But hang on a second doesn't sky just re-sell Sky TV? Yeah they may have a few extra channels but for the most part they re-sell Sky.
So I see no competition here at all. They spent 1 1/2 Mil or so on their new digital head end about 2 years ago from memory and I would doubt they get more than 20-30% discount from Sky. Plus they run their Irdeto and Verimatrix CA and need to get some sort of return from their investment of all those STBs. So when you're in a hole.. all you can do is keep on going.
I do feel for TelstraClear and the broadcast folks such as ZollyMonster et al.
But I would have dropped digicom and moved on since the boxes just don't seem up to it.. and 3+ years is 2+ years too long.
Me I would let punters get their own STBs and use the Irdeto CA they already have. But Sky wouldn't have a bar of that so TelstraClear have no wiggle room at all.
(Humm has this pushed it over to 100 pages ;)
I have little idea because finding out about the BC side of TCL seems to be like blood out of stones.... I'm only starting to make headway on the IP side.
I agree about the digicom vendor stuff. It really seems to be hurting the brand and I really wonder how Vodafone will take that once they rebrand everything.
I can't see VF taking VBox causing 100 page threads on GZ lightly, can you?
But I also question what's really going on here. It's a massive platform and I really don't think that Allan and co are half as stupid as some of my posts might suggest I think they are.
That contract comes up and do VF now have a massive VoD platform that they can just push movies over?
We all know that UFB is going to bring us VoD capacity. Pull the modem out of the back of those VF-Boxes and just plug them directly into the ONT and they can be filled with on demand content.
I also think that the way we transmit TV is going to change. I wrote a whole post on Whirlpool about this a year ago and I suspect that many developers are working on exactly the concepts I was talking about.
Sky also doesn't have all the content sown up. FreeView, with the likes of ChoiceTV have been showing/proving just this point.
There's stacks and stacks of content out there.
Give us a new .au cable and just watch that content stream into .nz as well.
The comment was made about the shiny new TAS cable taking ABC from us and dropping it into TAS, think what a shiny new Christchurch cable from TAS might be able to drop to us in New Zealand?!
I also looked at a very cool product the other week that would let you hook a STB to a decoder in .au and just stream the content to .nz. With Orcon doing 1TB plans now and .au having the NBN with the ability to do 40mbit uploads on 4 ONT ports (yes that's 160mbit of upload from one home)... You want to watch the All Blacks play Aus... NBN/UFB opens up a whole new playing field and Sky is up against those ropes just as much as anyone else.