OTT | Devoncroft Partners

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...

Analysis, Broadcast Technology Vendor Financials

ATEME 1H Results Highlight Market Transition

Video compression specialist ATEME released its complete first half 2020 results today. As with all media technology supplier financial results in this environment, the release is a timely, objective...

Analysis, Broadcast Technology Market Research

‘Easy to Work With’ Technology Supplier League Table from the 2020 Big Broadcast Survey

This is the second in a series of posts reviewing excerpts of the 2020 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

OTT, IP Top 2020 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 2020 Big Broadcast Survey (BBS), an annual global study of media industry trends, technology purchasing...

Analysis

Devoncroft Podcast: Revisiting the Impact of COVID-19 on the Media Technology Sector — Scenarios for Media Tech Suppliers, the Lack of College Sports, and the Time is Now for Serious Conversations

Six months into the pandemic, broadcaster ad revenues are down, cord-cutting is up, and that a lack of live sports has seriously impacted the market. There’s little doubt that media company...