[opendtv] Re: NYT: Unraveling the Cable Bundle
- From: Craig Birkmaier <craig@xxxxxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Fri, 5 Dec 2014 10:36:29 -0500
>
> On Dec 4, 2014, at 9:41 PM, Manfredi, Albert E <albert.e.manfredi@xxxxxxxxxx>
> wrote:
>
> This piece, like many others, understands what the sea change is. Nothing to
> do with VOD. For example:
>
> "Companies like HBO and CBS are betting that they can reach more subscribers
> by cutting out the middleman and selling directly to consumers."
The HBO service is all about VOD. The CBS service is mostly about VOD, other
than the live streams in their O&O markets, which people can access in multiple
ways.
>
> And,
>
> "Some niche networks that have a small but strong followings might find it
> more lucrative to ditch cable companies and establish a direct relationship
> with viewers."
>
> (Especially true if the cord cutting/shaving trend continues.)
Pure speculation. In order to do this they must forego subscriber fees from
tens of millions of homes and make it up with subscriber fees from those who
are willing to pay for a DTC service. The numbers don't add up.
Regards
Craig
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