DivX, Inc. (DIVX)

All Comments on DIVX

  • commenter
    ko
    Jul 25 02:01 AM
    New DivX Hook-Up with Matroska to Provide Enhanced Video Experience [view article]
    Just little clarification. Matroska started 2002-12-06 (www.matroska.org/news/...) not in February of 2006. By *that* time they had 3 M downloads. By now I suppose it's a bit more...
    Also, older computers can well support mkv. As it is a container format and not a payload format it should not produce too much overhead. The problem is that mkv is usually used together with the x264 codec for HD content, which of course will bring down a mid-range processor from say 2 years ago.

    As for Sony, don't count on mkv support soon. Maybe indirectly when they will support divx 7. But as you say - that may take a while to come out itself.     Reply
  • commenter
    rassoodock
    Jul 01 04:12 AM
    My Website
    New DivX Hook-Up with Matroska to Provide Enhanced Video Experience [view article]
    That is an interesting video. Singer really goes off on a rant and i'm not sure if he's really getting anywhere. He goes off on what a lot of companies are doing, that isn't working, but doesn't present a vision about what will work. However, it does show that Sony is working hard to own a piece of the future and the PS3 shows that they are willing to sacrifice profits for that. That doesn't necessarily mean that they are going to be right, or that they will ever successfully compete with pirates.

    I actually see Sony adopting walled garden approach with their movie store, and limiting interoperability. However, they are also offering their movies for download in DivX format internationally, so that is a promising gesture of open-ness, and maybe that's all DivX is going to get out of them.

    Being a large corporation, it seems like Sony will most likely be slow to embrace an open system and will need a lot of coercing from DivX's dealmakers to out some kind of partnership in the near-term. Longer term, DivX will keep on pushing their branded unified video solution with interoperability and DRM to many CE manufacturers, so it should be interesting to see who picks them up.

     Reply
  • commenter
    Davis
    Freeberg
    Jun 30 04:05 PM
    My Website
    New DivX Hook-Up with Matroska to Provide Enhanced Video Experience [view article]
    Thxs for the comment Rassoodock, I'm glad that you've enjoyed my posts, it's fun for me to track the company. You raise an interesting point re: Sony. I keep listening to Sony interviews in order to get a better sense of their strategy, but still can't figure out whether or not they are planning a DivX video store or if their plans are to try to cut out all middlemen. Seems to me, that they could just as easily make a video store using the VC-1 codec that Blu-Ray uses.

    Here is a link to an interesting interview with Sony's CTO discussing their plans. Other than making it painfully obvious that he doesn't understand what the digital revolution is all about, the video raises more questions than answers re: their plans for DivX and Netflix. From his description one would think that he's talking exclusively about a DivX download program, but his protectionist comments lead me to believe that they didn't learn anything from the walkman fiasco.

    www.beet.tv/2008/06/so...

    Anyway, I found the whole interview discouraging because it reaffirmed that Sony is going to fight tooth and nail to protect their oligarchy on content, but would interested in hearing your own conclusions from watching the video.     Reply
  • commenter
    rassoodock
    Jun 29 08:26 PM
    My Website
    New DivX Hook-Up with Matroska to Provide Enhanced Video Experience [view article]
    Good article. I've been reading your blog for a while and you do a good job of connecting the world of digital video hobbyists to the financial mainstream. Although there are probably few people out there who really understand both :)

    This is great news for hobbyists, but the impact on the bottom line is foggy. However, I cannot dismiss it's impact on DivX's overall value as a franchise, since they have built their reputation on enabling hobbyists to record and manipulate video, and transfer it between devices. As a tech geek, I can see the value in this. It will help the company continue to garner support with the purist "hackers" who want an open and hackable solution, but may be willing to accept something that isn't quite "Open Source", but still very multifaceted and caters to a wide variety of technologies.

    I'm actually more interested to see if DivX is going to be involved in Sony's upcoming PlayTV to any extent. The two companies have been awfully snuggly lately, with PS3 support and the Sony Pictures deal. Sony has a large variety of DivX certified devices and they could help provide the "glue" to help "connect" them together. Sony's PR (URL pasted below) has talk about interoperability between PSP, TV's, and mobile devices, which DivX could feasibly provide the software for. Also, if Sony Pictures distribution in DivX ever happens, they could seamlessly put their own content on those devices.

    However, Sony may be interested in coming up with an in-house solution rather than paying licensing fees to DivX. DivX may not be the solution that Sony had in mind for their PSN download service. Also, Sony could go with Microsoft for software video and upgradeable DRM support, but this would be giving an awful big nod to a competitor.

    This brings on the next interesting talking point. I'm surprised there isn't more murmur about a Sony buyout of DivX. DivX's "Connected" DSM-330 device has been better received than Sony's DMX-NV1. Sony could get DivX support on all their products without having to pay license fees, and help them to compete with Microsoft and Apple with DivX's "open" ecosystem.

    I suppose this is pretty speculative, but one has to wonder what pieces of DivX's overall strategy still have yet to be revealed. People aren't asking questions about Stage6 anymore, but that doesn't mean that they have been answered. DivX still has gobs of money sitting around, and it's a bit puzzling why an aggressive tech company would be happy to let it sit around and collect interest, rather than invest heavily in RnD. Unless they think they already have the RnD that they need, and they are keeping their money for other purchases, or waiting to get acquired.

    metue.com/06-27-2008/s.../
     Reply
  • commenter
    delacroixP
    Jun 21 01:00 PM
    My Website
    DivX Looks into the Future of Web Video [view article]
    It's probably that you see the 'smoke and mirrors' but are missing out on the real show... and what's really happening ! Reply
  • commenter
    SetVId
    Jun 05 03:41 PM
    My Website
    DivX Stage6 Part Deux? [view article]
    There is a working stage6 replacement at hostmedia.us, they are releasing a new version soon (beta) and are changing their name to setvid.com Reply
  • commenter
    VICER0Y
    May 16 07:20 AM
    My Website
    Is the Breakdown of Stage6 the Beginning of DivX's End? [view article]
    Stage6.com is gone but stage6.999.org is here

    It has the same look as stage6 with channels etc. and a great community.     Reply
  • commenter
    tom1234
    May 09 08:27 AM
    DivX Looks into the Future of Web Video [view article]
    articles like these are quite revealing in the maner the writers think ---basically they want to compare investing in a company which is a one trick poney to a multifacited income producing company--like the article above or like rim Vs. aapl---there are only very limited likenesses to compare a single product line with a multi product company--and the more ways a company can increase the bottom line the more i prefer to invest in --the WIZZZARD has done this very well --good work MR. JOBS Reply
  • commenter
    Cameldownund
    er
    May 09 05:03 AM
    DivX Looks into the Future of Web Video [view article]
    One year back, when Divx announced its partnership with SanDisk, my view of the future was SD-Cards for sale, instead of DVD's. Imagine, you're at the airport, waiting in transit, with your SD capable phone. You go to the Kiosk, get a cool movie on SD card. Insert it in the SD-Slot, execute the Player (that is included on the card) and watch your movie. Reply
  • commenter
    TPoise
    May 08 11:00 PM
    DivX Looks into the Future of Web Video [view article]
    Poor analysis. Speaking from a technology standpoint, DiVX is the format of yesterday's web. Today, Adobe's Flash runs sites like YouTube and other embedded video in today's media. DiVX tried to come out with their own media years ago and it failed. It is now stuck being the format of choice for movie pirates around the world. Reply
  • commenter
    Harus
    May 08 05:33 PM
    DivX Looks into the Future of Web Video [view article]
    Havn't you heard of ON2 (ont) . Their VP6 codecs powers Adobe. Ont licensed every mobile phone processor chip maker. They have contracts with Adobe, Sun Java,AOL ,Infineon, Motorola, Atml,Mediatek, Arm, China Mobile, Nokia, Sony Ericsson,Texas Instrument,LG.......

    Ont dominates mobile video while DIVX dominates home entertainment. Great synergy there.     Reply
  • commenter
    Pdigital
    May 08 03:22 PM
    DivX Looks into the Future of Web Video [view article]
    He is not recommending Divx over Apple but saying that DIVX could gain ground since Apple and Microsoft are trying to monopolize the internet video market like the computer software market. Sooner or later people will revolt! Reply
  • commenter
    Tom B
    May 08 12:37 PM
    DivX Looks into the Future of Web Video [view article]
    I don't think you've made the case that plunking done X dollars on DiVX stock makes more sense than plunking down X dollars on more AAPL stock. Reply
  • commenter
    Scott Berry
    May 08 09:40 AM
    My Website
    Is DivX Just a Troubled Kid? [view article]
    @Tom B: Good point, but "adapter" in this case is a $200-300 set top box, and it only works for a few. What about other countries? Other formats?

    @rach: I'm a bull on the stock, even after the post-earnings runup. Only a $200M EV, with $100M top line and 95% gross margins? What's not to get?     Reply
  • commenter
    Lisa
    May 06 04:07 PM
    Wall Street Breakfast: Must-Know News [view article]
    Incredibly useful summary. Thank you. Reply
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