Stewart Schley, SVP and Lead Analyst

Stewart has been reporting on and writing about the telecommunications and media industries for more than 25 years, for publications and organizations including Multichannel News, Cable World, CED Magazine and Paul Kagan Associates. He has founded and served as editor of several national business magazines and is the author of the book Fast Forward: Video on Demand and the Future of Television; the editor of the book Definitive Broadband; and a co-author of Broadband Planet, published by Cisco Press.

Stewart Schley, SVP and Lead Analyst

The Tik-ing of Microsoft’s video clock

Among the five largest U.S. companies, only one lacks a direct-to-consumer video service. That could change, and soon. Press reports naming Microsoft as a lead candidate to buy TikTok’s U.S. operations, possibly in a partnership with Walmart Inc., signal that Microsoft perceives it’s missing an important piece of the consumer business portfolio. Although Microsoft Corp.’s …

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Gatekeepers 2.0: Meet the new MSO

A strong contender for the quote-of-the-month award goes to Andrew McCollum, the CEO of streaming video service Philo. McCollum recently talked to Variety about the rising influence of connected TV platforms that bridge the Internet and living-room TV sets. “Direct-to-consumer,” said McCollum, “is a bit of a myth.” That’s a perceptive read of a phenomenon …

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For U.S. telecoms, OTT video beckons

Comcast’s recent arrangement to make Sling TV available over Comcast’s Flex platform dovetails with a widening embrace of over-the-top video among multiple U.S. telecommunications providers. The willingness to light up the Sling TV app over Flex, a streaming video platform targeted to Internet subscribers, is the latest and most meaningful example of the migration among …

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