On Feb 21, 2019, at 9:45 PM, Manfredi (US), Albert E
<albert.e.manfredi@xxxxxxxxxx> wrote:
Speaking on the believability of cord cutting having come to a halt. Here's a
very recent report that disputes the idea. So, for example, on this quote:
"While subscribers who cut the cord to simply go with OTT are expected to
grow by 17 percent by 2024, the bundling of OTT and broadcast is expected to
increase by 56 percent over the same period. The report predicts that it will
take a successful integration of live content by OTT providers for cord
cutting to become widespread; if accomplished, Concentric says likely one in
four people would cut the cord by 2024."
Sounds to me like going from one subject to another. Cord cutting is
progressing, it says. Okay.
Next subject: And yes, some people also want live. But let's not get
confused. Live doesn't require legacy MVPD bundles of any sort. For one, for
cord cutters, much of the answer for live programming is coming from OTA.
For another, Hulu has live, Locast has live, the new Disney package has live,
CBS All Access has live, ESPN offers live streams, and so on. Overblown as
this might be, many of the new OTT sites are touting their solutions for also
delivering live programs. Which matters almost exclusively to sports fans. In
short, "live" does not mean legacy MVPD, and plenty of online live options
have been appearing lately.
"Satellite, meanwhile, is becoming obsolete with the emergence of 5G and
looks to decline by 8 percent over the next five years.”
Not clear why they think that satellite is replaced by 5G. Satellite is fixed
service, and is replaced by several alternatives that offer broadband as well
as legacy MVPD, for those who want that. 5G is hardly the only alternative to
satellite. Although in principle, 5G can be used for both fixed and mobile
streaming, sure.