And off those people ALL of them has a computer that supports flash.
Now lets break it down some more. iPad (non 3g) and iPod are going to have to be in range of wifi to be used for viewing on the web which means most people are going to be at home were there computers and TV are. Both of which have better screens and sounds for watching TV.
iPhone and iPad 3G is hurt a little because they might be at an airport or someplace killing time which then it can come in handy but even then it is a limited lost because of time.
Going HTML5 now and going with h.264 blocks 30% of your viewers who like firefox which does not support h.264.
They could easily be waiting for it to pan out between WebM and h.264 before they spend the millions they would have to do it to re encode everything for HTML5 site.
this isn't and never will be a case of either/or; html5 video will be a minimum two encode solution for at least half a decade (h.264 for flash, mobile devices, chrome, ie9, safari) vp8/theora (firefox, opera, chrome). the codec war isn't about the desktop, nobody cares about that, if it were then this wouldn't even be a discussion flash would be the de-facto standard. the codec war is all about mobile and with more than 100 million devices out there supporting h.264 today it's going to take years for webm to reach even 50% market share* of the mobile device segment. keep in mind mobile browser viewership is expected to eclipse desktop browsing in the next 3-5 years. any content provider unwilling to offer their content to 100% of mobile audiences today and a best case scenario of 50% in two years is going to find themselves desperately behind their competitors.
* 50% mobile market share for webm in two years assumes a great deal of good fortune for webm as well
- webm hardware accelerated devices start appearing in large quantities this year - which they won't, and as each day passes h.264 extends its lead in the marketplace.
- future devices will ship with webm to the exclusion of h.264 - which is highly unlikely for a multitude of reason. which means each vp8 accelerated device will also support h.264 making it a zero sum game for webm.
- webm hardware accelerated chipsets can scale quickly to reach the high-volume/low-cost benefits of h.264 - fiscally impossible. manufacturers or consumers will have to eat the cost of the higher priced vp8 acceleration
- webm hardware acceleration has no learning curve that for device manufacturers or content creation tools -
- webm isn't the target of a patent lawsuit that either delays or completely derails the effort
- webm has available plugins/software suites for content creators to create and encode in vp8, this goes for everything from flip mini cameras to imovie like consumer software packages to professional software used to encode media currently - very few of these exist today outside of former on2 offerings.
- mpeg-la doesn't just decide to exercise its nuclear option and release h.264 free & clear. it's a lot easier for them to do that than webm to do all of the above. today it's proprietary, tomorrow it's free, no software updates, no hardware ramp up, just a legal change in status.
the more likely scenario is webm won't ever reach 50% share of the mobile space. it'll be a great solution for providing video to firefox and opera and not having to rely on the clunky theora codec, but that's all webm represents a decent codec for open source adherents.