The FCC shouldn't go it alone on updating orbital debris regulations but should coordinate with other agencies, numerous satellite interests said in docket 18-313 replies last week. The Commerce Department in initial comments asked the FCC to pause the rulemaking proceeding (see 1904080033). But commenters didn't reach consensus on issues like orbital spacing between large constellations and how best to assess risk.
There are only so many "seats" in "this rocket ship" of competitive streaming "taking off in our space,” said CBS Chief Digital Officer Jim Lanzone on a Q1 call Thursday. “There aren't that many people who spend $8 billion plus per year on content and do it as well as we do,” he said. “If we play this right, there's definitely a seat for us in that ship.” The CBS All Access audience averages about 20 years younger than that of CBS linear TV and is split roughly 50-50 between men and women, said Lanzone. Two-thirds choose the “limited commercial option,” the rest go for commercial-free, he said. Churn is “in line with industry norms and we've been happy to see many lapsed users coming back to All Access upon the seasonal return of their favorite content,” he said. “We think of these users as pausing their membership rather than canceling it in the traditional sense, and the data suggests that our investment in content across CBS will be our most effective tool for eliminating or reducing the pause cycle for these users, as well as deepening their engagement.” The company is on pace to reach 25 million streaming subscribers in 2022, said President-acting CEO Joe Ianniello. That "doesn't include subs from our international services where we continue to increase our footprint," he said. Having launched streaming in Canada and Australia, “next up” is expanding services into Latin America and Western Europe, he said. “We're taking our time with international,” Ianniello said. “We're being methodical,” with focus on “making sure that the offering to the consumer is robust,” he said. Content will be “the constraining factor, but we're committed to rolling this out in 200 countries around the world,” he said. With nearly 7.5 billion people living outside the U.S., international is “a huge opportunity for further long-term growth,” said Ianniello, whose contract was just extended through Dec. 31 (see 1904290062).
There are only so many "seats" in "this rocket ship" of competitive streaming "taking off in our space,” said CBS Chief Digital Officer Jim Lanzone on a Q1 call Thursday. “There aren't that many people who spend $8 billion plus per year on content and do it as well as we do,” he said. “If we play this right, there's definitely a seat for us in that ship.” The CBS All Access audience averages about 20 years younger than that of CBS linear TV and is split roughly 50-50 between men and women, said Lanzone. Two-thirds choose the “limited commercial option,” the rest go for commercial-free, he said. Churn is “in line with industry norms and we've been happy to see many lapsed users coming back to All Access upon the seasonal return of their favorite content,” he said. “We think of these users as pausing their membership rather than canceling it in the traditional sense, and the data suggests that our investment in content across CBS will be our most effective tool for eliminating or reducing the pause cycle for these users, as well as deepening their engagement.” The company is on pace to reach 25 million streaming subscribers in 2022, said President-acting CEO Joe Ianniello. That "doesn't include subs from our international services where we continue to increase our footprint," he said. Having launched streaming in Canada and Australia, “next up” is expanding services into Latin America and Western Europe, he said. “We're taking our time with international,” Ianniello said. “We're being methodical,” with focus on “making sure that the offering to the consumer is robust,” he said. Content will be “the constraining factor, but we're committed to rolling this out in 200 countries around the world,” he said. With nearly 7.5 billion people living outside the U.S., international is “a huge opportunity for further long-term growth,” said Ianniello, whose contract was just extended through Dec. 31 (see 1904290062).
There are only so many "seats" in "this rocket ship" of competitive streaming "taking off in our space,” said CBS Chief Digital Officer Jim Lanzone on a Q1 call Thursday. “There aren't that many people who spend $8 billion plus per year on content and do it as well as we do,” he said. “If we play this right, there's definitely a seat for us in that ship.” The CBS All Access audience averages about 20 years younger than that of CBS linear TV and is split roughly 50-50 between men and women, said Lanzone. Two-thirds choose the “limited commercial option,” the rest go for commercial-free, he said. Churn is “in line with industry norms and we've been happy to see many lapsed users coming back to All Access upon the seasonal return of their favorite content,” he said. “We think of these users as pausing their membership rather than canceling it in the traditional sense, and the data suggests that our investment in content across CBS will be our most effective tool for eliminating or reducing the pause cycle for these users, as well as deepening their engagement.” The company is on pace to reach 25 million streaming subscribers in 2022, said President-acting CEO Joe Ianniello. That "doesn't include subs from our international services where we continue to increase our footprint," he said. Having launched streaming in Canada and Australia, “next up” is expanding services into Latin America and Western Europe, he said. “We're taking our time with international,” Ianniello said. “We're being methodical,” with focus on “making sure that the offering to the consumer is robust,” he said. Content will be “the constraining factor, but we're committed to rolling this out in 200 countries around the world,” he said. With nearly 7.5 billion people living outside the U.S., international is “a huge opportunity for further long-term growth,” said Ianniello, whose contract was just extended through Dec. 31 (see 1904290062).
Qualcomm expects to record revenue gains in Q3 ending June 30 of between $4.5 billion and $4.7 billion from its global settlement with Apple, said finance chief Dave Wise on a fiscal Q2 call Wednesday. The gains include a one-time “cash payment” from Apple and the “release of related liabilities,” plus “go-forward royalties,” he said. Apple will take a six-year license from Qualcomm with an option for two more years, and will source Qualcomm chipsets for a “multiyear” term, said CEO Steve Mollenkopf. The settlement is “a significant milestone, as it is Qualcomm's first patent license agreement directly with Apple,” rather than through Apple’s contract manufacturers, he said. “There's a lot of tension removed out of the system as a result of these settlements,” he said. “I really like the opportunity to have the two teams just working together on products in the future.” Qualcomm downgraded its forecast for calendar 2019 smartphone chipset sales by 50 million units to 1.85 billion units “due to continued weakness in China and a lengthening of the handset replacement cycle, potentially reflecting a pause in advance of 5G rollouts,” said Wise. “We now expect global handset units to decline slightly year over year.” Global smartphone shipments declined 6.6 percent to 310.8 million units, “a clear sign that 2019 will be another down year,” said IDC Tuesday (see 1905010173).
Qualcomm expects to record revenue gains in Q3 ending June 30 of between $4.5 billion and $4.7 billion from its global settlement with Apple, said finance chief Dave Wise on a fiscal Q2 call Wednesday. The gains include a one-time “cash payment” from Apple and the “release of related liabilities,” plus “go-forward royalties,” he said. Apple will take a six-year license from Qualcomm with an option for two more years, and will source Qualcomm chipsets for a “multiyear” term, said CEO Steve Mollenkopf. The settlement is “a significant milestone, as it is Qualcomm's first patent license agreement directly with Apple,” rather than through Apple’s contract manufacturers, he said. “There's a lot of tension removed out of the system as a result of these settlements,” he said. “I really like the opportunity to have the two teams just working together on products in the future.” Qualcomm downgraded its forecast for calendar 2019 smartphone chipset sales by 50 million units to 1.85 billion units “due to continued weakness in China and a lengthening of the handset replacement cycle, potentially reflecting a pause in advance of 5G rollouts,” said Wise. “We now expect global handset units to decline slightly year over year.” Global smartphone shipments declined 6.6 percent to 310.8 million units, “a clear sign that 2019 will be another down year,” said IDC Tuesday (see 1905010173).
Qualcomm expects to record revenue gains in Q3 ending June 30 of between $4.5 billion and $4.7 billion from its global settlement with Apple, said finance chief Dave Wise on a fiscal Q2 call Wednesday. The gains include a one-time “cash payment” from Apple and the “release of related liabilities,” plus “go-forward royalties,” he said. Apple will take a six-year license from Qualcomm with an option for two more years, and will source Qualcomm chipsets for a “multiyear” term, said CEO Steve Mollenkopf. The settlement is “a significant milestone, as it is Qualcomm's first patent license agreement directly with Apple,” rather than through Apple’s contract manufacturers, he said. “There's a lot of tension removed out of the system as a result of these settlements,” he said. “I really like the opportunity to have the two teams just working together on products in the future.” Qualcomm downgraded its forecast for calendar 2019 smartphone chipset sales by 50 million units to 1.85 billion units “due to continued weakness in China and a lengthening of the handset replacement cycle, potentially reflecting a pause in advance of 5G rollouts,” said Wise. “We now expect global handset units to decline slightly year over year.” Global smartphone shipments declined 6.6 percent to 310.8 million units, “a clear sign that 2019 will be another down year,” said IDC Tuesday (see 1905010173).
A year after Toyota announced it would introduce dedicated short-range communications systems on vehicles sold in the U.S. starting in 2021 (see 1805110014), the automaker decided to “pause its deployment,” it told the FCC, posted Monday in docket 13-49. Though there continues to be “general excitement about DSRC and the benefits of widespread deployment among key stakeholders,” Toyota hasn’t seen “significant production commitments from other automakers.” The “cooperative safety benefits” won't “be fully realized without greater automotive industry commitment to deploy the technology,” it said. Toyota expressed confidence a year ago that the FCC “would implement a sharing mechanism for unlicensed operations in the 5.9 GHz band only if testing fully validated that such operations could safely occur in the band and not disrupt the current or future deployment of DSRC technology by existing licensees,” it said. But the “regulatory environment” for the 5.9 GHz band since has become “even more uncertain and unstable,” it said. In addition to the “long-standing pending proceeding” involving unlicensed operation in the band, the agency recently launched a second proceeding to explore “reallocating channels away from DSRC” to cellular vehicle to everything technology, it said. “The chance that DSRC operations could be subject to harmful interference from unlicensed operations or other technologies should they be permitted in the band, that channels used for DSRC could be reallocated after services using those channels have entered the market, or that spectrally-inefficient band fragmentation could impair the ability to expand DSRC services and applications over time creates a substantial and arguably insurmountable risk.”
A year after Toyota announced it would introduce dedicated short-range communications systems on vehicles sold in the U.S. starting in 2021 (see 1805110014), the automaker decided to “pause its deployment,” it told the FCC, posted Monday in docket 13-49. Though there continues to be “general excitement about DSRC and the benefits of widespread deployment among key stakeholders,” Toyota hasn’t seen “significant production commitments from other automakers.” The “cooperative safety benefits” won't “be fully realized without greater automotive industry commitment to deploy the technology,” it said. Toyota expressed confidence a year ago that the FCC “would implement a sharing mechanism for unlicensed operations in the 5.9 GHz band only if testing fully validated that such operations could safely occur in the band and not disrupt the current or future deployment of DSRC technology by existing licensees,” it said. But the “regulatory environment” for the 5.9 GHz band since has become “even more uncertain and unstable,” it said. In addition to the “long-standing pending proceeding” involving unlicensed operation in the band, the agency recently launched a second proceeding to explore “reallocating channels away from DSRC” to cellular vehicle to everything technology, it said. “The chance that DSRC operations could be subject to harmful interference from unlicensed operations or other technologies should they be permitted in the band, that channels used for DSRC could be reallocated after services using those channels have entered the market, or that spectrally-inefficient band fragmentation could impair the ability to expand DSRC services and applications over time creates a substantial and arguably insurmountable risk.”
A year after Toyota announced it would introduce dedicated short-range communications systems on vehicles sold in the U.S. starting in 2021 (see 1805110014), the automaker decided to “pause its deployment,” it told the FCC, posted Monday in docket 13-49. Though there continues to be “general excitement about DSRC and the benefits of widespread deployment among key stakeholders,” Toyota hasn’t seen “significant production commitments from other automakers.” The “cooperative safety benefits” won't “be fully realized without greater automotive industry commitment to deploy the technology,” it said. Toyota expressed confidence a year ago that the FCC “would implement a sharing mechanism for unlicensed operations in the 5.9 GHz band only if testing fully validated that such operations could safely occur in the band and not disrupt the current or future deployment of DSRC technology by existing licensees,” it said. But the “regulatory environment” for the 5.9 GHz band since has become “even more uncertain and unstable,” it said. In addition to the “long-standing pending proceeding” involving unlicensed operation in the band, the agency recently launched a second proceeding to explore “reallocating channels away from DSRC” to cellular vehicle to everything technology, it said. “The chance that DSRC operations could be subject to harmful interference from unlicensed operations or other technologies should they be permitted in the band, that channels used for DSRC could be reallocated after services using those channels have entered the market, or that spectrally-inefficient band fragmentation could impair the ability to expand DSRC services and applications over time creates a substantial and arguably insurmountable risk.”