say they watch video online. In fact, according to research from Pew, more Internet users are watching video online than are participating social networking. While this does not indicate that total time spent viewing video is greater than the time spent on social networking sites, the total user base is now larger, indicating enormous growth in adoption. Furthermore, for the first time, fee-based video is expected to generate more revenues than ad-based video this year.

This is positive news for the growing consortium of distributors pursuing fee-based solutions for delivering premium content online. The growing movement, coined “TV Everywhere,” is an effort to place premium online content behind a subscription wall. While the movement was initiated by the cable operators (specifically Time Warner Cable and Comcast), telcos and satellite operators are also now jumping onboard. Comcast was very active in the third quarter, building up its roster of content providers announcing partnerships with CBS, Starz, Discovery, HBO and Cinemax.

This initiative could have serious implications for ad-based video sites such as Hulu. Hulu’s network owners are already exerting their influence on the company by imposing delayed windows on certain content and allowing just a limited number of episodes available at any given time. It is possible that the paid content revival may have significant implications for Hulu as it exists today.

In the video rental market, Redbox, the kiosk DVD rental company continues to make waves. Hollywood has taken issue with its low-cost $1 rental fee, claiming that it hurts video rental and sales revenues. Therefore, some studios have decided to impose restrictions on when Redbox receives new releases, delaying new releases to the company by 30-45 days. Redbox is fighting back, filing lawsuits against offending studios, including 20th Century Fox, Universal and Warner Home Entertainment.

TiVo also spent the summer in court battling DVR patent infringement. The company has filed suit against Dish, as well as AT&T and Verizon. A decision on the Dish case was released in early September awarded TiVo a total award of $200 million, far below the company’s claimed damages of $1 billion.

The set-top box market continued to evolve in the third quarter as well. Brite-View introduced the low-cost CinemaCube set-top box and Netgear also released its Digital Entertainer Live, a scaled-down version of the Digital Entertainer Elite. Both of these products appear to be in reaction to the economic downturn and the consumer demand for lower cost products. Roku added more content to its set-top device, announcing partnerships with MLB.TV and blip.tv. However, Vudu’s efforts this quarter may be more telling for the future; the company is now bypassing the set-top box and integrating its service directly into the TV. The company had several new wins in the quarter, announcing its service will be included on Mitsubishi and LG TVs.

Despite the continuing difficult economic environment, the third quarter has been fairly positive for online video. Funding continues to flow into the market with numerous financing deals being announced. Along with other factors, the funding environment indicates a growing interest in services that promote interactivity and the ability for users to deliver their content to any screen in their home. As online video has now reached a sizeable portion of the mainstream audience, improving the user experience and access to content are becoming more critical business objectives for players throughout the space.

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Note: Telco Strategies for Over-the-Top Video

Video has had an unquestioned impact on both the delivery infrastructures and the value propositions of broadband service providers around the world. Generally speaking, telcos have built facilities-based IPTV service platforms to deliver traditional pay TV services that look and feel like “cable” or “satellite” TV. But the transition to digital television in the U.S. and elsewhere, coupled with the availability of new IP video delivery alternatives, is creating new opportunities that have the potential to disrupt the status quo, save operators money, and make IP video services more relevant to consumers. This note presents each of the options and characterizes the level to which each of these options helps the operator reinforce their value proposition to consumers.

TV Everywhere to Spark Antitrust Concerns?

NBC Universal General Counsel Rick Cotton, speaking at the Digital Media Conference in Washington, D.C., on Thursday, brushed off concerns that the deal between Comcast and Time Warner to test the feasibility of TV Everywhere was a first step toward bringing TV on the Internet under the control of Big Media. He also shrugged off fears that the collaboration between programmers like Time Warner and ISPs like Comcast represented some sort of unholy cabal worthy of antitrust scrutiny from the government.