Most interesting to the incumbents like Cable, AT&T and Verizon but also to the OTT players like Netflix, Amazon, and device manufacturers like Tivo, Boxee and Roku. Clearly the rules are changing in the marketplace and this will shake out some new dynamics for syndication and content delivery which makes Comcast acquisition of NBC universal even smarter.
But maybe not as smart as having your first OTT partner Sony. With its major content, partners and distribution channels Sony is a major accelerant for GoogleTV.
Expect the wave of content acquisitions to accelerate this year for those with large cash reserves. Advertising device reach is “everything” for the moment and will pay dividend multiples when targeted and interactive advertising is mainstreamed.