[opendtv] Re: NYT: Unraveling the Cable Bundle
- From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Sat, 6 Dec 2014 02:33:15 +0000
Craig Birkmaier wrote:
http://www.nytimes.com/2014/10/22/opinion/hbo-and-cbs-move-toward-selling-content-directly-to-consumers.html?_r=0
> "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.
For the 1500th time: HBO was also available VOD inside garden walls, using the
proprietary MVPD VOD service. Please acknowledge that your read and understood
this point. The VOD aspect is not unique. What is unique is offering content
direct to consumer, outside any MVPD bundle/tier model.
> "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."
>
> 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.
And yet, if you can see the in-between solution, where you don't suddenly ditch
the MVPD model, but you create parallel distribution pipes, pipes AMC did just
that with The Walking Dead! HBO is doing just that too! So is CBS! "Pure
speculation"? That's funny.
Bert
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