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shared by Alex Street on 06 Sep 10 - No Cached

cash-strapped young are leading those shunning cable subscription
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sector lost more than 700,000 subscribers in the US in the second quarter of the year
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partly because of competition from satellite operators and telecommunications
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...9 more annotations...
But new streaming or “over the top” services such as Hulu were also a factor,
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For Netflix, the pay-TV industry is as ripe for revolution as the DVD rental market was a decade ago
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etflix’s DVD service has amassed 15m subscribers in the past 10 ye
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60 per cent have already tried the service
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Canada in the next few months and, next year, in the UK, a
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ernet “thrives on inefficiency”
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cable TV, “the inefficiency is in the cost
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4bn at its peak in the US in 2004 to $10.87bn in 2009
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sing the money saved on postage as customers shift from its DVD subscription service to streaming.
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shared by Alex Street on 26 Oct 10 - No Cached

37 percent of Netflix subscribers aged 25 to 34 substitute Netflix for pay television
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30 percent of users between 18 and 24 are using Netflix’s streaming service instead of cable or satellite
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Netflix story just works,” s
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...2 more annotations...
Big Media has a small window of opportunity to control its own destiny,
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major U.S. entertainment conglomerates control approximately 70 percent of all TV viewing through its
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shared by Alex Street on 06 Dec 10 - No Cached

substitute services is the biggest factor,
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hyper competitive
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profits are likely to decrease
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...3 more annotations...
US Cable industry is characterized by large incumbents with dominant market share
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net margin for the industry is relatively low at just 4.1%
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due to the high capital investment needed to build the infrastructure, high programming costs, and the erosion of profits from substitute service
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shared by Alex Street on 03 May 12 - No Cached

ixed broadband services are being substituted by mobile broadband services,
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shared by Alex Street on 29 Sep 10 - Cached

2013, In-Stat predicts that nearly 40% of all digital TV shipments will be web-enabled devices
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2009, there were five broadband households worldwide for every web-enabled CE device. By 2013, this ratio will be 2:1.
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shared by Alex Street on 26 Oct 10 - No Cached

We still see no evidence that our subscribers cut cords at a greater rate than the population.”
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least one recent survey, whi
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Cable companies like Comcast insist that they don’t see evidence of it. But Ivan Seidenberg, who runs cable competitor Verizon, says it’s inevitable.
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...3 more annotations...
total multi-channel video subscribers is continuing to grow in the US.
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we haven’t seen any evidence of tha
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t: In the past year, his service has added 5.8 million subscribers
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