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Brightcove Is Not How To Play Video Cloud Market. Kaltura Could Be.

Covid-19 has accelerated growth in industries — such as videoconferencing — that keep people together virtually while they stay further apart physically. Such industries are helping to keep services like health care, business offices, and classrooms operating while people stay at home.

Underlying videoconferencing is the $6.1 billion software as a service market that supports video publishing and distribution.

If you want to invest in this industry, you could consider shares of Boston-based Brightcove — other big tech companies like Microsoft compete here but this software market is not a significant portion of their revenue. or you could wait to see whether Manhattan-based Kaltura files for an IPO. At this point, Brightcove’s extremely slow growth does not make me interested in its shares.

(I have no financial interest in the securities mentioned).

Video Streaming Software Market: Small But Expected To Grow

The market for video streaming software is expected to

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Taiwan’s computer war games simulate invasion by People’s Liberation Army



The computer-aided drills are part of Taiwan’s Han Kuang exercises, the island’s largest annual war games, an earlier phase of which was held in July. Photo: Handout


The computer-aided drills are part of Taiwan’s Han Kuang exercises, the island’s largest annual war games, an earlier phase of which was held in July. Photo: Handout

Taiwan began five days of computer-aided war games on Monday, simulating an attack on the island by the People’s Liberation Army (PLA).

The drills are part of the Han Kuang exercises, Taiwan’s largest annual war games. An earlier phase of the exercises in July included live-fire drills.

The war games were designed to test Taiwanese commanders’ ability to adopt the right defence strategy and coordinate different forces while under attack, the defence ministry said.

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Officials from the American Institute in Taiwan, the United States’ de facto embassy on the island, were invited to observe the drills, a military insider said.

“Previously, the US Indo-Pacific Command

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Chinese internet companies have less to lose when it comes to U.S. threats

Sheldon Cooper | LightRocket | Getty Images

SINGAPORE — China’s internet companies may be more insulated from a fallout between the U.S. and China than telecommunication equipment companies like Huawei, a CLSA tech analyst told CNBC on Monday.

That’s because they do not rely on international suppliers for parts and technology to make their products — unlike telecom companies in the mainland, Elinor Leung, China internet analyst at the brokerage firm, said on “Squawk Box Asia.” 

“The impact for the Chinese internet companies … is going to be smaller compared to the telecom equipment industry because there’s no value chain overseas. Over 80% to 90% of their revenue is in China, so, it’s relatively difficult to affect,” Leung said. “They rely on their own technologies.”

Some of China’s top internet companies are publicly listed in the U.S. — including Alibaba, JD.com and NetEase. In recent months, they have launched secondary

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