The Mighty Mobile Infograph
Click the image below for the full infograph.
Thx to Appstores.
NBC has partnered with YouTube to provide its video player and livestreaming infrastructure for the London 2012 Olympic Games.
Part of its strategy is to broadcast every live event in some form, showing more than 3,600 hours of Olympic coverage…using (the YouTube) player to deliver livestreams on NBCOlympics.com.
“We’ll also include replays of Web-exclusive events, all television broadcasts, interviews with the athletes and exclusive daily segments about London 2012. Live streams will be available across our mobile platforms, providing an extraordinary 360-degree coverage of The Games.”
The rights are shared across the world, in the UK the BBC has gained access to The Games and will deliver live coverage via television broadcasts but also online via its website and iPlayer service.
During the Beijing Games, NBC offered more than 2,200 hours of live video coverage – SBJSBD
The London Olympics begin July 27, 2012.
Online advertising is booming. Already a $32 billion business, advertisers are expected to spend a full $62 billion online in 2016. But news publishers are not poised to cash in on the growth, a report released Monday by the Pew Research Center suggests.
The problem? News publishers’ online advertising products simply aren’t competitive. Most tend to depend on static, un-targeted banner advertisements, making their products less desirable than the highly targeted advertisements offered by the likes of Facebook and Google.
Among the other findings:
- 21% of ads on an online news site are for the news organization’s own products.
- By category, the financial industry is the largest spender in online news advertising (18%), followed by cosmetics and toiletries (5%).
- Most ads are static banner ads. Rich media and video ads are rare.
- Few legacy print customers are moving to digital
A detailed study that shows newspapers losing $7 from print for every digital $1, without even a sense of how they are addressing a key aspect of that transition. It’s an unfortunate vacuum.
One exec bluntly states, “There’s no doubt we’re going out of business right now.”
This unfortunate state of affairs is costing the newspapers $25 billion this year and success stories are rare. One success I was able to find comes the The Atlantic magazine, a much smaller company pulling in $18 million in advertising.
Here is an interesting debate between Josh Topolsky and MG Siegler talking about Apple’s new iCloud strategy.
Josh is making the case that Apple is completely ditching the Internet, and MG is countering that Josh is missing the App revolution.
Josh: “When it comes to Apple, it feels to me like the company views the web as a technology which undermines rather than enriches its products. It wants you to talk to the cloud, but only through its portals and its gateways, in closed loops and private networks…(the iCloud comes) to fruition in terms of syncing, activation, and even file storage and management… but the company seems to have forgotten the one big piece…the web front-end for these services. Instead of pulling up the stakes here, Apple should be doubling down. The internet is not just going to go away.”
MG: “His entire argument is based on what I believe to be a fallacy: that Apple is going to completely turn their back on Web support for iCloud…Topolsky seems to do what many of us now do: interchange the meaning of the words “Web” and “Internet”…the Web (that is, the World Wide Web — HTML documents linked together).”
MG: “I woud argue that Apple is attempting to redefine at least a part of what the Internet is with iCloud…Further, I applaud Apple for not taking an approach to the Internet that is more or less creating another Google Docs clone. Or Flickr killer. Gmail replacement. Facebook eater. Etc…Apple is doing what they do best: re-imagining the way things are done.”
After reading this all I can think of is my Bank of America app and all of its bill paying friends (Etrade, ATT, Fidelity, American Express). Would I rather sit in front of a desk with a computer to check balances and pay bills? Or, would I rather sit at a neighborhood cafe or be johnny-on-the-spot checking a balance right before I buy something?
This means that Apple is at it once again “re-imagining the way things are done” as MG Siegler says. Imagine where this App fiasco will take us…causing a drastic reduction in web browsing, with the new norm being 75% of internet data use via apps and only 25% via browsers?
It appears to be heading that way since every major player has an App or an App Store. Heck, Apple is even switching over their operating system to Apps (see OSX Lion). We might even be witnessing the birth of the new operating system, the ultra-powerful but super-simple App OS.
Are we saying bye-bye to folders and windows and hello to bright shiny picture buttons?
I’m not an stock analyst but I do like to trade and my specialty is tech. Specifically, trends in the industry and I think Amazon (AMZN) is trending for three reasons: warehouses, cloud, and e-books.
Amazon’s core business model is to dominate the 174 billion dollar e-commerce industry. The growth for which is incredible, a rate of 15% per year with plenty of space for growth; e-commerce is only 4.5% of retail commerce (pdf).
Definitely a good situation to be in, but with so much money to be made the powerhouses, like Walmart, Target, and Best Buy, want in. In response Amazon is making an agressive move with what I call, warehousing.
The official title of this program is Fulfillment by Amazon, which I think is a cagey way of understating their moves. They don’t want to alert the competition. The program involves Amazon building huge warehouses to store and ship goods. At first it was just to sell their own goods but it has since expanded to every seller.
Now anyone can list their products on the site and send them to an Amazon warehouse. The retailer will hold them until they sell then quickly package and ship.
It’s working really well. It makes selling even more easier, which is hard because I think Amazon has the best/easiest model for selling goods on the web. It just invites more and more to join and continually expands Amazon’s offerings. This increases the fees they get for each sale and corners the market (eating Ebay‘s lunch). It’s working so well that big box retailer, Target, is selling on Amazon, in essence forcing others to partner with Amazon rather than compete.
On a side note, is gives Amazon a small risk. In good times they ship and sell, while working hard to be an efficient warehouse that keep costs down on packaging and shipping. In bad times they could be left with large staffs, full warehouses, and bleeding money. Definitely, something to think about.
That risk requires Amazon to be agressive and keep on selling, which is exactly where they need to be (hungry). Which is exactly what I look for in a company to invest in.
Now lets switch to another focus, the cloud. A popular topic these days and everyone is making a play. But all the plays are for cloud applications. Not Amazon, they are building real estate that the applications will run on. The program is called Amazon Web Service (AWS).
Through investments of 100s of millions that have baffled Wall Street they have created incredible economies of scale. Like server capacity for $0.12/hour and storage for $0.12/GB. Offerings so cheap they are irresistible. It’s a play to undercut everyone on the market and it’s working. No one else on the market can compete and if they wanted to it would take years to build.
To which the common stock market analyst quips; there’s not much money in $2.99/ month hosting fees. True enough but if you add up several million of those and combine it with a rapidly growing personal website market it changes the story. Remember, in the future everyone will have their own website and they will be paying someone to host it.
I’m barely touching the surface too. Corporations, all of them, are going to need computing power. They can build it themselves (and many will) but a large majority will outsource it. A billion dollar market and Amazon will dominate that as well.
Take a look at their product listing, it’s impressive:
This is kind of like buying Manhattan Island before the settlers arrive and then renting out each acre. It’s an endless supply of money.
I saved e-books for last because the topic so popular that everything tends to get ignored. In a nutshell, Amazon made its bones as an online bookstore but that industry (paper books) is on the decline. You can buy nearly any book for a couple of dollars and that means very low fees for Amazon to profit on.
In response they created the Kindle to spark the e-book industry and got lucky. The Kindle hit at a time when, really, no one else was competing in the e-book market. Add in that, thanks to the iPhone, app stores are the key to building the market. To which Amazon responded perfectly. Their push to get every book they can on the Kindle is legendary and the fights have been fun.
Now millions of books are available on the Kindle and it is bringing in billions for them. Some reports say it is now 10% of their sales and generating $5+ billion in revenue. Great numbers but what is more important is that Amazon took its primary business, reinvented it, created a hugely profitable industry, and is dominating it.
Add up all three of these major moves and I think Amazon is well positioned for the future.
Next I will make my first attempt to gauge the P/E earnings on the stock and determine my own target price for the stock!
A little over three years ago Amy and I were walking the streets of DC talking about starting a business. After working together for two years, side by side, day-in, day-out, we realized anything we did individually paled in comparison to what we could do together. Despite butting heads on numerous occasions and dealing with myriad complications, unknowns, and doubts, we took the plunge and made it happen. 1X57 was born.
In the name we found an expression of who we are. It is the place where we first met in 2006, where we both found mentors to guide and shape our careers, where we found a sense of purpose and where we were inspired to imagine the possibilities. It also became a place out of reach for us, out of touch, if only because of where our path is leading us.
With 1X57, we are re-creating the ideals and values amplified in a place that opened our eyes and expanded our minds, to bring together work and creativity that excites us and contributes to a better world. The starting point for me has been writing on our blog, a way to bring together the intellectually curious people of the world, to discuss the most compelling and intriguing topics of the day. Posts like Can Every Child Get Sraight A’s, Steve Jobs Sabbaticals, Democracy in the World, and Who are the Best in DC Tech? are my way of sorting through questions I have while contributing to a communal discussion.
When we first launched 1X57, we were just happy to have a placeholder for the domain name and a theme that allowed us to get our thoughts out. In version 2.0, we wanted a whole lot more.
With so many projects under our belt and a growing number of speeches and interviews, we needed a space for bios, projects, and press. The blog needed an ability to feature our popular articles that the web seems to love. We also wanted a way to highlight local companies (DC, Baltimore) and must-see events.
Overall, version 2.0 represents a big step forward for the company. Expanded features, new components, and much more capability including a beta.1X57.com area in which to experiment.
The new theme represents a minimal blank-slate approach that allows our work to come through in full color, while offering a newspaper-style reading layout.
Below are screenshots of the same page viewed as version 1.0:
We hope you enjoy the site. Let us know if anything is broken, if you miss anything, or would like to see something added and/or changed.