[opendtv] Craig goes back to square one again
- From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Thu, 22 Sep 2016 04:27:49 +0000
Craig Birkmaier wrote:
Bad news for the broadcast networks. ESPN fluctuates based on
seasons
Annual, Craig. Annual is not season to season fluctuations.
The trend line is stability Bert. Those who wanted out are gone.
Untrue, even if you have repeated that for a couple of years now. That trend
line hasn't changed. We've seen this reported any number of times. I already
posted this one a couple of days ago, from February:
https://www.mediavillage.com/article/disney-nielsen-and-the-broadband-only-homes-pivotal-research/
which says, "That means that annual subscriber declines of around -2% for
typical networks - approximately half from cord-cutting and half from cord
shaving - stand. They also mean that the more severe declines at Disney's ESPN,
which are greater than -3% according to Nielsen's estimates, also continue to
stand."
Did you miss it? And then this, from June:
http://www.broadcastingcable.com/news/currency/nielsen-svod-penetration-equals-dvrs-us/157619
Declines in the legacy MVPD and in linear viewing continue, while instead
broadcast TV, Internet-only households, SVOD, and time shifted viewing in
general are on the increase. Oh, and use of PVRs is flat. In fact, the article
says that SVOD and "DVR" (which clearly means PVR) penetration is the same now,
Craig: 50% of homes, each.
So every indication is that these trend lines are not turning around, Craig. So
why again waste time with repetition of fantasy? If you have anything to
support your view, do post it.
It more than pays for itself on larger the larger systems and both
DBS systems Bert.
That's humorous Craig. You're saying, they lose, but they make that up with
volume. Right.
E.g., Verizon offers 50 Mb/s Internet alone for $49.99/mo and 2-year
contract, and that plus local TV, and NO annual contract, for
$50.00/mo. That's one penny more for TV, and no annual contract. How
does that even pay for local broadcaster retrans consent?
Read the fine print. Broadcast retransmission fees are now a line item
on the. Bill for both cable and DBS systems.
Small print? What small print. What I quoted are the packages.
Here are the only two options that make any real sense. One is that Verizon is
paying the retrans consent fee from profits, for the new subscribers. The other
one is that unbeknownst to them, the broadband subscribers are paying retrans
consent fees as part of their broadband fee. Which I have to doubt is the case,
because it could bring the wrath of the FCC down on the ISPs.
What I repeat is, these super aggressive introductory offers cannot be
self-sustaining. When subscribers ask to drop the TV package, they are given
yet another super aggressive deal. That too is not going to be self-sustaining.
That's how the smaller companies can be seen as a harbinger for the bigger
ones. They ran up against the stops faster, is all.
Now, can we get beyond this?
Bert
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