🍿 2022-05-02 17:06:39 - Paris/France.
Xa ii-cable giants i-Comcast kunye ne-Charter Communications nge-27 ka-Epreli zatyhila intsebenziswano "yokuphuhlisa nokuhambisa Ukusasaza next-gen kwiintlobo ngeentlobo zezixhobo ukusuka Ukusasaza I-4K kunye nee-TV ezihlakaniphile,” isivumelwano satsala amehlo kwiWall Street nangaphaya.
Injongo kukuxhomekeka kwimveliso ye Ukusasaza IComcast's Flex ukubonelela abathengi ngeqonga lokufikelela kwiiapps ezininzi ukusuka Ukusasaza kwaye, ngokwenza njalo, kujoliswe kwiimbangi ezifana neRoku. I-Flex sisixhobo se Ukusasaza ukuba iComcast ibonelela simahla kubabhalisi be-Intanethi kuphela ukubavumela ukuba basasaze imiboniso bhanyabhanya kunye neemiboniso bhanyabhanya ngokufunwayo, kunye nomxholo ophilayo. Ngaphezu kwakho konke, ivumela abasebenzisi ngaphezulu kwezicelo ezingama-250, kubandakanya Netflix, Ividiyo yeNkulumbuso yeAmazon, iHulu, iDisney +, iHBO Max, iParamount +, iDiscovery + kunye “namashumi amawaka okhetho lwasimahla kwiPeacock, Xumo, Pluto, Tubi nokunye”. ngokutsho kwewebhusayithi yeComcast.
Eli shishini litsha likwathembisa ukunika abaphuhlisi be-app, abasasazi, abathengisi kunye nabavelisi behardware "amandla okufikelela kubathengi kwiimarike ezinkulu kwilizwe liphela ngeqonga," zatsho iinkampani.
Kodwa umdlalo omkhulu kangakanani Ukusasaza lishishini elitsha? Kwaye yeyiphi imisebenzi enokuba nefuthe?
Abahlalutyi beWall Street kunye neengcali ezidliwano-ndlebe ngu Intatheli yaseHollywood ithi inkampani ye Ukusasaza inika iingxilimbela zentambo kuzwelonke, apho isiseko sentambo esibotshelelwe kwingingqi esingaboneleliyo, sigxile ekudityanisweni kwenkonzo. Ukusasaza kubabhalisi bebroadband kuphela. Ikwayilelwe ukuqinisa ishishini labo le-broadband, elona shishini labo liphambili kwezi ntsuku kodwa libone ukukhula okucothayo mva nje, ngokuqinisekisa ukuqhubeka kwenkonzo kunye nokwakha ukuncamathela.
Kodwa inkampani ikwabonwa njengohlaselo lwehardware drives ukusuka Ukusasaza, njengeRoku, Amazon, Alphabet / Google, Apple kunye nabanye. Enye ingcali ide imchaze njengomntu onokwenzeka "umbulali weRoku", nangona abaphathi beRoku beqinisekile ngesikhundla sakhe kunye nethemba.
Kwi-NBCUniversal yeComcast, eli shishini likwayindlela yokwandisa ukufikelela kwenkonzo ukusuka Ukusasaza IPacock, ngelixa kukho nezinye izibonelelo ezilindelekileyo kumaqabane omabini, kubandakanywa ukwanda kwengeniso yentengiso kunye nokonga okubonakalayo.
IComcast, ekhokelwa nguSihlalo kunye ne-CEO uBrian Roberts, iya kunika ilayisenisi yayo Ukusasaza I-Flex aggregate kunye ne-hardware yayo kwi-joint venture, kunye nenkonzo ye Ukusasaza I-Xumo exhaswa yintengiso yasimahla, eyayifumana ngo-2020, kunye neshishini lokuthengisa i-XClass TV, umgca wayo weeTV ezifikelelekayo ezifikelelekayo ezinojongano olwakhelwe ngaphakathi kunye nelizwi elikude. I-Charter iya kwenza igalelo lemali lokuqala le-900 yezigidi zeedola kwinkampani, exhaswa ngemali kwiminyaka eliqela.
Nantsi ukujonga impembelelo inkampani enokuba nayo kumahlakani kunye nabakhuphisana nabo.
Kukubheja kuzwelonke ukusebenzela abathengi abaninzi be-broadband kuphela ngemveliso edityanisiweyo ye Ukusasaza.
"Enye yezinto ezintle malunga neshishini lethu kule minyaka imbalwa idlulileyo yindlela esiqhubeka ngayo sivuselela amashishini esikuwo," uSihlalo weComcast kunye ne-CEO uBrian uthe ngoLwesine. URoberts ngexesha lenkomfa yenkomfa yekota yokuqala yenkampani. “Kwaye kubaluleke kakhulu, ndiyacinga, ukuqhubeka ufumana iindlela ezintsha zokukhula. Ke ngoko ndijonge ukuqamba kwethu okutsha esikwenzileyo eComcast…ukufikelela kwaye nokuba nethemba eliqhubekayo lemithombo emitsha yengeniso kwiminyaka ezayo. Ezi ziintlobo zamanyathelo ekufuneka uwathathe ngoku ukwenza ezo zabelo kwixesha elizayo. »
Phakathi kwemiceli mngeni ekhulayo kule minyaka yakutsha nje kwiinkonzo zabo zikamabonakude ezihlawulelwayo zesiqhelo ezibonelelwa njengepakethe yetshaneli ngenxa yokusikwa kweentambo kunye nokutsheva, iComcast, iCharter kunye noontanga babo bagxile kwibroadband njengeshishini. Kukho ugxininiso olukhulayo ekubekweni njengomboneleli we-broadband, ukuhambisa, ukugcina kunye nokudibanisa ngokufanelekileyo iinkonzo zevidiyo kunye neaudio Ukusasaza. Ezinye iingcali ziye zaxela kwangaphambili ukuvela komgangatho osicaba Ukusasaza, ishishini iingxilimbela zentambo ziqhelene kakhulu neepakethe zabo zikamabonwakude ohlawulelwayo.
Umongameli weCharter kunye ne-CEO u-Tom Rutledge ubhekiselele kwi-aggregation xa echaza kwinkampani yeComcast isibhengezo sokuba intsebenziswano "iya kubonelela ngamava alungeleleneyo kunye ahlanganisiweyo omthengi."
U-Ian Greenblatt, umlawuli olawulayo we-TMT (iteknoloji, imidiya kunye nonxibelelwano) ubukrelekrele kwi-JD Power, uthi THR nangona inye into engacacanga okwangoku. “Umbuzo ngowokuba, ingaba oku kuya kuba nenkxaso evela kwabanye abasasazi? Iinkokeli zeshishini njengeHBO Max, Disney + kunye Netflix baya kufuna ukuqhubeka nokuba yinxalenye yophendlo lwangoku/ingcebiso/yokufumanisa/impumelelo yokuba ubuchwepheshe obukhoyo obufana neqonga le-(Comcast) X1 libonelela ngababukeli bekhebula okanye baya kudeleka kule meta-aggregator ye-aggregators ? Apha kulapho amehlo eshishini aya kuthi ethe ntshoo kwiinyanga nakwiminyaka ezayo.
Inkonzo yeComcast's Flex, eyasungulwa yinkampani ngo-2017 kwaye ngaphambili yathi yayikumakhaya amalunga nezigidi ezi-4, nangona kunjalo ibonwa ngokubanzi njengokukhula okuphezulu. Umzekelo, iCharter ibike ngolwesiHlanu ukuba iphelile ngoMatshi ngezigidi ezingama-30,3 zabathengi bebroadband bebonke kunye nababhalisi beTV abahlawulelwayo abangaphezu kwe-15,7 yezigidi. Oku kuthetha ukuba inabasebenzisi abamalunga ne-14,6 yezigidi zebroadband kuphela. IComcast igqibe ikota yokuqala inababhalisi bebroadband bendawo yokuhlala abangaphezu kwezigidi ezingama-29,8 (okanye ngaphezulu kwezigidi ezingama-32,1 xa isongeza abathengi beshishini) kunye nabasebenzisi bevidiyo abazizigidi ezili-17, abamele abathengi bebroadband bendawo yokuhlala abazizigidi ezili-12,8 kuphela.
I-Charter joint venture "bubungqina bokuba i-Flex sele ibe yinto kwaye ngokucacileyo ibubungqina bamandla e-Flex," kusho uBruce Leichtman, umongameli kunye nomhlalutyi oyintloko kwi-Leichtman Research Group. THR. “Kwaye oko kubonelela ngokuqhubekekayo, kungekuphela nje kwimimandla yeComcast, kodwa inabela kwilizwe liphela. Ngokudibeneyo, iComcast kunye neCharter zinababhalisi bebroadband abamalunga nezigidi ezingama-62 kunye nemikhwelo yezigidi ezili-115 [okuthetha ukuba ngamakhaya abanokubonelela ngawo]. Kwaye ke uquka i-Cox [esele isebenzisa i-Flex] kwaye unababhalisi be-67 yezigidi kunye ne-125 yezigidi ezibethayo.
Ngaphandle kwethuba lemarike elisulungekileyo, uLeichtman ugxininisa ngamaxesha amaninzi "ukuqhubeka" okuqinisekisiweyo. " Ithetha ntoni le nto? Oku kuthetha ukuba ukuba umntu wasuka eBoston waya eOrlando, ngaphambili bekuya kuthetha ubudlelwane bokusetyenziswa obahluke ngokupheleleyo. Ngoku, ngokwentelekelelo, oko kuthetha ukuqhubeka, njengoko beya kusuka kwindawo yeComcast ukuya kwindawo yeCharter Spectrum. Ngoku, ukuba uthenge laa XClass TV evela eWalmart, isasebenza eOrlando. Ukuba unebhokisi yeFlex enenkonzo yakho yebroadband eBoston, ngoku iya kusebenza eOrlando. Kukuqhubeka oko umrhumi wentambo ebengenayo ngaphandle kokuba basuke kwimarike yeComcast ukuya kwimarike yeComcast. Kwaye ihlala ilungile kumthengi kuba utshintsho yinto enzima.
U-Comcast's Roberts wabonisa ukuba iphinda ivule amathuba abanzi ase-US kwitekhnoloji kunye namanye amaqabane. NgeCharter "izisa iimarike ezinkulu esingasebenzi kuzo", okubaluleke kakhulu, "njengabantu abanokufuna ukuthatha ithuba leqonga lethu ... nokuba yinkampani yehardware, inkampani yesoftware okanye indalo entsha, 'iza kufuna ukuya kwilizwe lonke. … Ukwazi ukwenza amashishini abantu akwazi ukukhwela kula maqonga kunye nokudala ixabiso kwabo banezabelo zethu kunye nabo basisekayo abanezabelo, ngumfanekiso omkhulu lowo.
I-Charter's Rutledge iphinde yaqaqambisa "iindlela zemali" ngexesha lomnxeba wekota yokuqala yenkampani ngoLwesihlanu, icacisa, "Ithuba kukudala ingeniso yentengiso kunye nokwenza ingeniso yentengiselwano kwimveliso. … Eli lithuba leqonga ngokwembono yokwenza imali. Akazange anike iinkcukacha ezingaphezulu malunga nesakhono sokufumana imali.
Ingaba yi "broadband churn reducer".
Enye yeenjongo eziphambili zeComcast kunye neCharter kukuqinisekisa ukuba banokuqhubeka nokukhula, kodwa bagcine ababhalisi bebroadband.
"Bakwayibona njenge-broadband churn reducer," utsho umhlalutyi we-MoffettNathanson uCraig Moffett. “IComcast inika iibhokisi simahla kubabhalisi bebroadband kuphela, kwaye kusengqiqweni ukucinga ukuba uMqulu uya kwenza okufanayo. »
UBenjamin Swinburne kaMorgan Stanley uchaze indawo yebroadband ngale ndlela emva kwengxelo yengeniso yeComcast yamva nje: ukuba inethiwekhi yebroadband iyongeza kancinci. Ngenxa yolawulo olusebenzayo lwenkampani kule ndawo, uqikelela "imbonakalo ezinzileyo yengeniso ye-broadband ephakathi ngomsebenzisi ngamnye, kodwa imbonakalo ehlayo yokongezwa kwe-net."
U-Leichtman wongeza ukuba i-NBCUniversal streamer iya kudlala indima ebalulekileyo ekuncedeni i-Charter joint venture yenza inkonzo ye-broadband isebenze ngakumbi. “Ngokusisiseko, iPikoko inexabiso elongezelelekileyo,” uyacacisa. “Kwaye umbono kukongeza ixabiso, ngeendlela ezininzi, kubhaliso lwebroadband. … Kwaye, ndiyacinga, yeyona njongo yendibaniselwano yezi nkampani zimbini. Kuyongeza ixabiso, kwaye ukongeza ixabiso kuthetha ukongeza iglu kubhaliso lwebroadband.
Ipikoko iya kuba nokufikelela okwandisiweyo.
NgeComcast's NBCUniversal esebenza inkonzo ye Ukusasaza IPkoko, ugqaliselo lwalukukuba ishishini likaMnqophiso lithetha ntoni kuye.
U-Leichtman, umzekelo, ubona "iinzuzo" zePeacock kwishishini kulo mba, njengoko "ziya kuba kwizixhobo zeFlex, ngoko kwandisa ukufikelela kwePeacock." Umsasazi uphele ngoMatshi ngababhalisi abahlawulwayo abangaphezu kwezigidi ezili-13 kunye ne-28 yezigidi zeeakhawunti ezisebenzayo ngenyanga eUnited States.
Ngeli xesha, uMoffett, kwingxelo, ubuze ukuba intsebenziswano ingena njani kwiinkxalabo zangoku malunga noku. Ukusasaza kwiWall Street emva kokuhla kwababhalisi ukusuka Netflix kwikota yokuqala, ngakumbi kuba i-NBCUniversal yayithembise ukonyuka kwenkcitho yePeacock kwiinyanga ezimbalwa ezidlulileyo, nto leyo eya kulibazisa ikhefu layo. Isivumelwano sendibaniselwano yeCharter “yayicwangciswe ngokucacileyo phambi kokuqhambuka kwe Netflix", waphawula umhlalutyi. “Kodwa iyahambelana naloo ngxelo. Ngelixa ungeyonto incinci kakhulu — iCharter's $900 million igalelo lemali kule minyaka imbalwa izayo yimali yokwenyani - isondele ngakumbi kwinyathelo elithi "hamba kancinci kwaye uhlale ekhaya".
Inokuqinisekisa abatyali-zimali beComcast ukuba banexhala malunga namabhongo entengiselwano kwixesha elizayo. "Uthini malunga noloyiko oluxoxwa kakhulu lokuba iComcast izama ukuthenga iWarner Bros. Ukufunyanwa kwiminyaka embalwa? Wabuza uMoffett. "Ingaba uComcast usafuna loo nto?" Ngaba isengumngcipheko omkhulu kangako? Inkulu ethathwe kwi-fizziness ye Netflix kukuba mhlawumbi, mhlawumbi, i Ukusasaza ayikhethekile kangako. Oku kunokuvakala ngathi ziindaba ezimbi zeComcast, kodwa inyani mayixelwe, akukho mntu wayebanika ityala ngeshishini labo lokusasaza. Ukusasaza. [Pikoko kunye neFlex] kunjalo. Ke ukuba kunciphisa umngcipheko weComcast ophindwe kabini ezantsi kwi Ukusasaza okanye kumajelo eendaba, siya kuqwalasela ukuba fizz ye Netflix zii… iindaba ezimnandi.
Ingozi kwiRoku kunye neVizio?
Ezinye iinkampani, ezifana nomdlali wevidiyo Ukusasaza I-Roku kunye ne-TV, idatha kunye nenkampani yentengiso i-Vizio ibonwa njengento enokuthi ijongane nemimoya evela kwi-cable giants' venture entsha.
“Okokuqala nokuphambili, yibhokisi yokutshintsha iRoku, kwaye iya kukhuphisana kwimithombo efanayo yengeniso, ngokuyintloko iqala ngentengiso,” utshilo uMoffett.
"Sisijonga isibhengezo sendibaniselwano njengento engalunganga kwiRoku kunye neVizio kwaye sikrokrela ukuba intsebenziswano ifumana ukuxhamla ngenxa yembali ende yeComcast / Charter njengabasasazi betekhnoloji bomxholo wevidiyo," Umhlalutyi weWells uSteve Cahall wabhala. UFargo, kwi ...
SOURCE: Uphonononga Iindaba
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