Friday Grab Bag: Does Facebook make no Money on Mobile?


Is a patent war in Google’s future?

No not the one with Apple that it appears to be fighting by proxy but rather one where it uses the patents it will acquire in its Motorola Mobility acquisition. The Guardian puts forward a well reasoned piece that strongly suggests that this is the only way that the company can recoup its $12.5bn investment.

The most recent financial statement from Motorola shows that it will have a negative effect on Google’s results, possibly dropping earnings per share by as much as one third. Google has long stated that one of its goals in the purchase will be the patents, and it seems that since it is already using Motorola as a tool in its on going war with Apple over patents, it now will take it to a new level.

But it is also likely that it will be more aggressive in using the patents overall, possibly to exert more control over Android handset makers and their software. The one company that could be harmed by this approach might be Amazon whose Kindle uses a basic version of Android but with all of the other Google features such as Gmail stripped out so that a user would barely know what OS it is running.


Amazon’s Kindle sales triple in last quarter

Amazon’s revenue grew 35% in its just concluded fourth quarter, reaching $17.4 billion and said that the sales of its Kindle eReaders tripled in the quarter that ended Dec. 31, 2011, but did not disclose the exact number sold.

However the sales growth did not meet analysts’ expectations and the company said that net income dropped significantly, down to $177 million, a 57% decline from the same period a year before. Part of the issue was a huge investment into expanding its sales fulfillment centers, a move it said will help grow the business in the long run.

For the current quarter it is predicting sales of between $12 billion to $13.4 billion and that it could post an operating loss of as much as $200 million to a profit of $100 million

Turner Broadcasting System and Intel Capital invest in iStreamPlanet’s Series A
iStreamPlanet has closed its Series A funding round with both Intel Capital and Turner Broadcasting Systems participating in the round. The amount of funding was not disclosed. iStreamPlanet develops automated video workflow technology.

Turner has already worked with iStreamPlanet in the past on a variety of live sports broadcasts going as far back as the 2010 NASCAR Coca Cola 400 at Daytona Speedway. Other events that iStreamPlanet has helped broadcast include the 2010 Vancouver Olympic Games, NBC Sports’ Sunday Night Football and the Championships at Wimbledon, along with the US Open Golf, Notre Dame College Football, Ryder Cup and the Kentucky Derby.

Aside from automated video workflow technology the company also has multi-screen technology as well as cross platform ad insertion capabilities.

Will BCS move games to campuses in 2014?
That is what is being reported as a possibility by Brett McMurphy over at CBSSports. He said that at least on athletic director has proposed moving many Bowl games onto school’s campuses rater than at the neutral sites where they are played today.

The new cycle of BCS begins in 2014 which is the earliest that the change could most likely occur. One of the driving forces behind the idea is the poor attendance that many of these Bowls and would call for on-campus games after the top 16 games are filled. Also under consideration would be requiring a minimum of seven wins to be bowl eligible.

Facebook revenue absent in the mobile space
As Facebook opens its books in advance of its $5 billion IPO a number of interesting facts have emerged about the company. It has obviously seen very strong growth since its inception and now has $3.7 billion in revenue.

Oddly enough none of this revenue, zero, comes from the mobile users of the social media. With 425 million of its 845 million users accessing the site via a mobile device this is astounding. However it shows that there is huge room for revenue growth for the company.

As reported at Forbes, Facebook said that it is devoting substantial resources to expanding its platform in the mobile space and seeks to create engaging mobile products. The company said that it anticipates mobile users’ rate growth to outpace its overall growth rate.

Feds keep pressure on illegal Super Bowl streamers
For the second year in a row the US Government has cracked down on a number of sites that provide sports streaming and has taken control of their domain names. Users heading to those sites will get a redirect notice from the DOJ/ICE.

Among the sites included are Firstrowsports.tv, Firstrowsports.com and Soccertvlive.net. and as reported by Torrent Freak this is the second time around for the Feds to shut down sports streaming sites just prior to the Super Bowl, although some sites are already back up under slightly different incarnations.

The shutdown struck at least 307 domain names and the effort was called ‘Operation Fake Sweep’ with the bulk of the sites charged with selling fake NFL merchandise and only 16 for illegally streaming sports video.

AMD to enter tablet and Ultrabook space
AMD introduced analysts at its annual meeting to its newest processor roadmap that will include a pair of low powered chips that will target the tablet space and showed an Ultrabook design that looks to undercut Intel’s offerings in hat space.

According to EETimes coverage of the event AMD has added Hondo, a 40 nm processor for tablets due this year and plans to follow up with Temash, a 28 nm chip next year. The company has been slow to enter this space but its rivals here are more from ARM-based chips and the OMAP processors from Texas Instruments, Intel has been slow to make headway in this area as well.

AMD showed an Ultrabook that was developed by Taiwanese company Compal using AMD’s Trinity chip in a thin an ultrabook reference design made by Taiwan’s Compal. It said that the computer could have a $599 price tag, possibly starting a price war with developers using Intel’s developers ultrabooks.

Bleacher Report and Turner Sports Continue to Expand Sports Apps Space

Ever wanted to follow a Div III Field Hockey playoff or have streaming news from your favorite pro team? Well there is a couple more apps that will help you do just that as web sites and news organizations continue to expand their presence in the mobile sports space.

First up is Turner Sports which has developed a mobile app called NCAA Sports for the Apple iOS and Android platforms. Designed to cover a wide spectrum of sports that often do not get wide coverage the free app will include live streaming video of over 60 NCAA championship games.

It will provide live streaming video of championships for all NCAA sports including Division II football, Divisions II and III wrestling, Divisions I, II and III field hockey, Divisions II and III men’s and women’s soccer, and Divisions II and III women’s volleyball. The app will also include in-depth regular season coverage of football and basketball.

The program permits users to drop in and out of the live broadcasts and provides the ability to chat with friends using Facebook or to post comments via Twitter.

In addition Turner has added a new mobile website on its hosted NCAA.Com space that is designed for mobile browsers user with touch screen devices such as Tablets and smartphones. The mobile website will allow fans to get live scores, schedules, news, rankings and video recaps that have been tailored for display on the mobile devices.

In a press release Mark Johnson, vice-president of Turner Sports’ NCAA Digital group said about the development that “College sports content is underserved in the mobile space right now and we’re excited to offer fans mobile products that are 100% dedicated to college sports.”

Bleacher Report moves desktop offerings to mobile app

The second app coming down the road is from Bleacher Report called b/r Team Stream App and the free app is now available for both Android and Apple iOS devices. It will cover a number of sports including NFL, College Football, MLB, NBA, NHL Soccer, Tennis and Golf.

The app is in ways a news aggregation program, Bleacher Report searches the web for news on the team you have selected and streams them to your mobile device using the app. However it will also include tweets from athletes and sportswriters.

NCAA/Turner Alliance to expand its Football Presence

The alliance between NCAA and Turner Sports will be showing increased activity this Fall

With the start of college football just days away the NCAA and its partner Turner Sports have stepped up with a range of programs for fans and followers of NCAA football including a 30 minute preview show every week.

The show will be hosted by Vince Cellini and SEC college analyst Dave Archer and will cover not only the Football Bowl Subdivision but also the Football Championship Subdivision (FCS), Division II and Division III, which should make for a very busy 30 minutes.

The move is just one of many as the two partners start to move forward in a joint effort to expand the NCAA’s on-line and broadcast presence. Last year the NCAA singed a pair of deals with Turner Sports, one of which included CBS as well.

The first deal called for a 14-year television, Internet and wireless rights agreement with CBS Sports and Turner Broadcasting. It gave the two the rights to present the Division I Men’s Basketball Championship beginning in 2011 and continuing through 2024 for more than $10.8 billion. This includes all the games being broadcast live, over a combination of four networks-CBS, TBS, TNT and truTV.

Included in the deal are joint marketing effort between the NCAA , CBS Sports and Turner Broadcasting. At the time this was labeled the start of a new partnership and so it was as a second deal was cut soon after.

The second deal was just between Turner and the NCAA and it called for Turner create and mange NCAA Digital and which also covers 14 years. No terms of this deal were made available. NCAA Digital will cover all 88 NCAA championships and is designed to heighten awareness and interest in them, including running NCAA.com, the primary web site for all of the championships.

Included in the Fall football push will a number of expected features including a live scoreboard, power rankings and game recaps. There will be live statistics from ongoing games and a Heisman Watch as well as the ability to call up video highlights and watch features produced for the site.

It will be interesting to see how this impacts ESPN who currently is the unchallenged king of on-line and broadcast sports. I expect that will raise the bar for much of the channels analyst, much as the Baseball Network seems to have done, in my opinion. However the 30 minute show has a tough hill to climb to surpass the very popular ESPN College Gameday program.

‘Way harder, intense look’ at Mobile Sports Production Underway at Turner Sports, exec says


Picture of mobile sports broadcast visionary Michael AdamsonThere’s a large enough audience for mobile sports to spark Turner Sports to take a “way harder, more intense” look at mobile sports production, according to a recently posted Beet.TV video.

According to Michael Adamson, VP of Sports New Products, Turner Sports, the proof is the 2011 NCAA Men’s Basketball Championship Tournament, which saw a 17 percent increase in online sports video consumption and a 63 percent increase in total viewership for March Madness on Demand (MMOD).

More mobile sports viewers “than we thought”

“For the first time, we saw a significant enough portion of our audience consume live games on mobile (to cause Turner) to take a way harder, more intense look at mobile video production,” said Adamson in the Beet.TV video. “It really pushed our numbers higher on mobile than we thought was going to happen this year.”

The “take” numbers across all of Turner Sports, CBS Sports and NCAA online, online streaming and mobile application rates are now large enough to warrant exploration into broadcasts tailored to mobile sports consumers, said Adamson.

“Most of our video streaming experiences that we’ve done for sports have been simulcasts or experiments with alternate-angle live streams,” said Adamson. “Now, we’re starting to think more about how to make sure we sync mobile video with broadcast, or how we sync syncing mobile video with mobile data. How do we make mobile video available as both companion (viewing) and primary (viewing) experience, and tie advertising in?”

Adamson’s comments are good news for the mobile sports consumer. In addition to March Madness, Turner Sports broadcasts NBA on TNT, Major League Baseball on TBS, NASCAR on TNT and PGA Championship and PGA Grand Slam golf.

iPad for sports extraordinary

Adamson said Turner Sports was wowed by the iPad viewership of March Madness, as well as the behavior patterns of mobile sports consumers watching hoops on the device.

“People were using the iPad more like a TV than a mobile device,” he said. “I don’t know that we would have expected that but we definitely saw it.”

Before March Madness, Turner Sports saw the iPad much more as a companion device for people watching sports on television, Adamson said. iPad viewers told Turner Sports through their behavior that iPad is ready for more intense mobile sports programming that embeds video inside a data-rich environment, he added. Watch for broadcasters to begin using iPad applications as a way to show people the games they want to see alongside a rich set of social media and location-based applications in the future, said Adamson.

Adamson made his comments to Beet.TV at paidContent Mobile 2011, held May 18, 2011 in New York.

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