Weekly output: the future of pay TV (x2)

I returned from Denver Thursday afternoon, and Monday morning I fly to Toronto to start my sixth week in a row of travel–after which I’ll have a whole eight days at home. This streak should end on a high note: the Collision conference there has me moderating three panels, I’m happy to return to Toronto after my years-overdue introduction to the city last year, and I always get a ton out of Web Summit’s events.

5/14/2019: Fireside Chat- State of the Market with Wolfe Research and S&P Westminster Ballroom, The Pay TV Show

I quizzed analysts Ian Olgeirson, research director with the Kagan group of S&P Global Market Intelligence, and Marci Ryvicker, managing director and senior equity analyst at Wolfe Research, about the present and future of streaming TV.

This was a weird panel for me: Right after moderating it, I got hung up over the words that I’d stumbled over and some subpar clock management that led me to drop a couple of topics and then have a minute to fill at the end of the panel. But every attendee who shared an opinion with me said the panel was great, and their opinion overrides mine. Well, at least the opinion of the FierceVideo managers who are covering my travel costs for this show.

For more on our discussion: FierceVideo and Streamable both covered my panel, and each one ran a photo that shows me talking with my hands.

5/17/2019: You might soon have to choose between local channels and cheaper TV prices, Yahoo Finance

I wrote up my major takeaways from the show for Yahoo, and I have to imagine that sports fans and people lacking good over-the-air TV reception won’t be happy with them.

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Weekly output: 8K TV, privacy at Google I/O, Waymo

A week after taking off for the Bay Area to cover Google’s I/O conference, I’m departing for Denver early Monday afternoon. This week’s excuse for propping up the airline industry: moderating a state-of-the-industry panel at the Pay TV Show, in return for which the conference organizers are covering my travel costs.

5/6/2019: Dark clouds invade forecast for 8K TV shipments, FierceVideo

My big takeaway from the IFA Global Press Conference two weeks ago was a dramatically more pessimistic forecast for 8K TV shipments from the research firm IHS Markit. It was refreshing to see analysts decline to get in line behind industry hype over a new product category.

5/8/2019: Google attempts a pivot toward privacy at I/O developer conference, USA Today

For the first time in my experience, USAT didn’t send any of its own reporters to Google’s developer conference, leaving this piece my client’s sole dateline from that event.

5/10/2019: Waymo Doesn’t Mind Being Boring, CityLab

I took a break from I/O Wednesday morning to attend a press event hosted by Waymo, the self-driving-car subsidiary of Google’s parent firm Alphabet. Said event did not feature any time as a passenger in one of Waymo’s autonomous Chrysler Pacifica minivans, because the company apparently still doesn’t have the California permit needed to offer rides to non-employees.

On top of those stories, I also launched a page on the Patreon crowdfunding site. Despite getting no more publicity than a post here Saturday evening and one appreciative tweet afterwards, this experiment already has a non-zero number of supporters pledging to chip in a couple of dollars a month. So I’ve got that going for me, which is nice.

Weekly output: cable-ISP data caps (x2), how long wireless carriers keep your cell-site location history, Facebook banning extremists, IFA GPC

Tomorrow kicks off three weeks in a row of travel: first Google I/O in Mountain View, Calif., which I’ll be covering for as many of my clients as feasible; then the Pay TV Show outside of Denver, at which I’m moderating a panel discussion between two industry analysts; then the Collision conference, newly relocated to Toronto and once again involving me speaking on a few panels. Fortunately, I have four nights at home between each of these trips.

5/1/2019: Why your cable company might be happy to see you stop subscribing to its TV service, USA Today

After seeing a research note from MoffettNathanson highlighting how some smaller cable operators have made their peace with video subscribers cancelling cable TV and switching to streaming TV services, I noticed that both firms spotlighted in that note–Cable One and Mediacom–had some stringent data caps in place that should allow them to profit handsomely from their Internet subscribers pivoting to online video.

5/2/2019: This Morning with Gordon Deal May 02, 2019, This Morning with Gordon Deal

I talked about my latest USAT column with this business-news radio show; my spot starts at the 14-minute mark.

5/3/2019: Why carriers keep your data longer, TechCrunch

I’ve been reading TC for years and going to their events for almost as long, but this is my first byline there. This post is also my first paywalled work in a while, requiring an Extra Crunch subscription ($150 a year, two-week free trial available). Here’s my one-sentence summary of this roughly 1,500-word piece: The four nationwide wireless carriers keep your cell-site location history for as long as five years and as little as one year, but none of them act as if these retention periods are information you’d want to know.

5/3/2019: Facebook banning extremists, Al Jazeera

I had my first appearance in a few weeks at the Arabic-language news channel to talk about Facebook’s recent move to ban such extremists as InfoWars conspiracy-theory liars Alex Jones and Paul Joseph Watson, Islamophobic loon Laura Loomer, and Nation of Islam anti-Semite Louis Farrakhan.

5/4/2019: Moor Insights & Strategy Podcast (5-4-19), What’s Hot in Tech?

If you thought the people giving you advice about what gadgets to buy could get said gadgets to work every time: My Saturday-afternoon conversation with analyst Mark Vena and my fellow tech freelancer John Quain recapping the IFA Global Press Conference was the third take of this podcast. The first attempt at the IFA GPC went awry when Mark’s iPhone overheated in the heat of a Spanish afternoon, then a second try a few days later fell prey to a corrupted audio recording.