[opendtv] Re: Disney COO Staggs Backs Pay TV Bundle | Broadcasting & Cable

  • From: Craig Birkmaier <craig@xxxxxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Sat, 12 Sep 2015 22:23:14 -0400

On Sep 12, 2015, at 5:27 PM, Manfredi, Albert E
<albert.e.manfredi@xxxxxxxxxx> wrote:

Bundles that work, only because the different congloms collude, are the
province of old-school walled gardens. That's why the congloms say one thing,
while at the same time they're busy conjuring up quite unrelated things.

Not anymore.

Sony Play Station Vue is not an old-school walled garden. Sling is an
experiment - a collaboration of old school MVPD and content owners. The service
that Apple is rumored to be launching next year is not likely to rely on the
old school MVPDs.

He added that the bundle shouldn't be viewed as a static product.
"It's going to continue to evolve and we're going to continue to
reinforce the value of that bundle over time.

Those are generic enough words that they can be interpreted to mean anything.

No they are specifically talking about bundles of content from multiple content
owners.

Including "bundles" like Moonves' CBS All Access.

Sorry, but content from one content owner is not what Staggs was taking about.
Not that it matters, as CBS All Access is going nowhere fast.

Or ESPN on Sling TV. These aren't the old school bundles that the nervous
nellies want to hear about.

ESPN is tightly coupled to MVPD bundles. Sling is a slim MVPD bundle. It is
interesting to see how ESPN is using Watch ESPN to add tons of live events that
they cannot deliver via the limited number of channels they control on the MVPD
networks. This is the kind of evolution Staggs was talking about.

Secondly, those modems, whether proprietary or standards-based, and the
network upstream of them, have to be content-neutral. I guess you felt
obliged to make some comment, even if specious?

That's nice, but irrelevant.

Everything you love about delivering TV over the Internet happened WITHOUT the
heavy hand of government. It happened because companies invested billions to
make it happen.

Network neutrality is a nice idea that has had no teeth. Earlier attempts by
the FCC were blocked by the courts. Thus everything that happened was by
industry consensus.

The new Title II approach is also being challenged in the courts. It has done
absolutely NOTHING to get us where we are today, but it has already resulted in
reduced investment...

Regards
Craig


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