Jumat, 31 Agustus 2012

Why Doesn't Apple Just Buy DISH Networks to Solve Its iTV Content Problems?

I have long believed that Apple's iTV is inevitable (for well over two years now).  But, I also have always said that Apple must follow its tried-and-true playbook to succeed spectacularly -- and, that is to seamlessly merge its beautiful hardware with wonderful content and software to create a revolutionary new television "experience."  Sure, a beautiful iTV alone would sell big.  But, it will only be really really big -- which is the only way Apple plays -- if the iTV gets the premium content it needs.  And, that means television programming ... the kind you get from your good old-fashioned cable company ... or satellite company (hold that last thought for a moment).  You know, all the major networks, ESPN ... especially ESPN!

Lots of articles in the past couple days about Apple's dilemma here, all starting with a new Wall Street Journal article that discusses Apple's continuing difficulties in trying to negotiate the programming rights it needs from them (here's one to read from Ryan Lawler and TechCrunch -- nice contrarian perspective from Ryan (who I call the Woodward & Bernstein of digital media), but since when does Ryan drop "F" bombs?  Oh yes, he is now at TechCrunch).  Remember, the cable guys don't exactly trust Apple.  Nor should they.  Don't forget what Apple did to the music industry.  Disrupted it completely (I wrote about this previously in a guest post on TechCrunch).  Lots of forces at work to see that that same fate doesn't befall the television industry (and its traditional symbiotic eco-system of cable/satellite operators and major media companies).

So, what's an Apple to do if it doesn't get the love it needs from the major MSOs?  Buy the content, that's what!  It's not like Apple doesn't have the money.  Last I checked, Apple had over $110 billion in its bank account.  And, a lot of television programming can be bought for $110 million.

Here's one thought.  Why doesn't Apple just buy DISH Networks?  DISH is ripe.  It is a distant second to DirecTV -- and its market cap reflects that.  Its market cap is $13.91 billion, as opposed to DirecTV's which is $32.27 billion (so it would be an easier pill to swallow).  DISH has all the television programming that Apple would need to completely disrupt the television game (it also offers broadband service, by the way).  In one fell swoop, Apple could swoop in and storm out of the multiple cable negotiation rooms in which it has languished for months and months and months.  It would immediately gain its holy grail of having a national footprint, rather than having to piecemeal chunk one by negotiating deals with essentially every cable operator in the U.S.

Now, to be clear: (1) I have had no opportunity to review DISH Networks' licensing deals -- so I don't know (a) how long its terms are with the individual networks and programmers (like ESPN), and (b) whether a so-called "change of control" provision in any of those content licensing deals could block the seamless transfer of those re-distribution rights to Apple in any such acquisition; and (2) the Justice Department certainly could (in fact, inevitably would) have a field day in reviewing that kind of mega-merger that would directly threaten big cable; the MSO's lobbyists would be in full force, as would most major media companies (remember, those are blending as well -- Comcast/NBC Universal).

But, let's be clear.  The living room is Apple's next great frontier.  It must go there -- in fact, it has nowhere else to go.  And, the living room -- and the television "experience" in general -- is ripe for the kind of disruption that Apple is famous for.

So, would Apple ever spend $13.91 billion to buy DISH Networks (which really would be significantly higher than that in order to give DISH shareholders the premium they would need to approve that kind of deal)?

I know, I know.  Apple is fundamentally a hardware company, not a service provider.  I "get" it.  It makes its money by selling the hardware, and riding on the coattails of others who create the content that enable its products to be the legendary experience that they have come to be.  But, desperate times call for desperate measures.  If Apple finds it too difficult to negotiate for the rights it needs, then it may choose to solve its problem with cash.  After all, even $20 billion represents only about 20% of Apple's cash holdings ... which continue to grow and grow with every passing quarter.  And, with Tim Cook at the helm, there is a new sheriff in town.

I'm just sayin' ....

Kamis, 30 Agustus 2012

My 1100+ Post -- Renesas Shares Leap 35% After Sorenson Spark Announcement -- Coincidence?

Another personal milestone in my wonderful world of blogging -- I just passed the 1,100 mark (which I inadvertently missed reporting at the time).  This is my 1,103rd post to be exact -- a milestone that represents literally hundreds and hundreds of early (very early) hours on the keyboard.  I hope that my musings have entertained and educated along the way.  At least I enjoy it.

And, so, here's the topic for this 1,103rd post -- the power of the Sorenson Media brand.

On Tuesday, we announced yet another major Sorenson Spark codec licensing deal -- this time with Renesas Electronics, one of the world's five largest semiconductor companies.  Then, on Wednesday, Renesas's stock soars 35%!  Coincidence?  I think not!

Okay, okay -- am having a bit of fun here.  Actually, analysts are attributing that vaulting of shareholder value to the fact that grand-daddy/legendary private equity firm KKR is expected to invest $1.3 billion in our new partner.

Nonetheless, our partners frequently tell us that our Sorenson Media brand matters.  And, I learned this from my first days with the company in early 2009 -- that the Sorenson name stands for innovation, ingenuity and trust in the eyes of customers and partners alike.  That's why we count over 70 Fortune 100 companies as our customers.

I was fortunate to have inherited this legacy -- a legacy that we take very seriously -- and upon which we continuously challenge ourselves to build and expand (case in point: expect a major new product announcement soon).  And, we take that very seriously not only for ourselves, but also for our partners like Renesas.

Rabu, 29 Agustus 2012

The Coming H.265 Video Wave -- What It Means for Business, What It Means for Consumers

Move over H.264, which -- much to the chagrin of Google's WebM initiative -- is effectively "THE" high quality video codec standard and champion in the marketplace today to enable optimized online video experiences.  Coming early 2013, there may be a new contender -- and its name is H.265.

H.265 is the high-efficiency video encoding (HEVC) codec that has been the "buzz" of late in the world of online video, supplanting MPEG DASH (dynamic adaptive streaming over HTTP) in overall buzz-worthiness.  Tim Siglin of Streaming Media recently wrote a must-read overview about the subject, titled "When Will H.265 HEVC Arrive and What Will It Mean for MPEG DASH?"  According to Siglin, "H.265 is set to double the efficiency of H.264, especially when it comes to mobile delivery."  Think about that -- 2X the efficiency of the current high quality video standard!  But, what does that really mean -- in a practical sense -- for businesses involved in the delivery of online video?  And, what does that really mean -- in a practical sense -- to you and me as consumers of online video content?

Given Sorenson Media's central role in video transformation for optimized online delivery (which most definitely ultimately will feature H.265), I wanted to get the perspective of one of our foremost experts (and one of the foremost experts in online video period), Randon Morford, Director of Desktop & Core Technology Development.  Randon has been with Sorenson Media nearly 10 years since 2003; among other things, Randon was actively involved in laying the foundations for video in Flash.  He also was a driving force behind H.264 encoding and is a respected voice in the online video industry.

Here is the text of my interview with Randon:


Q: What is the significance of H.265?
A: This is a repeat of the past.  We've seen it previously with H.264, and now we will see it with H.265.  It's the opportunity to cut bandwidth in half, but deliver the same high quality video.


Q: Who has the most to gain from H.265?
A: The cost savings for companies like Netflix and YouTube will be significant.  They have the most to gain economically from H.265, because they incur the massive costs of video distribution at scale.  Consumers also will be winners here.  Consumers will see significant gains in the form of much faster downloads and compelling streaming experiences -- especially consumers with slower connections.  With H.265, a significant number of consumers will, for the first time, be able to experience high quality online video without the stutter and stop experience -- making true 1080p video available for more consumers, unlike adaptive formats which adjust to lower quality for lower bandwidth conditions.

Q: Are there any costs involved with these gains?
A: It won't be free for consumers.  If you want to play back H.265 video and take full advantage of it, it won't just be a question of new software.  H.265 will require new hardware -- new iPhones, new Android devices, new Apple TV, because H.265 is processor intensive.  The hardware's chipset itself needs to hold the H.265 decoder to harness the power of H.265.  Otherwise, there's no guessing what kind of experience the consumer will get.  This, of course, presents a new significant consumer opportunity for device manufacturers.  Speaking of device manufacturers, let's not forget about possible H.265 codec licensing royalties they will need to pay in connection with those new H.265-ready devices.  Right now, we have no idea what those may be. 

Q: What are H.265's implications to MPEG DASH?  Any threats to DASH?
A: H.265 and MPEG DASH are complementary, not competitive.  No issue here.  MPEG DASH is a format, so it's up to MPEG LA [the licensing consortium for DASH] whether they will support H.265.  And, they most definitely will.  After all, they are behind the push for H.265.

Q: What does H.265 mean for Sorenson Media's own product development?
A: It's an exciting time.  Anytime there is a major new codec, we are the feet on the ground educating video professionals how to work with it, take advantage of it, answer questions about it, help solve their problems.  We want to help make video professionals look like heroes in this continuing complexity of online video.  We want and need to make it easy.  That's our mission.

Q: Any final thoughts?
A: I'm curious to see what happens.  When this has happened in the past [i.e, the introduction of a major new codec technology], other competitors came to the foreground.  This happened with H.264, and Google's challenge to it with WebM.  It will be interesting to see if anyone steps up and tries to compete with H.265.

If you have any follow-up questions for Randon, please drop me a note at ceo@sorensonmedia.com -- I will make sure he sees every single one of them and I assure you we will respond personally (no form emails here).

Selasa, 28 Agustus 2012

RENESAS Electronics Licenses Sorenson Spark on the Heels of Sharp Corp

Yet another new Sorenson Spark partner to announce -- RENESAS Electronics -- for inclusion in its next-generation chipsets.  RENESAS follows directly on the heels of our recent announcement of another new major Spark licensee -- Sharp Corporation.

Here is the full official press release that is just hitting the wires this morning (once again, you are reading this news first):


Sorenson Spark Video Decoder Licensed by Renesas

Sorenson Spark Enables Consumer Devices to Playback the Largest Library of Video on the Internet

SAN DIEGO (August 28, 2012)—Sorenson Media today announced that its Sorenson Spark video decoder has been licensed by RENESAS Electronics corporation to be included in its next generation chipsets. The Sorenson Spark video codec enables today’s advanced digital devices to play the largest library of videos available on the Internet.

Sorenson Spark is the industry’s most ubiquitous video codec and was the first codec used in Macromedia Flash, now Adobe Flash. The decoder exclusively enables the playback of hundreds of millions of videos on the Internet, including those on YouTube, the single largest online video destination site today. RENESAS is a leading semiconductor company and provides products incorporating video decoder functionality.

“We continue to be focused on providing our customers with the most advanced technology solutions,” said Hiromi Watanabe, general manager of SoC software platform division of RENESAS Electronics. “Sorenson Spark will enhance our ability to more directly meet the demands of the consumer electronics market as consumers increasingly want more access to all of the content available on the Internet and elsewhere.

Renesas is a clear leader in the worldwide semiconductors market, and we are pleased that the Sorenson Spark codec will now be included in its product offerings,” said Douglas Cebik, director of business development for Sorenson Media. “With video becoming such an essential part of every device, it is important that end users have access to all the content the Internet has to offer, included those videos encoded exclusively via Spark.”


About Sorenson Media

Sorenson Media (www.sorensonmedia.com) is an award-winning provider of the highest quality, differentiated video encoding solutions. With highly scalable cloud- and server-based encoding solutions and desktop applications, Sorenson Media empowers the enterprise, video professionals and small-to-medium organizations to easily and affordably encode, manage and deliver the highest-quality video online. Since 1995, the company has been at the forefront of bringing online video into the economic and cultural mainstream. As video rapidly proliferates online, businesses of all sizes rely on Sorenson Media to innovative solutions to meet their evolving needs. 

###

Press Contacts

Jacob Moon
Sorenson Media Public Relations
801.490.1017

Senin, 27 Agustus 2012

Ringling Brothers -- Best Undiscovered, Discovered Family Entertainment

Warning -- this is not exactly a digital media post -- this is about family entertainment.  Feel free to hit the snooze button on this one if it's not your style.

So, here's the deal.  I'm a family guy.  Do lots of family things.  Enjoy them as much as my kids do (maybe even more at times).  Several days ago, I wrote about two separate theme park experiences gone wrong -- Knott's Soak City water park, and San Diego Safari's "Roar & Snore" camp-out (click on this link to recount my angst).

This post, on the other hand, is about family entertainment done right -- Ringling Brothers Circus.  Yes, that's right -- good old Ringling Brothers & Barnum & Bailey Circus.  You know, the one with all the elephants.  The throwback.  The grand-daddy of them all.  Forget about that one?  I bet lots of you have, because we have been over-run by high-brow Cirque de Soleils of every flavor and color -- especially green (as in the color of money).  Whereas Cirque de Soleil tix can easily cost over $100/each, Ringling Brothers tix -- very good tix -- cost me less than $20 each!  And, my son, Luca, and I loved it -- every second of it.   The show was incredible.  Check out this motorcycle stunt -- 8 cyclists in one steel ball -- incredible (check out this video which proves it!).  I bet Cirque de Soleil can't do that!

It was a beautiful day in San Diego today, Sunday -- near 80 degrees at the beach.  What were we doing indoors in the afternoon at the San Diego Sports Arena?  What were we thinking?

We were having fun, that's what.  Lots of fun.


Bravo Ringling Brothers!  You are the best undiscovered, discovered family entertainment value out in the marketplace right now ... and back then too!

Jumat, 24 Agustus 2012

Apple's $1 Billion Patent Mega-Win -- What Does It Mean?

Yeah, right -- like Apple needs another $1 billion ....

What does this ridiculously large verdict mean?  It means that this federal jury -- which clearly was in a hurry to reach a verdict prior to the weekend -- has just emboldened patent plaintiffs everywhere to keep marching forward on their litigious and generally wasteful ways.

Does this verdict foster creativity, or does it stifle it?

What do YOU think?

Couldn't that $1 billion be put to better -- more productive -- pursuits?  Like jobs?  Creative jobs?  Is this what Jobs has wrought?

No iTV This Year -- Apple, Buy DISH Networks!

Cues (Eddy Cue, SVP Internet Software & Services, that is) hint to there being no revolutionary Apple "iTV" launch this year after all.  This apparently is not for a lack of trying.

Apple/Cue continues to believe that unbundling programming packages -- i.e., offering ESPN individually to consumers, as one example -- is a key part of any revolutionary new television "experience."  And, Apple does not enter markets unless it can disrupt experiences.

As I wrote recently, perhaps it's time for Apple to "Think Different" about how it goes about solving its continuing content woes?  Perhaps Apple should use its cash hoards to buy-out DISH Networks (here is the link to that detailed post)?

Maybe some stealth move already is in process and Cue's cues to analysts are a good-old Apple mis-direction play -- one of its oldest tricks in the book ....

NPD STUDY: 25% of Consumers View Online Content on TVs Weekly

Fascinating new research study published by the good folks at NPD DisplaySearch -- 25% of consumers now say they watch online content on their connected TVs at least weekly (and a whopping 18% daily)!  Most viewed content is what you would expect -- premium professionally-produced video in the form of movies.

Since we are still extremely early in the online video market opportunity, this portends well for enablers in the premium video eco-system, including transcoding-focused companies like Sorenson Media.  Multi-screen is fundamentally dependent upon transcoding technology -- at the absolute core.

Kamis, 23 Agustus 2012

Amazon's Sept 6 LA Press Conference -- All M&E Baby!

Amazon just announced that it will hold a major press conference on September 6 in LA -- specifically in Barker Hangar in Santa Monica.  Speculation is now rampant about the topic.

My prediction -- absolutely media & entertainment-focused (M&E); and more specifically, a 1-2 M&E punch of (1) a new Kindle Fire, and (2) significant newly available premium video content available for it from Amazon.

Hard to miss this one.  LA.  'Nuf said -- home of motion pictures and television.  Barker Hangar.  I've attended an event there.  It is a "big deal" kind of event place.  That means that Amazon must have a very big M&E announcement up its sleeves in order to fill that space.

And it will ....

Amazon has smartly invested massively in its Apple-like M&E vision -- to seamlessly marry A+ video content with the hardware (Kindle).  For Amazon, and completely unlike Apple, it is not about monetizing the hardware itself -- or even the movies and television itself.  Rather, it is about give more and more consumers more and more reasons to buy the Kindle for mobile shopping.  Shop, Shop, Shop ....

Rabu, 22 Agustus 2012

USA Today IDs Sorenson Media As Indicator of San Diego Tech Strength

USA Today just published its "Top Cities for Technology Start-Ups" -- identifying the top 10.  Coming in 6th was San Diego -- and, USA Today prominently identifies Sorenson Media as being one of the 3 key data points to support that conclusion (along with Qualcomm and online music service Slacker).  San Diego's North County Times also chimes in, focusing on Sorenson Media's role in playing "a key role in connecting LA's entertainment sector to San Diego's technology talent."

Good stuff.  We'll take that.  And, we definitely like it here ....

METRIC -- The Best Undiscovered, Discovered Band -- "Synthetica" Reviewed

Yesterday, I posted the new song/video "Madness" from Muse -- perhaps the single most "on the radar" band in the world today.  Everyone is aware of every move they make.  And, for good reason.  They are great artists.  Epic.  Bombastic.  A Queen for current times.

And then there are bands that are great, but continuously fly "under the radar."  Canadian band, Metric, is one such band.

Yes, you know the song "Help, I'm Alive."  Yes, they at least momentarily hit your radar screen with their album "Fantasies" from a few years back.  But, did you know that the band began recording back in the late '90s?  I didn't.  I hadn't even listened to any albums earlier than "Fantasies," until now.  And, I now "get" the power of lead singer Emily Haines.  She is good.  Very good.  Great style.  Great substance.  Great attitude.  She channels her inner Debbie Harry ("Blondie") -- but she is no copycat.

What got me going "all Metric" is the band's outstanding new album "Synthetica," which was released a few months back.  At the time, I listened to it once -- and then discarded it.  BIG MISTAKE which, thankfully, I rectified this past week in which I have obsessively listened to the entire album over and over and over again.  It is that good.  This one may be even better than "Fantasies," and that is saying a lot.

Here's my track by track snap review (meaning, abbreviated -- I'll give my verdict for each track):

(1) "Artificial Nocturne" -- the perfect way to start out a new album (especially a concept album like this one); start slow; make a statement; this does it text-book (but without sounding formulaic); this one sets the stage for experiencing an entire album (and not just single tracks) -- remember doing that? -- VERDICT -- thumbs up, strongly;

(2) Youth Without Youth" -- the album's first single, and it's a rocker (check out the video of this track below) -- love the title (let's face it, our kids find it almost impossible to be kids these days with all of the influences around them); as one reviewer pointed out, this song is Muse-like in its "bigness" -- VERDICT -- thumbs up, strongly;



 (3) "Speed the Collapse" -- only Metric could make a song about global warming/climate change rocking and haunting at the same time; great track -- is the album's inevitable next (third) single -- VERDICT -- thumbs up, strongly (3 for 3 -- impressive beginning!);

(4) "Breathing Underwater" -- this is the album's second single, and deservedly so; this song sounds very much at home with the vibe of "Fantasies," but stands on its own merits -- one of my favorites -- VERDICT -- thumbs up, strongly (4 for 4? virtually unheard of!);

(5) "Dreams So Real" -- "I'll Shut Up and Carry On, The Scream Becomes a Yawn" -- Emily repeats those words throughout this track; tedious?  Perhaps a bit -- at the same time, this intentionally breaks the flow of the first 4 grand-slam songs; not a favorite -- but it fits -- VERDICT -- thumbs slightly down (hey, at least you know the band didn't pay me off);

(6) "Lost Kitten" -- yet another track with an entirely different vibe than tracks 1-4, and that's the beauty; this one is bouncy, kitsch, funny ... it is a great playground for Emily's vocal and attitudinal gymnastics -- I could also see this on a Blondie album in the early '80s -- works beautifully -- VERDICT -- thumbs up;

(7) "The Void" -- vintage Metric, which means that, once again, there is a nod to "Blondie" and most definitely to Debbie Harry -- VERDICT -- thumbs up;

(8) "Synthetica" -- this is the title track, and another track that would fit on "Fantasies," but works well here -- this one is fast driving power new wave rock and roll (check out the Cars-like keyboards) -- VERDICT -- thumbs up;

(9) "Clone" -- brings the tempo down -- changes it up -- and, again, it just works -- VERDICT -- thumbs up, not strongly, but thumbs up; works as part of the overall concept/album;

(10) "The Wanderlust" -- uptempo track that is infused with an air of nostalgia -- has a throw-back vibe to it; an otherwise strong track is, however, thrown off course by the back-up male vocals that simply don't work (in fact, are distracting ... or more accurately, annoying); we want more Emily, and less "him" (whoever "him" is) -- VERDICT -- a thumbs up, but not enthusiastically due to "him";

(11) "Nothing But Time" -- my favorite track; haunting, mystical, magical -- listen to this track while driving late night with nothing around you (think a desert drive); love this song; almost a throw-back to old Alan Parsons concept albums (but don't let me scare you away with that label); the song crescendos for the first 2 minutes to the climax and break out lyrics -- worth the wait.  Emily's vocals are epic.  Would love to see this performed live in concert -- VERDICT -- thumbs up, way up.

OVERALL REVIEW -- 4.5 out of 5 stars -- this is a "run, don't walk" scenario; check it out; and give it a chance ... and several listens.  I did, and am glad I did.  One of the best albums I have heard in a long, long time.

POST-SCRIPT -- Metric's first album is titled "Old World Underground, Where Are You Now?"  The band was very much post-punk then -- harsher, un-polished, all attitude (but the elements were there).  Check out the song "Dead Disco."  You'll be glad you did ....

POST-POST SCRIPT -- here are my other recent "snap reviews":

Silversun Pickups -- "Neck of the Woods" (I gave it 5 out of 5 stars at the time; candidly, now looking back at it, I would give the album 4 out of 5 stars -- I got a bit carried away since I had just seen them a few days before at KROQ's "Weenie Roast" event in Irvine)

The Shins -- "Port of Morrow" (3.5 out of 5 stars)

Death Cab for Cutie -- "Codes and Keys" (3.5 out of 5 stars)

Arcade Fire -- "The Suburbs" (did not rate it with stars -- but certainly gave it a ringing endorsement)

Muse -- "The Resistance" (not really a formal review -- but rather a state of mind musing as I traveled in Europe)

Givers -- "In Light" & Beach House -- "Bloom" (again, not a formal review -- but this is a 2 for the price 1 state-of-mind-musing of two great bands that are still very much under the radar ....)

To Change U/X, or Not to Change U/X, THAT Is the Question!

Windows 8 has garnered rave reviews for Microsoft's re-thinking of its own O/S's user experience (UX).  In essence, with Windows 8, Microsoft has disrupted its iconic self, signaling bold new moves to match the world's bold moves beyond the desktop.  Problem is, Microsoft's bold moves may be a bit too bold for PC users.  Lots of press in the past 24 hours about a prominent usability expert who finds Windows 8 to be a significant step BACKWARD for PC users in terms of overall productivity and usability (calling it "confusing" and "a cognitive burden").

These are the perils of disrupting a U/X that, even if sub-optimal, essentially has been ingrained in users' DNA.  Microsoft did it for all the right reasons.  Microsoft, by most accounts, was (dare we say?) imaginative and innovative in its execution.  But, Microsoft -- like others that are similarly situated -- are saddled with their legacy.  And, it is exceedingly difficult to leave the past completely behind -- at least in one release -- when it comes to U/X.

We faced this same issue when I first came to Sorenson Media in early 2009.  By that time, Sorenson Squeeze already was THE pre-eminent desktop software encoding application for video professionals.  Squeeze had a significant customer base, the majority of whom had been customers for years and had grown accustomed to a certain workflow U/X.  Yet, we had not refreshed Squeeze's U/X for years, and we had significant new capabilities (including a new online video platform called "360") that deserved a fresh approach.

So, when we set out to re-think the overall Squeeze U/X for what eventually came to be known as Squeeze 6, we first engaged in an internal philosophical discussion on this issue.  And, after much sturm and drang, we concluded that we should not start Tabula Rasa with respect to the U/X.  We concluded, instead, that we should reach a compromise on the subject -- i.e., retain the fundamental Squeeze U/X elements to which our customers were accustomed, but then also augment those elements with a new and expanded mind-set (which included our compelling new whistles and bells).

And, you know what?  That was absolutely the right decision -- i.e., to celebrate the past while embracing a compelling new future -- and to evolve our overall U/X gradually over time (rather than as Microsoft did it, in one fell swoop).  Reviews of Squeeze 6 were unanimous in their praise of the "new" U/X (and, more importantly, Squeeze 6 became our biggest seller to date).  Our product and development teams hit it out of the park, so much so that our U/X today (we are now on Squeeze 8.5 nearly 3 years later) is essentially the same.  This means, of course, that we are engaged in these philosophical discussions once again.  The reality is that it never ends.

To be clear, Microsoft should be applauded for its bold moves -- for its willingness to re-invent itself.  And, there are no easy answers to this age-old dilemma.  Every product-focused company that has any customer base to speak of struggles to "get it right."

The market ultimately will decide for Microsoft whether Windows 8 was -- or was not -- the right decision.

Selasa, 21 Agustus 2012

MUST SEE VIDEO -- New MUSE -- "Madness"

Sorenson Media -- Nominated for Record 4 Streaming Media Europe "Readers' Choice" Awards

On behalf of the entire team here at Sorenson Media, we are gratified that our overall solutions have been nominated for a record four (4) Streaming Media Europe "Readers' Choice" awards!  


Here are our nominations:

-- Best Cloud Video Service -- Squeeze Cloud
-- Best Online Video Platform -- Sorenson 360
--      Best Streaming Services Provider -- Squeeze Server
-- Best Transcoding Solution -- Sorenson Squeeze

We are back-to-back Readers' Choice Europe winners for best transcoding solution for Squeeze -- and that had followed 4 prior consecutive "Readers' Choice" awards (making it a 5-peat).  And, last year, we also took home more crowns (3X) in the US Readers' Choice awards (including the single most coveted award -- i.e., "Best Online Video Technology Company").  

For the second time, our industry-first full Squeeze Server enterprise-grade portfolio of solutions (ie., Squeeze Cloud, Squeeze On Premise, and Squeeze Hybrid) have been nominated for this European award.


These awards mean a lot to us here at Sorenson Media because it is you -- our customers and video professionals (who include all major media and entertainment companies, over 70 Fortune 100 companies) -- who do the voting.  

6-peat anyone?  Would mean a lot to us -- it never gets old for this passionate team here who do it for the right reasons.  To innovate.  To satisfy the needs of video professionals like nobody else can (at least that is our goal).


POST-SCRIPT -- Europe is increasingly strategic for us here at Sorenson Media.  Last time I checked, nearly 30% or our overall online revenues are generated in Europe (with London being our single most significant revenue driving city worldwide, outpacing even New York and LA).

Senin, 20 Agustus 2012

Sorenson Media Partners with Intel for Quick Sync Video

Intel just announced our Quick Sync Video technology partnership on its website (here is the link).

Quick Sync Video, as Intel itself defines its technology, "uses dedicated media processing to make video creation and conversion faster and easier."  It is built into the 3rd generation Intel Core processor.

We worked closely with our long-time technology partner Intel to optimize our full line of industry-leading encoding/transcoding products -- Squeeze, Squeeze Server, Squeeze Cloud.

And, we value our long-time technical relationship with Intel.

San Diego Theme Parks -- Fire Your GMs! It's the Experience, Stupid

I have been in the media/digital media/tech worlds for 20+ years, including nearly 4 years deal-making (including M&A) in Universal Studios's relevant $2 billion+ revenue business unit responsible for all "location-based entertainment" (theme parks, themed restaurant and retail, amphitheatres).  That means that -- based on my direct experience working within Universal Studios Hollywood, Universal's Port Aventura in Spain (which we acquired), Universal Studios Japan (which we built via an international joint venture), and Wet 'n Wild water parks (which we acquired) --  I should know a thing or two about what works and doesn't with consumers and themed entertainment.

What works?  "EXPERIENCES" work!  An "experience" is when the customer's day(s) just work in all respects -- initial impressions are positive (the park is clean, attractive, "shiny"); the attractions are substantive, look fun and are fun (even if the lines are long); and the staff is energetic, engaging, passionate ... and, yes, fun again (and cut from a different cloth).  Staff members -- team members -- at theme parks MUST be over-achiever people pleasers who have differentiated entertainment skills.  They should, in fact, be entertainers.

What don't work?  Theme park visits.  The former ("experiences") offer lasting fond memories.  The latter are generally painful (and expensive!) episodes that offer relief only when completed and are generally accompanied with a vow to never do that again.  The park itself is bland (or worse) and the employees are just that -- employees.  You can just tell that they are punching the clock.

I bring this up because this past weekend I endured two separate "theme park" experiences with my family -- all with the best of intentions.  Call me a brave brave man ....

KNOTT'S SOAK CITY, SAN DIEGO, CALIFORNIA

First up -- Knott's Soak City water park in San Diego.  My boy, Luca, wanted to go to the water park all summer -- and I promised to take him before the summer is out.  Didn't give me much time, because school starts next Monday.  So, go we went.

Verdict?  What a dump!  First impression?  All (and I mean ALL) of the colored water tubes had huge peeling chunks of paint coming off.  All of the colors on everything else (awnings, placards) were faded throughout the park -- every single one of them.  The parking lot's asphalt was cracked, worn, shoddy.  Weeds were everywhere.  Nothing was manicured.  There was no grooming.  FIRE THE GENERAL MANAGER FOR GOD'S SAKE!

Rule #1 when operating a theme park -- do what Disney does.  And, what is Rule #1 of that Rule #1?  The park must be spotless!  It must have fresh paint.  It must bring a smile to your face as your first impression.  If it doesn't, you have already lost the crowd.  And, it is even worse when you are talking about a water park with challenging elevated rides.  If the ride looks shoddy, then it shouldn't surprise you that your customers believe that it IS shoddy and unsafe.  That is the kiss of death.  As my kids and I hurdled down the slides, I thought to myself -- if they aren't willing to put money into making those dangerous slides look good, are they really putting money into keeping up the structures themselves?  Gulp, are my kids safe?  (Remember, this is the psychology that naturally flows from the superficial look of the park iteself).

We will not be returning anytime soon.  And, I have NO doubt that we aren't the only ones who think this way.  No EXPERIENCE here -- no positive experience, that is.

SAN DIEGO'S SAFARI PARK (formerly Wild Animal Park)

Next up -- my family and I braved near-100 degree temps to spend a "Roar & Snore" camp-out in front of the animals in San Diego's famous Safari Park this weekend.  We shelled out $100s of dollars (am not kidding, there were 4 of us -- and the price tag was $160 for adults (my 12 year old girl was considered an adult for pricing purposes) and $130 for my 9 year old boy).  With tax, this one night camp-out cost me over $600.  So expectations were high.

And, at first blush, all seemed well with the world when we entered the jungle.  Unlike Knott's downright frightening first impression, the Safari Park is attractive, clean, enticing.  But, from then on, this "experience" also missed ... and badly.  We had done this event previously, and it was memorable.  But, now, although the cost was significantly higher, they "experience' was decidedly lower.  Downright down-sized in fact!  Gone were the twilight safari tram rides throughout the park, which were THE essence of the event previously.  In its place was a 2.5 hour walk with a novice tour guide who was more excited about botanical facts than the animals themselves?  Don't get me wrong, she was a really nice person -- she tried hard.  But, there was no swagger -- no spunk -- no comedy -- no nothing for the kids ... or we adults.  In a word, she was no "entertainer."  She gave us a few morsels of information ... but then, as we ended (finally!) the 2.5 hour tour after seeing 2 cheetahs only, she admonished us to take one marshmallow each at smores time!  Are you kidding me?  Over $600 and we were limited to 1 smores each?  AT SMORES TIME, AROUND THE CAMP-FIRE??!!!!  This is what my kids and I were looking most forward to -- marshmallows and chocolate melting all over our faces -- ESPECIALLY AFTER THE WALK O' BOREDOM!

Well, I thought to myself, at least there would be stellar camp-fire entertainment.  After all, we had a great camp-fire story-teller at the last Roar & Snore event a few years back.  And, this time the price of admission was significantly higher, so the corresponding talent would be higher, right?  Well, guess again.  Instead of entertaining tales from a master story-teller -- in other words, a memorable campfire EXPERIENCE -- we had a nice guy (a very nice guy) teach us ... very very carefully and very very precisely ... how to hit a bongo drum.  "Okay kids, cup your hands like this -- and when I hold my hand up, that means stop hitting the drum.  That means stop, okay.  Now follow me."

YIKES!  That's all the talent they got here in San Diego to entertain the kids?  To entertain we adults who are shelling out big bucks to give our kids an unforgettable event?

Don't get me wrong.  The night was redeemed by the roaring lions who were spectacular and prevented us from getting any semblance of sleep (god bless them!).  But, the "Roar & Snore" event itself?  I give it a C Minus at best.  Once again, FIRE THE GENERAL MANAGER!  Everyone on staff was likable, sure -- but they were essentially employees on auto-pilot ... they were not entertainers.  That is no slam on them, it just is what it is.

Once again, take a page from the Disney parks -- HIRE ENTHUSIASTIC PEOPLE WHO EMOTE ENERGY AND FUN AND WHO, THEREFORE, CREATE AN EXPERIENCE THAT IS MEMORABLE AND LASTING!

Just like Knott's Soak City before it, we will not be returning to "Roar & Snore" at the San Diego Safari Park anytime soon.  In fact, never.  One and done here.  Not being harsh, but it does not come even remotely close to being cost-justified (no matter how hard Simba tried ... and he did try and try ....).

ATTENTION ALL THEME PARK OPERATORS!  All we, as guests, want is to feel like we are getting our money's worth in a a beautiful and clean venue with an energetic, effusive, fun and entertainment team of cast members.  All we want is some Disney magic and pixie dust, without having to go to Disneyland.  All we want is a little imagination.  And, a little dedication to sweating the details and putting yourselves in the shoes of your customers (which become frequently exhausted shoes as the day goes by).

It really isn't that hard.

And, doing it right -- SWEATING THOSE DETAILS -- will make you theme park owners a helluva lot more money from customers who are happy to give it ....

Did I say fire those GMs?

As harsh as that sounds, the right answer -- for both the theme park owners and customers -- is an absolute and resounding YES!

Jumat, 17 Agustus 2012

Why Go To Work Each Morning? VC Ben Horowitz's Answer -- Amen to That!

MUST READ from tech/VC titan Ben Horowitz of Andreesen Horowitz, who argues that being a "good" company is an end in itself (THIS IS A MUST READ POST!).

Any post that starts with a quote from Dr. Dre already has me going ... after all, I began my career representing Dre and NWA (but that's another story) ....

Amen to Horowitz.  Being "good" is absolutely an end in itself in my view, as is being passionate about everything I/we do, and assembling a team that feels the same way.  I am fortunate, very, to work with such a team at Sorenson Media.

Kamis, 16 Agustus 2012

Amsterdam/IBC -- Here We Come ...

The annual mega-international media & entertainment confab, IBC, kicks off in Amsterdam early next month.  Think of it as NAB ... only bigger.  And, Sorenson Media (including myself) will be attending in full force from September 6-12.  We are finalizing our meeting schedules right now.

Let me know if you would like to meet up -- send a note to my attention at bizdev@sorensonmedia.com

I look forward to it.

Rabu, 15 Agustus 2012

My Recent TechCrunch Guest Posts -- Curated For Your Reading Pleasure

In the past few months, I have written two separate extended guest posts (and given separate predictions) on industry-leading blog TechCrunch in which I focused on online premium video (i.e., professionally produced video content, such as movies and television) -- and in particular, disrupted business models that result from online premium video.  I "re-print" them here because I believe they continue to be instructive, particularly for content producers as they struggle with how best to operate in the brave new world of online video distribution.

One TechCrunch guest post is titled "Online Video vs. Music -- Different Game, Same Rules" (you can click here to read it).

My second recent TechCrunch guest post is titled "Apple Schooled Music Execs Then, Here Are the Lessons Online Video Should Learn Now" (you can click here to read it).

Separately, at the end of last year (December 2011), I gave my "Five Predictions for Online Video in 2012" via TechCrunch (you can click here to read those).  I am pleased to report that I am fully on track with 4 of my 5 predictions (#2, 3, 4, and 5).  Only prediction #1 -- about Apple finally selling a real all-in-one iTV flat-screen TV -- is an open issue as I write this.  But, never fear -- I continue to believe that Apple's non-"hobby" (i.e., core/strategic) moves into your living room and onto your couch are likely to happen by year-end.  It's only a matter of time ....

Senin, 13 Agustus 2012

New Blue-Chip Sorenson Spark Licensee -- Sharp, Very Sharp

In my blog, I try not to focus too much on my own company, Sorenson Media.  This is not our corporate blog, after all.

Nonetheless, when Sorenson Media news breaks, I like to use my blog as the place to break it first.  So, here it is -- a full 12 hours prior to the official press release being distributed tomorrow morning:

HEADLINE -- Sharp Corporation, the global CE and technology company, has just become our latest partner to license our Sorenson Spark SDK to enhance the company's online video family of semiconductors on a chip (SoC) for mobile devices.  In so doing, Sharp becomes our latest global blue-chip Sorenson Spark partner (here is a partial list of other Spark licensees).

BENEFIT -- Sharp's inclusion of the Sorenson Spark codec will enable the company to expand its influence in the mobile device design marketplace by enhancing the video components of its proprietary libraries and chipsets, ultimately providing end mobile device users with access to the deepest pool of online video content.  Sorenson Spark is, unbeknownst to many, the industry's most ubiquitous video codec, and was the first codec used in Macromedia/Adobe Flash.  The decoder exclusively enables the optimized playback of hundreds of millions of videos on the Internet, including YouTube.

We welcome Sharp to the fold -- and to our ever-expanding list of global blue-chip Spark partners.

Jumat, 03 Agustus 2012

Google Quietly Becomes a Virtual MSO -- But, Comcast Is Listening ...

Shhh ... quiet ... can you hear that?  If you, like me, are on one of the coasts, you may have only heard a dull thud to this surprisingly under-reported story.

But, wait a minute, as you get closer to middle America you can hear a loud unmistakable BANG!  The epicenter of that blast has been identified as Kansas City.  And that BANG is the shot across the bow that Google just lobbed at the major cable and satellite providers.  

Just like that, Google is now officially a virtual MSO -- something I have long predicted to happen this year (via prediction #3 in my "Five Predictions for Online Video in 2012" that were published last December in TechCrunch).  That's right, Google is now taking on all the big guns -- Comcast, Time Warner Cable, DirecTV, etc. etc. etc.  The company simply cannot rest on its search laurels.  It relentlessly is in perpetual motion.  And, as expected, its motion -- and aspirations -- are fundamentally to sit next to you on your couch and in your living room as you watch your big screen.

Let's be clear, "Google Fiber" (that's what they call the blazingly fast 1 GB service) is essentially a beta ... perhaps even an alpha.  Ryan Lawler of TechCrunch points out some of its initial shortcomings (including its relative dearth of content -- case in point, there is no ESPN, which will be a killer for many).  But, make no mistake, the threat to Comcast and all the other major MSOs is real.  Google is most definitely in it to win it when it comes to delivering "TV."

Kansas City is only the beginning.  And, this is only the beginning of that beginning.  

And, the overall opportunity is early, early, early ....

(Just ask Amazon, Apple, and others -- who are waiting in the wings ....)

P.S. -- MSOs like Comcast and Time Warner Cable should take heart in the fact that their own focus on offering blazingly fast broadband will pay off; Time-Warner just posted an 8% gain in Q2 profits due to acceleration of broadband adoption.

Rabu, 01 Agustus 2012

Brightcove -- Used Over Half Its Cash to Buy Zencoder

The big news in the online video world in the past week was OVP grand-daddy Brightcove's $30 million acquisition of 10-person cloud transcoding start-up Zencoder for $30 million (which is tracking revenues of about $2 million for this year).  When the deal was announced, it was not clear whether this was an all cash, all equity, or combo of both transaction.

Well, it is now.  This was an ALL CASH deal, as clarified in Brightcove's Q2 earnings call earlier this week (here is the full transcript of that call -- it is a fascinating read; I urge you to read it).  Since Brightcove has about $58 million cash on its books as of the end of Q2, that means that Brightcove is using over half of its cash reserves to buy Zencoder.  That's a pretty incredible number, when you think about it.  That shows a tremendous amount of confidence that Zencoder can move the needle in a big way for Brightcove.

Certainly, investors cheered the news in a big way when the deal was announced late last week -- Brightcove's stock rocketed from below $14 to about $16.50 (but has since settled back to about where it was pre-announcement).  But, having spoken with several industry insiders, I know that several are surprised by the terms of the transaction -- especially the fact that Brightcove used over 50% of its cash reserves to make it happen.

If nothing else, this deal underscores: (1) the increasing critical nature of video transcoding (Brightcove flagged this as its primary motivation to do this deal); (2) the continuing accelerated movement to cloud-based video workflows (this too was underscored); and (3) that even an online video expert like Brightcove looked outside of itself to bolster its video transcoding expertise, because transcoding is hard, hard, hard ....