Showing posts with label #Forbes. Show all posts
Showing posts with label #Forbes. Show all posts

Thursday, December 29, 2016

Forbes Predictions for Media in 2017

PicoP isn't mentioned, but everything here bodes well for it.

Forbes -- More at the source.

Wireless providers like AT&T can now let their subscribers access their DirecTV live and DVR'ed content for free on their AT&T phones. With Time Warner content in the AT&T family, those subscribers will also be able to watch even more HBO, Turner or Warner Brothers content in the same way. Verizon (VZ) has tried to make its own play for content by snapping up sports rights like the NFL and NBA for their subscribers to stream. They're also building their GO90 video content service to entice subscribers. What will Sprint (S) or T-Mobile (TMUS) do in response? 

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Expect more mega-media deals along the lines of an AT&T / Time Warner, as well as smaller Comcast-DreamWorks content stockpiling deals this year. If you've built the pipes to get customers, these companies will need to think of interesting stuff to show on those pipes to keep customers.

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If mobile net neutrality or no data caps on certain content is going to become increasingly important, why wouldn't Comcast want to launch its own wireless service when it already owns the content? Expect more MVNOs (or mobile virtual network operators)

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As this 8 year stock rally continues in the coming years, it wouldn't at all be unprecedented to see cash become an increasingly bigger component of new deals. Therefore, if the Trump Administration also allows companies to return offshore cash to the US to invest in more jobs and do more deals, this should act as a further stimulant to more deals.

Tuesday, November 8, 2016

Desperate for Innovation & Profit: iPhone Crisis

No doubts about the importance of what PicoP can be.

Better than DLP -- especially when going for smaller and brighter.

Smartphone companies are desperate for innovation -- Apple and all of the other phone companies. (Apple recently made ALL of the profits in smart phones, and enough companies lost money making them that Apple made 105% of the industry's profits.) 

A company that can out-innovate Apple stands to gain hugely, and if Apple is the big innovator, they can continue to enjoy the position they've had in the market.

...the next fantastic new feature.



Forbes

iPhone bullish: “Apple has recorded an insane mobile phone profit share in the third quarter,” said 9to5Mac, echoing a crush of similar reports that cited a research note from BMO Capital Markets, which estimated that Apple captured 103.6% of total smartphone industry profits, with Samsung a distant second.

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iPhone bearish: Then we have recent Apple “innovation crisis” comments from Sharp President Tai Jeng-wu, who is also an executive at Sharp’s parent company Foxconn Technology Group. “We don’t know whether Apple’s OLED iPhones will be a hit, but if Apple doesn’t walk down this path and transform itself, there will be no innovation. It is a crisis but it is also an opportunity,” Tai said to the Japan business daily Nikkei a week ago. Foxconn is a contract manufacturer of Apple’s phones and Sharp has been supplier of displays to Apple.