OTT | Devoncroft Partners

Analysis, Devoncroft Executive Summit Amsterdam

Analysis: Massive Value Shift in Media Industry

This builds on a post earlier this month, excerpting a preliminary view of the 2022 Big Broadcast Survey (BBS) trend index. Having completed the survey efforts for 2022, we can now publish the...

Analysis, Devoncroft Executive Summit Amsterdam, Technology Trends

Importance of ‘IP Networking’ Trend Highlights Massive Value Shift in Media Industry

At this past NAB Show, the Devoncroft Executive Summit explored several value shifts occurring in the global media technology sector. A preliminary peek into the results of the 2022 (14th annual) Big...

Analysis, Broadcast Technology Market Research

‘Easy to Work With’ Technology Supplier League Table from the 2021 Big Broadcast Survey

This is the second in a series of posts reviewing excerpts of the 2021 Big Broadcast Survey (BBS) and the first post about how the brands of technology suppliers were ranked by respondents to the...

Analysis, Broadcast Technology Market Research

2021 Rankings of Most Important Commercial Trends in Global Media Technology Sector

This is the first of a series of articles that discuss select findings from Devoncroft’s 2021 Big Broadcast Survey (BBS), the largest annual global study of media technology industry trends,...

Analysis, Broadcast Technology Vendor Financials

Analysis: The Lessons of Verizon Digital Media Services (Edgecast)

On September 1, 2021, private equity firm Apollo closed on its acquisition of Yahoo (formerly Verizon Media) from Verizon. At precisely the same time, the Verizon Media Platform business rebranded...

Analysis

Harmonic Activist Investor Looks Forward to Realizing Harmonic’s Full Potential

Last Monday, April 12th, Harmonic announced a cooperation agreement with Scopia Capital Management, a New York based hedge fund with over $1 billion of assets under management. The agreement was...

Analysis, Broadcast Technology Vendor Financials

OTT Technology Growth Rates: Brightcove Case Study

Last week Brightcove announced Q3 2020 results after the market closed on Wednesday the 21st. A record revenue result, exceeding earlier guidance, contributed to a 10%+ rise in Brightcove’s stock...

Analysis, Media Technology M&A

Update: Evertz Acquires Ease Live (part of Sixty AS)

This is an update to Thursday’s post about Evertz’s announced acquisition of a DTC Interactive Graphics Company. We had speculated the unnamed acquisition target was Bergen Norway based Sixty...

Media Technology M&A

Evertz Acquires DTC Interactive Graphics Company

Evertz announced today in a security filing it has acquired a “direct to consumer (DTC) interactive graphics company based in Bergen, Norway.” The acquisition includes the target company’s...

Analysis, Broadcast Technology Vendor Financials

Analysis of Technicolor Restructuring, and a Serious Discussion about Post-Production

On September 22, 2020 Technicolor announced the “successful completion of the final steps of the financial restructuring of the company.” In plain terms, Technicolor – #1 market position...