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KBode
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KBode,
User Rank: Light Sabre
5/31/2016 | 1:21:58 PM
Re: OTT cola wars
Though HBO sees this (for now) as free marketing, not necessarily revenue leakage. They believe that Millennials using others' (usually parents) logins become their own standalone customers down the road. 
mendyk
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mendyk,
User Rank: Light Sabre
5/27/2016 | 9:07:41 AM
Re: OTT cola wars
Yes -- it's clear that piggyback piracy -- as in, unauthorized sharing of a legitimate passcode for a service -- is the favored means of content acquisition among millennials, for instance. In the olden days, that was known as revenue leakage, and it was an accepted if somewhat annoying condition as long as the leakage stayed in the low single digits. The potential for more significant revenue loss is now much greater.
KBode
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KBode,
User Rank: Light Sabre
5/27/2016 | 8:15:02 AM
Re: OTT cola wars
One problem is going to be the growing trend toward exclusivity (like the Netflix Disney deal). Consumers that are confused about where they can find their favorite shows on streaming -- or don't want to pay twenty different companies $15 a month -- will simply head back to cable or migrate to piracy. 
KBode
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KBode,
User Rank: Light Sabre
5/27/2016 | 8:13:54 AM
Re: Video-free cable
Depends on their scale. Smaller cable providers that lack the leverage for the best possible deals will exit, but bigger companies will stick it out -- refusing to compete on price until cord cutting shifts from trickle to dull roar. 
mendyk
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mendyk,
User Rank: Light Sabre
7/30/2015 | 2:10:45 PM
Video-free cable
Optimum (aka Cablevision) is now offering a cord-cutting package that includes broadband service and "free broadcast digital TV" -- which means it's supplying a digital TV antenna at no charge to its broadband subscribers. I can't see this as anything but definitive proof that operators now see old-school video as a business that's no longer worth being in.
MikeP688
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MikeP688,
User Rank: Light Sabre
7/30/2015 | 1:46:55 AM
Re: OTT cola wars
I like the way you deemed it @mendyk--hundreds of choices--but virtually the same thing. It seems to me that they ought to worry about content more than anything else.    There is where the value is--and there is they have the challenge.    
mendyk
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mendyk,
User Rank: Light Sabre
7/29/2015 | 1:47:27 PM
OTT cola wars
This OTT stuff is starting to feel like shopping in the soda aisle at the supermarket -- seemingly hundreds of choices, but all of them delivering basically the same thing.


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