Qwest suggested during its second-quarter earnings call that the company would be pursuing a video strategy that would make it less a content broker and more a delivery conduit. Just what the technology might be like is still up in the air.
We’re hearing that there are two approaches being considered. One would rely on a partnership with a satellite player (Qwest has a DirecTV deal now) for broadcast channels and use the Qwest network for video on demand (VoD). The other would be a pure play on OTT-like video based on Qwest CDN assets and local priority content distribution to the access network. We don’t think these two options are very far apart, and thus we believe something CDN-ish is going to happen at Qwest.