[opendtv] Re: Apple TV: Eddy Cue on streaming video and TV channels - Nov. 6, 2015

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Tue, 10 Nov 2015 02:25:03 +0000

Craig wrote:

Thus the content owners are talking about how to do this without
losing the second revenue stream from subscriber fees.

You seem to be fixated on "second revenue streams." The congloms can each
create their own separate and competing sites, much like CBS All Access has
done, or HBO Now, and they can decide on the mix of ad revenue and/or
subscription fees. You DO NOT need to have bundles of multiple congloms'
content, to achieve this effect. These content owners are using both single and
dual revenue stream models, and no indication this will change.

HBO does not make its content available to free services.

Nor are they looking for a second revenue stream.

But the trend is NOT away from paid bundles of content.

It's definitely NOT trending to the bundles composed of content from multiple
congloms exclusively, as it HAD to be previously with walled garden
distribution nets. Now both models can coexist. Sling TV vs CBS All Access, for
example. No need to be stuck on the old formula.

Hulu started in 2007

But the congloms were streaming before Hulu came to be, certainly by 2005. I
was watching back then, occasionally, and they were using Windows Media and
Real Media at the time. Flash was a big improvement, and it appeared in 2005.

http://www.theguardian.com/media-network/media-network-blog/2013/mar/01/history-streaming-future-connected-tv

http://www.streamingmedia.com/Articles/ReadArticle.aspx?ArticleID=74052

Yes, the MVPD experience has tied content, hardware, and lousy
customer service together for decades. That has been the source
of huge monopoly profits. But this has NOTHING to do with the
boxes you are continuously deriding, or the deals that companies
like Roku and Apple are doing in an attempt to compete with the
MVPD oligopoly.

What a blind spot you have, Craig. These limited use boxes are attempting to
create their own walled up ecosystems, having to make the same types of deals
that MVPDs were making previously with the content owners. Notice even the
mention of "original content for Apple TV," for example, in that article.
Amazing how you miss this. All of this, when the content owners have been using
Internet streaming already, for a decade or more, with no under-the-table
collusion necessary. Yes, at least there are competing proprietary ecosystems
that anyone can use, in a any location, with these limited boxes.

But you have it exactly backwards. It is the MVPD boxes that are
of limited use; they live only inside the providers garden and do
a lousy job of navigation and discovery.

This first part, obviously.

The new Apple TV goes well beyond these boxes; with the ability
to support Apps it will allow ANY content owner to offer content
to those in the Apple ecosystem

And my PC, with a single browser app, can do this and a whole lot more. Can
AppleTV shop at Amazon, even while watching movies? More importantly, because
clearly Apple TV *could* do that, *why* isn't it being allowed to?

Bert



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