Craig Birkmaier posted:
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http://news.investors.com/technology/111715-781149-apple-web-tv-service-questioned.htm
. . .
"We expect most direct-to-consumer efforts will fail to generate meaningful
scale," wrote the analyst. "The bar for gaining and sustaining viewership is
extraordinarily high. We do not believe most networks have the combination of
quality and breadth necessary to retain a meaningful number of paying
consumers."
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Not the way this is going to evolve.
As people demand more and more broadband service, the MVPDs themselves will
have to make a choice. Either do a lot of digging in neighborhoods, or dedicate
that walled-in MPEG-2 TS/analog broadcast spectrum to broadband, and switch the
TV business to Internet TV, and do so using for the most part existing HFC
plants. Or existing FTTH for Verizon.
And then, once the MVPD has migrated to IP delivery of their TV streams,
nothing will prevent this MVPD from doing what Sling TV did: offer its service
to anyone with broadband. In doing so, they will have a strong incentive to
differentiate their offerings from those of other IP MVPDs, and this is how we
migrate to unwalled TV sources.
It will happen gradually, more than likely. The legacy broadcast streams
dwindling in number, as spectrum is increasingly assigned to broadband.
Bert
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