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Originally Posted by Horizon
But I don't understand your first point about Netflix's delivery infrastructure, what infrastructure? They don't own any delivery methods that I'm aware of, ie cable/telecom cos.
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Dedicated fibre to ISPs, CDN boxes in ISPs, neat distribution tech that takes a raw video and encodes it for a variety of devices and bitrates and gets it to where it is needed in the world on request, some very efficient proprietary video streaming servers which do adaptive bitrate better than most, plus the agreements with ISPs and some in-progress patents on all of this. While much is replicable by new entrants that takes time and Netflix can do it more efficiently for now. For example, look at how long it took Now TV to iron out the problems using off-the-shelf kit or services like UKTV Play which many months down the line still have problems inserting ads into the stream and being able to restart the programme after.
This explains some of the delivery side:
http://www.wired.com/2016/01/the-cou...ldwide-launch/
Quote:
Originally Posted by Horizon
But again, I don't understand your remark about mobile. We still have mobile companies.
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I mean in the way that handset makers and telcos have ceded control and revenue to Apple and Google. Those two are the ones making money off mobile media sales like music and apps while WhatsApp now does more messages a day than the global SMS system. Despite their attempt to retain some of the video pie, as I wrote some time back I think broadband / cable TV companies will end up just as pipes for video too.