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Piksel\'s Global Lead Analyst Alan Wolk dispels seven common myths about today\'s TV industry, taking on everything from cord cutting to Twitter in this insightful and valuable presentation.

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Still not dead

STILL

NOT

DEAD

THE REMARKABLE RESILIENCY OF THE US TELEVISION INDUSTRY


The death of television makes for great headlines

The Death of Television

makes for great headlines,

but it’s not happening*

!


The death of television makes for great headlines 1

The Death of Television

makes for great headlines,

but it’s not happening*

!

*not anytime

soon


The death of television makes for great headlines 2

The Death of Television

makes for great headlines,

but it’s not happening*

!

*not anytime

soon

(*even if the naysayers prove correct, the demise

they’re predicting is still 10-15 years away.)


Here are just of few of the misconceptions

Here are just of few of the

misconceptions

floating around


Myth 1

MYTH #1

Cord-cutting is a

mass

movement

fueled mostly by tech

savvy millennials who

get their TV from the

internet

BROOKLYN


Myth 1 1

MYTH #1

Cord-cutting is a

mass

movement

fueled mostly by tech

savvy millennials who

get their TV from the

internet

WRONG!

BROOKLYN


Research shows that when it actually does happen

Research shows that when it

actually does happen,

cord-cutting is largely

an economic decision,

made by people who can no

longer afford pay TV and give it

up for rabbit ears, not Netflix,

Amazon and Hulu.

DETROIT


Research shows that when it actually does happen 1

Research shows that when it

actually does happen,

cord-cutting is largely

an economic decision,

made by people who can no

longer afford pay TV and give it

up for rabbit ears, not Netflix,

Amazon and Hulu.

DETROIT

According to noted industry

analyst Craig Moffett, cord-

cutting, which he defines as “also

including that "gap" created by

new household formation that

DID NOT translate into Pay TV

growth” is happening at a rate of

0.5% a year and actually

decelerated in Q3 2013.*

*UPDATED 12.13.13 to include clarification from Moffett

© PIKSEL 2013. ALL RIGHTS RESERVED | CONFIDENTIAL

PAGE



More about cord cutting 1

More About Cord Cutting

BOOMERANG SUBSCRIBERS


More about cord cutting 2

More About Cord Cutting

BOOMERANG SUBSCRIBERS

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.


More about cord cutting 3

More About Cord Cutting

BOOMERANG SUBSCRIBERS

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


More about cord cutting 4

More About Cord Cutting

BOOMERANG SUBSCRIBERS

PAY TV PENETRATION

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


More about cord cutting 5

More About Cord Cutting

BOOMERANG SUBSCRIBERS

PAY TV PENETRATION

• Pay TV penetration in the US is around 87%

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


More about cord cutting 6

More About Cord Cutting

BOOMERANG SUBSCRIBERS

PAY TV PENETRATION

• Pay TV penetration in the US is around 87%

• In the early 2000s, it was around 80%

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


More about cord cutting 7

More About Cord Cutting

BOOMERANG SUBSCRIBERS

PAY TV PENETRATION

• Pay TV penetration in the US is around 87%

• In the early 2000s, it was around 80%

• Satellite services added another 6% in the

mid-2000s, mostly those who could not

afford or get access to traditional cable

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


More about cord cutting 8

More About Cord Cutting

BOOMERANG SUBSCRIBERS

PAY TV PENETRATION

• Pay TV penetration in the US is around 87%

• In the early 2000s, it was around 80%

• Satellite services added another 6% in the

mid-2000s, mostly those who could not

afford or get access to traditional cable

• A final 1% came on board in the past few

years, during the digital era

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


More about cord cutting 9

More About Cord Cutting

BOOMERANG SUBSCRIBERS

PAY TV PENETRATION

• Pay TV penetration in the US is around 87%

• In the early 2000s, it was around 80%

• Satellite services added another 6% in the

mid-2000s, mostly those who could not

afford or get access to traditional cable

• A final 1% came on board in the past few

years, during the digital era

• A recent— and oft-cited— Nielsen study

revealed there were 5 million “zero TV

households” up from 2 million in 2007.

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


More about cord cutting 10

More About Cord Cutting

BOOMERANG SUBSCRIBERS

PAY TV PENETRATION

• Pay TV penetration in the US is around 87%

• In the early 2000s, it was around 80%

• Satellite services added another 6% in the

mid-2000s, mostly those who could not

afford or get access to traditional cable

• A final 1% came on board in the past few

years, during the digital era

• A recent— and oft-cited— Nielsen study

revealed there were 5 million “zero TV

households” up from 2 million in 2007.

• Given that pay TV subscriptions actually

grew during that period, many are likely

part of the 15 million households (13%)

who never had pay TV to begin with.

Viewers who cut the cord for

economic reasons frequently return

to pay TV when their circumstances

improve, and then cut the cord

again when they deteriorate.

Unlike professionals who make

moral/philosophical decisions to

abandon pay TV (and write about

it on media and tech blogs) this

demographic is not lost to the

industry forever.


Numerous surveys show that americans are largely

Numerous surveys show that Americans

are largely dissatisfied with

their pay TV service, so while cord

cutting may not be an issue today, it

could soon become one: high prices

and dissatisfied customers are a

deadly combination.


Numerous surveys show that americans are largely 1

Numerous surveys show that Americans

are largely dissatisfied with

their pay TV service, so while cord

cutting may not be an issue today, it

could soon become one: high prices

and dissatisfied customers are a

deadly combination.

What’s stopping it?


Numerous surveys show that americans are largely 2

Numerous surveys show that Americans

are largely dissatisfied with

their pay TV service, so while cord

cutting may not be an issue today, it

could soon become one: high prices

and dissatisfied customers are a

deadly combination.

What’s stopping it?

A lack of attractivealternatives:


Numerous surveys show that americans are largely 3

Numerous surveys show that Americans

are largely dissatisfied with

their pay TV service, so while cord

cutting may not be an issue today, it

could soon become one: high prices

and dissatisfied customers are a

deadly combination.

What’s stopping it?

A lack of attractivealternatives:

Cobbled together solutions requiring a

number of different devices are not a

viable mass market option.


Myth 2

MYTH #2

Kids pretty much

ignore

mainstream

TV and just watch

Netflix on their

iPads


Myth 2 1

MYTH #2

Kids pretty much

ignore

mainstream

TV and just watch

Netflix on their

iPads

WRONG!


A recent kaiser study shows that 71 of 8 18 year

A recent Kaiser study shows that

71% of 8-18 year olds have a

TV in their bedroom.


A recent kaiser study shows that 71 of 8 18 year 1

A recent Kaiser study shows that

71% of 8-18 year olds have a

TV in their bedroom.

A Deloitte survey of “trailing

millennials (ages 14 -23) shows

that while 20% say they watch

TV on their tablets, 62% are

still watching live on a TV set


A recent kaiser study shows that 71 of 8 18 year 2

A recent Kaiser study shows that

71% of 8-18 year olds have a

TV in their bedroom.

A Deloitte survey of “trailing

millennials (ages 14 -23) shows

that while 20% say they watch

TV on their tablets, 62% are

still watching live on a TV set

A 2013 Pew survey shows that

only 35% of Americans

actually own tablets.



Viewing habits are changing 1

Viewing habits are changing

They’re just not there yet.


Viewing habits are changing 2

Viewing habits are changing

They’re just not there yet.

Tablet and streaming viewing index

much higher with upper income

families, but even there they are far

from the dominant behavior.


Viewing habits are changing 3

Viewing habits are changing

They’re just not there yet.

Tablet and streaming viewing index

much higher with upper income

families, but even there they are far

from the dominant behavior.

It’s hard to predict what will become

the dominant behavior, but live TV

viewed on an actual TV set is still

the primary use case for all age and

income groups.


Viewing habits are changing 4

Viewing habits are changing

They’re just not there yet.

Tablet and streaming viewing index

much higher with upper income

families, but even there they are far

from the dominant behavior.

It’s hard to predict what will become

the dominant behavior, but live TV

viewed on an actual TV set is still

the primary use case for all age and

income groups.

Remember too, that the viewing

habits of today’s 12 year olds won’t

start to affect the industry for at least

10 more years.


Viewing habits are changing 5

Viewing habits are changing

They’re just not there yet.

Tablet and streaming viewing index

much higher with upper income

families, but even there they are far

from the dominant behavior.

It’s hard to predict what will become

the dominant behavior, but live TV

viewed on an actual TV set is still

the primary use case for all age and

income groups.

Remember too, that the viewing

habits of today’s 12 year olds won’t

start to affect the industry for at least

10 more years.


Myth 3

MYTH #3

Your pay TV

provider is the one

forcing you to

pay for 800

channels you

don’t want to

watch


Myth 3 1

MYTH #3

Your pay TV

provider is the one

forcing you to

pay for 800

channels you

don’t want to

watch

WRONG!


The networks are the ones forcing

The networks are the ones

forcing pay TV operators to take

bundles— groupings of

channels they own. So if you have

ABC, you also have Disney and

Disney XD and ESPN and ESPN2


The networks are the ones forcing 1

The networks are the ones

forcing pay TV operators to take

bundles— groupings of

channels they own. So if you have

ABC, you also have Disney and

Disney XD and ESPN and ESPN2

The operators would love to

break up the

bundles and offer smaller,

cheaper packages but the

networks won’t do it.


The networks are the ones forcing 2

The networks are the ones

forcing pay TV operators to take

bundles— groupings of

channels they own. So if you have

ABC, you also have Disney and

Disney XD and ESPN and ESPN2

The operators would love to

break up the

bundles and offer smaller,

cheaper packages but the

networks won’t do it.

In their defense, the networks

claim that bundling keeps fees

down by spreading out costs,

something many analysts believe

is a valid point.



Who owns what network bundles 1

Who Owns What: Network Bundles

ABC/DISNEY

!

ABC Television

ABC News

Fusion

A+E Networks (JV)

• A&E

• History

• Bio.

• H2

• Military History

• Crime & Investigation

• Lifetime

• Lifetime Movie Network

• Lifetime Real Women

Disney Channel

Disney Cinemagic

Disney Junior

Disney XD

ESPN

ESPN2

ESPN on ABC

ESPN Classic

ESPNews

ESPN Deportes


Who owns what network bundles 2

Who Owns What: Network Bundles

ABC/DISNEY

!

ABC Television

ABC News

Fusion

A+E Networks (JV)

• A&E

• History

• Bio.

• H2

• Military History

• Crime & Investigation

• Lifetime

• Lifetime Movie Network

• Lifetime Real Women

Disney Channel

Disney Cinemagic

Disney Junior

Disney XD

ESPN

ESPN2

ESPN on ABC

ESPN Classic

ESPNews

ESPN Deportes

CBS

!

CBS Television

CBS News

CBS Sports

The CW

Showtime

Showtime 2,

Showtime Showcase,

Showtime Extreme

Showtime Beyond

Showtime Next

Showtime Women

Showtime Family Zone

The Movie Channel

The Movie Channel Xtra

Smithsonian

TV Guide Network

!!!!!!


Who owns what network bundles 3

Who Owns What: Network Bundles

ABC/DISNEY

!

ABC Television

ABC News

Fusion

A+E Networks (JV)

• A&E

• History

• Bio.

• H2

• Military History

• Crime & Investigation

• Lifetime

• Lifetime Movie Network

• Lifetime Real Women

Disney Channel

Disney Cinemagic

Disney Junior

Disney XD

ESPN

ESPN2

ESPN on ABC

ESPN Classic

ESPNews

ESPN Deportes

CBS

!

CBS Television

CBS News

CBS Sports

The CW

Showtime

Showtime 2,

Showtime Showcase,

Showtime Extreme

Showtime Beyond

Showtime Next

Showtime Women

Showtime Family Zone

The Movie Channel

The Movie Channel Xtra

Smithsonian

TV Guide Network

!!!!!!

NBC UNIVERSAL

!

Bravo

Chiller

Cloo

CNBC

E!

Esquire Channel

G4

MSNBC

Mun2

NBC

NBC Sports

Oxygen

PBS Kids Sprout

Syfy

Telemundo

The Golf Channel

The Weather

Channel (JV)

TV One (JV)

Universal HD

USA Network

!


Who owns what network bundles 4

Who Owns What: Network Bundles

ABC/DISNEY

!

ABC Television

ABC News

Fusion

A+E Networks (JV)

• A&E

• History

• Bio.

• H2

• Military History

• Crime & Investigation

• Lifetime

• Lifetime Movie Network

• Lifetime Real Women

Disney Channel

Disney Cinemagic

Disney Junior

Disney XD

ESPN

ESPN2

ESPN on ABC

ESPN Classic

ESPNews

ESPN Deportes

CBS

!

CBS Television

CBS News

CBS Sports

The CW

Showtime

Showtime 2,

Showtime Showcase,

Showtime Extreme

Showtime Beyond

Showtime Next

Showtime Women

Showtime Family Zone

The Movie Channel

The Movie Channel Xtra

Smithsonian

TV Guide Network

!!!!!!

NBC UNIVERSAL

!

Bravo

Chiller

Cloo

CNBC

E!

Esquire Channel

G4

MSNBC

Mun2

NBC

NBC Sports

Oxygen

PBS Kids Sprout

Syfy

Telemundo

The Golf Channel

The Weather

Channel (JV)

TV One (JV)

Universal HD

USA Network

!

FOX

!

Big Ten Network (JV)

Fox Business Network

Fox College Sports

Fox Broadcasting

Fox News Channel

Fox Soccer Plus

Fox Sports 1

Fox Sports 2

Fox Sports Networks

FX

FXX

FX Movie Channel

National Geographic

Channel (JV)

Nat Geo Mundo (JV)

Nat Geo Wild (JV)

!!!!!!


Who owns what network bundles 5

Who Owns What: Network Bundles

ABC/DISNEY

!

ABC Television

ABC News

Fusion

A+E Networks (JV)

• A&E

• History

• Bio.

• H2

• Military History

• Crime & Investigation

• Lifetime

• Lifetime Movie Network

• Lifetime Real Women

Disney Channel

Disney Cinemagic

Disney Junior

Disney XD

ESPN

ESPN2

ESPN on ABC

ESPN Classic

ESPNews

ESPN Deportes

CBS

!

CBS Television

CBS News

CBS Sports

The CW

Showtime

Showtime 2,

Showtime Showcase,

Showtime Extreme

Showtime Beyond

Showtime Next

Showtime Women

Showtime Family Zone

The Movie Channel

The Movie Channel Xtra

Smithsonian

TV Guide Network

!!!!!!

NBC UNIVERSAL

!

Bravo

Chiller

Cloo

CNBC

E!

Esquire Channel

G4

MSNBC

Mun2

NBC

NBC Sports

Oxygen

PBS Kids Sprout

Syfy

Telemundo

The Golf Channel

The Weather

Channel (JV)

TV One (JV)

Universal HD

USA Network

!

VIACOM

!

BET

CMT

CMT Pure Country

Comedy Central

Logo

MTV

MTV2

MTV Hits

MTV Jams

mtvU

Nick at Nite

Nick Jr.

Nickelodeon

Nicktoons

Palladia

Spike

TeenNick

Tr3s

TV Land

VH1

VH1 Classic

VH1 Soul

FOX

!

Big Ten Network (JV)

Fox Business Network

Fox College Sports

Fox Broadcasting

Fox News Channel

Fox Soccer Plus

Fox Sports 1

Fox Sports 2

Fox Sports Networks

FX

FXX

FX Movie Channel

National Geographic

Channel (JV)

Nat Geo Mundo (JV)

Nat Geo Wild (JV)

!!!!!!


Myth 4

MYTH #4

Cutting the cord

and switching to

web TV lets you

stick it to

the cable

companies for

overcharging you!


Myth 4 1

MYTH #4

Cutting the cord

and switching to

web TV lets you

stick it to

the cable

companies for

overcharging you!

WRONG!


Where do you think that internet connection comes

Where do you think that

internet connection

comes from?


Where do you think that internet connection comes 1

Where do you think that

internet connection

comes from?

The MVPDs own the

broadband connections in

the US, and with just two or

three providers to choose

from, competition isn’tfierce


Where do you think that internet connection comes 2

Where do you think that

internet connection

comes from?

The MVPDs own the

broadband connections in

the US, and with just two or

three providers to choose

from, competition isn’tfierce

That’s why the MVPDs aren’t too

worried about you switching

to Netflix. They’ll just impose

bandwidth caps to make

up the difference



Net neutrality and gafa 1

Net Neutrality and GAFA

GAFA (GoogleAmazonFacebookApple)have all

been trying to break into the TV industryto no

avail. The networks and studios believe they have

no reason to play ball with them.


Net neutrality and gafa 2

Net Neutrality and GAFA

GAFA (GoogleAmazonFacebookApple)have all

been trying to break into the TV industryto no

avail. The networks and studios believe they have

no reason to play ball with them.

Recent speculation has centered on GAFA

lobbying to break up the holdthe MVPDs

have on broadband access in the US and it’s

potential interference with the principle of Net

Neutrality.


Net neutrality and gafa 3

Net Neutrality and GAFA

GAFA (GoogleAmazonFacebookApple)have all

been trying to break into the TV industryto no

avail. The networks and studios believe they have

no reason to play ball with them.

Recent speculation has centered on GAFA

lobbying to break up the holdthe MVPDs

have on broadband access in the US and it’s

potential interference with the principle of Net

Neutrality.

Were they to convince the powers that be to

redistribute broadband access, the effect

on the industry would be considerable.


Myth 5

MYTH #5

Second Screen is

all about

Social TV

and Social TV is all

about Twitter


Myth 5 1

MYTH #5

Second Screen is

all about

Social TV

and Social TV is all

about Twitter

WRONG!


Second screen is more than just social

Second Screen is more

than just social TV and

social TV is more than

just Twitter


Second screen is more than just social 1

Second Screen is more

than just social TV and

social TV is more than

just Twitter

75% of Americans rarely, if

ever, use Twitter and that number

seems to be staying pretty static


Second screen is more than just social 2

Second Screen is more

than just social TV and

social TV is more than

just Twitter

75% of Americans rarely, if

ever, use Twitter and that number

seems to be staying pretty static

The trend towards binge

viewingand time-shifted

viewing works against

Twitter’s time-sensitive platform.



More about second screen 1

More About Second Screen

TWITTER

While Twitter is popular with event shows, game

shows and shows aimed at teenage girls, another

type of second screen experience is being

developed to account for binge and time-shifting

viewing.


More about second screen 2

More About Second Screen

TWITTER

While Twitter is popular with event shows, game

shows and shows aimed at teenage girls, another

type of second screen experience is being

developed to account for binge and time-shifting

viewing.

Aimed at serious fans rather than casual viewers,

these experiences are designed to be accessed

after, rather than during, the show, when fans can

spend more time with them.


More about second screen 3

More About Second Screen

TWITTER

While Twitter is popular with event shows, game

shows and shows aimed at teenage girls, another

type of second screen experience is being

developed to account for binge and time-shifting

viewing.

Aimed at serious fans rather than casual viewers,

these experiences are designed to be accessed

after, rather than during, the show, when fans can

spend more time with them.

They can also be ad supported, creating a second

revenue stream for networks and operators.


More about second screen 4

More About Second Screen

TWITTER

The 4 S’s

While Twitter is popular with event shows, game

shows and shows aimed at teenage girls, another

type of second screen experience is being

developed to account for binge and time-shifting

viewing.

Aimed at serious fans rather than casual viewers,

these experiences are designed to be accessed

after, rather than during, the show, when fans can

spend more time with them.

They can also be ad supported, creating a second

revenue stream for networks and operators.


More about second screen 5

More About Second Screen

TWITTER

The 4 S’s

While Twitter is popular with event shows, game

shows and shows aimed at teenage girls, another

type of second screen experience is being

developed to account for binge and time-shifting

viewing.

Future second screen experiences

will be populated by some

combination of the 4 S’s:

Aimed at serious fans rather than casual viewers,

these experiences are designed to be accessed

after, rather than during, the show, when fans can

spend more time with them.

They can also be ad supported, creating a second

revenue stream for networks and operators.


More about second screen 6

More About Second Screen

TWITTER

The 4 S’s

While Twitter is popular with event shows, game

shows and shows aimed at teenage girls, another

type of second screen experience is being

developed to account for binge and time-shifting

viewing.

Future second screen experiences

will be populated by some

combination of the 4 S’s:

STORIES: scenes from next week,

behind the scenes videos, cast

member interviews, etc.

SOCIAL: in-app message boards

and blogs plus Twitter and

Facebook

STATS: sports statistics, polls, voting,

infographics

SHOPPING: t-commerce from

product placement and advertising

Aimed at serious fans rather than casual viewers,

these experiences are designed to be accessed

after, rather than during, the show, when fans can

spend more time with them.

They can also be ad supported, creating a second

revenue stream for networks and operators.


Myth 6

MYTH #6

TV viewing has

decreased

Thanks to the

internet, people are

watching less TV


Myth 6 1

MYTH #6

TV viewing has

decreased

Thanks to the

internet, people are

watching less TV

WRONG!


People are watching more tv than ever

People are watching

more TV than ever.

They’re just not watching

it live.

Time-shifting and

VOD means that

more people are

watching than ever

before.


People are watching more tv than ever 1

People are watching

more TV than ever.

They’re just not watching

it live.

Time-shifting and

VOD means that

more people are

watching than ever

before.

Hence the pressure on

Nielsen to take a full 7

days of time shifted

viewing into account


Myth 7

MYTH #7

TV Everywhere

is the future.

We’ll be able to

watch TV

wherever, whenever

and however we

want


Myth 7 1

MYTH #7

TV Everywhere

is the future.

We’ll be able to

watch TV

wherever, whenever

and however we

want

WRONG!

(sort of)


We ll be able to watch tv whenever and however

We’ll be able to watch TV

whenever and however,

but wherever

may still be an issue


We ll be able to watch tv whenever and however 1

We’ll be able to watch TV

whenever and however,

but wherever

may still be an issue

Out-of-home doesn’t

have many use cases

beyond news and

live sports and rights

issues continue to be an

issue, so operators may

not push it.



The tv industry is changing 1

The TV Industry Is Changing

It’s just not changing as fast

as many would like it to.


The tv industry is changing 2

The TV Industry Is Changing

It’s just not changing as fast

as many would like it to.

A lot of that has to do with the fact that most

players are still making money. So there’s no

incentive for them to change and the

industry is too tightly bound together for

anyone try and go it alone.


The tv industry is changing 3

The TV Industry Is Changing

It’s just not changing as fast

as many would like it to.

A lot of that has to do with the fact that most

players are still making money. So there’s no

incentive for them to change and the

industry is too tightly bound together for

anyone try and go it alone.

The key to success in the years ahead will be

to constantly re-evaluate your decisions.

Because what made sense six months ago,

may no longer make sense today.


The tv industry is changing 4

The TV Industry Is Changing

It’s just not changing as fast

as many would like it to.

A lot of that has to do with the fact that most

players are still making money. So there’s no

incentive for them to change and the

industry is too tightly bound together for

anyone try and go it alone.

The key to success in the years ahead will be

to constantly re-evaluate your decisions.

Because what made sense six months ago,

may no longer make sense today.

Things change slowly. And then, all at once.


Thank you

Thank You.

If you’d like to benefit from insights like the ones

you found here, contact us at [email protected]


Some proof i m not just making this up

Some Proof I’m Not Just Making This Up

SLIDE 5: “Moffett and Nathanson wrote. "We have always argued that cord-cutting is an economic

phenomenon, not a technological one. ... Rapidly rising prices are squeezing lower-income consumers

out of the ecosystem.” Los Angeles Times, Nov 12, 2013

!

SLIDE 5: Pace Of Cord-Cutting Growth Slows in Q3: Analyst. Multichannel News, Nov 12, 2013

!

SLIDE 6: Study: U.S. Broadband Homes Without Pay-TV are Basically Flat at 9% VideoNuze iQ, Oct 3, 2013

!

SLIDE 9: Kaiser Study. Pew Study. Deloitte Study

!

SLIDE 18: In their IPO filing, Twitter stated they had 100 million “active users” and that 77% of usage was US-

based. 77 million people = 24.5% of the population.

!

SLIDE 18: Twitter Has A Serious User Growth Problem Ahead of its IPO, AllTwitter, Oct 17, 2013

!

SLIDE 21: Surprise, You’re Watching More TV Than Ever, AllThingsDigital, Dec. 4, 2013

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SLIDE 23: Report: Pay-TV Tablet App Usage Improves, But Still Nominal Video iQ, Sept 3, 2013

!


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