Tuesday, October 2, 2012

Could Turnaround Be Fair Play and Smart Play for AT and T and Verizon?

Interesting report that AT and T and Verizon may be looking to add cloud based gaming capabilities.

Most people have been talking about more and more video services being ported to game consoles like X-Box, Wii and PS3 enabling cord cutters and potentially cutting into MSO revenue streams. What if the MSO's turned around and eliminated the need for game consoles by porting the games to the MSO's cloud. Gaming on demand instead of video on demand.

Here's another thought - what if this is the strategy Apple is looking at for their new Apple TV? They could upgrade the box so that it is both a replacement for existing MSO set top boxes and also a replacement for the customer's game console. A STB with Kinect-like functionality? There would be a huge market for Apple game console.

The thing holding most MSO's back from offering new features and functionality is the huge sunk investment in existing MPEG2 based STB's. Imagine if the customer - on their own - replaced those old boxes with new Apple TV boxes! Wouldn't that be most welcome by the major MSO's like AT and T and Verizon?

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