Will Taylor

I've spent my career in video infrastructure and encoding technology. Harmonic's exit from its video business hits different. I get the math: Broadband revenue was $98.2 million last quarter, up 9%. Bookings hit $346.9 million — a 3.5x book-to-bill ratio. Their CableOS platform holds 62% market share in Distributed Access Architecture. The growth story is obvious. But I think people are reading this wrong. This isn't a story about video infrastructure dying. It's a story about video infrastructure being abandoned by companies that don't want to do the hard work of evolving it. The demand hasn't gone away; it's shifted. The streaming infrastructure market is projected to double from ~$47 billion in 2025 to ~$115 billion by 2035. More video is being produced, distributed, and consumed than at any point in history. Live sports are reshaping how billions of dollars flow through the ecosystem. What's changed is who's capturing that value. Hyperscalers and cloud-native vendors are eating the growth while legacy hardware vendors watch their operator customers cut capex down from 26.9% of revenue in 2022 to 22.9% in 2024. Enter MediaKind. MediaKind sees what others are missing. Rolling up Harmonic's video segment into a combined platform with $100 million+ in recurring revenue and $150 million+ in appliance revenue (estimated). One Equity Partners' bet is that scale still matters in video. And that somebody needs to serve the hundreds of operators who can't build their own stack. That's not a bad bet. Most of the world's video delivery still runs through infrastructure built by companies like Harmonic and MediaKind. Those customers aren't disappearing. They need partners who are committed to the space, not treating it as a legacy segment to be managed until exit. The real question isn't whether video infrastructure has a future. It clearly does, and I argue along with NETINT Technologies that it's a massive one. The question is whether the companies left standing will invest in evolving it for a cloud-native, AI-driven, live-first world. Or, just optimize for margin on an existing installed base. #streamingmedia #livevideostreaming #vpu #videoinfrastructure

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Smartphones reshaped customer expectations. Panasonic reshaped how they responded. As smartphone use exploded, so did the demand for fast, intuitive, web-based support. Panasonic clocked this shift. Their digital support ranking, once #1, had slipped to third. Not a crisis, but a clear signal. Customer satisfaction and brand strength were too important to leave unaddressed. That’s when they partnered with us at Domo, In Domo, Panasonic brought together support data from FAQs, call centers, and social channels into one real-time view. Suddenly, cross-functional teams could see the same insights, respond faster, and collaborate with clarity. Here’s what followed: 1 — Time back for teams They cut 180 hours of monthly manual data work.  2 — Digital self-service that worked FAQ engagement surged 30x higher than phone support. That shift reduced volume and improved satisfaction. 3 — Innovation with customer roots Social feedback became a core input for product planning. The result became new appliances that customers actually asked for, and a return to the top spot in digital support. Panasonic is reengineering how customer insight flows through the business. We’re thrilled to work with them.  Check out their story: https://lnkd.in/g2g2uqqv

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The simple truth- layoffs have made the rich richer. AI is just a cover up for greed. Unless all the countries pay universal tax ie no differences and stock markets stop reacting to ‘positive layoffs’ Imagine a AI bubble that going to burst…people lost their jobs due to AI (excuse for rich executives to cash out from stock markets) and AI that causes a systemic cyber risk…. https://lnkd.in/gSNNhZQy

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