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Amazon Acquires Eero - Smart Home ImpactFebruary 12, 2019Amazon and eero announced on February 11th, 2019, that they have entered into a definitive merger agreement under which Amazon will acquire eero. eero’s home mesh WiFi systems set up in minutes and blanket every room of a customer’s home in high-performing, reliable WiFi.Subscribers Only
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Cavium (now Marvell) is the next hope for ARM-based CPUs in the data centerJuly 17, 2018In 2017, Cavium, Qualcomm, and Applied Micro were all sampling ARM-based SoCs targeted at data center servers. With Applied Micro spinning off its server CPU business to newly founded Ampere Computing and Qualcomm demonstrating no tangible design wins after announcing commercial availability for its Centriq SoC in November 2017, hopes for success of an ARM-based CPU ecosystem moved to Cavium, and in 2017 Cavium kept the design wins and partnership announcements coming. In January, Atos announced Cavium’s ThunderX2 will power its HPC for the EU-funded Mont Blanc project. In March, Cavium announced a partnership with Microsoft and in November revealed designs for a Cavium-powered Project Olympus OCP server. In May, Gigabyte, Ingrasys, and Inventec announced and subsequently launched new servers based on ThunderX2. In June, Penguin announced its Open Compute server lineup will feature a ThunderX2 sku. Clients, please log in to view the full content.Subscribers Only
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Ride hailing app Go-Jek to launch video streaming service after financial services expansionMay 03, 2018Indonesia-based ride hailing company Go-Jek plans to launch its own online video subscription service, Go-Play. The video service will be available for daily, monthly and yearly subscriptions and the expected launch date is not disclosed yet.
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Australia pay TV market update Q4 2017March 09, 2018IHS Markit has updated its Australian pay TV data in light of the latest guidance on the performance of market leader Foxtel provided by major shareholder News Corp Australia. Pay TV providers continue to show resilience but growth has plateaued, a sentiment echoed in the Q4 2017 filings by News Corp, which indicate a downward revision in its future outlook for the business. As such, IHS Markit has adjusted its forecasts on the Australian pay TV market accordingly, which now illustrate contrasting fortunes for the two main players – Foxtel’s subscriber base is going down, while Fetch TV’s is on the up.
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AMD partners with HPE and Dell EMC, turns up the heat on IntelFebruary 13, 2018In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs utilizing the large number of memory channels and high I/O bandwidth available with EPYC. OEMs like Supermicro, Sugon, and Asus and white box server vendors like Wiwynn, Inventec, Gigabyte, and Tyan quickly backed EPYC, introducing over a dozen server models based on AMD’s SoC in 2H17. CSPs (cloud service providers) also embraced EPYC with Microsoft, Baidu, Tencent and JD.com all adopting EPYC-based servers. Baidu in particular boosted EPYC’s credibility in the market as it implemented a new 1-socket server design that utilizes EPYC’s memory channels and I/O bandwidth. Clients, please log in to view the full content.Subscribers Only
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Pickle TV, Orange France starting short form video serviceJanuary 10, 2018Orange France has launched a new video offer for its TV and mobile customers (Orange and Sosh). The new Pickle TV service is an aggregator of aggregator channels.
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Moore’s law still alive in the data center, but is it enough?January 09, 2018When Gordon Moore made the observation that the number of transistors in an integrated circuit doubles every two years, known as Moore’s law, he also predicted technological limitations would eventually lead to the end of this era, with successive generations either seeing less than 2x growth in transistor count or taking longer than two years. An argument that we have already reached these limitations is currently supported by the lag between Intel’s 14 nm and 10 nm PC CPU introduction. Additionally, silicon manufacturers have questioned the investment required to maintain Moore’s law, with Samsung reporting Moore’s law affordability challenges in 2016 and TSMC’s quarterly earnings showing wafer revenue from advanced process technology dropping between 2008 and 2016. Clients, please log in to view the full content.Subscribers Only
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T-Mobile Austria to buy UPC Austria to create the market’s second major converged playerDecember 22, 2017Deutsche Telekom has announced a €1.9 billion deal ($2.3 billion) to acquire Austrian cable provider UPC from Liberty Global. Deutsche Telekom has the second largest mobile subscriber base in Austria, behind Telekom Austria, while UPC is second only to Telekom Austria in the market for fixed broadband services.Subscribers Only
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Net neutrality in the United States: Why it matters to operators (infographic)December 14, 2017With the repeal of net neutrality regulations passing at the FCC, this infographic shows why net neutrality matters so much to network operators in the United States.Subscribers Only
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Spotify and Tencent Agree “Strategic Collaboration”December 13, 2017Spotify and Tencent have agreed a share swap and investment deal. The exact terms between the streaming music company and the Chinese internet giant have not been revealed but industry publications have reported that under the deal Spotify and Tencent Music Entertainment TME) will get 10% of each other’s businesses. TME, which is majority-owned by Tencent is the leading music streaming service in China powering offers from QQ Music, KuGou and Kuwo. In addition to the stock swap Tencent has acquired a stake in Spotify by purchasing shares from existing backers.
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Spotify and Tencent Agree “Strategic Collaboration”December 05, 2017Spotify and Tencent have agreed a share swap and investment deal. The exact terms between the streaming music company and the Chinese internet giant have not been revealed but industry publications have reported that under the deal Spotify and Tencent Music Entertainment TME) will get 10% of each other’s businesses. TME, which is majority-owned by Tencent is the leading music streaming service in China powering offers from QQ Music, KuGou and Kuwo. In addition to the stock swap Tencent has acquired a stake in Spotify by purchasing shares from existing backers.
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Australian broadcaster unveils new OTT serviceNovember 22, 2017Australian commercial free-to-air TV broadcaster Seven Network will launch 7plus, its new over-the-top (OTT) digital video streaming service, in November 2017. 7plus will feature exclusive original commissions in addition to live and on demand content.
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China cable reporting methodology UPDATEOctober 02, 2017IHS Markit has updated its Chinese cable reporting methodology in light of on-the-ground research into the country’s naming convention for operators in each of China’s 23 provinces. The update to our Chinese cable data within our TV and Broadband Media Intelligence Services aligns our coverage of the Chinese TV market with the 70+ markets we cover.Subscribers Only
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Vodafone Cameroon service shut down following licencing issuesSeptember 22, 2017Vodafone Cameroon was forced to shut down their service on 14 September 2017, following investigations into the company’s wireless broadband operation. Vodafone Cameroon - an Afrimax-Vodafone joint company began offering wireless broadband services in Cameroon in September 2016. In November 2014, Afrimax, an African wireless broadband operator and telecoms management company, entered a strategic partnership agreement with Vodafone Group that allowed the two companies to enter new African telecommunications markets, launching mobile and wireless broadband services in Uganda, Zambia, Ghana and Cameroon. Through the Partner Market Agreement, Vodafone was able to extend their global footprint whilst Afrimax gained continued access to a range of Vodafone products, networks, and services. In all four countries, services are offered under the Vodafone Country brand and the company entities are being referred to as part of Afrimax Group.
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Malaysian DTH pay TV monopoly to endSeptember 11, 2017Malaysia’s direct-to-home (DTH) satellite pay TV monopoly is set to end. Ansa Broadcast plans to launch a new DTH pay TV service in Malaysia, ending a two decade monopoly held by Astro Malaysia Holdings (Astro).Subscribers Only
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South Korean broadcasters launch Kocowa, a new online streaming service in the USJuly 28, 2017Three of South Korea's leading broadcasters have launched Kocowa (Korean Content Wave), an online video streaming service, in the US. The service, launched on 24 July, is backed by Korean Content Platform (KCP), a US-based joint venture company between Korean Broadcasting System (KBS), Munhwa Broadcasting Corporation (MBC) and Seoul Broadcasting System (SBS). The service offers content from these broadcasters with English subtitles, with some shows airing six hours after broadcast in South Korea.
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DIGI Hungary to acquire rival telco InvitelJuly 27, 2017DIGI, one of the key players in the Hungarian pay TV and telecoms market, has reached an agreement to buy Invitel’s retail and small business customers for €140.7m. Invitel is the leading alternative telco in the market, offering pay TV, internet and fixed line telephony. The company is part of Invitel Group, which was sold to the CEE China fund by Magyar Telekom earlier this year.Subscribers Only
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Australian broadband network roll-out reaches milestoneJuly 12, 2017The roll-out of Australia’s high-speed National Broadband Network (NBN) is halfway complete. More than 5.7 million homes and businesses now have access to fast broadband by connecting to the NBN through a retail service provider. To reach the half way milestone NBN Co launched two satellites, built 1,700 fixed wireless sites, employed 6,000 people, installed 21,000 nodes and laid 63,000 kilometers of fibre.
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Bulsatcom aims to consolidate its Bulgarian pay TV lead with satellite launchJune 29, 2017Bulgarian operator Bulsatcom has successfully launched the country’s first geostationary satellite, BulgariaSat 1, in cooperation with Ellon Musk’s SpaceX. The satellite, which launched on June 24 2017, is owned and operated by Bulsatcom and is the second satellite to be launched in Europe with 100% private investment. The total value of the project is $235 million, with an estimated return on investment of 10 years.
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Netflix commissions Australian original seriesMay 22, 2017Netflix has commissioned Tidelands, a primetime drama series, as its latest investment in local Australian content. Tidelands will debut exclusively on Netflix and premiere worldwide. The first season will have 10 episodes that run for 50 minutes each. Production will start in Queensland, Australia during 2018 by Brisbane-based Hoodlum Entertainment. There is no release date for the new series.Subscribers Only
