some time in Latin America working closely with all of our business units and
was intrigued to learn about their growth trajectories. They were exciting in
their own way with different market dynamics; however, are these markets really
that different? The more I thought about it, the more I realized our pursuit of
personalized content is driving all businesses and convergence.
believe the three key areas that drive growth in the broadband, enterprise and
wireless markets are:
- Growth in video
- Personal and interactive services
- Multi platform
Growth in video
first is obvious—the continued growth of high definition and video on-demand
has been on a steady incline. Video is 90 percent of the consumer Internet
traffic today and 50 percent of video originates from mobile devices, which
drives both broadband and wireless growth in tandem. If you haven’t heard,
Comcast and Netflix agreed
to a ground-breaking pact to work together assuring viewers their Netflix
video streams will be provided with the best possible speeds.
Personal and interactive services
second area of growth is in personalization and interactivity. Consumers want
to watch what they want, when and where they want. Approximately 36 billion apps
were downloaded in 2012 with 83 percent coming from Android and iOS devices. It’s
estimated that one billion apps are being downloaded from iTunes every month.
Your smartphone is merely a platform to hold your personalized and interactive
content. The value of Software
Defined Networking (SDN), as seen on many smartphone apps, is driving the
growth in storage and data centers as well as connectivity.
the ability to offer multi-screen video (i.e., watching Netflix on an iPad or
NFL Live on Android phones) is also fueling mobile broadband growth today. This
is driving broadband to homes and mobile devices, and fueling growth in content
servers across the world to store content. This equates to more cell towers, distributed
antenna systems, fiber, data centers and services.
believe we’re all connected like never before in more ways than we think and
our search for individuality has led us to this
convergence. Do you
agree with these market assessments? What do you think are the biggest drivers for
the broadband, enterprise and wireless?