[opendtv] Re: AT&T: TV Revenue 'Re-shifting' to Mobile Video | Multichannel
- From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Thu, 13 Aug 2015 00:59:21 +0000
Craig Birkmaier wrote:
Bert.s not going to like this article...
http://www.multichannel.com/news/wireless/att-tv-revenue-reshifting/392953
Actually, I like it fine, Craig. This is AT&T attempting to make their growth
of an old-school formula appear more up to date, by re-stating what everyone
else has also done. TVE exists, so does mobility support. Nothing new there.
Saying it's new doesn't make it so.
And this too, is hardly controversial with me:
"We're actually convinced as linear TV subscription and ARPU might get
pressured over time, the pricing is such that the mobility piece of revenue and
the fixed broadband piece of revenue move up. There's going to be a re-shifting
of revenue and our expectation is that we can probably grow revenue per
household for the foreseeable future."
I don't know if you read this part previously, Craig. What's growing is not the
number of people wanting linear streams. That's in decline. What's growing is
basically everything else, including demand for broadband and any form of TV
over the Internet (on demand, mobile, OTT sites, what have you).
And the article downplays any synergies between MVPDs and wireless service.
So, makes sense to me, Craig!
Bert
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