[opendtv] Re: TV Programmers Put Subscriber Caps on Skinny Bundles | Media - Advertising Age

  • From: Craig Birkmaier <craig@xxxxxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Tue, 7 Apr 2015 08:21:10 -0400

On Apr 6, 2015, at 9:39 PM, Manfredi, Albert E <albert.e.manfredi@xxxxxxxxxx>
wrote:

As we have seen already a few times, these owners change their minds when
reality strikes. Leslie Moonves did, for instance. So did Pepler and so did
Skipper.
Fascinating. Just who do you think is imposing the caps on the skinny bundles
Bert.

The folks you mention are leading the way with experiments, even as they seek
to slow the evolution. This is how you maintain monopolies and oligopolies.

If the article is correct, and only 100,000 people have signed up
for Sling, it would not appear that there is much pent up demand
for what Dish is offering.

All it takes, to keep these execs on their toes, is a continued steady
decline in MVPD subscriptions, or continued increase in cable shaving. It
only needs to be steady. The FCC recently published video competition report:

http://transition.fcc.gov/Daily_Releases/Daily_Business/2015/db0402/FCC-15-41A1.pdf

but it doesn't seem to have any figures newer than what we already discussed.
The trend started in 2013, increased some in 2014, but the FCC report mostly
stops at 2013.

Been there. The rate of defection is still very small and of little concern to
the content owners. They can play in the new Internet sandbox, learn, and adapt
to the new environment without cannibalizing profits.

Compare this to Apple selling 74.5 million iPhones last quarter

Oh, I'm so in awe. Let's see, is that global sales? You know what I think
about lemmings and fashion accessories, Craig.

Hmmmmm... You clearly would have been one of the lemmings in the 1984
commercial Bert. But that misses the point.

We are talking about statistics, markets, and REAL numbers and profits. You
keep trying to convince us that a one or two percent change is earth shaking,
when in reality it is interesting, but not highly significant. In a country
with more than 318 million people, 100,000 is a blip.

Regards
Craig


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