ZTE and Netgem: new cloud gaming on Android TV

September 15, 2023

ZTE and Netgem collaborate again,

now to deliver a new immersive TV experience 

with cloud gaming on Android TV

This new collaboration between ZTE and Netgem extends beyond the realms of hardware and software. 

Both companies are poised to engage in comprehensive marketing efforts and other forms of collaboration, with the goal of bolstering the competitive edge in the market of the complete range of Android TV STBs and Netgem Immersive TV platform. 

This synergistic partnership harnesses the strengths of each company, creating a platform for expanded entertainment choices and further advancing the evolution of the entertainment industry, particularly for telecom operators seeking to boost their 5G and fibre customer adoptions.

Source: https://www.zte.com.cn/global/about/news/zte-and-netgem-collaborate-to-deliver-a-new-immersive-tv-experience-with-cloud-gaming-on-android-tv.html

More:

2019/3/13 - ZTE and Netgem Sign Strategic Partnership to Address the European Fiber Market

https://www.zte.com.cn/global/about/news/20190313e1.html

13-08-2024 - https://itchannelpro.nl/wt-group-en-zte-seminar-the-fiber-evolution-for-better-roi/

Netgem, bonnes perspectives pour 2022

...bonnes perspectives pour 2022:

(Note: this analysis of Sep. 02, 2021 did not take into account subsequent agreements / deals with: "TalkTalk UK" (with Over4 million broadband customers); PREMIERE MAX - France (for Premiere's 3,375,000 readers) and  Ireland’s no.1 Broadband Provider Pure Telecom launche by Netgem.TV)

seekingalpha research:

"On a conservative basis, the net equity valuation per share is estimated at €2.7 at FY2021, €3.6 at FY2022 and €4.7 at FY2023, representing massive triple-digit upsides from where we are today."

"(...)

C5. Conservative valuation suggests significant upside

To value Netgem which is in essence a growing technology business, we can reasonably use the EV/EBITDA approach based on a conservative projection.

Gross profit. Given the multiple drivers of growth I believe that Netgem can maintain at least a 15% growth guidance in 2021 over the next few years. This 15% guidance incorporates the impact of the global shortage of certain electronic components. Let's assume 15% growth for future year for the sake of conservatism.

Operating expense. Despite gross profit growth, Netgem is able to reduce cost in 2021 thanks to the restructuring and cost savings at Vitis. These activities are still ongoing so we should be able to see further benefits. Putting this upside aside, after the cost of goods sold, Netgem is a basically a fixed-cost business thanks to its focus on software development and B2B distribution. For conservatism, I assume the increase in expense corresponds to 25% of gross profit increase or an implied marginal EBITDA / Gross Profit of 75%.

EV. To estimate EV, I conservatively use a multiple of EV/EBITDA of 15x, which could be considered to be low for a growing technology business. We observe much higher multiples in similar businesses below.

Net Cash. Net cash of €4.3M at the end of June 2021 is adjusted in the calculation.

Minority Interest. 47% of Vitis is owned by other shareholders (Groupe Caisse de Dépôts and Océinde). I conservatively assume this minority part represents 20% of Netgem value despite the fact that the Europe ex. France, notably in the UK, have a much better profitability and growth prospect.

(...)"

Read all research on Netgem at (Sep. 02, 2021):

https://seekingalpha.com/instablog/52575557-frencheese-investor/5633545-netgem-hidden-nano-cap-gem-of-french-tech

Netgem:

• "Leading provider of B2B Internet TV services in Europe.
• Successful transformation from a hardware manufacturing business to an as-a-service business model with 90% of recurring revenues and multiple paths to continue double-digit % growth of gross margin.
• Market under-appreciates the value of the transformation and even a conservative valuation suggests triple-digit % upside. "

SOURCES (Sep. 02, 2021):

https://seekingalpha.com/instablog/52575557-frencheese-investor/5633545-netgem-hidden-nano-cap-gem-of-french-tech

https://www.netgemresearch.com/archive

VIDEOFUTUR (Netgem): WiFi Mesh ! NEW Super WiFi 2020 !

 (6 Octobre 2020)

=> Fibre ultra rapide et Super WiFi:

 VIDEOFUTUR annonce sa nouvelle offre maFIBRE

VIDEOFUTUR annonce ce jour le lancement de sa nouvelle offre maFIBRE qui intègre la technologie WiFi Mesh - via sa promesse Super WiFi.

Associée à la Fibre FTTH et pilotée par une application mobile, l’offre maFIBRE garantit ainsi en permanence la meilleure expérience WiFi aux abonnés VIDEOFUTUR, quels que soient la pièce de la maison, le nombre d’équipements connectés ou le type d’usage.

VIDEOFUTUR entend renforcer sa position d’acteur majeur sur l’ensemble des Réseaux d’Initiative Publique (RIP) avec une promesse particulièrement pertinente dans la France des territoires, où les mauvais débits, le nombre croissant d’équipements connectés et les contraintes des habitations impactent souvent la réception WiFi et la qualité de l’accès Internet.

Cette nouvelle offre entièrement personnalisable par un système d’options à la demande, sera portée en communication par un message revendicateur fort au travers d’une nouvelle campagne Marketing ("La Fibre des territoires").

Pour Mathias Hautefort, Président de VIDEOFUTUR : “La mission de VIDEOFUTUR est de mettre la Fibre, le Divertissement et l’Innovation au service de TOUS les territoires. En tant que Fournisseur d’Accès Internet Fibre alternatif, nous militons pour l’accès aux meilleures technologies à tous ceux qui ont fait le choix de ne pas vivre dans les grandes villes. L’offre maFIBRE est une proposition simple, personnalisable, attractive (dès 29.99€/mois) et associée aux meilleurs contenus. Elle accompagne aussi bien les usages privés que professionnels avec la meilleure promesse en terme de connectivité : la Fibre enrichie du WiFi Mesh”.

La montée en puissance des usages numériques et la hausse significative du télétravail bouleversent nos besoins. Les équipes internes de VIDEOFUTUR - sur la base de technologies développées par le Groupe Netgem - ont ainsi conçu pour leurs clients le Super WiFi, un service permettant non seulement une meilleure couverture, mais aussi une meilleure stabilité de leur connexion WiFi partout au sein de leur logement, quel que soit le nombre d’équipements connectés ou le type d’usage.

Source: https://www.megazap.fr/Fibre-ultra-rapide-et-Super-WiFi-VIDEOFUTUR-annonce-sa-nouvelle-offre-maFIBRE_a6834.html

Netgem TV = one of the IPTV / ISP's Best Partnerships for 2020

 (Jun 17, 2020)  

ISPA Awards » 2020 ISPAs Shortlist
 Internet Services Providers’ Association (ISPA UK)

"(...)
Best Partnership for ISP:

1. Exa Networks
2. Full Fibre
3. Glide
4. London Grid for Learning
5. Netgem TV 

(...)"

=> Netgem TV = one of the best IPTV Partnerships for 2020 for ISP's  (ISP's - Internet Service Providers)

* * *

One case study:

(01 July 2020)
"Origin TV, Netgem launch 'competitive alternative' to traditional pay-TV @ UK"

Origin broadband: 

• "Netgem allows us to provide a broadband and video alternative of real value alternative to £ 50 / month and more regularly billed by our competitors,
• and allowed us to do it quickly and with very little capital exposure. " (...)"
• "Available from £12.99 a month  when purchased with an Origin broadband contract!
• The new product is designed to complement the ISP's business model. It promises customers entertainment upgraded with thousands of films and TV shows!

=> https://tv.originbroadband.com/


"Origin plans to continue to grow its products and customers throughout 2021, Origin TV being a key part of the growth strategy. "Origin Broadband experienced double-digit growth in a highly competitive market, and the flexible, quality, low-cost, high-quality television service provided by Netgem was the perfect tool to continue to drive that growth," commented CEO Oliver Bryssau." (...)"

Source (01 July 2020): https://shorturl.at/mq035



Netgem TV, whose service was named ‘Most Advanced TV service’ at the 2019 Video Tech Awards, and who offers ‘the best 2020 Freeview Play set-top box in the UK’ as awarded by Expert Review, was selected as the perfect partner to deliver Origin’s ambitious plans.

UK news! Netgem TV "largest deployment deal to date”: OriginTV

ISP Origin Broadband Launch UK Pay TV Service 

with Netgem TV

=>  OriginTV 

powered by Netgem TV

June 30th, 2020

The set-top-boxes that Netgem TV provide – Netbox HD and Netbox 4K – tend to be similar to some of those supplied by rival video streaming companies like Roku (Now TV), including the usual array of premium content (sports), apps (Amazon Prime Video, hayu, Rakuten TV, YouTube etc.), live TV channels (Freeview) and catch-up content.Customers of UK ISP Origin Broadband are to be offered a new Pay TV service after IPTV supplier Netgem TV announced that it had just launched their “largest deployment deal to date” with the internet provider, which is being bundled alongside their broadband and phone packages with prices from £12.99 per month.

The TV company’s kit has already been adopted by a number of broadband ISPs (e.g. WightFibre, Gigaclear) and now the Doncaster-based provider Origin Broadband has joined their ranks. The agreement itself was first confirmed at the end of 2019 (here) but has now gone live.

Source:

https://www.ispreview.co.uk/index.php/2020/06/isp-origin-broadband-launch-uk-pay-tv-service-with-netgem-tv.html

***

To reamind (DEC, 6, 2019) :

Netgem.tv has already reached 12 UK fibre ISPs in 2019.

Netgem TV already has 12 ultrafast fiber providers at UK: WightFibre, Pure Broadband, Air Broadband, Pure Telecom, Gigaclear, Lilaconnect, VX Fiber, Cambridge Fiber, Pure Fiber, Voneus, Jersey Telecom and Origin Broadband.

***

Read also (Jun 17, 2020) -  ISPA Awards » 2020 ISPAs Shortlist:

"(...)

Best Partnership

Exa Networks
Full Fibre
Glide
London Grid for Learning

Netgem TV

(...)"

==> Netgem TV = one of the best Best Partnerships for 2020 !

NEWs: OriginTV Powered by Netgem TV

(Click here for English)

ISP Origin Broadband lance un service de télévision payante au Royaume-Uni avec Netgem TV
(Mardi 30 juin 2020)

Les clients de UK ISP Origin Broadband se verront offrir un nouveau service de télévision payante (OriginTV) après que le fournisseur d' IPTV Netgem TV a annoncé qu'il venait de lancer leur « plus gros contrat de déploiement à ce jour » avec le fournisseur d'accès Internet, qui est combiné avec leurs forfaits haut débit et téléphoniques avec prix à partir de 12,99 £ par mois.

Les décodeurs fournis par Netgem TV - Netbox HD et Netbox 4K - ont tendance à être similaires à certains de ceux fournis par des sociétés de streaming vidéo rivales comme Roku ( Now TV ), y compris la gamme habituelle de contenu premium (sport), d'applications ( Amazon Prime Video, hayu, Rakuten TV, YouTube etc.), des chaînes de télévision en direct (Freeview) et du contenu de rattrapage.

Le kit de la société de télévision a déjà été adopté par un certain nombre de FAI à large bande (par exemple WightFibre , Gigaclear ) et maintenant le fournisseur basé à Doncaster Origin Broadband a rejoint leurs rangs. L'accord lui-même a été confirmé pour la première fois fin 2019 ( ici ), mais est maintenant en ligne.

Oliver Bryssau, PDG d'Origin Broadband, a déclaré:

«Origin a connu une croissance à deux chiffres dans un marché hautement concurrentiel, et le service de télévision flexible mais de haute qualité et à faible coût fourni par Netgem était l'outil parfait pour continuer à faire avancer cette croissance.

Netgem nous permet de fournir une alternative à large bande et vidéo de valeur réelle au lieu de 50 £ / m et plus régulièrement facturés par nos concurrents, et nous a permis de le faire rapidement et avec très peu d'exposition au capital. "


Sylvain Thevenot, MD de Netgem TV, a déclaré:

«Il n'y avait pas de meilleur partenaire qu'Origin Broadband pour introduire la prochaine évolution de notre service de télévision au Royaume-Uni, offrant un plus grand choix à un meilleur rapport qualité-prix au consommateur et une solution de lancement rapide aux FAI cherchant à ajouter de la vidéo à leurs services et à étendre leur portée.

Les altnets connaissent un grand succès dans l'économie actuellement difficile et nous pensons que l'ajout de services vidéo flexibles, de haute qualité et soucieux de la valeur, comme Origin Broadband vient de le faire, contribuera à poursuivre leur croissance et à fidéliser la clientèle. "

Nous devons souligner que Origin n'est pas classé comme un réseau alternatif (altnet) car il utilise l' infrastructure sous-jacente d' Openreach et n'a pas construit d'infrastructure de ligne fixe physique qui lui soit propre.

Source:
https://www.ispreview.co.uk/index.php/2020/06/isp-origin-broadband-launch-uk-pay-tv-service-with-netgem-tv.html

***
Rappeler (DEC, 6, 2019) :
Netgem.tv has already reached 12 UK fibre ISPs in 2019.

Netgem TV a déjà 12 clients ultrafast fibre providers chez UK: WightFibre, Pure Broadband, Air Broadband, Pure Telecom, Gigaclear, Lilaconnect, VX Fibre, Cambridge Fibre, Pure Fibre, Voneus, Jersey Telecom and Origin Broadband.

***
Lire aussi (Jun 17, 2020) -  ISPA Awards » 2020 ISPAs Shortlist:
"(...)
Best Partnership
Exa Networks
Full Fibre
Glide
London Grid for Learning
Netgem TV
(...)"

==> Netgem TV = one of the best Best Partnerships for 2020 !

Netgem CA T2 2019 - new solution independent of TV Boxes

(August 1, 2019)

Netgem's Board of Directors meeting on July 31, 2019 approved the half-year financial statements and highlights its salient features:

• Launch of the new generation of multi-screen products 
• First deployments of new business models on 4K Boxes 
• Continued growth of Videofutur and confirmed ambition of € 30 million in turnover by 2021 
• Managed decline of the Box business and associated savings plan 
• Commitment of the founding shareholders, with the choice of payment of the annual dividend in shares 
• New governance, with the separation of the functions of Chairman and CEO, and the appointment at the later post of Mr. Mathias Hautefort, effective July 1, 2019 

"The new range of multi-screen services, associated with high-end equipment, and with new business models must allow the Netgem Group to take advantage of the growth of the very high-broadband market and the emergence of new operators" says Mathias Hautefort, Chief Executive Officer.

(...)
New customer offerings launched successfully on the multi-screen Cloud platform 

developed by Netgem New customer offerings have already been launched by Vitis on this platform, allowing users to benefit from new multi-screen services such as Live, replay and recording in the Cloud (nPVR): the triple-play offer "VICTORIA 100% Entertainment" and the offer "VIC 100% Digital", designed for "digitalnatives", without a TV Box. 

=> Vitis thus becomes a showcase for the new offerings, and other customers of Netgem have shown an interest in this comprehensive content management solution independent of TV Boxes. 

(...)

(...)"

Source:
https://www.netgem.com/wp-content/uploads/2019/07/PRHY2019-Netgem-FR.pdf

Chiffre d’affaires T1 2019

(14 mai 2019)

Netgem: 
Le Chiffre d’affaires T1 2019 démontre le basculement vers les Services

Le chiffre d'affaires consolidé du 1er trimestre 2019 s’élève à € 6,6 millions et le revenu net à € 3,6 millions. Le chiffre d’affaires de Vitis (Videofutur), non consolidé, est en hausse de 42% à € 3,0 millions. Pour la première fois, plus de 50% des revenus nets du Groupe dans son périmètre élargi proviennent des services, concrétisant le basculement amorcé depuis plusieurs années. 

...malgré la chute de CA et MB, le petit business est plus & rentable

La % de la marge brute sur le CA, monte:

Chiffre d'Affaires (CA) aux dernieres  trimestres:
T1 2017: 14.7
T2 2017: 17.3
T3 2017: 12.4
T4 2017: 16.5
T1 2018: 11.0
T2 2018: 12.0
T3 2018:  7.9
T4 2018: 10.8
T1 2019:  6.6

Marge Brute (MB) aux dernieres trimestres:
T1 2017: 6.2 (42 % du CA)
T2 2017: 6.5 (38 % du CA)
T3 2017: 5.1 (41 % du CA)
T4 2017: 6.8 (41 % du CA)
T1 2018: 5.3 (48 % du CA)
T2 2018: 5.7 (48 % du CA)
T3 2018: 4.0 (51 % du CA)
T4 2018: 4.7 (44 % du CA)
T1 2019: 3.6 (55 % du CA)

A rapeller:

1) Le chiffre d’affaires T1 2019 de Vitis (Videofutur), non consolidé, est en hausse de 42% à € 3,0 millions, montrant un modèle de réussite sur le marché français hautement concurrentiel de l'OTT, qui Netgem veut repliquer en UK et en Alemagne!

2) Signature d’un partenariat entre SFR et VIDEOFUTUR portant sur 2 millions de prises Fibre dans les réseaux d’initiative publique (14.03.2019)
Télécharger - PDF 888.49 Ko(Dès l’été 2019, l’offre Fibre VIDEOFUTUR sera disponible dans le département de l’Isère, puis, à compter du deuxième semestre, étendue progressivement sur les autres réseaux d’initiative publique opérés par SFR. Aujourd’hui présent dans 30 départements et sur plus d’un million de prises, VIDEOFUTUR vise à fin 2019 pouvoir commercialiser son offre auprès de 2 millions de foyers.)

3) Le nouveau modèle de activité*, fait la croissance des résultats plus lente et pas explosive come dans le passé, mais ce qui importe ici est donc est une croissance recurrente récurrente et durable (proportionnelle à la croissance de la base d'abonnés actifs)!!!

==> Le CA n'est pas le indicateur plus importante 

(il peux même tomber plus), 

==> mais si la "Marge Brute" et "Résultat net" sont les nouveaux references!!!

* En effet, l'application de ce nouveau modèle décale dans le temps la reconnaissance de marge : passage d'un mode "licence" (marge unique et proportionnelle à l'acquisition de nouveaux abonnés) à un mode "Software as a service" (marge récurrente et proportionnelle à la base d'abonnés actifs). Ce nouveau modèle d'affaires aligne mieux les intérêts de Netgem avec ceux de ses clients opérateurs 

EE Broadband (2019): five stars review ! (bargain EE TV set-top box!)

EE Broadband (2019) review (15 Jan 2019):

A great ISP - especially if you're an EE mobile customer !

=> and you can add an EE TV set-top box for an extra £8 a month !!!

(source: https://www.expertreviews.co.uk/ee/1406503/ee-broadband-review)

* * * 

EE TV

Get great telly at home and on your mobile

- It's simply great television, however you look at it

With EE TV you get over 70 free channels, access to loads of on demand entertainment and some of the best Pay TV, when it suits you – including Sky Sports, Movies and Box Sets, Rakuten TV, Hopster and hayu.

As EE TV is only available with EE Broadband, we recommend combining it with a Fibre plan to get the best experience when streaming live or on-demand content. 

Add to your plan from just £8 a month; check our broadband and tv deals. 

- Over 70 free channels

EE TV comes with over 70 free channels and 11 in HD. These include: BBC One HD, BBC Two HD, ITV HD, Channel 4 HD and Channel 5 HD.

With EE TV you can store up to 600 hours of standard TV, or 300 hours of HD, and with Replay on EE TV, you can set your box to constantly record up to eight of your favourite channels.

- On demand TV services

EE TV gives you access to thousands of programmes and films from catch up services, like BBC iPlayer and YouTube at no extra monthly cost.

Plus, choose from some of the best Pay TV, including hayu, Sky Sports, a new premiere every day on Sky Cinema, must-see Sky TV including Sky Atlantic and the all-new Sky Kids with NOW TV passes. Passes start from £2.99 extra a month, with no contract.

- EE TV is crammed full of great features:

✓  Watch live or recorded programmes on up to four devices at once

✓ Replay programmes that have been broadcast or Restart if you miss the beginning

✓ Everyone can create their own personal TV Guide on their tablet or phone

✓ Store up to 600 hours of standard TV, or 300 hours of HD with our 1TB box

- On demand apps

Explore a vast world of onscreen entertainment

MOST POPULAR

ENTERTAINMENT
KIDS
NEWS
SPORT
GAMES
VIDEOS
MUSIC
INTERNATIONAL

SeaChange on Russia’s TotalVideo (multi-tenant hybrid OTT/DVB/IPTV platform)

SeaChange PanoramiC platform for Russia’s TotalVideo

January 2, 2019

Video solutions pioneer SeaChange International and Russian-based video operator TotalVideo have entered into an agreement to develop a multi-operator, multi-tenant hybrid OTT/DVB/IPTV platform that will enable video and cable providers in Russia to offer multi-screen services to their subscribers.

TotalVideo has agreed to develop their new service using SeaChange’s PanoramiC platform, and plans to offer this new video platform to service providers across Russia and Eastern Europe. The service platform will provide advanced viewing capabilities for live, linear, and on-demand content across a variety of devices, both fixed and mobile

Source:

https://advanced-television.com/2019/01/02/seachange-panoramic-platform-for-russias-totalvideo/

***

SeaChange, one of Netgem partners, provides acomplementary solution allowing themanagement of both linear and non-linearservices from a single platform for multi-screendevices, in the home and outside the home.

Melita in Malta is one of the first SeaChange customers that have deployed this hybrid model where the Video-On-Demand content is delivered out of band to the Netgem STB. Melita has specifically chosen this solution as it allows them to extend their existing services without upgrading their current network infrastructure. 

***

See also Netgem with Amazon prime VOD @ UK

(With one year of Amazon Prime, opening the world of Amazon Prime Video, Music, Delivery and many more Prime benefits - Existing Prime customers get 1 year extension)

BT(& EE TV) in nead of a Smart Soundbar for HI-FI TV Streaming ?!

BT(& EE TV) in nead of: All-in-One Smart Soundbar / HI-FI TV Streaming Box ?!

BT loses TV subscribers as competition bites  (10 mai 2018)

"BT lost 16,000 TV subscribers in the fourth fiscal quarter to the end of March, compared with a net gain of 14,000 for the prior year. The decline takes BT’s TV base down to 1.74 million."

BT loses TV subscribers in last quarter of 2017

 (02/ fev/2018)

"For the quarter ended 31 December, BT reported a loss of 5,000 television subscribers, compared to a gain of 52,000 in the same period a year ago"

BT needs sommething new (innovative and atractive) to stop loosing its TV clients !!!

To compete with Sky SoundBox (299£), BT TV & EE TV group are in need of its own SoundBox....!

Why not Netgem SoundBox ? (prices from £167.08)

(Netgem SoundBox is the winner in 2018 of two recent technologic prizes: Connie's 2018 & TV Connect 2018 - Best User Experience - Beyond TV & Video & Most innovative in-home device) .

Remmember that EE TV is a Netgem client & Netgem SoundBox is already on UK Amazon !

https://www.amazon.co.uk/stores/node/3947960031

Netgem SoundBox HD 

- First All-in-One Smart Soundbar and Hi-FI TV Streaming Box 

- Bluetooth, Alexa Voice Control - all Freeview Channels, On Demand TV and Online Radio

• First all-in-one soundbar and TV streaming box: watch live TV, stream your favourite shows, and listen to all your music
• Distinctly improved sound quality with dual built-in sub-woofers and crystal clear dialogues, and listen to all your music straight from your mobile with Bluetooth
• Watch, pause and fast forward all Freeview live channels, listen to all radios and stream thousands of hours of the best on-demand TV
• Say what you want to watch: control your SoundBox with the included remote or with Alexa through voice control

See more at:

https://www.netgem.co.uk/netgemtv-products/