Here we go again...
Another analyst piece talking about the larger issue of creating competitive
VMVPD services in the context of what Apple needs to do.
I could ask Bert to ignore the stuff about Apple that offends him, but I'll try
a different approach this time. I just deleted the stuff about Apple leaving
the paragraphs about the "larger issues."
So if you want to read the whole article just click through. No doubt Bert will
still have problems with this. But the fundamental issues about "bundling" are
exactly those I noted in my earlier post today, and apply to every company.
Apple: Dr. Dre Series Could Help Restart Streaming TV TALKS
Last year Dish (NASDAQ:DISH) and Sony (NYSE:SNE) were among the big media
companies to unveil "skinny" streaming packages of cable channels. These new
bundles were a cord-cutters dream as it allowed their favorite channels to
stream online and at a fraction of the cost of cable. Throughout everything
though, the elephant in the room was always Apple, and the question of when it
would make its move into the space. Now analysts are asking a different
Currently neither Dish's Sling or Sony's Vue have all of the major broadcasters
on board. Dish has ABC and its family of networks, while Sony has the rest with
some crossover from the cable channels between the pair. That type of division
is what's keeping certain groups of people from ditching cable, specifically
If you subscribe to Sling you get ESPN, but if you choose Vue (through
PlayStation's network) you get NBC and Fox's sports networks. Either way, if
you're a sports fan by choosing one over the other you're missing something
big. Yes, you can subscribe to both, but that gets more costly, which defeats
the purpose. It also requires extra (unneeded) steps.
If Apple could marry all the key channels into one service, it would be a
game-changer. However there are two issues at play - namely how much it needs
to pay for the rights and if they can convince the networks to un-bundle their
One reported plan was for the service to cost $30 a month and include only a
dozen or so of the major top tier networks, but to get ABC, CBS, NBC and Fox,
they would be forced into take all of their cable networks as well, which is a
sticking point. All of a sudden a top 12 becomes a top 50.