* YouTube LLC updated its kids' policy to require all creators to designate whether their content was made for kids in YouTube Studio. The Google LLC unit will limit data collection and use on videos made for kids strictly to what is needed to support service operation, while the online video service will also stop serving personalized ads on children's content entirely.
* Amazon.com Inc.'s Fire TV now has more than 40 million active users across the globe. The company also partnered with several companies to expand the Fire TV Edition service across more categories, including automotive, smart TVs, soundbars and streaming media players.
* Facebook Inc. updated its policy against "deepfakes" and "manipulated media" to remove edited or synthesized media that is beyond adjustments for clarity or quality, according to an official blog post. Facebook will also remove content if it is the product of artificial intelligence or machine learning that merges, replaces or superimposes content onto a video. The policy does not apply to parody or satire content.
* Representatives from the Consumer Technology Association expects enterprise to lead 5G expansion, even as 5G handsets still have a ways to go with consumers. During an opening presentation at CES 2020, Steve Koenig, vice president of research for the trade group, pointed to a variety of industries that would build out the 5G ecosystem, including smart cities, factories, agriculture and media.
Internet & OTT
* BAFTA, or British Academy of Film and Television Arts, revealed its 2020 film awards nominations, with Netflix Inc. receiving 23, including 10 for Martin Scorsese film "The Irishman." The 73rd BAFTA film awards will take place on Feb. 2 at London's Royal Albert Hall.
* YouTube will premiere a documentary on the Coachella music festival on March 31, Engadget.com reports. Called "Coachella: 20 Years in the Desert," the documentary will include behind-the-scenes stories as well as exclusive footage and interviews, among other performances.
* Streaming service Tubi agreed on a deal to put its programming library, comprising of around 20,000 movies and TV shows, on Vidda, Multichannel News reports. Vidda is the new video platform being launched on Hisense smart TVs.
* Comcast Corp. released a new version of its xFi Advanced Gateway router that comes with Wi-Fi 6 support, TheVerge.com reports. Additionally, Comcast's xFi Advanced Cybersecurity, will be available to customers who lease an xFi gateway, according to the report.
* Google requested the U.S. Supreme Court to overturn a lower court decision favoring computer tech company Oracle Corp. in a copyright dispute. Oracle initially accused the Alphabet Inc. unit of violating copyright law for using lines of code from the Java programming language to create the Android operating system.
* Sony Corp. will roll out the PlayStation 5 gaming console during the holiday season this year, TechCrunch.com reports. The latest console will include 3-D audio, haptic/adaptive triggers, ultra-high-speed SSD, hardware-based ray tracing and Blu-Ray.
* Xerox Holdings Corp. obtained $24 billion in binding financing commitments from at least three major financial institutions for its proposed $33.5 billion acquisition of HP Inc. The printer and photocopier maker confirmed that Citigroup Global Markets Inc., Mizuho Bank Ltd. and Bank of America NA would provide a $19.5 billion senior unsecured 364-day term loan bridge facility and a $4.5 billion senior unsecured 60-day term loan bridge facility to fund its takeover offer for HP.
* Insight Venture Management LLC, also known as Insight Partners, is set to acquire cybersecurity company Armis Inc. at a valuation of $1.1 billion in cash. The deal includes a $100 million investment from Alphabet's venture capital arm, CapitalG Management Company LLC, and rollover from certain existing Armis shareholders.
* Dover Corp. agreed to acquire serialization, traceability and anti-counterfeiting solutions provider Sys-Tech Solutions Inc. The transaction, terms of which were not disclosed, is expected to close in the first quarter.
* John Wiley & Sons Inc. acquired MThree Corporate Consulting Ltd., which provides education services that address the IT skills gap, from ECI Partners LLP. Under terms of the agreement, MThree shareholders received about $129 million in cash at closing Jan. 1.
The day ahead
Early morning futures indicators pointed to a higher opening for the U.S. market.
In Asia, the Hang Seng gained 0.34% to 28,322.06. Nikkei 225 was up 1.60% to 23,575.72.
In Europe, around midday, the FTSE 100 was up 0.11% to 7,583.60, and the Euronext 100 increased 0.12% to 1,157.28.
On the macro front
The International Trade report, Redbook, Factory Orders report and ISM Non-Mfg Index are due out today.
Click here to read about today's financial markets, setting out the factors driving stocks, bonds and currencies around the world ahead of the New York open.
The Daily Dose Europe: News Corp. sells UK unit; Sunrise selects new CFO; Amazon reveals Fire TV subs: News Corp. agreed to sell its U.K.-based unit Unruly Group Ltd. to Tremor International, Sunrise Communications Group AG appointed a new CFO, and Amazon reached more than 40 million active users globally.
The Daily Dose Asia-Pacific: Megvii's Hong Kong IPO; Tencent investment; secondary listing for Baidu: Beijing Kuangshi Technology Co. Ltd.'s planned listing in Hong Kong is back on track, Tencent Holdings Ltd. and Sequoia Capital China led an investment round worth US$80 million in Dami Wangxiao, and Sequoia Capital China conducted an internal evaluation for a secondary listing.
Data Dispatch: HBO, Sony Pictures most gilded at Golden Globes: HBO (US) and Sony Corp.'s film studio garnered four and three awards, respectively, while Netflix, Amazon and Hulu LLC claimed two Globes apiece.
The US Week Ahead: 5G to take center stage at CES: While 5G is expected to be featured in presentations and product unveilings at the annual conference and expo, the role and impact of the technology will also expected be debated in a number of industry discussions.
The Week in OTT: DistroTV's Cinedigm deal; Prime, Hulu's Golden Globe wins: Cinedigm Corp. struck a deal to launch eight of its networks on streaming service DistroTV, while Prime Video and Hulu won two awards each at the Golden Globes 2020, and Netflix scored one win.
M&A Replay: Cellnex to buy tower company; Amazon buys Net Insight's Sye streaming business: Cellnex Telecom SA agreed to buy Portuguese tower operator Omtel Estruturas de Comunicacoes SA, while a consortium led by Chinese conglomerate Tencent will acquire a stake in Vivendi SA unit Universal Music Group Inc.
M&A Replay: Tencent-led group to buy stake in Universal Music; Snap buys AI Factory: A consortium led by Chinese conglomerate Tencent Holdings agreed to purchase a 10% equity stake in Universal Music Group from Vivendi, while VMware Inc. completed the acquisition of cloud-native platform provider Pivotal Software Inc.
Economics of Advertising: Global Advertising Expenditure Forecasts, December 2019: MAGNA Global USA's December 2019 global advertising forecast is now available.
Economics of TV & Film: Wide-release films nabbing greater share of declining theater admissions: We calculated admissions figures based on films from 2001 through 2018 in our database, and the 387 films from 2001 tallied up 1.42 billion admissions. The 656 films from 2018 had over 1.26 billion admissions, a negative 0.7% CAGR since 2001.
Multichannel Trends: See it in charts: US multichannel, December 2019: View Kagan's monthly U.S. multichannel research in PowerPoint.
Broadcast Investor: Canada TV ad projections update: Digital to offset weak core: Despite falling local and national ad revenues, offset somewhat by occasional political, high single-digit growth in digital should peg the decline in larger overall declines in larger TV advertising declines.
Multichannel Trends: Fiber key in 6.4x projected EBITDA acquisition of Cincinnati Bell: Brookfield Infrastructure Partners LP's planned acquisition of midsize telco Cincinnati Bell Inc.'s assets and debt for $2.6 billion by the end of 2020 signals investors' growing desire for fiber networks and assets.
Economics of Networks: Top 20 most-read Economics of Networks articles in 2019: Articles highlighting OTT, RSNs, premium networks and sports dominated the list of most read articles in 2019.
Global Multichannel: Canadian pricing & packaging underscores wide array of HSD offerings in Ontario: Kagan's inaugural pricing and packaging survey indicates a wide variety in pricing of HSD offerings in Canada.
Global Multichannel: Fiber covers 88.7% of Vietnam's broadband revenue: Fiber continues to be at the forefront of Vietnam's broadband growth, accounting for 11.9 million out of 13 million total broadband households in 2018 as reported by the Vietnam Telecommunications Authority.
The Best Of: Kagan research and analysis, editor's picks: Kagan presents the editor's top picks from its exclusive research and analysis for the weeks ended Dec. 27, 2019, and Jan. 3, 2020.
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