Is Wholesale IPTV/VoD in Google or Yahoo's Future? -- Seeking Alpha

It all comes down to scale.

Small players do not have sufficient base to spread costs and to reduce price while keeping margin reasonable. Even for a big player that can afford these costs, it still wants to further lower cost base and raise profit margin.

Wholesale IPTV/Video-On-Demand is a potentially lucrative service for Google (GOOG) because it can economically negotiate, acquire, and package content based on small/medium ISPs or the IPTV/VoD operators’ specific needs and efficiently deliver the content to the ISP and the IPTV/VoD operators by its own national distribution networks (or partner with a low-cost carrier), which is finally distributed by the IPS/IPTV operators to the end users/customers.

Apparently, Google is uniquely positioned to secure advertising deals for all the IPTV/VoD operators.

Is Wholesale IPTV/VoD in Google or Yahoo's Future? -- Seeking Alpha