2020年11月18日
By Eric Schumacher-Rasmussen 会议主席，流媒体和CMO, id3as
聚光灯

CEO访谈:Steve Orlando, Seaborn

Eric Schumacher-Rasmussen: 今天请到史蒂夫·奥兰多，他是 Seaborn. We are here to talk OTT 和奥特 technology and of course, 套用一句话, 这是前所未有的一年, 不是吗? Consumer patterns have changed significantly, more and more people are watching more and more OTT. So let's talk a little bit about the changes in consumer behavior that you've seen, 你预期的变化, and how you think those are affecting and are going to affect your clients' buying and investment patterns.

奥兰多: 我将首先从行业开始, 然后转向Seaborn, but, 你知道, 严格讲技术, the COVID-19 pandemic I think has had a positive impact to the world's OTT business growth that's out there. Let's face it: Users are interested in online content on all the platforms. 它已经有了动力. We know that people continue to subscribe away from the traditional cable/dish TV. They're leaning towards more subscription-based video and audio streaming, but I do think the pandemic has forced many states and people indoors, giving the demand in the market for entertainment a boost that's clearly needed. I believe those lifestyle changes are going to increase the adoption these platforms. 所以我认为这个行业正在寻找催化剂. 它有动量. This is the catalyst so that you can have more stickier services post-vaccine. If you look at some of the projections and there's a whole bunch of them out there, the pandemic [is] driving anywhere close to 50 or 55% CAGR growth in the short term, 但post-vaccine, 我认为它会回到正常的14%或15%.

它和我们有什么关系? 看, we we've already got solid tailwinds around capacity and IP services for the platforms for our customers. 他们仍然在寻找安全的高性能连接. 他们想要实时的. And I think where we have a major advantage in the marketplace is our ability to scale provisioning, which gives us the ability for our clients to respond in real time to their clients. And that's what this is all about, the ability to scale with this unprecedented demand.

Schumacher-Rasmussen: 好吧，让我们更具体地谈谈Seaborn. From where you sit, what makes Seaborn better and different from others in the market? You mentioned the ability to scale, but is it the people, the technology, the services?

奥兰多: 我来这里才30天, but I've been more impressed with the commitment to the subsea architecture and, 真的, 服务质量. Certainly being a smaller company gives us the agility and the ability to execute for our customers. 你知道, 我们作为一个领导团队坐下来, 谈到了我们的愿景, which is Seaborn's pioneering change through connectivity and technology innovation that enabled communities to realize their potential and improve the world. So think about that for a second: To enable to realize their potential and obviously improve our world. 我认为人们, 的专业技能, and our commitment to this consistent execution does allow our clients just to focus on their core business and allows us to focus on the connectivity piece, 在我们的合作关系中，哪个才是真正重要的.

Schumacher-Rasmussen: 你对这个空间的3年计划是什么? You said you've just had some planning meetings and you've only been there 30 days, 但这给了你一个机会进来, 你知道, 在一段疯狂的时间内迅速投入工作这是我们行业激动人心的时刻. 看ing out in the next 3 years, what does Seaborn have planned?

奥兰多: 我认为这是从目标开始的. Our goal is to be the leading provider of quality network infrastructure in the Americas. And there's many items that we're considering along the journey. 当然，我们看到了100Gbps技术的激增, a little bit of a change from 10Gbps to 100Gbps for our clients. Therefore, since we have the asset, we're going to monetize the asset. 你看 Seabras-1 and AMX-1 的能力. 我们将大力推动销售人员的增加, and being able to look at the inventory to our clients and the addressable marketplace. I do think there's also an ability to expand in Brazil from IP services standpoint. We'll expand to the top five or six different States in Brazil to support the growing ISP population—真的 an enterprise play.

You'll see commitment on the indirect channel side from us, 过去从未有过的东西, 随着我们继续进入企业领域. We certainly need to do it with partners that deliver a full suite of services. And one of the key elements will be what Seaborn brings to the table from an investment standpoint. I do think there's an opportunity in the Northeast of Brazil corridor that's more industrial. 如果你看看墨西哥和加勒比海地区, 也延伸到巴拿马, 到哥伦比亚, 这里有很好的投资机会. Still, the largest route for any of us in the industry is Brazil to United States. There's huge demand intra region within Latin America, versus the full shot back up to the States. And then with incredible amounts of supply that's out there and the consolidation that is happening in North America that probably will extend also for subsea in South America. 这将是一个并购的机会. As we look into 2021 and 2022, there's a possibility for more M and a opportunities across the world. Those are the top plans for us over the next 3 years in this space.

Schumacher-Rasmussen: And of course the people want to learn more, they can go to the Seaborn网站 and you'll see the URL at the bottom of your screen as we close out here.

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