Quote:
Originally Posted by OLD BOY
Thank you, Horizon. For me, a significant paragraph was this one:
As MoffettNathanson analyst Craig Moffett wrote in a note to clients this week, cable providers are coming around to the idea that it’s OK to lose TV subscribers as long as they keep paying for internet access.
This could be right, of course, but having just acquired the 'ultimate oomph' package, which gave me my existing channels + Sky Movies + Sky Sports + 500 Mb speed broadband (instead of 'only' 200 Mb) and a new 'unlimited' SIM for only £1 more than I was paying before, I do wonder if the cablecos are ready to ditch the pay tv subs so readily just yet.
It is a very confused picture, because by rights, TV subscribers should be migrating faster towards VOD, and yet, as some of the posts here show, some are still happy to be bullied into watching their favourite programmes at times dictated to them by the schedulers and to suffer having to watch intolerable waves of insufferable advertisements when they could be watching much better quality material at times of their choosing.
I still think the younger generation will ultimately change the ways of the older people, but I must admit to being surprised at the number of people who are content just to sit there and be fed whatever is thrown at them. If I ever get like that, I would be grzteful if someone would just put me down! Sorry if that was politically incorrect... :
 Not really!  |
You're welcome old boy.
As has been said many times before, we must be careful to differentiate America from ourselves, as they do a "few" things differently, not least, force anyone who wants pay tv to have ESPN. I'm waiting to see if Charter now show resistance to that, especially as Disney now have the ESPN+ streamer too.
But I still think these carriage renewal talks between these two companies will have long term implications not just for America, but everywhere else too.
On your specific point, yes, obviously if someone wants to stream Netflix etc, they need net access, but does that need to be through a cableco now? Like here, 5g is launching over there too.