[opendtv] Re: How much TV program distribution the MVPDs are providing

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Wed, 2 Sep 2015 01:57:15 +0000

Craig Birkmaier wrote:

You're getting warm.

And this sort of condescension is really annoying Craig, in case you didn't
know. Especially annoying because you don't do numbers and you confuse the ones
I give you. The only way to be credible to provide us with your own valid and
relevant numbers. Otherwise, it's just waste of time.

We are addressing two questions:

1. How much TV is consumed linear/live, and how much is consumed on demand. The
majority is consumed on demand. Every article agrees on this point. I only
attributed 5% of all linear TV consumption to OTA.

2. How much of TV content distribution is occurring over MPEG-2 TS streams from
MPVDs, overall, live or recorded, as opposed to using IP. To answer this
question, I was overly generous and pretended that any amount of recording uses
MPEG-2 TS streams from MVPDs, that no MVPD uses IPTV, and I allowed TVE to
account for only 5% of TV consumption overall. Can you explain why this is NOT
overly generous?

So keeping those two questions in mind, you must not allow yourself to become
confused by extraneous factors. As you have done repeatedly below.

http://www.mediapost.com/publications/article/247581/time-shifted-tv-is-the-default.html

53% of TV is watched non-linear, meaning 47% is watched linear.

That 47% watched linear is made of some OTA TV and some TVE linear
streaming, in addition to the MVPDs own linear streams.

Since this breakdown is not documented in the above link, let's be
very conservative and postulate that only 5% is watched OTA, and
5% is streamed to mobile or other devices, using TVE or CBS All
Access.

Now it does not seem hard to believe that only 37% of that linear
TV program consumption is actually using MPEG-2 TS broadcast
streams from the MVPDs, and the rest either IP or OTA.

Now you drove straight into the ditch.

What did the article say about the 53%?

To answer the question of how much TV is consumed linear/live, that second
mention of 53% is irrelevant. If the stream is recorded, whether in an
in-system DVR or in a TiVO box, the content is not consumed live. Furthermore,
to be even more conservative, I included zero amount of OTA recording. I gave
*all* that recorded traffic to the MVPDs.

Bottom line, most of the 53% is just time shifted viewing of the
live linear streams.

Makes no difference to the second question, as I calculated it, because I'm
still giving all of that to the MVPD. And it's irrelevant entirely to the first
question. Most TV is consumed non-linear, Craig, no matter what you might
prefer to think.

This is a total misrepresentation. There is nothing in common between
the 47% viewed live and the 53% that is time shifted.

Huh? I can't even begin to parse this one. Look at the two questions we're
addressing, Craig, and then do the numbers.

Once again, the 47% content being consumed linear I give almost entirely to the
MVPD MPEG-2 TS streams, taking away only 10% to account for TVE and OTA. The
content that's consumed time-shifted I give to the media as the article states,
and being extra generous to your view, I don't include any amount of IP for
in-system recorded service or for TVE use for recorded material.

That's extremely generous, Craig.

I don't agree with your math, but this is closer to reality.

Sorry, that doesn't work. You are entitled to "not agree," but you must provide
your numbers.

About 80% of U.S. homes subscribe to a MVPD service.

This is totally irrelevant.

The eMarketer study I mentioned yesterday substantiates the percentage
of total streaming viewing to be 23%.

Please go back and check what it actually says. I already explained this more
than once. You are misrepresenting what it says, Craig, which is why you are
failing to understand what's going on.

So the numbers are,

37% use of MPEG-2 TS streams from MVPD STBs, for linear/live viewing, assuming
only 5% use of TVE and only 5% use of OTA, and no MVPD uses IPTV. Not generous
enough, Craig?

30% for IP streams, assuming only 5% of TV is viewed with TVE, and *none* of
the in-system recorded services use IP.

Not even close, by your own numbers

Amazing. Perhaps now you see why condescension is uncalled for, Craig?

Bert



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