Category: OTT

  • Are You Worried Yet?

    Time Warner Cable (TWC) and CBS (CBS) both had a lot to lose in that standoff over programming fees, but in the end, it was CBS that had Time Warner on the ropes. It’s an outcome that should worry any long-term investor in cable or satellite television sector. If Time Warner isn’t powerful enough to…

  • Sony and Viacom Reach Tentative Deal to Stream Cable Channels

    I don’t see how the broadband providers don’t kill this deal in it’s sleep. They will start putting caps and added cost to heavy internet users. Unless the FCC gets involved (maybe legal, who knows) the cable providers can’t let their competition clog their networks with more OTT programing. This could get ugly…real quick. G…

  • Half US multi-channel households have DVR

    More proof that DVRs have entered the mainstream has emerged with fresh consumer research from Leichtman Research Group. The research and analyst firm found that 52 per cent of households in the US that subscribe to a multi-channel video service have a Digital Video Recorder (DVR), compared to 4 per cent of TV households that…

  • 86% US households pay-TV subscribers

    New consumer research from Leichtman Research Group (LRG) finds that 86 per cent of US households subscribe to some form of multi-channel video service. While major multi-channel video providers reported a cumulative increase of less than 1 per cent of subscribers over the past three years, penetration has slightly declined over that time as a…

  • 3 Reasons Your Cable Bill Is Rising

    By Demitrios Kalogeropoulos August 4, 2013 Americans are sending bigger checks to their cable companies these days. Both Comcast (NASDAQ: CMCSA  ) and Time Warner Cable (NYSE: TWC  ) reported last week that they’re collecting more cash from subscribers lately. And while it’s true that big cable is after bigger profits, that’s not the only reason bills…

  • 1 Way Streaming Video Is Killing Pay TV

    By Demitrios Kalogeropoulos Pay-TV subscribers are a tough bunch to keep hold of. DISH Network (NASDAQ: DISH  ) lost 78,000 of them last quarter. Comcast (NASDAQ: CMCSA  ) saw 159,000 vanish from its books. Time Warner Cable (NYSE: TWC  ) had 191,000 of them bolt in the second quarter. All told, about 380,000 fewer people are paying for…

  • A Winner in the Battle for the Living Room

    Now these guys completely disagree with the last article. I still believe content is King. And the cheerios theory tells us people love cheerios (content) but don’t really care where they get them so long as they are about the same price and they don’t have to work any harder to get them. The problem…

  • Netflix’ Worst Nightmare Becomes Real

    Netflix’ Worst Nightmare Becomes Real By Richard Saintvilus | TheStreet.com – Tue, Sep 11, 2012 6:30 AM EDT RELATED QUOTES Symbol Price Change NFLX 250.65 -5.25 AMZN 297.00 -3.75 NEW YORK (TheStreet) — I’m now into midway through watching the second season of “The Office.” In a span of two days, I’ve been able to watch almost…