IPTV CDN market to be worth $12BN by 2020: report

MarketsandMarkets says that one of the key factors contributing to IPTV market growth is the rise in Internet video advertising and that this market has provided many opportunities to operators and telecommunications service providers to gain profits.

Moreover, driven by customer need for high quality video and online content, the analyst says that the market is experiencing high growth opportunities.

Source: IPTV CDN market to be worth $12BN by 2020 | IPTV | News | Rapid TV News

AT&T wants to choose which online video services count against data caps

AT&T’s “Sponsored Data” program already charges businesses, often in the ad industry, for the right to deliver services without counting against customers’ mobile data caps. AT&T could potentially charge online video streaming services for exemptions from the caps imposed on AT&T home broadband subscribers as well or exempt its own online services from caps.

Though AT&T doesn’t appear to have done this yet, the company this week asked the FCC to make sure it’s allowed to do so. AT&T’s request came after a group of companies and consumer advocacy organizations asked the Federal Communications Commission to prevent AT&T from granting data cap exemptions.

Source: AT&T wants to choose which online video services count against data caps | Ars Technica

How Netflix Keeps Finding Itself on the Same Side as Regulators 

To many in the cable and broadband businesses, the invisible hand of Netflix has been apparent in the failed Comcast-Time Warner Cable combination; in likely restrictions on the merger between AT&T and DirecTV; and in the Obama administration’s embrace of net neutrality, to cite just three prominent examples.

Source: How Netflix Keeps Finding Itself on the Same Side as Regulators – NYTimes.com

AT&T, DirecTV push back against restrictions on proposed merger

AT&T and DirecTV are pushing back against conditions other companies want to impose on their proposed merger.

“Opponents continue to propose a laundry list of additional conditions that are unrelated to this transaction, unnecessary to address any transaction-specific harm, or both,” the companies said in a filing posted by the Federal Communications Commission on Wednesday.

Source: AT&T, DirecTV push back against restrictions on proposed merger | TheHill

Mary Meeker delivers 2015 digital trends report 

One of the most-watched digital reports of the year is out—Mary Meeker’s Internet Trends—and it shows just how much room mobile advertising has to grow. Meeker runs digital investments for top Silicon Valley venture capital firm, Kleiner Perkins Caufield and Byers, and every year she releases a comprehensive breakdown of the entire Web landscape.

Source: Mary Meeker delivers 2015 digital trends report | Adweek

Cisco VNI Report Shows Set-Top Shift 

According to Cisco Systems Inc. (Nasdaq: CSCO), media streaming devices like Roku and Chromecast will make up 7% of global Internet set-tops by 2019, nearly tripling their count of 64.4 million total media adapters last year to 181.2 million adapters five years later. More impressively, traffic from these media adapters will reach 32% of global Internet set-top traffic by 2019. That’s a jump from .68 exabytes per month in 2014 to 3.43 exabytes per month as the decade reaches its final year.

Source: Cisco VNI Report Shows Set-Top Shift | Light Reading

Buckle up, IP traffic, driven by video, set to triple by 2019

Operators have begun to talk about 1-gig Internet services as table stakes, which is a good thing because IP traffic – much of it video – is set to triple to more than 2 zettabytes by 2019.

IP video traffic also is expected to triple by 2019, according to Cisco’s latest Visual Networking Index (VNI), increasing to 79% of all IP traffic from 66% in 2014 and, in the process, creating scalability and bandwidth challenges for service providers.

Source: Buckle up, IP traffic, driven by video, set to triple by 2019

FCC Engineers Some Cable Consolidation

Earlier this month, just after Comcast dropped its bid for Time Warner Cable in the face of opposition from the FCC and Justice Department, FCC chairman Tom Wheeler separately called TWC CEO Rob Marcus and Charter Communications CEO Tom Rutledge, along with several other senior cable industry executives, to let them know they shouldn’t consider all M&A deals to be off the table just because the agency put the kibosh on Comcast, according to a report in the Wall Street Journal.

Federal Communications Commission (FCC) Chairman Tom Wheeler gestures at the FCC Net Neutrality hearingOn Tuesday, Charter took Wheeler up on that seeming invitation and announced a plan to acquire TWC for $56 billion. Charter also reaffirmed its plan to acquire it smaller rival Bright House Networks for $10.4 billion. Read More »

How the cable industry became a monopoly – Fortune

The cable industry appears to be completely deaf to what has been coming out of Washington D.C. from regulators all the way up to President Obama himself. While in late 2013, we did not believe Title II reclassification of broadband was necessary to protect the Internet and foresaw no meaningful regulatory issues with Comcast buying Time Warner Cable, a tremendous amount has changed since then. The dramatic shift in the political climate and consumer sentiment drove us in late 2014 to view Title II broadband reclassification as inevitable, convinced us that Comcast/TWC would be blocked in February 2015, and now leads us to believe Charter Communications will not be able to buy TWC, not to mention the possibility that the Department of Justice may look to break up Comcast.

Source: How the cable industry became a monopoly – Fortune

Altice to Buy in Suddenlink in Deal Valued at $9.1 Billion 

The billionaire’s telecom group, Altice SA, said it is buying a controlling stake in U.S. cable company Suddenlink Communications, a first purchase for the group in the U.S., one of the world’s largest cable and telecom markets.Altice said it would acquire 70% of Suddenlink from the company’s owners, private-equity firm BC Partners and CPP Investment Board, valuing Suddenlink at $9.1 billion, including debt. BC Partners and Canada Pension Plan Investment Board will retain a 30% stake in the cable firm.

Source: Altice to Buy Controlling Stake in Suddenlink in Deal Valued at $9.1 Billion – WSJ

Broadband industry fears come true: FCC rules are costing them money 

Within the petition the groups filed today is an admission that the FCC decision is already making it difficult for Internet providers to demand fees for network interconnection. Even though the rules don’t take effect until June 12, the threat of complaints seemingly spurred AT&T and Verizon to settle longstanding disputes with companies that objected to paying for network upgrades that would improve service for the Internet providers’ subscribers.

Source: Broadband industry fears come true: FCC rules are costing them money | Ars Technica

Facebook hires former FCC chairman to fight for anti-net neutrality programs 

As it faces criticism about its approach to net neutrality, Facebook has hired a former FCC chairman, Kevin Martin, to handle its policy on mobile and global access.

Martin, a Republican, led the FCC from 2005 to 2009, and in 2008, was involved in a major net neutrality fight, as Comcast was caught throttling peer-to-peer internet traffic. Martin voted against other Republican FCC commissioners to censure Comcast on the practice, although the order was eventually thrown out, setting the stage for this year’s historic net neutrality fight.

Source: Facebook hires former FCC chairman to fight for anti-net neutrality programs | The Verge

Sony would probably buy fast lanes in a world without net neutrality 

Sony Pictures executives spent months discussing how they should handle the subject of net neutrality. As revealed in a series of leaked emails, executives waffled on whether or not they should file a comment with the Federal Communications Commission to present their view. Ultimately, Sony declined to file because of concerns that it was difficult to get the entirety of Sony on the same page, that Sony may not be able to add much value to the discussion, and that Sony could end up burning some bridges.

Source: Sony would probably buy fast lanes in a world without net neutrality | The Verge

AT&T denies it would throttle Netflix in heavily redacted FCC filing 

Netflix’s objection to the proposed AT&T/DirecTV merger drew a response yesterday from AT&T, which said that “economic realities” prevent it from degrading online videos delivered over its Internet service.

AT&T’s filing with the Federal Communications Commission is heavily redacted, eliminating details about Netflix’s agreement to pay AT&T for a direct network connection, as well as various other AT&T documents. AT&T urged the FCC to reject a merger condition proposed by Netflix, which said AT&T should not be allowed to charge Netflix and other content providers for network connections. But many of the details cited by AT&T in support of its argument were shielded from public view.

Source: AT&T denies it would throttle Netflix in heavily redacted FCC filing | Ars Technica