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kq4ym
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kq4ym,
User Rank: Light Sabre
2/26/2018 | 6:52:40 AM
Re: The question for national delivery
There are no so many of the "free trial" offers out there now that I'm guessing there's a certain percentage who sign up and then out of inertia fail to cancel after the 30 days or two week or whatever term is offered. Making it easy to find one's favorite programming and getting a reasonable monthly cost will most likely be what consumers are looking for.
Phil_Britt
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Phil_Britt,
User Rank: Light Sabre
2/19/2018 | 1:56:15 PM
Re: The question for national delivery
No doubt that regional delivery will die as providers continue to look for "efficiencies of scale."
brooks7
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brooks7,
User Rank: Light Sabre
2/12/2018 | 12:16:17 PM
Re: The question for national delivery
Mari,

On my STB, I am on the older system (pre-X1) from Comcast.  The X1 is available via my desktop.

I guess when I am random searching things, X1 is better.  But for watching live TV sports, it is not actually much good.  I know the channel numbers of the sports channels and type in the relevant one.  

Also having been on Netflix and Sling TV, I don't see a lot better UI compared to those platforms.  Those are the UI competition (along with Hulu and Youtube TV as well as Google, Apple and Amazon) for X1.  I think there is going to be a dramatic contraction in platforms that are just distributing (not making) content.  Note that all the OTT services are trying to gain subscribers via proprietary content.  

However, none of this has anything to do with operating a network.  The investment and business models of the two are completely different.  As are the valuation models.  One truly important note is how this proprietary content thing will play out.  In the past, the goal has been to make your content as available as possible.  The idea of the proprietary content is to move people from an ad-supported model to a subscription model.  I would say it is up in the air if the current content generation model will continue to work and grow or what changes need to happen.

 

seven
msilbey
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msilbey,
User Rank: Blogger
2/12/2018 | 9:04:34 AM
Re: The question for national delivery
I do agree that the content is by far the most important part of a TV offering, but my Fios TV service is pretty awful, precisely because it makes access to content difficult. Menus are terrible. On-demand is worse (and on-demand is important). And Verizon won't replace my old, stuttering set-top unless I pay them a lot more money to upgrade. 

I don't disagree that the SPs need every dollar of revenue as ROI for capex. But that's also precisely why I think Comcast will go after new revenue outside its footprint. It's a pure numbers game, and when they can make more money by adding OTT customers than by solely preserving a shrinking base of higher-revenue subs, that's what they'll do. 

The question is when that tipping point happens. And I'm now thinking it happens sooner than later. Both because of what's happening in the market, and because Comcast has so clearly prepared itself to make the OTT jump.
brooks7
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brooks7,
User Rank: Light Sabre
2/9/2018 | 6:06:08 PM
Re: The question for national delivery
I am a Comcast sub and see NO differentiation in the service versus others.  The only reason that I buy the service is that I can get the smallest package at about $10 less with Comcast.  I was using Sling TV but needed both packages to get all the sports I wanted.

But the content is what I am buying.  The Big Bang Theory is exactly the same on any platform.  That is why nobody has an advantage.  I can get the exact same content from a number of content distributors.  Is my Comcast service competent?  Yes.

The reason for the "need to compete" is the other way around.  Comm Service Providers need every dollar of revenue and profit is to get a reasonable ROI on the $B they put in infrastructure.   Note:  my data service is 2x the price of my video service.  Imagine what they could do if they through all their video transmission equipment away and used 2x the amount of current cable spectrum for delivering small cell service....

seven

 
mendyk
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mendyk,
User Rank: Light Sabre
2/9/2018 | 4:10:01 PM
Re: The question for national delivery
It's hard to see the disagreement.
msilbey
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msilbey,
User Rank: Blogger
2/9/2018 | 4:03:44 PM
Re: The question for national delivery
Ah ha! But I disagree with you both. Yes this is essentially an OTT service, but it's also based on a video service that Comcast has worked very hard to differentiate among pay-TV offerings. The general market consensus is that connectivity providers need to be able to provide video in order to compete. Comcast does this very well in-footprint today, and as a mobile player, the gates are open to do the same nationally. 

Comcast has been very careful because it doesn't want to de-value the more expensive service it offers in its existing customer territories today. But that service is slowly getting devalued by cheaper OTT options anyway. I believe there will be a tipping point when foregoing the revenue from a national customer base no longer makes sense. 

I don't think Comcast will give away the store and suddenly offer something as fully featured as X1 for a bargain price online. But I think it will create packages that are available to a wider national audience as the market continues to shift.

On the content versus infrastructure company point, who knows where they'll be in a decade, but for the moment, there's far greater benefit to Comcast in being both things than there is in separating them out. 
brooks7
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brooks7,
User Rank: Light Sabre
2/9/2018 | 3:29:52 PM
Re: The question for national delivery
Dennis,

Yeah at some point over the next 10 years, I see the two separating again.  The business models, valuation models, and investment models make no sense to be in 1 firm.

seven

 
mendyk
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mendyk,
User Rank: Light Sabre
2/9/2018 | 2:59:13 PM
Re: The question for national delivery
To further the point about OTT, keep in mind that Comcast is as much a content company as it is a cable infrastructure provider. In this case, the end game for content is different -- and even conflicting with - the end game for the cable infrastructure business.
brooks7
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brooks7,
User Rank: Light Sabre
2/9/2018 | 2:33:23 PM
The question for national delivery
"It can deliver a full-featured TV service anywhere."

But essentially this is an OTT service.  The question is how an OTT service that Comcast would offer would compete in the market.  I think this is why Comcast has not offered the service.

I think the real question is what happens 10 or 20 years from now when 90% of video is OTT.  Will the cable companies still offer linear pay tv and will it hamstring them the way the POTS network has the telcos (Imagine that their Franchise requires linear video and they can't turn it off and have almost no subs on it.).

seven

 


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