<div dir="ltr">There is a global shift in how licensing is done and over the next year or two you will find fewer and fewer exclusive deals, especially on the streaming side of things.<div><br></div><div>The streaming content world will be a VERY different place in 2 years time, especially with the volume of new original content that people are producing.</div>
<div><br></div><div>Netflix have a tonne of original content, Amazon has awesome shows as well and just released 5 pilots, and Microsoft have announced they are making a dozen pilots and a movie - who knows who they will use to deliver it... and Yahoo and others have announced they are getting into the content game.</div>
<div><br></div><div>If you think the current content agreements will have any major impact in the next 24 months when there will be dozens of mainstream shows that aren't made by the networks, you will be very wrong indeed.</div>
</div><div class="gmail_extra"><br clear="all"><div><div dir="ltr"><div><br>...Skeeve</div><div><br></div><div><div><b style="font-size:13px;font-family:Calibri">Skeeve Stevens - </b><span style="font-size:13px;font-family:Calibri">eintellego Networks Pty Ltd</span></div>
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<br><br><div class="gmail_quote">On Sun, May 25, 2014 at 6:47 PM, Damian Guppy <span dir="ltr"><<a href="mailto:the.damo@gmail.com" target="_blank">the.damo@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div dir="ltr">Sadly, i think Foxtel / Telstra have tied most content up with long term exclusive contracts, so i really dont see Netflix Australia having anywhere close to the content Netflix US does. <div><br></div><div>
I can also imagine certain ISP's without a preexisting interest in their own streaming service rushing to do a deal with Netflix to make traffic to them 'freezone' (so i can see telstra not doing this, but iiNet and maybe Optus rushing to get a deal in place).</div>
<div><br></div><div>Since Netflix use AWS anyone currently peering on NSW-IX will already have peering to netflix AU in place.</div><div><br></div><div>--Damian</div></div><div class="gmail_extra"><br><br><div class="gmail_quote">
On Sun, May 25, 2014 at 4:38 PM, Martin Hepworth <span dir="ltr"><<a href="mailto:maxsec@gmail.com" target="_blank">maxsec@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
Also probably means AWS have enough kit in Sydney now to run Netflix out of!<div><div><span></span><br><br>On Sunday, 25 May 2014, Skeeve Stevens <<a href="mailto:skeeve%2Bausnog@eintellegonetworks.com" target="_blank">skeeve+ausnog@eintellegonetworks.com</a>> wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr">Hey all,<div><br></div><div>The Australian has reported (<a href="http://www.news.com.au/technology/online/how-the-australian-launch-of-internet-streaming-service-netflix-will-change-your-life/story-fnjwmwrh-1226930807121" target="_blank">http://www.news.com.au/technology/online/how-the-australian-launch-of-internet-streaming-service-netflix-will-change-your-life/story-fnjwmwrh-1226930807121</a>) that Netflix is coming to Australia next year.</div>
<div><br></div><div>Whether this eventuates or not, someone or something will do it in a big way real soon.</div><div><br></div><div>So, let's say that Netflix does land... this would most likely mean that Amazon Prime will land around the same time too.</div>
<div><br></div><div>My first thought would be that Foxtel Play, Bigpond TV, Quickflix, FetchTV, Freeview, StreamCo and others will die very quickly.</div><div><br></div><div>My second thought would be that the availability of media plays such as Roku 3, Amazon Fire will land and devices like AppleTV (or whatever they might release next week) will see a resurgence.</div>
<div><br></div><div>My third thought, and most significantly to AUSNOG and for discussion, I think that there would be a reasonably significant increase in the average USAGE per user.</div><div><br></div><div>Internet connected media streamers for TV's (and SmartTV's themselves) are still relatively deployed in small numbers. </div>
<div><br></div><div>They are just often too complicated for average users to get working, and of all the houses of the friends I go into, even those in the hi-tech space, media players are still rare... maybe 1 out of 5-8 homes. More have a TV connected pc and watch content, but I am talking about media players.</div>
<div><br></div><div>The takeoff of these services will quickly see (within 6-12 months) a significant number of home having one or multiple devices.</div><div><br></div><div>So... to the issue which will have an impact on most ISPs... I'd be interested on what the list thinks will happen to the average usage per user, contention, backhaul, transit and peering (which I assume they will join).</div>
<div><br></div><div>The other thing that may boost this is the availability of high speed broadband... if NBNCo buys the cable assets of Telstra and Optus, that will give some 1 million homes that NBNCo RSPs have access to... nice.</div>
<div><br></div><div><br></div><div><div><div dir="ltr"><div><br>...Skeeve</div><div><br></div><div><div><b style="font-size:13px;font-family:Calibri">Skeeve Stevens - </b><span style="font-size:13px;font-family:Calibri">eintellego Networks Pty Ltd</span></div>
<div><div><span style="font-family:Calibri;font-size:13px"><a>skeeve@eintellegonetworks.com</a> ; <a href="http://www.eintellegonetworks.com/" target="_blank">www.eintellegonetworks.com</a></span><font><p style="font-family:Calibri;font-size:13px;margin:0px">
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</blockquote><br><span class="HOEnZb"><font color="#888888"><br></font></span></div></div><span class="HOEnZb"><font color="#888888"><span><font color="#888888">-- <br>-- <br>Martin Hepworth, CISSP<br>Oxford, UK<br>
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