Originally Posted by jimv1983
Once again you are totally ignoring what I'm saying. At $850 for the box and "service" TiVo is making several hundred per box. Even with low volume that's still a lot of money.
It just doesn't cost anywhere close to $850 to make a TiVo and that includes hardware, legal fees, software development, guide data(which TiVo likely doesn't pay for anyways). If TiVo only made $50/box profit (which is ABSOLUTELY not the case) it would still profit over $25 MILLION a year. Relative to its size I'd call that pretty damn profitable and the actual profit has to be way more than that.
"Making". They have to run their office, pay their employees, pay overhead, marketing, etc, etc.
Again, not apples to oranges comparison. The physical network infrastructure(fiber lines, coax, routers, etc) can only handle so much bandwidth. In that sense QAM and IP doesn't matter. It's all ONE PIPE. You certainly are correct that there are more efficient ways to use that pipe but it still is just ONE PIPE. Also, Comcast still has millions of customers using regular cable and while a fair number of people are dropping regular cable in favor of streaming there are still millions that aren't. Regular cable TV is QAM so freeing up that bandwidth to use more efficiently isn't going to be easy.
Sure, DOCSIS 3.1 might allow for 10Gbps but how many homes do you think are using that 10Gbps? If you ever look at Comcast internet plans it always says "UP TO" a certain speed.
In some areas Comcast offers a 2Gbps internet plan (if you are willing to pay $300/month) but guess what happens if lots of people in your area start streaming? That 2Gbps drops quickly. And if a large number of those streaming in your area are doing so in 4K? It drops A LOT. If enough other customers start putting a lot of stress on the network your 2Gbps will be FAR less than that.
Again, it's all ONE PIPE. Why do you think regular cable TV from Comcast looks so bad? It has to compress the hell out of the regular cable(QAM) to free up bandwidth on that ONE PIPE to allow for other things like 2Gpbs internet connections.
IT'S. ALL. ONE. PIPE.
It's absolutely apples to oranges. Comparing QAM bandwidth, which on Comcast is entirely linear to IP bandwidth is just nonsense. Right now, they are capacity constrained because they are still using a system that broadcasts channels out over QAM, and hasn't fundamentally changed since the days of analog one-way RF plants, even though most of the actual transmission today is over fiber to HFC nodes, with a relatively small portion of the trip on actual coax wire. Once you move into an IP world, and do everything over IP, suddenly you have no limits on the number of channels offered, 4k content, etc, etc, since it's basically a shared bandwidth pipe to a small number of homes, and they can use it for whatever they want. If a plant has 10gbps downstream, some houses might be watching 4k IPTV, while others are pulling games off of Steam at 1gbps.
IPTV isn't going to come in one fell swoop. You make it sound like I'm suggesting Comcast get out of the TV business, which is absurd. They will migrate over time, just as they migrated from analog to digital, from QAM to IPTV, and most customers who already have IP-capable boxes, won't notice the difference, except maybe a gateway to allow current generation hardware to use DOCSIS 3.1 bandwidth. How fast they go depends on how much they want to spend putting gateways out, and replacing old non-IPTV enabled boxes. My guess is that within a year, we see 4k delivered over IPTV on DOCSIS 3.1-capable plants, with new X1 boxes that have DOCSIS 3.1 modems in them. They could deliver IPTV today to X1 boxes with their built-in DOCSIS 3 modems. Over time, they will eventually move to an entirely IP delivery system with the entire 50-860mhz in one giant DOCSIS 3.1 block.
The cable TV business has jack **** to do with whether it's IP delivered or QAM delivered. U-Verse and VantgeTV use IPTV, while Comcast uses QAM. They compete against each other. The cable TV business will go on with IPTV delivery, and most users won't be the wiser, since they had no clue what QAM was in the first place.
DOCSIS 3.1 will likely be delivered with plans up to 1gbps, and as they expand the amount of bandwidth on the plant, that will allow IPTV and gigabit internet for dozens of houses to be provided on a single node.
You have absolutely no clue what you are talking about. The 2gbps plan has jack **** to do with the HFC plant, since it is delivered via Metro-E, and provides effectively dedicated bandwidth on a 10gbE MetroE link back to Comcast's network. It will NOT slow down no matter how many people hammer it, and it's fundamentally MetroE, not a shared HFC product. Yes, HFC can slow down with heavy congestion, and it does on my node, but I live in just about a worst case scenario in an area with a ton of apartments on a node that's on a 625mhz plant with only 8 DOCSIS QAMs. In most areas, it's blazing fast 24/7, and even for me, the worst I've ever seen could still sustain 2 UHD streams at once.
Yes, they have to compress their QAM-based video heavily so that they have room for HSI, but definitely not for 2gbps connections, since those don't exist on HFC. The biggest reason that they have to compress so much is that they refuse to use SDV, which has been offering the same fundamental bandwidth advantages as IP for a long time, just without the same flexibility of large bandwidth blocks and newer compression that IP-based systems use. Their transition to MPEG-4 has been to accommodate 1gbps HFC-based DOCSIS 3.1 internet offerings, but the quality hasn't really changed. It was crap before, and it's still crap. 4 HD is way too many for MPEG-2, and 10 HDs is way too many for MPEG-4, even with the insane bandwidth savings they are getting out of more advanced statistical multiplexers.