[opendtv] Re: TV Technology: Leitchman: Pay-TV Bloodletting Continues
- From: "Craig Birkmaier" <dmarc-noreply@xxxxxxxxxxxxx> (Redacted sender "brewmastercraig" for DMARC)
- To: opendtv@xxxxxxxxxxxxx
- Date: Thu, 16 May 2019 08:45:14 -0400
On May 15, 2019, at 10:27 PM, Manfredi (US), Albert E
<albert.e.manfredi@xxxxxxxxxx> wrote:
So, the only new detail might be how much this is accelerating - net loss in
Q1 of 1.325 M compared with 305,000 last year. Even vMVPDs showed loss, it
says.
Yup. But Bert missed the most important number. I WAS WRONG. It’s not 70
MILLION homes, but rather 86 MILLION HOMES that still pay for a (V)MVPD
service.
As the old guy in the cart in Monty Python’s Holy Grail said:
“I ain’t dead yet.”
Yet, people watch plenty of TV. NBC is right to consider ad-supported TV,
IMO, even if they seem to have forgotten how they have already been doing so
for years and years, with a scheme that's better than what they proposed
yesterday.
Yup. And the vast majority of TV viewing still takes place via the broadcast
and MVPD services.
FOTA and FOTI have been showing gains, as reported in other articles and, for
some odd reason, not repeated in articles like this one. Also ad-free pay-OTT
sites have been showing gains. It's not like anything is mysterious about
this. In the Internet era, things are progressing pretty much as one should
expect.
Maybe Bert can provide some links to these articles that say FOTA and FOTI are
showing gains.
Clearly many homes that have “cut the cord” have installed antennas, as is the
case in our home. But the number of hours that that antennas is used is less
than 1% of our TV viewing. And FOTI is declining, not increasing. Hulu has all
but abandoned FOTI services - they have converted many homes to a paid
subscription WITHOUT ads, which is one of the primary drivers for most of the
SVOD services.
And AT&T is suffering for good reason. Raising subscriber fees, especially for
DirecTV Now was unfortunate, sending many people BACK to legacy MVPD services.
Regards
Craig
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