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Quarterly Wrap-ups

Connected consumer second-quarter 2012: analysis and outlook

Summary:

Tablets featured prominently in the connected consumer space during the second quarter of 2012, both as a product category in their own right and as a component of broader platform strategies by the major OS providers. Meanwhile Apple added AirPlay streaming to Mac OS, and Microsoft made an aggressive bid to dominate the second screen by introducing SmartGlass apps. The period also saw important moves by Facebook to broaden its monetization strategy and an investigation by federal antitrust authorities into pay-TV licensing practices and their impact on the emerging online-video business. This quarterly wrap-up discusses these developments as well as offers trends and topics to watch in the second half of 2012 and beyond.

  1. Table of contents                                                                                                            
  2. Executive summary                                                                                                    
  3. Apple’s virtual TV                                                                                                      
  4. Microsoft gets Smart about the second screen                                     
  5. Facebook buttons up                                                                                               
  6. Big cable out of favor at DOJ                                                                             
  7. The tablet civil wars                                                                                             
  8. Near-term outlook                                                                                                 
  9. Key takeaways                                                                                                            
  10. About Paul Sweeting                                                                                              
  11. About GigaOM Pro                                                                                                    

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