Like Santa, New iPads Bring Something for Everyone
– For Corporates: 64-bit, Free ‘Office-like’ Software
– For Consumers: Thinner, Lighter, Faster
– Mini Gets Retina Display & 64-bits, Too
– Apple Takes Advantage of Microsoft’s Failure to Put Office on iPads
Apple showed no price-fright with its introduction of two new iPads this week, each of which has something for everyone. The features will appeal to both consumers and corporates, some more than others.
Consumers will especially love the new iPad Air for being thinner, lighter and faster — as will the corporates. Many consumers that already own one or more of the 170 million iPads (consumers by a wide margin own more iPads than the corporates) will rush out to buy them when they become available November 1st and millions more will buy them as soon as they figure out who is to get their old ones.
Corporates will love it especially for being 64-bit and that the Office-like iWork now comes free with any new purchase and includes a lifetime of updates. So will consumers that want a tablet that computes. The three iWork modules — Pages word processor, Numbers spreadsheet and Keynote for presentations — apps were $10 each, for which existing owners will still have to pay. Microsoft offers its cloud-based Office suite for $100 a year. By comparison, iWork and all subsequent upgrades are free to new purchasers of iPads… Full story here.
Netflix Is the Next Gen’s HBO
-Could Compete Directly with HBO Subs
-May Lead to Cord-Shaving
Netflix may soon compete directly with Time Warner’s HBO for subscribers, if it isn’t doing so already. The company has made clear it wants to become the world’s next HBO.
Netflix grabbed headlines this week when it announced it has 40 million subscribers worldwide now, and more subscribers in the US than HBO. Netflix gained 1.29 million subs in the US to bring domestic subs up to 31.09 million this quarter. Netflix gained 1.44 million subs outside the US to bring international subs to 9.19 million, bringing Netflix’s total subscriptions up to 40.28 million.
Netflix CEO Reed Hastings has long invited comparisons between Netflix and HBO, which so far haven’t been taken very seriously because Netflix has been perceived as a pay TV competitor, not a channel competitor. This week it has become clear that such comparisons are, in fact, apt.
Here’s how Netflix closed its Q3 2012 letter to shareholders this week:
“We have done well but we have a long way to go to match HBO’s 114 million global member count or their well-deserved Emmy award leadership. Title by title, device by device, member by member, award by award, country by country, we are making progress.”… Full story here.
AlcaLu’s Micro-Nodes Bring Fiber-Like Speeds to the Home
AlcaLu this week announced new vectoring systems gear called micro-nodes that can be installed in a neighborhood cabinet, on a telephone pole, in a manhole or sewer, in a basement or on a wall — and at varying distances from the residence: 50, 200 or 400 meters (54, 218 or 437 yards) from the residence. They are based on the concept of fiber-to-the-distribution point (FTTdp).
There are four different models, differentiated by the number of subscribers they support: 192, 48, 16 and 1. All use existing copper telephone wires to connect the fiber to a vectoring compliant modem/gateway in the home. In 60-70% of the cases the vectoring gear that goes into the home can be installed by the subscriber, so a telco technician does not have to go into the home as they would have to with an all-fiber network.
It says the reason it makes four models is because there’s no one-size-fits-all approach for bringing more bandwidth to more people. Telcos can select the micro node they need for each situation. It says telcos can “choose the best approach for every city, street and user.”… Subscribe for the full story.
FX Releases ‘Netflix Killer’ App
-Streaming Rights Battles Intensify
While Netflix grabbed headlines this week for reaching the 40 million total subscriber mark, two TV networks have quietly launched on-demand platforms that will challenge the OTT service. 21st Century Fox’s FX pay TV network is aiming to take away some of Netflix’s allure by offering their own direct-to-consumer OTT platforms. FX Networks is replicating the HBO Go model of catch-up TV, offering a practically stand-alone service that requires a pay TV subscription.
More and more networks and content owners are rolling out on-demand streaming platforms, which serve to compete with Netflix for eyeballs and serve as TV Everywhere services. At least so far, none of these services has had very much success in stymieing Netflix growth, but the sudden influx of streaming services and high demand for streaming rights could pose a challenge for Netflix down the road – particularly regarding “stacking rights,” meaning episodes of current seasons.
A lot of the magic that Netflix has brought to the table for viewers is offering old TV shows on-demand, precisely because there wasn’t anywhere else for viewers to watch that content, unless they bought the DVDs. Netflix CEO Reed Hastings said as much during the Q3 earnings call. “What we bring to the table is a lot of improvement, because all the attributes are on-demand,” Hastings said… Subscribe for the full story.
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ARRIS Gets 2 More Years to Use MotoMo Brand
CBS Launches Hulu-Like Catch-Up TV Platform
Ikanos Shows off G.fast Copper Wire Technology with Fiber-like Speeds
Comcast Now Has 60,000 Wi-Fi Hotspots