http://www.mediapost.com/publications/?fa=Articles.showArticle&art_aid=160095
Yesterday, Microsoft announced that its Xbox 360 would now carry free and subscription services in most major markets around the globe. now carry channels like ESPN, HBO, Bravo, Syfy, BBC and services like Comcast Xfinity, Verizon FIOS and TT&T and previously Web-based content like Google's YouTube.
ed their streaming services. Am I being a bit extreme? I don't think so, and here are my reasons why:
Connected Xboxes today are already used for TV viewing on average of one hour per day. That dwarfs the average Americans Web video viewing by by a factor of 10. More great content on that platform will only drive that number, and ratio, higher.
significant that several of the largest multichannel video distributors have signed up on the Xbox deal. I'm sure many of them would like to be out of the consumer hardware business. Just wait until we see large volumes of smart, connected TVs. They will become like Xbox too.
Could herald a la carte channel purchasing. With ESPN and HBO doing deals here, how long can it be before other, must-have networks, offer their channels on a stand-alone basis - AMC and "Mad Men," anyone?
ransforming television into an IP-based “app” increases the need for a fatter (higher ARPU) broadband pipe, playing into cable’s competitive advantage (the focus of the aforementioned 6/3 blog), significantly reduces capital expenditures and at the same time dramatically improves the user interface/navigation of an MVPD’s programming
inging TV Everywhere to the television is significant, as most consumers continue to want to watch the overwhelming majority of their daily video content on the largest screen - the TV. This is something Netflix’s Reed Hastings has made clear numerous times, based on the behavior of those streaming Netflix (most Netflix watch instantly viewing occurs on the TV).
e wonder how long before an MVPD tries to distribute multichannel video outside the infrastructure they own/control - using the broadband pipes of others (requires consent of programmers and franchising authorities we presume, but technically feasible when you think about what Verizon and Microsoft are enabling).
Read more: http://www.btigresearch.com/2011/10/05/verizon-takes-the-lead-in-going-box-less-cable-industry-needs-to-embrace-their-dumb-pipe-future-far-faster/?utm_source=twitterfeed&utm_medium=twitter#ixzz1a88T3BYG
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