 SoundCloud to Launch Paid Tier with Major Label Support — ‘No Comment’ on Equity Stakes

Posted on March 29, 2016 by Frank Cisco

SoundCloud is launching a paid tier. But did they give up equity stakes for access to the major labels? How are they paying out their artists? How are they monetizing derivative content? And why is their monetization program invite only? So many questions…

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After TiVo: Will The Over-The-Air DVR Die?

Posted on March 29, 2016 by Frank Cisco

I remember the very first moment I had in my hand the peanut-shaped controller that ran my TiVo DVR. It was magical. After a lifetime of TV programming me, setting my schedule, forcing me to make time to watch my favorite shows when they were broadcast – TiVo set me free. I was in control, I watched what I wanted when I wanted it. But alas, my fifteen-year odyssey with user-controlled media is coming to a close. So, who will provide an Over The Air video recording device as the next chapter of media now unfolding?

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11 Ways To Keep Your Customers In Mind While You Code

Posted on March 29, 2016 by Frank Cisco

You’re building this product for a person, so make sure you’re creating something they’ll actually use.

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Rome Will Burn In The New VR Reality

Posted on March 29, 2016 by Frank Cisco

Will VR be the one true battleground for your mortal soul? How far are you willing to immerse yourself?

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Japan Loses Contact With $265m Satellite

Posted on March 29, 2016 by Frank Cisco

Japan has lost contact with its X-ray satellite Hitomi, the third in a succession of ill-fated satellite missions.

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Why We Revised Our Price Estimate For VMware To $74

Posted on March 29, 2016 by Frank Cisco

We recently revised our price estimate for VMware from $86 to $74. The primary reasons for the price estimate revision were lower revenue expectations, particularly for software licenses, which will negatively impact the company’s margins and earnings going forward. In its fourth quarter and full year earnings call in January, VMware’s management provided weak revenue guidance for 2016. Moreover, the announcement of the Dell-EMC deal resulted in VMware’s stock plummeting by over 25% at the time. With Dell acquiring EMC, it has effectively taken the 97% voting rights of VMware but floated over 50% of VMware’s stock as tracking stock with no voting rights. VMware’s shareholders have been unhappy with the conditions of the deal since then.

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Is Google Finally Catching Up On Live Streaming?

Posted on March 29, 2016 by Frank Cisco

Reports suggest that Alphabet Inc.’s subsidiary Google is developing a live-streaming app called YouTube Connect, which will provide live streaming capabilities to most of its users. Currently YouTube offers this capability via its app called Creator Studio, for users who have a verified channel of good standing on YouTube. Google’s competitor Facebook recently announced that it is extending its live video streaming capability “Facebook Live”, which was launched in August last year to all Apple iOS and Android users in the U.S. Another popular live streaming app, Twitter’s Periscope, has genertaed over 100 million live broadcasts from users since its launch last year. Twitter recently integrated the live broadcasts directly into Tweets. While Google has not confirmed news reports of YouTube Connect, we believe investing in live video streaming capability on a large scale via a mobile app will be essential for YouTube to maintain its competitive edge.

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