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Originally Posted by OLD BOY
Yes, but Virgin would be able to make money through wholesale deals with the streaming providers in the same way as it did with the BT sports deal.
Frankly, if people are going to favour the likes of Netflix over their cable pay channels, they will do it anyway, regardless as to whether it is on Tivo. Whereas if everything is on the Tivo and they upgrade the box so that it works more quickly, more people will be persuaded to stick with VM.
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They might be able to make a little but nothing in the region of what they could make from traditional pay TV services. Hence why TV manufacturers use them as a loss-leader to differentiate their TVs from others.
Where I think the market gap exists is in a box with all the streaming services, but this would be something you would pay for as oppose to coming from a cable or satellite provider. And could you still get the likes of iTunes on it?