[opendtv] Re: Techhive: Pay TV as we know it will be dead by 2025, and this is how it will happen

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Tue, 30 Sep 2014 21:45:49 +0000

Craig Birkmaier wrote:

> Thanks for finding this piece Bert. It does more to confirm everything
> I've been saying than anything I have read.

You have got to be joking! Look at the title again, just to get a hint that you 
missed some key points.

> It's not surprising that you cherry picked a few paragraphs to try and
> make your point.

Not at all. I merely go beyond the parts you agree with, which describe nothing 
more than the status quo, to see where the author is going. The salient point 
was NOT that Netflix incorporated some original content. The salient point was 
that production companies and rights holders begin paying attention to 
non-traditional distribution models. Even content owners or rights holders who 
previously did business exclusively with the MVPDs.

> And it's not surprising that you ignored the VERY CLEAR words that
> confirm what I have been saying.

So please explain how these non-status-quo main points confirm what you've been 

"The beginning of the end for linear, scheduled TV will come when the Internet 
players have too many subscribers for the content rights holders to ignore, Lai 
says. When that happens-and it may happen more quickly than many people 
expect-the content owners will begin to **break their exclusive content 
agreements with the pay TV carriers**. Instead, they'll begin streaming their 
shows on their own websites, on video services like Amazon and Netflix, and via 
apps on platforms like Roku and Apple TV."

And this bit:

"Sure, you can watch lots of HBO video on mobile devices using the HBO Go app, 
but not before showing proof that you've already paid your cable company for 
HBO service. ***However, content owners, led by sports leagues, are starting to 
flirt with models that dismantle the fortresses built by cable and broadcast TV 

I did mention very recently that NFL games are now available on Verizon 
wireless, right?



These are examples of the rights owners going BEYOND "the bundle" that you seem 
unable to get past, Craig. Your opinion remains that rights owners would not 
want to disturb their "lucrative bundle," and yet they are doing just that. I 
obviously picked sports because they are the quintessential MVPD offering, but 
there's no reason to limit these shifting tides to sports.


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