G'day.
Here's some not-so-light reading for your Sunday evening.
What I've attempted to do is, and starting with Ooyala, create something of a path showing where Linius is interconnected with various other co's, then add some info about each.
Feel free to offer comment or criticism on any points covered.
I'm not qualified to offer commentary, so I've kept my opinions or commentary to a minimum. Both are highlighted in bold.
Worth noting is, many of the news articles linked are very recent.
Very. Something is baking in Amsterdam and I don't mean #cookies.
Additionally, I've dropped in any other interesting tidbits discovered along the research route. See the Tidbits section.
I will say one thing, the big surprise in all this has been the appearance of Telstra as a central player. It seems Telstra is pivotal to many things LNU. I don't recall TLS having any equity in LNU, but it appears VVE could be financially in TLS's interest to support LNU any way possible. Could they have taken part in the $10m CR earlier this year?
https://www.linius.com/linius-completes-a10-million-capital-raising/
Disclaimer:
There's a very good chance there's nothing in any of this, that these intersections are all just coincidences or conspiracies so take everything here with a grain of all IMO & DYOR.
Anyhoo, look past my lack of technical aptitude and enjoy the research enthusiasm. 'Cos it's all a part of the LNU story.
Cheers & GLTAH
Mazer
P.s. I don't believe in coincidences.
====================================================
Why start with Ooyala?
a) they're in Amsterdam this weekend. b) They have a few connections to LNU c)
Two of LNU's backend team members, Audrey Ku ex-Ooyala. (See bk6n post) and Ivan Benko (ex-Ooyala, Akami & Atlassian, ex-LNU?).
Page 11 - https://2hm1jl3utvta4bzub83ioh6k-wp...ies-Investor-Presentation-Nov-2017-171109.pdf
OOYALA
Ooyala delivers personalised video experiences across all screens and is a leader in online video management, publishing, analytics and monetisation. Ooyala’s integrated suite of technologies and services gives content owners the power to expand audiences through deep insights that drive increased viewer engagement and revenue from video. Companies using Ooyala technology include
Foxtel, Telstra, Univision, ESPN, Pac-12 Enterprises, Bloomberg, Telegraph Media Group, Telefonica, The North Face, Rolling Stone, Dell, Sephora and Yahoo! Japan. Headquartered in Mountain View, California, Ooyala has offices in New York City, London, Sydney, Tokyo and Guadalajara, Mexico. The company works with premier reseller and technology partners throughout the Americas, Europe, Africa, Japan and the Asia-Pacific region. For more information, visit
www.ooyala.com
Ooyala lists these co's as Strategic Partners:
- Microsoft - Azure is Ooyala’s preferred cloud provider and integrates across Azure infrastructure"
- Telstra - no description needed.
- Akami - Ooyala integrates with Akamai's Content Delivery Network (CDN) services globally.
- Adobe - Ooyala integrates with Adobe technologies to provide premium broadcast capabilities, content protection authentication and high-quality playback experiences.
Ooyala lists as a partners, Amazon Fire TV.
Ooyala is a wholly-owned subsidiary of Telstra.
https://www.copyright link/business...its-first-silicon-valley-deal-20160818-gqvnm4
Recent AFR interview with Ooyala's founder. Included for his comments on Telstra & Ooyala -
https://www.copyright link/technolo...h-wizeline-after-telstra-haul-20180810-h13t3l
OOYALA & MICROSFT (+LNU?)
http://www.ooyala.com/ooyala-and-microsoft.
Better Metadata
WITH ARTIFICIAL INTELLIGENCE
We’ve paired Ooyala’s video solutions with Microsoft’s Cognitive Analytics technology, Video Indexer, to help content producers and distributors quickly extract and enrich metadata, resulting in better asset management and search, as well as personalization of content, and increased monetization.
LNU announces AI integration with MS.(Dec.'17)
https://www.linius.com/linius-integration-with-microsoft-artificial-intelligence/
OOYALA PRODUCTS
ZoneTV - is more than just a media company. It’s television with a vision, creating a level of next-generation content and user experience that’s unique, easily searchable and effortless for audiences to enjoy.
Shows Arsenal & NRL team, Cronulla as case studies. Sports, sports and more sports!! As Roy & HG were famous for saying "When too much sport is barely enough!"
https://www.ooyala.com/ooyala-customers/zone-tv
OoyalaFLEX
Possibly using VVE?
FLEX targets sport is a primary target of this product.
https://www.sportsvideo.org/2018/04/23/nab-reflections-ooyala-founder-and-cto-belsasar-lepe-on-building-technology-to-support-the-migration-away-from-the-set-top-box/?utm_source=SVG Newsletter&utm_campaign=0e92284f73-my_google_analytics_key&utm_medium=email&utm_term=0_5ccb082d23-0e92284f73-77787605
How do clients, specifically in sports, get integrated when they agree to partner with you, and how does it impact their streaming experiences?
Usually, the first phase for these folks is to get it up and running: let’s have what we have running, just more efficiently. As we look to the second and third phase, that’s where we start to do some really interesting things, like bringing in a stats feed, doing more
automated generation of highlights, or sending content over to Microsoft’s Video Indexer and doing
automated tagging of athletes and plays [highlighting mine - M]
Ooyala on Twitter
Delighted to announce that Ooyala Flex Media Platform has been shortlisted in the 'Manage' category in
@TheIABM BaM™ Awards 2018.
Best in Class Ooyala Flex Media Platform-- Shortlisted for an IABM BaM™ Award at IBC -- Becomes the Preferred Global Solution
https://prwire.com.au/pr/79159/ooya...-decrease-cost-to-produce-and-deliver-content
READ THIS!
Ooyala (production) & OD Media (delivery)
this week announced a new partnership (Going into IBC show in Amstedam).
https://www.fifthquadrant.com.au/cx...-flex-media-platform-to-streamline-operations
Amsterdam and San Jose, California – September 13, 2018 – Ooyala has collaborated with the ODMedia Group on a new strategic partnership, integrating ODMedia’s video localisation and delivery capabilities with Ooyala’s video production, management, distribution and monetisation services.
The strategic partnership is a major step in helping content owners reach global audiences and markets realising new revenues more quickly. The combination of Ooyala’s Flex Media Platform and ODMedia Group’s established position as preferred delivery partner with most global platforms, including the likes of Netflix, Google Play, iTunes and YouTube, will enable broadcasters and content owners to deliver content to any platform, any time, in any format, cost effectively.
Did I just hear a pin drop? Or is that the sound of an announcement getting ready to drop tomorrow or Tues?
IBC show ends on Tuesday.
OD MEDIA
https://www.fifthquadrant.com.au/cx...-flex-media-platform-to-streamline-operations
Netherlands-based ODMedia Group is a leading video-on-demand (VOD) company, offering content management, encoding and extensive distribution services to enable VOD, linear TV and catch-up TV offerings. ODMedia processes hundreds of hours of content every day and distributes content to over 120 countries and 1000 platforms, including most IPTV/ cable operators, VOD platforms and OTT providers such as XBOX, Netflix, iTunes, Google Play and Amazon.
LNU & MICROSOFT
http://www.linius.com/wp-content/up...Promote-Sell-The-Linius-VVE-FINAL-release.pdf
https://www.linius.com/linius-ibm-c...-sell-the-linius-video-virtualization-engine/
The first near-term priority is to sign a
technology and reseller partner [Any ideas who? - M] that can deliver Linius’ cognitive video search solution to the U.S. education market. We’re on the cusp of an exciting announcement in that regard.
TELSTRA
With 100% of Ooyala, a 50% stake in Foxtel, Telstra has a LOT to gain from the success of LNU tech.
Strong links to AFL
https://mediaweek.com.au/afl-telstra-deal-content-retirement/
LNU will assist Foxtel, who's under pressure to adapt away from a subscription model.
https://www.*.com.au/telstras-investment-in-foxtel-delivered-0-return-last-financial-year-2017-8/amp
STEPHEN PECH (ex-Telstra)
I enjoy a good speculation. Anybody care to add some thoughts on how SP found his way to LNU?
https://www.channelpartnersonline.c...channel-chief-focused-on-partner-recruitment/
Even before commercialization, Linius had attracted investment from IBM [didn't know this! - M], (and) proven its capabilities on Microsoft Azure and AWS.
POINTS of INTEREST (Tidbits)
VILLAGE ROADSHOW
12-month trial due to conclude end of this month! Is this one revenue NTG due to be ann?
Linius and Roadshow Films have entered into an agreement to deploy the Linius VVE anti-piracy solution on selected premium video content from studio production to the retail platform, for an initial 12-month term.
LNU CEO Tweet
Probably not random.
This article retweeted by CEO last week.
IBC
https://show.ibc.org/
https://www.linius.com/linius-techn...utm_campaign=Content&utm_content=20180911
MONETISATION
The challenge of subscriptions.
http://www.niemanlab.org/2017/09/ne...oment-is-that-all-there-is-to-reader-revenue/
A new way to approach the challenge.
http://www.niemanlab.org/2017/10/ne...e-the-new-revenue-stream-publishers-dream-of/
Ooyala's industry report - State of the Media Industry 2018.
It’s All About Data Now
Download
Data and data-driven video have become the focal points of nearly every conversation in media these days. From consumer engagement and privacy to technological advances, content strategies and monetization, data in its various forms is everywhere and companies are challenged with harnessing and analyzing it smartly for greater returns.
=========================================================
FAVOR
I have a couple of requests, think of it as info for services
- Can anybody recommend a simple service/software to keep track of portfolio activities/performance?
- Do any of you tech guys have an opinion on 4DS:ASX ? (4dsmemory.com/) or any other co. with LNU-like potential?
If you'd prefer not to cross-promote reach me here:
[email protected]
Cheers again.
Mazer
(20min delay)