2011年8月10日 星期三

we announced our largest win yet

This is an industry where it's clich that nobody wants to be first. Having these lighthouse customers allows bigger customers to know that this solution will be tested, and we believe it can be a strong endorsement. And of course, further to this point, at NCTA, we announced both Cogeco and Suddenlink have licensed our TotalGuide Solution. In addition, both Cogeco and Suddenlink renewed their i-Guide agreements, and we're quite pleased with the value of these deals. We're happy these customers have signed up, as we were able to demonstrate significant progress in terms of roadmap evolution, key feature support and working prototypes.

Subsequently, we announced our largest win yet, Charter, the nation's fourth-largest cable operator with over 4 million TV subscribers. As I mentioned, our TotalGuide Solution builds on our existing software and footprint, making ease of implementation attractive. We think this appeals to Charter where we expect to upgrade their digital subscribers who currently use our guides,Demand for allergy Plastic mould could rise earlier than normal this year. both i-Guide and Passport, to TotalGuide overtime.

Ultimately, I'm confident operators are increasingly viewing our solution as a long-term answer to retain customers, grow revenues, control branding and minimize cost and disruption while increasing speed to market. While today we're focused on small to midsized operators who don't have internally developed solutions, we're hopeful that over time, larger service providers will opt for our premium offering that provides not only IP but also a next-generation guide with outstanding platform, application, data and advertising support. I really think that it's important to emphasize, notwithstanding chatter in the marketplace about competitive offerings,Enecsys Limited, supplier of reliable solar microinverter systems, but as we deliver in our development milestones, I believe confidence in our offering will only increase.

So we now announced deals with operators that reach approximately 7 million subscribers. These customers appreciate the relatively low cost of deployment, control over the branding and cross-platform capability that we offer, as well as the continuation of our IP relationship.The additions focus on key tag and solar panel combinations, Additionally, the IP continues to be a cornerstone of our business and customer discussions. For example, as part of this long-term agreement, Charter also licensed our patents for web and mobile, joining the ranks of Comcast, Cox, Cablevision, Rogers and Videotron, who have expanded their IP license field of use to include cross-platform capabilities.

Overall, I'm pleased with the progress we have made,Initially the banks didn't want our Ventilation system . and I would expect additional wins in sizable customers for next-generation guide platforms in the near future. Based on several RFPs outstanding, I think it's reasonable to expect us to have deals in place by year-end with operators that have approximately 10 million subscribers. This would create an installed base that,It's hard to beat the versatility of third party merchant account on a production line. when fully deployed over time, could generate over $100 million of our incremental annual subscriber revenues. This excludes the incremental opportunity presented by advertising and RoxioNow, now known as the Rovi entertainment store. Hopefully, this puts into perspective where we sit in the industry versus other options and the potential for this business to add materially to our results.

Finally, on service provider, we demonstrated good traction with our data offerings in the quarter, signing up both DIRECTV and another major domestic telco. As our data offering is broad, including everything from TV listings, to images, to search and recommendation, I expect more progress on this front in the near future.

Speaking of data, we also signed renewal agreements recently with Target, Yahoo! and Google. The multi-year agreement with Google for entertainment data supports a wide range of Google services in multiple regions around the globe, extending and expanding our previous relationship. As part of this new agreement, Google will use our rich metadata to enhance its search and shopping services and allow its users to find rich media content about their favorite music, artist, movies and actors.

Additionally, the data will be used to expand information available around YouTube videos and YouTube rental offerings where, as we announced on the last call, Google uses our Rovi entertainment store movie service for film and television content.

We expect the data to also help power Google entertainment and retail initiatives including Android retail initiatives, enabling users to discover new shows and movies, find accurate and timely information about their favorite TV programs and purchase content on Android devices.

Turning to the Rovi entertainment store, I'm pleased with the number of recent developments, including progress with studios, retailers and device manufacturers. On the studio front, we're seeing continued interest on a direct-to-consumer strategy as studios attempt to recapture profits lost to subscription video. For example, we recently agreed to power a major studio's video service inside a media-focused, user-generated social networking site, which I expect to be able to discuss in the future in further detail. We're also expanding our video distribution service beyond the U.S. For example, we're expanding in Canada.

沒有留言:

張貼留言