Galaxy Note Still Burning Customers

It seems that the release of the Apple 7 couldn't come at a more fortuitous time.  The latest Apple smartphone might just attract a whole new batch of customers as Samsung continues to have combustion issues with its mobile phone as its replacement phones may also be exploding.  Airlines don't want the phone on flights and customers may be wary of keeping one in their pocket.

Even wireless providers have given up on the Samsung Galaxy Note 7.  According to re/code, both AT&T and T-Mobile will no longer sell or exchange for another Galaxy phone.  Will customers choose to try another Samsung phone or is it more likely that they will switch to the Apple iPhone?  The stock market seems to believe they will switch and become Apple customers and that is making the stock price go higher.  In the last month, the stock price has risen almost 10%.

Can the Samsung smartphone business survive?  Could this help Google find a market for its new smartphone, the Google Pixel?  Timing is everything and the timing seems right. 

Netflix For Sale?

While no official word, the market is speculating that Netflix is for sale and that Disney is interested in acquiring them.  Of course, there is nothing yet to prove that Netflix is ready to be taken over or that Disney is ready to make an offer; still, it raises the question, is it a good fit or better for another company. 

Disney certainly is a content and distribution powerhouse with the capabilities to both produce and distribute great TV and film content.  With ESPN, they also bring a sports component to the mix and with the theme parks, another way to market and appeal to consumers.  But in building their brand, the House of Mouse has a particular identity. 

Netflix, on the other hand, streams content from everyone and creates unique content, some extremely graphic, that is not consistent with the Disney brand.  Netflix is Switzerland, not beholden on any particular cable network or studio, free to deliver content across all genres and all interests to all interested subscribers.  It seems to me that a Disney ownership has the potential to restrict that freedom and change Netflix to an identity that caters more to streaming Disney content.

Should Netflix be up for sale, I would suggest other companies could make a fit.  Apple and Amazon are the first two to come to mind.  Each would bring strong synergy to the mix and each could further grow the Netflix brand.  Others that might want to think about entering the streaming content fray include Microsoft, Intel, AT&T and Verizon.  For the longer term future of Netflix, I see these choices a better fit than Disney.  We will have to watch and see how serious this current rumor is. 

Redstone Wants Unity From CBS And Viacom

I have been talking about the future of Viacom for quite some time.  With all the family squabbles, the real problem was that Viacom's assets were no longer as hot and valuable as they could be.  Comedy Central has stumbled, Nickelodeon has lost its appeal, MTV is not edgy, and Paramount is missing its mojo.  As a business, the future no longer seems as bright.  10 years ago, when Redstone separated CBS form Viacom, many expected the cable arm to excel; rather, the opposite occurred and the broadcast arm reigned.  Moonves, CEO of CBS won and Dauman, former CEO of Viacom lost. 

Now it seems that the Redstone family finally sees the need to bring the family jewels back together again.  Bust as I asked last month in my blog, does Moonves have a say in this and will Redstone listen.  Well according to the NY Times, Sumner Redstone wants to bring CBS and Viacom back together.  Will Moonves acquiesce?  Is it even a discussion?  And can a combined empire put the Viacom assets back on a winning track?  Moonves may not agree in the move to combine but might not have a choice. 

Apple Music Beats The Rest

According to the recent JD Powers was ranked first in customer satisfaction.  According to CNET, "Apple's streaming service, which hit 17 million subscribers in September, ranked particularly well in performance and reliability, content, and ease of use, J.D. Power said."  In second place was Rhapsody, in third Pandora, followed by Spotify, TuneIn, Amazon Prime and last was Google Music.  Apple Music was particularly noted for having exclusive content as well as its accessibility and ease of use with peripheral devices. 

And while Apple was slow to enter the space, they certainly have grown at a nice pace.  At almost $10 month at 17 million customers, the business is becoming quite a revenue driver.  Getting noted by JD Powers should only help to drive further customer acquisition. 

We Have No Privacy

Trying to keep a secret?  All it takes is to tell someone else and you risk that secret becoming public.  Worse still, social media means that everything put out on the world wide web, this blog included, is accessible forever.  And worse, information that we use on the web to assure privacy of our content, is forever being hacked. 

The latest hack comes from Yahoo who shared that "user account information was stolen from the company's network in late 2014" according to Business Insider and "The stolen data include names, email addresses, telephone numbers, birthdays, hashed passwords, and some 'encrypted or unencrypted security questions and answers.'".  We are told that over 500 million accounts were affected.  And if you use the same password for Yahoo that you use for other accounts, your information is at risk. 

It has come to a point that every site we go on needs a unique id and password.  Hard to do and harder to remember the more sites we use.  Start to add up the number of different accounts you use and we have a major problem on our hands trying to keep track of every site we log into.  We can't trust that our passwords are secure, that our personal data is safe, and our privacy is ensured.  The Yahoo story isn't news because they aren't the first or the last to go through this.  But as long as we are on the grid, our privacy is constantly being invaded. 

New Broadband Technology Could Deliver Faster Cheaper Service

AT&T may have developed new wireless technology that works with existing power lines to deliver faster and cheaper broadband service.  According to Business Insider, "AT&T says AirGig is several times cheaper than standard wireless internet because it's cheaper for the company to deploy and deliver. It can also be used over open wireless spectrum."  As power lines criss cross our nation, that could mean that wireless technology could provide a major boost to rural neighborhoods.  It could also lead to a cheaper competitor that could drive down costs.

How quickly such a service can get approved and rolled out remains to be seen.  Google has certainly been working to deliver broadband to communities; using power lines would hasten the build out process.  The article suggests that Facebook and others would also be interesting in building out a competitive wireless infrastructure. 

The use of power lines to deliver broadband has been discussed before.  But as public utilities, power companies have not seemed to actively try to grow their business.  I look forward to see how AT&T and others expand our broadband coverage and our speed of service. 

Twitter NFL Stream Flagged For Delay Of Game

I had the Jets-Bills NFL game on CBS on Thursday night.  It is great to be watching football again this Fall.  And even though I had a big screen view of the game, I did decide to check out the Twitter feed of the game as well.  I was first struck by the clarity of the video.  For my time watching it, I saw a terrific picture.  But there was something that really bothered me.  The game feed was delayed from what was on the TV.  And not just a few second delay, it felt like more than 20 seconds.  A significant delay to the live action. 

I was disappointed.  Not that I was reading tweets of action that the stream had yet to show, but that the delay was of a considerable length.  For those doing both tweetsAnd I guess I was not alone.  Many seemed to criticize it.  I see opportunity for improvement.  The truth is, for those that aren't able to watch the game, whether simply away from home or needing to multitask with some other activity, access is everything.  And if it lets you watch, its better than not getting to watch at all. 

My hope is that the delay issue can be improved and that Twitter continues to tout its access and its desire to create the best streaming experience possible.  Truth is sports is a draw and the NFL is a great sport to grow with.  It is why broadcasters have spent fortunes to get the NFL on their networks and why football is now on Thursday Nights, Sunday Nights and Monday Nights.  It is no longer a Sunday afternoon only game. 

DVR Use Declines As Content Thrives

Like setting the VCR clock, most of us are lazy.  It takes time to seek out show to record when it is much easier to just search and watch as we please.  And as more content is available through streaming and on demand, DVR use seems to be declining.  According to yesterday's Mediapost article, "time-shifted viewing (DVR) declines are at the lowest level in three years."  As more and more content is at our fingertips, it makes sense.  Our need for immediacy makes on demand and streaming a more compelling option. 

To be a DVR user, one must be proactive.  You must actively seek out future times for a show of interest and tell the cable box to record and save it, either as one show or the whole series.  Most don't plan their TV viewing like that anymore, especially millennials.  Instead, we go to our app to stream content or our cable box to access the content via on demand with the intent to watch immediately. Now that we find ourselves with content everywhere, we simply need to get it to watch it.

But as a TV viewer who despises most commercials on live TV, the DVR offers one advantage over on demand and some streaming. I can control the trick features, fast forwarding through ads to get back to the content.  On demand tends to restrict those trick features forcing ads to be shown as we wait for our program to resume. As a DVR user, I am in the minority, but I do love the added control. 

One final point on ads.  A newly discover network by me is Buzzr.  It has acquired the old black and white game shows that GSN once aired.  Shows like I've Got A Secret, What's My Line, and To Tell The Truth.  Even better, Buzzr plays the b&w ads that played with these shows.  Ads like Cool Whip and Toni put a smile on my face.  I DVR these shows and don't fast forward through those ads. 

iPhone 7 Succeeds Through Timing

Analysts concern over the iPhone 7 and the lack of new products coming out of Apple never figured that the new phone could bring real growth.  But given the recent battery problems coming from leading competitor Samsung and its Galaxy smartphones, Apple could gain valuable market share.  Consumers may become worried that their Galaxy phone may explode and cause personal injury.  And airlines are banning the phone from flights for fear that they may lead to fires on board the plane.  And so the consumer next step is to switch phones and why not get the latest iteration this Friday.

Already wireless companies are reporting huge preorders for the iPhone 7.  T-Mobile says that sales are reaching record levels.  Sprint has said that sales are higher.  Apple has told us that they will not release weekend numbers.  Still it looks like the rest of the year for iPhone sales could be very strong. Such news may not have been so likely if not for the Samsung Galaxy issues.  Apple's timing couldn't have been better.