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Originally Posted by epsilon
BT had recordable IPTV stream boxes on their system so the conversion was seamless. That's not really the case for Virgin where new boxes would probably be required to record IPTV streams. Even with a basic Now TV app would be unlikely to be added to original flavour Tivo models which, probably, still make up a significant proportion of the boxes on Virgin's network.
As I've said on another forum, withdrawal of a significant number of channels would be a significant blow to Virgin's tv platform. Coupled with a loss of subscription income, would they really invest in supplying new boxes just to act as an income collector for Sky?
NOW is hardly on the same scale as Disney, it just doesn't have as much to offer. It would be a very risky move for Sky to stop providing their channels to third parties if the NOW provision is the only alternative.
However, this is currently a rumour from an unnamed source. I'll not worry about it unless and until the usual reliable industry sources make similar reports.
---------- Post added at 06:25 ---------- Previous post was at 06:18 ----------
Sky seem to get most of their bought in content from NBC and CBS, so an NBCUniversal / ViacomCBS merger with a combined streaming service would be a significant change to the playing field. Although combining the NBC and CBS networks in the USA isn't going to get regulatory approval.
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If NBCU and ViacomCBS choose to merge in the future, I could see CBS spun off and sold to Warner-Discovery. Popular content from The CW could always be aired on CBS, with the other network being closed and most CW content becoming Max Originals.