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Earlier today Adobe announced the availability of the latest update for their popular browser video player software.  This latest version of Flash, previously codenamed Moviestar, had been in Beta since August.  Now available, it brings to market full support for high definition video.  Hulu, NBCU and Newscorp’s high profile video site wasted now time in taking advantage and supporting the upgrade.

Logging into Hulu’s beta moments ago, I was able to watch HD quality content streamed over the web. Available content was limited.  There were approximately a dozen movie trailers. I watched three; the previews for the now playing film, Hitman, Angelina Jolie’s upcoming movie, Wanted, and the soon to be released Charlie Wilson’s War trailer. I was impressed. Click to Read More

Lots of people know of news aggregator services like Digg.  Fewer are familiar with Mixx, a competitor launched in October.  That may soon begin to change.  Today, the LA Times Media Group struck a content and marketing partnership with the Web 2.0 news site.  The Times also made a small equity investment, the size of which was not disclosed.

Mixx is based in McLean Virginia and owned by Recommended Reading, Inc.  Like social news sites Digg, Propeller or Thoof, Mixx is built around users submitting links to web content and voting on those links.  It is entirely “crowd sourced.”  There are no editors. More popular submissions get higher profile displays.

The strength of Mixx is their user interface. Compared to other sites, there is a greater opportunity and more intuitive tools to customize the look and feel of your landing page as a subscriber.   It’s more a cross with a personalized home page and a news aggregator than competitors.

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Last week at the Reuters Media Summit someone asked EA’s CEO John Riccitiello his thoughts about M&A prospects for the gaming industry moving forward.  It was a fair question, as head of EA he’s a qualified expert on the gaming industry, as a former partner at private equity firm Elevation Partners, he’s well educated and informed about M&A mechanics.  Part of John’s  measured answer was “Is it ripe (for mergers), or has it already been picked? I would argue that it’s been largely picked."

Those remarks underscore just how surprising Sunday’s announcement that Activision and Vivendi Games intend to merge was.  When the two companies said they’d merge to form an $18.9b company, a gaming company with a market cap even bigger than EA (approx. $17.4b) some jaws were definitely hanging slack.

This morning, Vivendi and Activision provided more details which opened a window on the structure and presumed opportunity.

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There’s no such thing as corporate Darwin Awards or business Razzie’s but when it comes to bad executive decisions or business "say what’s?" it seems there ought be something.

In fairness, there are lots of gambles that don’t pay off, decisions that look much worse in hindsight than they did on the drafting table. As the cliches go: Nothing ventured nothing gained. You’ve got to gamble sometimes. Take some risks. Bad decisions and mistakes, of course, happen all the time. I’m not talking about those. What I’m thinking about are those decisions that fall easily in to the "should have known better"category. Choices that seem to violate common sense. It seems there should be some sort of trophy to acknowledge those kinds of mental lapses in the executive wing. A decision that leaves people scratching their heads and going "watchoo talking about Willis."…that deserves a special Lucite block on the mantle.

Looking back over last weeks events, I’ve got to wonder if management at Blockbuster might be inline for such a nomination. Click to Read More

Scratch pay per view video from AOL’s list of services. After a year of effort, AOL confirmed Friday they were scrapping their in-house service and instead opting for a partnership with Amazon and their Unbox video download store.

AOL’s Senior VP of Video explained to the A.P. that they are shifting their focus" toward an advertising business." Pay per view video didn’t fit in to that model so they decided to cut it loose.

Instead, AOL will integrate links to Amazon and also may house some Amazon content on AOL Video. The two companies will share revenue from the venture (Details or terms of the cash split weren’t disclosed.)

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Some estimates suggest the market for global online video advertising will reach $1.3b this year.   The 4 major U.S. television networks (ABC, CBS, FOX and NBC) have been coy about their share of that booty.   It’s no wonder.  With writers striking, one of the core negotiating points is digital revenue.  The writers want a piece and the networks don’t want to lock in a rate for a market too premature to estimate accurately.

Thursday, the Financial Times put a number on the present stakes.  Citing a senior vice president at Starcom, a media buying agency that spends with all 4, FT estimated a combined annual take of greater than $120m.

That’s not bad, but it’s peanuts compared to the market opportunity.  Click to Read More

Positive earnings remain elusive for TiVo (Nasdaq:TIVO) but despite turbulent markets, the "time shift" pioneer may be getting ever so slightly closer. After the close or markets Wednesday, Tivo released Q3 earnings. The numbers were somewhere between flat and positive.

For the quarter ended October 31st, Tivo posted a net loss of $8.24m (8c a share), substantially better than a loss of $11.1m (12c a share) for the same period last year. The return was also far better than last quarter which suffered due to inventory write downs. The consensus analyst expectations were for a loss of 13c a share. Tivo beat the street by a penny.

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