[opendtv] Re: Netflix was the great disruptor. Will it now be disrupted?
- From: "Manfredi (US), Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Thu, 19 Jul 2018 01:11:18 +0000
Monty Solomon posted
Netflix was the great disruptor. Will it now be disrupted?
Netflix's announcement of a subscriber slowdown doesn't just raise concerns
about the current financial quarter: it casts a headlight on a slew of
potential problems down the road
https://www.washingtonpost.com/business/2018/07/17/netflix-was-great-disruptor-is-it-about-be-disrupted-itself/
This was always predictable. First, because every growth curve ends up being an
S curve. And, because the TV content distribution model was bound to go to the
Internet, once the bandwidth issues were resolved. After all, let's not forget
that Netflix itself evolved its distribution model. It was shipping out DVDs
for many years, before it very cleverly decided to evolve into a streaming
company.
The beauty of having this ubiquitous common carrier is exactly why Netflix
could pull off that evolution, and why many others can now follow suit. It's
called competition. Competition possible because this particular industry can
depend on Internet services to do *all* the heavy lifting. Not just for sales,
promotion, or as a store front, but for the whole business. **And** competition
possible only because the Internet has been a common carrier service.
I don't think they are alone. I'd say for sure, what applies to Netflix also
applies to Sling TV, Hulu, ESPN, CBS All Access, the new portals Disney and
others have talked about, or any web portals used by companies whose business
is just TV/movie content distribution, supplemented by some amount of their own
original content. It should be possible for many such portals to coexist, based
on the exact mix of content that they offer.
Of course, the clueless or corrupt crook we have as FCC Chairman would be
perfectly okay with your ISP deciding which of these portals your household
would have access to. He calls that "new business models." He thinks it would
be just dandy for the Internet to turn back the clock, and go to the same
gatekeeper model of legacy MVPDs. And he even has the brass to call that
"innovative."
Bert
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