Facebook’s Advertising & Video Platform – The RoadMap

Facebook Videos AdvertisingFacebook appears to continue to have strong momentum in its core business, has significant new opportunities in areas like video and payments, is beginning to commercialize other apps.

Facebook made several important announcements related to its Video initiatives, including i) it is upping the maximum video upload file size to 1.5G, which is enough to support video as long as 45 minutes (i.e., its first foray into longer form video content); ii) it is rolling out an embedded video player for third-party apps and sites, which increases the reach of videos off-network, provides new solutions to publishers/apps, and represents a new competitor to YouTube; iii) announced the availability of spherical videos on the News Feed; and iv) suggested that pre- and/or post-roll ads in videos could soon be available.

Facebook highlighted three key data points of its Video Platform: 1) 3bn videos per day, of which a low percentage are (more…)

2015 Spectrum Auction – What is The Status of Industry / Operators Balance Sheet ?

Indian Telecom Operators Profit LossIn the aftermath of the 2015 Mega Telecom Spectrum auction we analyze the impact of Higher-than-expected payouts for spectrum renewals.

Developments on the spectrum front over the past few years have meant a substantial jump in the cost of buying fresh or renewing extant spectrum for the industry. Even as a significant portion of the renewal payouts in the two renewal auctions that have happened thus far (February 2014 and March 2015) has been borne by the Big 3 Telecom Operators [Airtel, Vodafone & Idea]

Can the current industry size that is reflective of extant spectrum pricing and competitive dynamics support the expanded balance sheet of the industry? The clear answer is in the Negative.

What needs to happen? P&Ls need to respond (more…)

Next Entries »