[opendtv] Re: Thin Is In, But the Jury’s Still Out | Multichannel

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Sat, 15 Aug 2015 01:27:19 +0000

Craig Birkmaier wrote:

The definition is correct. When Dish offers Sling TV, it does so as
an OTT site. Not as an MVPD.

You are playing games with acronyms Bert. We've been over this too
many times. If ANYONE sells a subscription to multiple linear
streams from multiple content owners they are a MVPD. PERIOD,

No, Craig. You are the one playing games with words, and you do so because you
feel the urge to prop up the MVPD model. What Dish did, instead, is PRECISELY
what I think all MVPDs should do. Compete, head to head, as OTT sites with
national footprint, offering bundling choices which must of necessity differ
from those of the walled-in old school MVPDs. Of necessity because guess what,
you aren't the monopolistic only choice anymore!

I expected the DBS services to feel the pinch more than cable, and to have to
innovate faster. Shouldn't be a big surprise. But others will follow.

But MVPD services exist, and will continue to exist, because they
offer content people want.

Your definition, which I don’t buy at all because it's deliberately made too
broad, claims that "linear channels" are the only requirement. As such, that
business is on a steady slide into oblivion. Technology no longer mandates
by-appointment viewing, Craig, and only some old-timers are hanging on to that
habit.

The case is that Sling did not help Dish OR ESPN grow. Both lost
DISH subscribers in the last quarter, as Sling did not offset
the loss of subscribers at Dish.

Of *course* it offset the loss, Craig, because it added subscribers. It may not
have offset the loss completely. That's because there are other options out
there. The ace in the hole of Sling TV is ESPN, and evidently, the
subscriptions lost by ESPN were indeed from people who don’t care so much about
sports. Surprise!

This is market forces at work.

Bert



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