Skip to main content

Over-the-Top IP Video will Experience Boom

The Internet Protocol (IP) video revolution is stalled by poor user interfaces, uncertainty on pricing models and tight digital rights management restrictions on Hollywood films, according to Kagan Research.

But expect this "over-the-top" video to take a big leap forward at year's end. That's when equipment � retail priced at $60-$160 � is scheduled to arrive that ports signals to living-room TV sets and liberates broadband TV from the confines of personal computers, which is another stumbling block.

"I do believe over the course of the next 12-24 months, we will experience a 'hockey stick' growth curve," Curt Marvis, CEO of movie downloader CinemaNow, said. "Over the top" refers to video delivered by broadband data transmission devices such as cable modems (ie, therefore by-passing MSO or Telco set-top boxes).

Marvis said Hollywood's major studios today are reluctant to allow users to burn downloads on DVDs or transfer movie downloads to other devices. But he expects them to bend as consumers insist on portability as part of the bigger trend toward TV personalization. When download-to-own prices go under the price of a packaged DVD, Marvis expects a boom.

Popular posts from this blog

AI Supercycle: Server Market Growth Surge

The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles.   The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements.  IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...