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Developed by Autonomy – recently sold to HP Company – the company is still operating as a spun-out startup and may even raise venture capital to scale its offering, if it deems that necessary.
While the Time Warner Cable deal gives Comcast a huge amount of scale to reach tens of millions of broadband and video subscribers, all the work it's done on the streaming side of things with apps means that it's well-positioned to deploy its own over-the-top offering, if it ever wanted to.
A public offering, if it happens, will be a significant milestone for the start-up, led by its young founder Andrew Mason, whose quirky personality has helped shaped the site.
Anand Sanwal, chief executive of CB Insights, a software company that examines technology trends, said the cap could impact Uber's public offering if it reduces revenues and emboldens other cities to take similar action.
Reuters UniCredit Sale Poses Risk to Bank of America | As the lead underwriters to UniCredit's $9.7 billion rights issue, Bank of America Merrill Lynch and an Italian bank have agreed to buy 10 percent of the offering if it fails, The Wall Street Journal reports, citing unidentified people familiar with the matter.
Rosensweig said this of a public offering: If it makes sense, we will consider it.
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Other analysts also had a rosier view, suggesting that AT&T may diversify its offerings if it acquires T-Mobile.
We wouldn't be in the position we are today, with a lot of great current and future offerings, if it weren't for Skype".
It may make good commercial sense for Apple, Sony, Sky, Virgin Media, BT, Nintendo, Microsoft or Google to include VOD in their product offerings if it helps them increase the revenues and profits of their main business.
Stephenson said AT&T would become more innovative and design better offerings if it controls the rights to Time Warner's content, rather having to engage in lengthy and complicated negotiations for those rights.
This is an area where Spain's Telefonica, which has more users in emerging markets in Latin America than it does in any single market in Europe, can hope to gain a foothold with its carrier billing offering, even if it has (so far) missed the boat in more developed markets.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com