As Principal Analyst for Fixed Access Infrastructure, Erik is responsible for tracking major technological, strategic and tactical developments in the wireline broadband access market. Erik's primary areas of coverage include FTTP/PON systems, DSLAMs, DLCs/MSAPs, cable access and head-end systems, as well as digital media infrastructure solutions.
AT&T SHAPE 2018 preceded AT&T’s federal court win and subsequent closing of its acquisition of Time Warner by just over a week, highlighting AT&T’s confidence that it had the firm legal standing/precedent to move forward.
The focus of AT&T SHAPE 2018 was dramatically different from the 2017 version; for 2018, AT&T and partner vendors highlighted how new content will be both created and delivered to its customers.
AT&T’s SHAPE event took place once again in Burbank, California, during the first weekend in June. In some respects, SHAPE 2018 built upon the foundation set at last year’s SHAPE event. As in 2017, the SHAPE 2018 showcased the content and creative assets AT&T would take ownership of (i.e., Warner Brothers Studios) by utilizing the WB campus again, perhaps to reiterate the magnitude, breadth, and depth of the WB assets, both physically and virtually, and the vital role AT&T sees them playing under the AT&T umbrella. AT&T’s own description of SHAPE was of “an immersive event that explores the convergence of technology and entertainment.” Continue reading “AT&T SHAPE 2018: Visions of New Content Creation and Delivery Innovations”→
Formula 1 debuted its direct-to-consumer, OTT streaming service, F1 TV Pro, at last month’s Spanish Grand Prix. It was a massive, embarrassing failure, with many customers actually unable to watch the live stream of the race itself.
Formula 1 owner Liberty Media needs to address any/all issues quickly, to ensure optimal quality of service (QoS) and experience (QoE) for this premium, live broadcast streaming service or face the prospect of losing a high-potential (and high-margin) revenue-generation opportunity.
Formula One (F1) marked the start of its European season this past weekend with the debut of its own direct-to-consumer, over-the-top (OTT) streaming video service, F1 TV Pro. Given F1’s position as the most watched, globally prominent, high-profile motorsport, service quality expectations were quite high. Instead, subscribers were served massive helpings of disappointment, most notably by being unable to watch an actual live stream of the race itself. Sadly, similar problems occurred during F1 TV Pro’s streaming of the next race, at Monaco, which is generally regarded as Formula 1’s marquee event of the year. In response, Formula 1 has set up a help account on Twitter (@F1Help) to address streaming issues. Still, some customers claimed to miss the first eight minutes of the Monaco race; @F1Help’s official post cited a “temporary blip” as the cause. Continue reading “Liberty Media’s Formula 1 OTT Snafus Underscore the Importance of Video Infrastructure”→
ZTE’s demonstration of 50G PON, specifically single-lambda, symmetric 50G PON at OFC 2018, highlights the vendor’s R&D commitment in the evolving FTTP markets.
ZTE still needs commercial proof points for its new TITAN OLT/optical transport solution, especially in light of the trend towards decentralized, virtualized, and software-defined fixed access networks.
• Calix, ADTRAN and Nokia, in that order, all hosted media/analyst events this summer which highlighted each vendor’s focus on software-defined access (SDA) solutions.
• Differentiation of SDA solutions between vendors will be more challenging than previous, hardware/performance-focused comparisons. As such, the clearest differentiation for and between vendor SDA solutions will be customer/operator wins, the bigger and more numerous, the better.
With the fall equinox upon us, it is timely to reflect on the summer of SDA. From June through August, SDA was a hot topic for three key fixed access systems vendors: Calix, ADTRAN and Nokia.
Google Fiber, despite its still-small subscriber footprint, still generates plenty of hype, even after pulling back on its ambitious growth plans.
With a commitment to buildouts in major U.S. cities, gigabit wireless networking, and ongoing fiber technology development, Google Fiber appears to be in for the long haul, but must fill its leadership vacuum quickly.
Half a decade ago, Google Fiber announced its intentions to blow up the U.S. broadband market by building out its own gigabit fixed broadband service – a massive improvement over most cable and telco broadband services currently offered – for only $70 per month. Most of the Google Fiber footprint is served by GPON networking equipment, with the exception being the Ethernet FTTP assets in Utah, acquired from the failed Utopia project. Continue reading “Google Fiber: Will Gigabit Wireless, and Going Long, Keep It Relevant?”→
The AT&T SHAPE event, held in Burbank, California last week at the massive Warner Brothers studio lot, highlighted the impressive variety of media and entertainment assets that AT&T will gain with its pending $85 billion acquisition of Time Warner.
The AT&T SHAPE event showcased the company’s clear intent to transform AT&T from ‘the Phone Company’ into a 21st century media and entertainment juggernaut, which also just happens to have a very strong legacy in networking.
The AT&T SHAPE Technology and Entertainment Expo was held at the Warner Brothers studios July 14-15 in Burbank, California. The SHAPE event was quite different from previous AT&T events, primarily because of the strong focus on Hollywood and the entertainment industry. Actually being ‘on location’ on the Warner Brothers lot drove this point home very effectively. However, the format for the event was familiar, in that it consisted of roughly one-hour sessions which were delivered in one of the Warner Brothers screening theaters. Approximately 10,000 people attended the event. The main theater where the sessions were hosted had more than 500 seats, with an overflow theater and live streaming of the main stage displayed on TV monitors in other locations throughout the Warner Brothers studio lot. Continue reading “AT&T Aims to SHAPE the Future of Entertainment with Time Warner Acquisition”→
• Huawei’s 2017 Analyst Summit showcased the company’s clear progress in the video market on multiple levels, from the integration of video into Huawei’s strategic vision to the hiring of an ex-AT&T video marketing director as CMO for Video Products.
• While Huawei has made clear, tangible progress in the video space, there is still room for improvement, evidenced by its more acute focus on telecom/IPTV operators, at the expense of substantial opportunities with cable operators.
Huawei’s Addressable Video Markets, and Monetization: On day one of the 2017 Analyst Summit, Huawei’s keynote speakers highlighted the company’s heightened commitment to video. This includes Huawei’s segmentation of the video market into three key market segments: the $650 billion entertainment video sector, the $350 billion industry video sector and the $18 billion communication video sector. Entertainment video encompasses live and linear TV, VoD, OTT video and even user-generated content (UGC), Industry video includes telemedicine, remote education and “safe city” applications (supporting a network of public safety cameras, including HD feeds) and Communications video is video conferencing and video calls. Continue reading “Huawei Analyst Summit 2017: Expanded Video Focus, and Velocity”→