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 clrmoney
10/12/2016 10:59:41 AM User Rank Platinum 
Unneccessary channels
Well I can understand when you are not using certain channels that you pay for and not really interested in watching so they have to come up with a different solutions for thir customers.
 mpouraryan
10/12/2016 3:35:46 PM User Rank Platinum
Re: Unneccessary channels
What he's suggesting is absolutely right on as they have to adapt to changing customer tastes--it is all about choice in the end--isn't it?
 Ariella
10/12/2016 8:12:42 PM User Rank Author
Re: Unneccessary channels
@mpouraryan and businesses must adapt if they are to survive in changing times.
mpouraryan
10/12/2016 9:41:11 PM User Rank Platinum
Re: Unneccessary channels
The challenges is one of adoption--and sustain it. That's fundamental
 batye
10/13/2016 11:43:21 AM User Rank Platinum
Re: Unneccessary channels
@mpouraryan I would say it blood line or life line... so to say...
batye
10/13/2016 11:40:34 AM User Rank Platinum
Re: Unneccessary channels
@mpouraryan I could not agree more, I hope it gonna be positive change for consumer.... how I would see it...
mpouraryan
10/13/2016 12:27:45 PM User Rank Platinum
Re: Unneccessary channels
What is clear is the embrace of the cord cutting revolution that Verizon and others realize. I note this as I am right now at my office on curation work for my start up as my Amazon Fire TV's CBS News APP is playing in the background as I am awaiting live coverage of political campaigns--why do we need to pay when this is free? It presents a challenge for not just content creators--But the distributors.
batye
10/13/2016 12:38:50 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan I would say your observation right on the money... as everyone moving towards streaming on demand...
mpouraryan
10/13/2016 12:46:38 PM User Rank Platinum
Re: Unneccessary channels
As I wondered about Canada, I am curious about that trend in Canada and your views on whether in fact what's the trend in the United States--is in fact true in Canada. My curiosity was peaked as I just "popped into" Rogers and was shocked to see how Netflix is "bundled in" with Rogers offerings--wonder if you're seeing the same thing as part of the broader trend that was underscored by Verizon's CEO:
http://www.rogers.com/consumer/bundles batye
10/13/2016 12:50:10 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan yes and no as in Canada this days Rogers and CRTC playing strange games... and Canadian consumer end up with holding empty bag of great promices...
mpouraryan
10/13/2016 12:55:45 PM User Rank Platinum
Re: Unneccessary channels
What do you by "strange promises"? That does not seem transformational and forward looking from a country that saw the birth of Nortel and Blackberry (I understand what happened to them afterwards). What do you think can change it? What lessons can be learnt in this regard?
batye
10/13/2016 12:58:30 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan I would say this days due to the bad economy Canadian Co. trying to play it safe... Nortel and Blackberry is no longer leaders or favorites... hope things will change...
mpouraryan
10/13/2016 1:02:04 PM User Rank Platinum
Re: Unneccessary channels
It is true they did not adapt--but they are part of a proud legacy of what can be possible. NOt to get too political--from my vantage point--with a new PM, things can be transformational as I see, for instance, As I work away at my startup, you again peaked my interest as I "popped" into the Canadian PM's site and picked this up that is going on right now--interesting happenings about the art of the possible--at the heart of what we deliberate here in TT:
https://www.youtube.com/watch?v=Tw_bG9Gh4so&feature=youtu.be batye
10/13/2016 1:08:46 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan thanks for the link - interesting to know...
mpouraryan
10/13/2016 1:28:46 PM User Rank Platinum
Re: Unneccessary channels
I hope you underscore how hope and faith would be maintained on a constant and consistent basis--having faith and looking forward is at the heart of transformation--and many of what we are witness to today.
batye
10/13/2016 1:30:53 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan for me I look at it as educational/learning process :) each time I learn something new...
 elizabethv
10/14/2016 8:41:17 AM User Rank Platinum
Re: Unneccessary channels
@mpouraryan - I completely agree. I struggle to even have interest in paying for a skinny bundle when I pay for the few OTT services I have far less than half of what I was paying for capable. My grandparents could use the cost savings of OTT if I could convince them to just give it a try!
mpouraryan
10/14/2016 3:42:18 PM User Rank Platinum
Re: Unneccessary channels
Those who "curate" information in the smartest way (and it includes information) will have an edge--the question is who will have the right "solution"--which is not an easy thing--that's why I don't envy them.
 DHagar
10/17/2016 5:11:54 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, I agree with your line of thinking. It clearly is challenging.
I am wondering, however, if a provider offers the "right" mix and truly creates a "customized" delivery option that nets more customers if they won't be able to breakthrough through the large/small issue, and actually begin to deliver more value to the customer. Note: Obviously, that has been one of the attractive capabilities of Netflix. mpouraryan
10/17/2016 6:47:09 PM User Rank Platinum
Re: Unneccessary channels
All the "Majors" are going towards that--and yes it allows folks "not to think"--it is scary and in direct conflict with what I have advocated--but we are going there--aren't we?
DHagar
10/17/2016 7:10:31 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, let's hope so. I am on board!
Truly, when service providers figure out there is money to be made by providing what the customer wants - and the opportunity to win more customers by selling that service with a better package, everyone will win. Otherwise, they are all chasing the rabbit down the same hole. Someone is going to figure this out and they will disrupt the other packages. mpouraryan
10/17/2016 7:13:37 PM User Rank Platinum
Re: Unneccessary channels
I trust you concur that the disruption has already occurred with the acceleration of cord cutting that has been a major focus of deliberations throughout TT and beyond. Traditional programming (including sports) is also under pressure too--so people seem to not be as "taken" anymore.
DHagar
10/17/2016 7:19:27 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, yes I see those disruptions bubbling. The dissatisfaction is being registered. What is yet to be developed are the "right mix" to offer us sustainable options that will enable the providers to have a platform with their content providers, but also deliver to we customers the more scalable packages we are asking for.
I realize everyone's tastes are different, but there is lots of run for better options and enable us to buy more of what we really value. The right combination will be a "disruptive" package. mpouraryan
10/17/2016 7:27:42 PM User Rank Platinum
Re: Unneccessary channels
What you suggest as the "right mix" is an impossible threshold--once the providers embrace choice and focus on quality content (which is in and of itself is a subjective standard), things can materially improve.
DHagar
10/17/2016 7:35:10 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, don't disagree. Your label with quality focus is the right focus. My "right mix" only addresses calibrating the right quantity in the markets to make that quality content ("package") sustainable. Then customers won't want to cut the cord.
mpouraryan
10/17/2016 7:37:53 PM User Rank Platinum
Re: Unneccessary channels
As I am sure you agree, there is more than enough quantity. Sometimes, for instance, when I scan the Amazon Prime Offerings, I am blown away (just to get a sense of the evolution) on what is out there--and available. It is a challenging prospect.
DHagar
10/17/2016 7:45:36 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, agreed!
Do you view any providers as the racehorse to take the lead on this - if so - who? I will mark down your prediction! mpouraryan
10/17/2016 7:50:16 PM User Rank Platinum
Re: Unneccessary channels
Thank you for Asking. So far, I view Amazon as leading...because they not only have their own "MIX", but are serving as a distributor for STARZ & other outlets from John Malone's Media Empire....for instance, you can pay $ 8/month for unlimited access for stuff that you may have to rent thru Amazon--choice in action. There are also some interesting "freemiums" that also are hitting the APP circuit including Crackle et. al (and although the ads are a bit annoying at times)....that also expands the very notion of choice.
DHagar
10/17/2016 8:01:05 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, good choices! I definitely think Amazon can be a leader. I will watch with interest their progress.
mpouraryan
10/17/2016 8:09:52 PM User Rank Platinum
Re: Unneccessary channels
Very gracious of you as always Ma'am...I have one more that is up there in my view: ROKU. But that's just me :)
DHagar
10/17/2016 8:14:23 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, my pleasure. Great - I will add them to my Rising Stars list!
mpouraryan
10/17/2016 8:17:13 PM User Rank Platinum
Re: Unneccessary channels
I look forward to our brethren to share their thoughts as it is clear that Verizon understands the evolution--and as we have identified some rising stars, the question is who will be left standing in the end.
DHagar
10/17/2016 8:40:07 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan, yes - at least they are listening.
I believe the ones who will survive will be those who listen and attempt to deliver what their customers want. elizabethv
10/19/2016 9:12:40 AM User Rank Platinum
Re: Unneccessary channels
@DHagar - That's all we can really hope for. That customer service is what sets the succesful companies apart from the rest. Not just their access to higher quality products, but higher quality service as well.
DHagar
10/19/2016 1:52:27 PM User Rank Platinum
Re: Unneccessary channels
@elizabethv, thanks - that is what makes the system work. When the winners deliver better value to the customers you get better services and companies that are profitable and happy customers. That is the true market disrupter and eventually it does smooth out in the interests of all.
Ariella
10/19/2016 8:54:54 PM User Rank Author
Re: Unneccessary channels
There's more competition opening up from Google's parent company now. From Google signs CBS, in talks with others on web TV:sources
>Alphabet Inc (GOOGL.O) unit Google has reached an agreement with CBS Corp (CBS.N) to carry the network on its planned web TV service and is in advanced talks with 21st Century Fox (FOXA.O) and Viacom Inc (VIAB.O) to distribute its channels, three sources told Reuters on Wednesday. The service, which will be part of Google's YouTube Platform, is expected to launch in the first quarter and will include all of CBS' content, including live NFL games, one of the sources said. Google's so-called "skinny bundle," with fewer channels than a typical cable subscription, will cost $30 to $40 a month, the source said. It was unclear which Fox and Viacom networks would be part of the Google service, two of the sources said. The sources requested anonymity because the discussions are confidential. A spokesperson for YouTube declined to comment. DHagar
10/19/2016 10:45:27 PM User Rank Platinum
Re: Unneccessary channels
@Ariella, great example - thanks for sharing!
Clearly, that is one of the reasons that Google is a leader and strong performing company. Ariella
10/20/2016 3:38:22 PM User Rank Author
Re: Unneccessary channels
@DHagar clearly it doesn't want to miss out on this revenue stream.
elizabethv
10/24/2016 3:44:44 AM User Rank Platinum
Re: Unneccessary channels
@Ariella, thanks for sharing that! Though to be honest, I wouldn't be interested in a "skinny bundle" at $40. I only pay $25 for the basic SlimTV package and the kids channels add-on. Plus with Slim there is the option of On-Demand which costs no extra. With a cable "skinny bundle" there is likely no free On-Demand option and they would likely be more than happy to charge you for a DVR device. It may be "skinny" but at that price, it's not that much cheaper than the "fat" bundles. A viewer might as well just pay for the extra channels, there's more value there.
Ariella
10/25/2016 8:28:39 PM User Rank Author
Re: Unneccessary channels
@elizabethv sure, it doesn't make sense to pay more for a bigger bundle that just gives you more programs that are not on your watch list.
 Owner85593
10/12/2016 11:38:53 PM User Rank Silver
Re: Unneccessary channels
The best thing Verizon can do to provide those customers that do not need 300 channel is to do the something as Comcast have a streaming package of chancel that they pay for. We need to provide a better price for data only customer or those so call cable cutter let them able to stream live tv programing and have the best in data speed, the best idea is what they are doing in Boston ma with a router/stb option where the customer does not have to just watch tv
 Adi
10/13/2016 10:26:57 AM User Rank Author
Re: Unneccessary channels
@Owner85593 - Yes, that's a good example, I think. We wrote about this service, StreamTV, a few weeks back. Comcast is planning to extend it to other markets as well. I think maybe Chicago has it already.
You can see the article here batye
10/13/2016 11:47:35 AM User Rank Platinum
Re: Unneccessary channels
@Owner85593 I would say this days we have smart customers - and they know what they want....
elizabethv
10/14/2016 8:32:57 AM User Rank Platinum
Re: Unneccessary channels
@Owner85593 - Being able to reliably stream is a great point in talking about those who prefer OTT. There is really only one choice out where I am, the outskirts of Denver. Which is fine, it works and is reliable. I just wish I had more options. It gives me no leeway where price or customer service are concerned. They can piss me off royally and jack my price up all they want. But I need internet, preferably reliable internet. And if that's what I want, they are my only real option.
batye
10/13/2016 11:37:40 AM User Rank Platinum
Re: Unneccessary channels
@clrmoney I'm not watchning all channels in my package but in Canada you have no choice as to buy channels in blocks... plus must have Canadian Content get showed in my throat... what ever I like it or not... sad reality... I love Canadian Shows - good shows... not what is dropped at me...
mpouraryan
10/13/2016 12:43:01 PM User Rank Platinum
Re: Unneccessary channels
I am just curious: Isn't Apple TV, Roku or FireStick TV available in Canada? Sorry to ask the foolish question--but I have always thought Canada mirrors the US in advances--but I may be wrong.
batye
10/13/2016 12:53:19 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan Apple TV and Roku - yes both available - but castrated - Canadian version :(
Amazon Fire TV and stick - no, and Amazon.com not shipping to Canada... butsome Canadians do smuggle in Amazon Fire TV and stick and use fake USA IP... - breaking the rules... mpouraryan
10/13/2016 12:58:03 PM User Rank Platinum
Re: Unneccessary channels
You again peaked my courisoity as I also own a ROKU device. I just checked the ROKU blog as I keep tabs on on-going evolution of ROKU--and although I did not read it in full, over 100 channels available is pretty decent--if one is able to "stream" over Wifi, what is preventing it from being adopted on a more aggressive basis throughout Canada?
batye
10/13/2016 1:00:29 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan in Canada big Satelite and Cable Co do have a stong lobby... here is interesting reading - http://www.digitalhome.ca/forum/31-home-theatre-personal-computer-htpc-media-extenders/166841-roku-software-canada-vs-us.html
mpouraryan
10/13/2016 1:03:23 PM User Rank Platinum
Re: Unneccessary channels
This is not different that what goes on the United States as underscored with the debate, for instance, on Net Neutrality and Cable Set Tops--but the march of progress can't be stopped. I trust you agree with this.
batye
10/13/2016 1:09:56 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan I could not agree more... but it also an interesting process... if you look at it - not at the face value but as a process :)
mpouraryan
10/13/2016 1:50:21 PM User Rank Platinum
Re: Unneccessary channels
You talk about process-do you believe that Canada can be on the cutting edge of transformation? Are you able to share any thoughts & ideas in this regard.
batye
10/13/2016 1:52:42 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan right now in Canada it more like wait and see game due to the bad economy...
mpouraryan
10/13/2016 2:06:30 PM User Rank Platinum
Re: Unneccessary channels
The growth seems to be slow--no doubt--but the question is whether this is stopping innovation of not:
http://www.bloomberg.com/news/articles/2016-08-02/lethargic-canadian-economy-can-t-shake-its-reliance-on-housing batye
10/13/2016 2:58:31 PM User Rank Platinum
Re: Unneccessary channels
@mpouraryan I see your point I trust you are right... no other way :)
mpouraryan
10/14/2016 1:25:57 AM User Rank Platinum
Re: Unneccessary channels
What is clear is that the market and customers are driving it--that's increasingly being recognized by all.
 afwriter
10/12/2016 10:44:57 PM User Rank Platinum
On the Money
I think that McAdam is right on the money here and it has to be the natural evolution of cable if these companies want to stay viable against OTT.
 Michelle
10/16/2016 5:20:24 PM User Rank Platinum
Waiting game
Since cable providers are moving slowly into the new, smaller bundle, I wonder if this means they'll miss a good opportunity again. Netflix moves a lot faster than cable.
 Joe Stanganelli
10/16/2016 8:37:35 PM User Rank Author
Re: Waiting game
@Michelle: Alas, Netflix doesn't always *broadcast* or *play* a lot faster than does cable...thanks to hidden Broadband caps, unreliable broadband/Wi-Fi, and the like. :/
Michelle
10/20/2016 2:18:35 PM User Rank Platinum
Re: Waiting game
@Joe yes that is true. A lot of areas lack infrastructure to support video streaming or the service is cost-prohibitive for any resonable person.
I was actually talking about the speed of Netflix software development and content acquisition. As a company, they seem to move a lot faster than traditional cable operators. DHagar
10/20/2016 3:55:41 PM User Rank Platinum
Re: Waiting game
@Michelle, good point. Which raises the question of who will take the lead - content providers (ie Netflix) or network operators (ie cable operators)?
I am thinking content may be king? Michelle
10/21/2016 1:48:33 PM User Rank Platinum
Re: Waiting game
@DH I would like to see broadband infrastructure built out and cable whipped into shape at the same time. I don't think that'll happen. I suppose content will drive the change.
DHagar
10/21/2016 2:38:48 PM User Rank Platinum
Re: Waiting game
@Michelle, I like your vision and that is certainly a desirable development that would improve overall capabilities. I share with you, however, that I think content will be the driver and the networks will fall into line around content.
 JohnBarnes
10/20/2016 10:44:59 PM User Rank Platinum
But the economics say otherwise ...
Many of y'all seem to be missing the point Adi made very clearly in the article: it's not only about what the consumer wants, but also about how the consumer can be persuaded or coerced to pay. (Many generations of consumers have all wanted the same thing: as much as they want, right now, the way they want it, for free. Yet nobody has ever tried to make money giving that to them). Thick packages have margins that cable companies can live on. Skinny packages outcompete them but have narrower margins. A la carte would have almost zero margin. If OTT companies force the cable companies into that race to the bottom, OTT can survive a lot closer to the bottom than cable can -- and that's the end of cable.
They know what you want. They just don't want to starve to death giving it to you. Ariella
10/21/2016 2:20:13 PM User Rank Author
Re: But the economics say otherwise ...
@JohnBarnes Of course, ultimately any business is driven by what will make money. Verizon is actually struggling with that as its lower-priced competitors are causing its subscriber numbers to plummet. According to https://www.bloomberg.com/news/articles/2016-10-20/verizon-tops-estimates-even-as-rivals-cut-prices-to-steal-users
Verizon Communications Inc. suffered its worst quarter of subscriber growth in more than six years amid intensified price competition from smaller rivals, adding pressure on the company's media and advertising ventures to take up the slack for a rapidly maturing wireless business. The nation's largest wireless carrier signed up 442,000 total subscribers in the third quarter, falling far short of the 875,000 average of eight analysts surveyed by Bloomberg. The results underscore a strategy by Verizon to protect profits in lieu of offering steep discounts. JohnBarnes
10/21/2016 2:41:53 PM User Rank Platinum
Re: But the economics say otherwise ...
Ariella,
Yes, absolutely the pressures of declining profit (or the lure of rising profit) will drive a business to innovate and to embrace things they have long been against. The interesting thing here is whether Verizon has anywhere to be driven to; economic history is full of cul de sacs in which lie the ruins of formerly great companies. Sometimes you can give the people what they want and sometimes that is what will make money. Other times you can't do that and it will never make money.
Ariella
10/21/2016 4:22:24 PM User Rank Author
Re: But the economics say otherwise ...
< economic history is full of cul de sacs in which lie the ruins of formerly great companies. Sometimes you can give the people what they want and sometimes that is what will make money. Other times you can't do that and it will never make money. >
@JohnBarnes very true. Certainly, not all companies succeed in the end -- even if they start out doing well -- when they can't accommodate to market demands shifts. JohnBarnes
10/21/2016 10:54:11 PM User Rank Platinum
Re: But the economics say otherwise ...
ariella,
Yep. And some shifts are just not possible. Sometimes it's physical: much-asked-for features that would not be safe, or things people want that just can't be done. You could sell a lot of hoverboards right away if you knew how to make them, but unfortunately they will probably never be feasible (and if they were, applications like airplane landing gear and truly mobile homes would overwhelm the hoverboard anyway). And sometimes it's impossible under the rules of the economic game. Markets can't deliver a thing if its only stable price is free, and that might well be the case for a la carte television. DHagar
10/21/2016 3:00:04 PM User Rank Platinum
Re: But the economics say otherwise ...
@Ariella, thanks for update. Yes, it is a delicate balance. And successful companies have to be low-cost - maximize profit margins, but create enough value that they don't just become a commodity with no value. So the key will be can they create the right access channels that preserve their margins but increasingly provide a competitive package that attracts customers with a better bundle.
I think the opportunity is there but is a tough nut to crack! DHagar
10/21/2016 2:55:53 PM User Rank Platinum
Re: But the economics say otherwise ...
@JohnBarnes, key points that highlight the reality that service providers must have a sustainable margin. And the tug of war has been with how to maintain the necessary profit margins, to support the buying and access to the content, which has required a large bundle. What it appears Verizon is trying is a new model that may create enough profit through more of a customized mass bundle - which could be a new model providing more choice while sustaining the profit margins.
What I hope will evolve will be a new hybrid that will give more customer-preferenced packages that are within limits of the realistic profit margins. In other words, I think there is more discovery and research to come to finding that "sweet spot". I hope Verizon is opening doors to new solutions. JohnBarnes
10/21/2016 10:56:47 PM User Rank Platinum
Re: But the economics say otherwise ...
Dhagar,
Absolutely. It's also part of evolution and economic history alike that innovation happens out on the edges and more due to desperation than any notion of progress. So tough as it is on Verizon, it's good that they've gotten crowded hard enough to have to try something new; there's at least a chance that they will now find something that works. DHagar
10/24/2016 2:52:37 PM User Rank Platinum
Re: But the economics say otherwise ...
@JohnBarnes, great analysis! So the power of the markets works again - good news!
JohnBarnes
10/24/2016 11:02:49 PM User Rank Platinum
Re: But the economics say otherwise ...
DMHagar,
Well, markets are powerful, yes. They ensure a clearing price and a full allocation of production for pistachios, coal, pet rocks, barbers, and satellite launches. Unfortunately they do or did the same for bison tongues, egret feathers, crystal meth, child prostitutes, and hired assassins. Markets are a tool and a powerful one -- like fire, sharp blades, and explosives. So I'm not sure I regard the market working as "good news"; yes, good news, fire still makes food taste better and digest more easily, but is it also good news that it's an excellent way to hide the evidence after a crime? DHagar
10/25/2016 12:55:30 PM User Rank Platinum
Re: But the economics say otherwise ...
@JohnBarnes, as always - good analysis.
Yes, markets can go off track and/or become bulldozers. My point is that when they end up - for a variety of reasons - bending to the tastes and interests of the consumers, they serve the better purpose. Indeed, it requires the opportunities for consumers to influence those decisions and consumers to become engaged in the process. It further requires a level of public interest regulations and transparency to keep those systems viable and systems that people view as fundamentally trustworthy. And there are abuses at the extremes that if left unchecked will derail the markets. But in contrast to the controlled markets in countries such as Russia, North Korea, even to an extent China, the opportunity remains for the customer to become the driving force for commerce and change. That is the part I think represents good news. |
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