Amazon (AMZN) has announced it is buying Twitch, a live video platform for gamers, for a mere $1B in cash, beating out Google (GOOG) in a bid for the company. 

Twitch is a fascinating story in itself. Originally known as justin.tv, which was founded in 2007, it was part of a crop of video-sharing platforms carving out a niche after YouTube achieved the leadership position.Twitch emerged as the more popular site focused on gaming content and the company rebranded itself as Twitch, as the Justin.tv population was migrated there. Justin.tv was actually shut down on August 4th of this year. 

This entry was posted on Tuesday, August 26, 2014 at 14:49 pm and is filed under .
Keywords: Amazon, Google, Video, User-generated Content, M&A

Remember how Google was the company would make money without being evil? Google's WiFi snooping may well be the biggest black mark on Google's aspirations of non-evilness.

This week, the Supreme Court declined to throw out Google's appeal that it broke the law by snooping unsecured data from private WiFi networks as its cars crawled the streets snapping pictures of everybody's homes. A federal appeals court ruled in 2013 that the U.S. Wiretap Act protects the privacy of information on unencrypted in-home Wi-Fi networks. Google is facing class-action lawsuits on the matter.

This entry was posted on Tuesday, July 01, 2014 at 14:05 pm and is filed under .
Keywords: WiFi, Google, Evil, Supreme Court

Another locally driven gigabit (Gbit/s) broadband Ethernet installation shows the growing thirst for big bandwidth in business communities across America.

Service provider Comporium and equipment provider ADTRAN this week are the latest to announce that they are partnering to rollout a gigabit Ethernet service that will serve 300 businesses the community of Rock Hill, South Carolina. The town, like many in Middle America, is looking to drive high-quality jobs by creating a tech-savvy district known as Knowledge Park.

This entry was posted on Friday, May 30, 2014 at 18:34 pm and is filed under .
Keywords: Gigabit broadband, Google, AT&T, ADTRAN, Comporium, Fiber, PON

You may already know this, but Netflix (NFLX) and Google's YouTube are eating all the Internet bandwidth. That's the conclusion in the latest Global Internet Phenomena Report from Canadian networking technology company Sandvine.

"Real-Time Entertainment" -- or streaming video and music -- continues to be the largest traffic category on "virtually every network" that Sandvine examined. It continues to grow and become a largest portion of bandwidth, including mobile networks. Real-Time Entertainment is responsible for over 68% of downstream bytes during peak period, compared to 65% six months ago, according to the report. Another growing area is "home roaming," or WiFi offloading, with 20% of traffic on fixed broadband being generated by a smartphone or tablet. Rich Communications Services, such as WhatsApp, are yet another growth areas.

This entry was posted on Wednesday, May 14, 2014 at 13:10 pm and is filed under Infrastructure & SDN, Digital Media, Investing.
Keywords: Netflix, Google, YouTube, Broadband, Streaming, Sandvine, Internet

Today AT&T announced it is in "advanced discussions" with the North Carolina Next Generation Network (NCNGN) to bring gigabit-speed fiber connections to communities in that state, potentially accelerating the race to deliver gigabit fiber broadband services to residential communities. 

AT&T said the proposal would bring fiber deployments in the areas of Carrboro, Cary, Chapel Hill, Durham, Raleigh and Winston-Salem in North Carolina, delivering speeds of up to 1 gigabit per second, packaged with AT&T's U-verse integrated voice, video, and data service. 

The move shows that incumbent telecoms aren't going to shy away from competing with Google, which has rolled out gigabit fiber in several communities including Kansas City, Provo, Utah, and Austin, Texas. Silicon Valley. In February, Google announced plans to invite nine more U.S. cities to work with Google on expansion

This entry was posted on Thursday, April 10, 2014 at 21:52 pm and is filed under Infrastructure & SDN, Investing.
Keywords: Gigabit Fiber, AT&T, Google, Adtran, Calix

Most people are challenged by the math of Google's (GOOG) jettisoning Motorola Mobility to Lenovo for $2.9B (it bought it in 2012 $12B). There are lots of melodramatic reactions to the news, but the deal remains one of Google's great strategic moves -- it's not just about the raw math.

The deal was designed to boost Android adoption and acquire patents. I'm pretty sure Google planned to sell Motorola Mobility all along. And it doesn't care that it booked a loss of a few billion dollars.

Proof of this is that the market doesn't see it as a bad thing -- Google shares are up 3% this morning. And Google shares have tripled since Google bought Motorola Mobility in 2012. So why the headlines screaming "Google Takes Huge Loss on Motorola Deal" ?

Do you really think Google investors and executives are crying on their private jets?

This entry was posted on Thursday, January 30, 2014 at 15:05 pm and is filed under Mobile, Investing.
Keywords: Motorola Mobility, Google, Lenovo, Android

You heard about this thing called Net Neutrality. There was a big court decision this week. Is it the beginning of the end or are the journalists just being hysterical?

Here's what's happened:The US Court of Appeals for the District of Columbia on Tuesday struck down some key FCC rules which are regarded as part of the doctorine of "Net Neutrality" -- a concept that service providers should run all sorts of traffic over their pipes without discerning between applications. 

Service providers, which offer you broadband and charge you a fee, have been challenging these rules in court for years. They are annoyed that Internet companires such as Google and Netflix can stuff as much data down the broadband connection, without paying extra. They believe there should be ways to meter and charge for extra bandwidth consuming. 

When I read the news it's hard to discern whether the Berlin Wall of the Internet is being built or people are freaking out.

You decide. Here is a roundup:

What do the markets think? In a simplistic way, this is framed as service providers vs. Internet companies. In theory, service providers now have more power to charge Internet service providers for hogging traffic. 

They are reacting accordingly: Verizon (V) is up 2%, AT&T is up 1.3%, Netflix (NFLX) is down 3% and Google is flat. 

So in a general sense, the market agrees: This is good for Verizon and bad for Netflix.

And the FCC loses, again. 

 

This entry was posted on Wednesday, January 15, 2014 at 17:14 pm and is filed under .
Keywords: Broadband, FCC, Net Neutrality, Verizon, Google, Netflix

[Editor's Note: Corey Kronengold, our guest writer, has cooked up this Top 11 list for Rayno Report (our lists go to 11). Kronengold, a digital marketing expert, knows the ins and outs of the digital marketing and ad-tech world, having nearly two decades of experience working for wide array of marketing firms and ad technology start-ups such as Eyeblaster/Mediamind, Tremor Video, Innovid, Eyeview and ConvertMedia.]

Greetings and Happy 2014. Digital marketing and ad technology is in a dynamic and ever-changing phase. With big IPOs from digital ad-tech firms YuMe (YUME) and Rocket Fuel Inc (FUEL) -- and a bit of a dud in Tremor Video (TRMR) (Disclosure: I was an employee of Tremor, though I sold my stock before the IPO) -- it's clear this is an interesting space to watch in 2014.

With dozens of startups and now several larger players, including Google (GOOG), it's a competitive industry. It's hard to keep track of the players, technologies, and ad platforms that are rapidly disrupting the ad industry. So we'd thought it would be a good idea to give you the lay of the land, by outlining ten visionaries to watch in 2014. 

We're going to start today with #6-11, and next week we will have numbers #1-5. Here goes:

This entry was posted on Tuesday, January 14, 2014 at 14:04 pm and is filed under Digital Media.
Keywords: Online Video, Ad Tech, Video Tools, Top Ten, Acxiom, Rocket Fuel, AdFin, Google, OwnerIQ, BliNQ, Motivity, PointRoll

Certain technologies get "hot" and take over the world. Others emerge as over-hyped but then fade back into obscurity. It's clear that WebRTC -- the evolving group of technology standards for real-time communication over the web -- is at one of those crucial turning points.

The Internet Engineering Task Force (IETF) was expected to reach consensus on an important new component of the WebRTC standard -- the video codec -- at its recent meeting in Vancouver. But it didn't, and now the WebRTC movement risks losing momentum.

This entry was posted on Sunday, November 17, 2013 at 21:23 pm and is filed under Digital Media, Applications.
Keywords: WebRTC, Cisco, Google, Collaboration, VOIP, Online Video, Skype

This Twitter IPO. WTF. A giant public celebration of people getting rich on 140 characters or less?

I guess I'm supposed to suspend disbelief and join in on the nonstop media celebration along with the millions of "should you buy Twitter shares?" articles written by 20-something bloggers in pajamas who don't even remember 2000. Yes, that is an immediate turnoff.

I am not wearing pajamas. And I was a professional technology journalist writing about nonsensical IPO after nonsensical IPO during the 2000 bubble when the technology media company I worked for, Red Herring, was on the precipice of collapse. It later collapsed. These things can go both ways, I tell you.

Twitter is a great product and I use it a lot. But the product and the company valuation are two different things. Two notes I made during the 2000 bubble: 1) Don't pay more than a10X price/sales multiple for a tech company and 2) Never buy the IPO of a company that has never turned a profit.

What we have here is the largest celebration of the hubris and vanity of modern civilization ever, on the same day that we get a nasty stock-market reversal. A sign of the beast?

This entry was posted on Thursday, November 07, 2013 at 22:29 pm and is filed under Digital Media, Investing.
Keywords: Twitter, IPO, Jack Dorsey, Ev Williams, Google, Facebook