With its recently announced acquisition of AOL, Verizon now stands with the television disruptors attacking this $400 billion market in opposition to incumbent television networks and entrenched ratings service Nielsen. Telecom giant Verizon's move signals an uptick in the rate of television disintermediation.
In the公告该公司表示，“Verizon的收购将进一步推动其LTE无线视频和OTT（过顶的视频）的策略。”Verizon的收购AOL其平台集团的数字问责和方案广告，它需要赚钱的视频。Verizon公司没有出现有兴趣或与AOL的其它品牌和会员组的战略定位。和Verizon将不会与谷歌和Facebook的移动广告业务的直接竞争;如果这是它的意图，就买了一个移动广告网络像Millennial Media等为它支付AOL的价格的一小部分。
Verizon将不会继续扩展其FiOS光纤网络创建Comcast的有线电视业务更快的版本，但将投资在下一代视频。
“电信的竞争对手是最Verizon的担忧，”塞思阿尔珀特，AdMedia Partners的董事总经理说。“怎样的内容，尤其是视频，传送，消耗和货币化转型是首要考虑的。”
Verizon intends to give video advertisers and publishers what digital marketers take for granted – granular measurement of every ad buy. Digital advertisers can accurately personalize ads, know the exact number of people who clicked, and then track them from television to PC to smartphone to tablet. Amazon and Netflix have an intimate relationship with their viewers, for example, which provides insight into exactly how specific subscribers consume video.
But Nielsen and the television networks can only guess based on randomly selected digital data and census data collected by third parties. Though newer cable boxes will provide Nielsen with data sets that offer better ad personalization, relatively few are installed. At the SMPTE Entertainment Technology in the Internet Age conference last summer, a senior television engineer described Nielsen's methodology as "Wall Street employing a person to mark trades on a black board instead of a computer-based quote system."
该平台集团提供的视频内容创作者，他们可以赚钱的产品上的所有设备数字化个性化和负责任的广告平台。它还提供视频广告的平台分发和衡量其视频广告系列。AOL新增的功能，以它的平台集团的战略收购的视频，从2013年开始与Adap.tv并持续到次年与重力，Convertro和Vidible。
如果Verizon可以培育和整合这些fledgling businesses into its network, advertisers will measure the ROI of video campaigns across devices with the precision of their internet advertising counterparts. This shift to digitally accountable television advertising could disrupt television networks in much the same way that the internet disrupted the newspaper and magazine publishers.
AOL has talked to a number of media companies during negotiations with Verizon about divesting the Huffington Post, the major component of AOL's Brand Group, for as much as $1 billion,according重新编码。这是该公司并不想成为一个新闻和博客聚合的声明。该集团的成员，其中包括旧AOL的拨号互联网公司的资产，不应该比它在现金每年半十亿抛出了很多其他的战略考虑。据阿尔珀特，“这是一个缓慢下降的资产产生的现金很多，但并没有很多买家的吸引力。”
AOL与Verizon分享视频战略收购的兴趣。2014年1月，Verizon公司收购英特尔媒体。英特尔建立了一个令人难以置信的高效基础设施的交付OTT电视旨在提供通过互联网广播级质量的电视内容。虽然英特尔能够提供在大型试验证明了技术，就不能签署与电视内容网络赚钱的协议，以传递其OTT电视服务的内容。视为一种分心其核心芯片业务的周转，英特尔出售业务给Verizon。
将近一年半以后，内容分发已经改变。英特尔曾试图在今天推出OTT电视服务，它可以获取的内容。Netflix和亚马逊已经证明了流媒体服务可以创建屡获殊荣的原创内容，消费者将支付和观看。HBO已经打破了有线电视和卫星电视公司独家经销关系，现在直接销售其内容索剃须刀及线切割机与点菜OTT电视服务。而且，最值得注意的是，Verizon公司通过其移动应用程序分发NFL内容，以期保费计划的客户。电视内容制作者正在升温新兴的分销渠道。Verizon公司已经与内容创作者为它的Fios网络提供电视节目，这将缓解谈判提供LTE无线和OTT电视的关系。
五年前，Verizon表示它不会扩展FiOS光纤到新的城镇，并在其Q4 2014earnings callthe company said it was nearing the end of its Fios build-out commitments. A glance at the Verizon Fios coverage map, side-by-side with the Verizon Wireless map, explains why OTT and LTE are important. With only 5.6 million Fios customers, Verizon doesn't have the internet footprint to reach the entire country with its video service using its own network like a cable company. The Intel Media acquisition will give them access to over the top of other internet service providers' networks.
拥有130万个用户，一个国家的足迹，Verizon无线能够达到整个国家。所谓广播LTE的特征，这为视频优化的无线网络，是在试验和示威游行已经奏效。随着广播LTE，Verizon公司可如果它选择操作的无线电视网。以每秒（Gbps）的速度1个千兆位，比宽带速度的FCC的定义快40倍，而5G无线网络目前正在开发的传输速度更快相比，在家里大多数消费者的体验。
It's hard to tell what mobile and OTT video and television will look like in a few years. But it will probably look like a combination of streamed video like Netflix, ad hoc video sharing like YouTube, and linear television networks like Comcast that consumers will watch on every screen they own. Verizon won't be just another wired or wireless internet service provider regulated like a utility by the FCC. It will monetize its network with video content.
Could Verizon become a content provider? Asked about Verizon buying a content company like Netflix, Alpert said "based on Netflix's market caps of about $35 billion and the risks associated with content production, although they could finance an acquisition, I'm doubtful that [Verizon] will want to own a content creator, at least for now."