Tuesday, September 13, 2011

Motorola adds OTT exposure through Ooyala

Motorola Mobility Ventures invests in Ooyala ('more than 1,000 customers delivering over one billion streams to over 100 million consumers per month'). Customers include Telegraph Media Group, Martha Stewart Living Omnimedia, Dell, General Mills, ESPN and TechCrunch. Ooyala Social is to be used by Miramax, Warner Brothers, and Netflix.

So it's not Google, but looking at it as a Google takeover, the question is: Is Google going from retail (YouTube) into wholesale online video services? Or is it vertically integrating? Or, in different telecoms terms, does Google need to apply some form of voluntary separation between its consumer and business activities in order to prevent issues between its own retail business and its wholesale customers? (As is the case with Motorola/Android).

Also: with Ooyala, Motorola finds a way to access the OTT market, hedging its broadcast postion through the STB business.

Here are Google's video-related acquisitions so far (total cost: about $2bn, excluding Motorola Mobility's $9.5bn excl. cash):

  • YouTube: video sharing
  • Omnisio: online video
  • On2 Technologies: video compression
  • Episodic: video hosting platform
  • Bazaar Labs: social TV
  • Quicksee: online video
  • Widevine: video optimisation, DRM
  • Next New Networks: web video production
  • fflick: movie recommendations
  • Green Parrot Pictures: digital video
  • SageTV: home theater & DVR software
  • Motorola Mobility: STBs

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