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fév 01
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A lire ici
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fév 11
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2006 and 2007 have surely been the years of the Internet video, at least for the B2C. One might even refer to a mini-bubble. Many fund raisings occurred during those past 2 years, with fairly high valuations, but the pace has dramatically slowed down ever since, and no exits foreseen.
The reason is that the market and investors are probably, and legitimately, very puzzled about what’s going on with video. Look ; can anybody tell where the value has solidly been created ? Very bright who can tell ; More surely one can see that only 2 ways have been traveled – so far – with uncertain fortune :
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The first one is the B2C audience model. Flagships there are YouTube, DailyMotion and likes. Bright services, tapping an unaddressed demand, and therefore very legitimate. But it is very uncertain how those services will monetize besides advertizsing, and how investors will get return on their money. In a very good article, YouVox sharply reminds that YouTube is an economical non-sense with operating costs 3 times higher than overall revenue! In addition to that, the legal risk is still very high with right owners protecting their field and urging sharing platforms to slowly drift aside their initial positioning (which used to be user generated content), and to mute as a new pro distribution channels. Anyway, here as everywhere else on the Internet , the prime mover ticket applies, and there is certainly no space for new entrants.
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The other way is for technology enablers and other white labeled platform providers. Protagonists there are players such as Kewego, VpodTv, SkemA, videoEgg, BrightCove, Netineo, Djingle, etc. They strive to tap the market but customers (mostly media, well established ISPs and brands) spend some time and longer in trials and tests, on investor’s money, arguing that economics of services built atop those platforms is very tight.
So the situation is very uncertain. Market and investors hold their breath, wondering if one of those models will eventually win ? It is very unclear at this stage.
Though, despite this in-between situation, it is unquestioned that video has fashioned the Internet, and will keep doing so for months with many more services and technologies to come. Maybe right owners will finally take over the B2C video audience services, although they’ve never done so over TV channels, cines, nor technology providers. Maybe the B2C video services will remain an almost-no-value facility for the long term, hardly sustained by those who’ll manage to sprinkle a little bit of ad revenue in their model.
Or maybe the corporate market will catch-up with higher expectations and requirements for customized, useful, business-related video services other the Internet, staging UGV, video-CMS, intranets, streaming delivery, and other services. We, at Otek , think that it is a possibility.
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jan 28
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Otek Media est un cabinet conseil que j’ai créé et qui intervient sur le marché des média et des nouvelles technologies (média 2.0)
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nov 19
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Dans le cadre d’une mission que j’ai réalisé pour GasPanik TV, David Penava a été invité aux côtés de Loïc Lemeur dans l’émission Plein Ecran de Cédric Ingrand sur LCI. 2 personnalités, 2 styles !
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nov 17
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En coulisse avant l’émission Plein Ecran (LCI), avec David Penava, Loïc Lemeur, Géraldine Lemeur, Virginie Robert, Cédric Ingrand.
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nov 02
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oct 31
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Voir ici si la vidéo ne s’affiche pas correctement.
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jan 05
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