The approach aligns with the trend toward SDN (software-defined networking) and NFV (network function virtualization) among telecommunications operators, thanks to its elastic and virtualization-friendly cloud architecture.
The video on demand business is something they should stay away from and instead focus on everything they are good at, since they have an application platform and a burgeoning ad sales business, they could utilize this by offering cable operators and telcos a piece of the pie against a well defined TV interface with social interaction.