Wible's Weekly - Game Cycle, Ultra HD and Ad Acceptance - Janney/MediaEntertainment

Game Cycle amp8211 MSFT announced their new console the Xbox One which combines gaming capabilities with a broader role in the living room We see the device as MSFT39s attempt to regain control in the consumer ecosystem via a Starm TV solution Xbox One will support a Bluray drive and digital media While some details are still nebulous we expect MSFT to introduce new features at E3 that we suspect will feature client server architecture and may help position the box as an alternative set top box Xbox One is expected to be available this year and will kickstart the eighth gen gaming cycleUltra HD amp8211 Consumer electronics manufacturers are gearing up for Ultra HD Sony started marketing a new line of 4K TVs in a national TV campaign and partnership with retailer BBY Buy Janney analyst Dave Strasser The retailer will showcase the new TVs and is selling a 65inch Ultra HD TV for approximately 7000 Separately GOOG announced that it has nearly completed its next royalty free codec called VP9 which promises similar efficiency as HEVCH265 Pay TV distributors have not yet added 4K channels to their lineup but DTV has trademarked potential brand names such as 4KN 4KNET 4KNetwork and 4K suggesting it may potentially develop an original 4K network The availability is likely several years away but the technology may favor traditional MVPDs as OTT players could struggle with the massive broadband requirements about 10GBhr Ultra HD could make today39s data caps look relatively lowSports Costs amp8211 ESPN saw the first mass layoffs since 2009 It is unclear what is driving the staff reductions although the unsustainable rising cost of sports rights have been mentioned as a potential driver However we doubt that it would force the cuts given there tends to be long term visibility in costs and these are considered in the negotiation of affiliate fee agreements These cuts could also be tied to digital technology that can help streamline operations risks tied to emerging competition or risk from new initiatives to unbundle programmingWireless Broadband amp8211 DISH is taking additional steps to build out a wireless broadband network via new partnerships acquisition of spectrum and mergers We believe the company is looking to the technology to deliver more services and extend the reach of its products While any product will be inferior to landline technology and more costly it will be interesting to see if these initiatives create a new duopoly structure for broadband accessAd Acceptance amp8211 The majority of smartphone users 67 and tablet users 73 prefer advertising over paying a premium content according to research by Yankee Group The research also notes that 7053 of smartphonetablet users are willing to exchange personal information in exchange for a premium app download It is somewhat odd that most preferred getting a paperback book 75 as a reward This was followed by premium inapp content for tablets and music both 73 and smartphone premium inapp content 67Tony Wible joined Janney Montgomery Scott in 2008 and is a Managing Director covering the Media and Entertainment sector after spending the previous 10 years at Citigroup Investment Researchamp8212most recently covering the Broadcasting and Entertainment Services industries Tony can be reached at twiblejanneycom Janney Montgomery Scott LLC is a US brokerdealer registered with the US Securities and Exchange Commission and a member of the New York Stock Exchange the Financial Industry Regulatory Authority and the Securities Investor Protection Corp Disclosures may be reviewed at Wible39s WeeklyRead all Tony39s MediaBizBloggers commentaries at Wible39s Weekly JanneyMediaEntertainment Check us out on Facebook at MediaBizBloggerscomFollow our Twitter updates MediaBizBloggerThe opinions and points of view expressed in this commentary are exclusively the views of the author and do not necessarily represent the views of MediaBizBloggerscom management or associated bloggers MediaBizBloggers is an open thought leadership platform and readers may share their comments and opinions in response to all commentaries

Click to Make Your 2025 Contribution to Support the MediaVillage Education Foundation

Wible's Weekly - Game Cycle, Ultra HD and Ad Acceptance - Janney/MediaEntertainment

Author

Publish date

Channel

Tony Wible

"About That with Carl Mayer:" Alaina Donnellon (Episode 6) - By Carl Mayer

More Videos:

Click to Make Your 2025 Contribution to Support the MediaVillage Education Foundation

Wible's Weekly - Game Cycle, Ultra HD and Ad Acceptance - Janney/MediaEntertainment

Enjoying This Commentary? There's More to Love

Tony Wible

"About That with Carl Mayer:" Alaina Donnellon (Episode 6) - By Carl Mayer

The payment was successful

Cookies