On Jan 8, 2017, at 9:17 PM, Manfredi, Albert E <albert.e.manfredi@xxxxxxxxxx>
wrote:
Very good, Craig. So, acquiring these "live streams" from Hulu costs you FIVE
TIMES as much as acquiring the on demand content from Hulu.
Most people cutting the cord, and most people in general, are looking for on
demand content primarily.
Only 39% of TV was consumed live, and that was way back in 2015.
Today, most likely less than that. Hulu charges a premium of 5X for a service
most people only use occasionally, e.g. for news, and can get online without
Hulu's help (or OTA).
Those who don't give a crap about live linear TV are cord cutters.
False. Most of TV viewing is not live, for all TV users. At the same time,
being a cord cutter does not mean that you're totally disinterested in
"live." That's a different discussion.
People who are switching from a facilities based MVPD service to an
Internet VMVPD service ARE NOT cord cutters.
False. Cord cutters are those who cut the **locally-monopolistic MVPD cord**,
in favor of using OTT sites over the NEUTRAL Internet broadband link. Those
who subscribe to Netflix, or CBS All Access, or Hulu, or who don't subscribe
at all, are all considered to be cord cutters. Even those who subscribe to
Hulu with live channels are considered cord cutters.
That's WHY your fellow trade scribes keep asking whether the congloms are
"cannibalizing" their MVPD viewership, by offering their content over these
other media. Get it?