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The Internet, though, has enabled the bundling of services into broad subscriptions, as well as the unbundling of services into niche subscriptions, possible for a wide variety of businesses to offer.
Nikhil Basu Trivedi • Consumer Subscriptions
For context, the cable networks business is one of the most profitable industries in the U.S.; it represents the vast majority of major media companies’ profits; traditional TV networks revenue growth is, for the first time, stagnating; and traditional TV is far larger than the streaming market — roughly $100 billion in TV network affiliate fees an... See more
Doug Shapiro • One Clear Casualty of the Streaming Wars: Profit
At the time, this was seen as a major opportunity to address the city’s digital divides by bringing high-speed broadband to underserved areas still running connections across old coaxial or copper lines.
Ingrid Burrington • Networks of New York: An Illustrated Field Guide to Urban Internet Infrastructure
Is the effort to expand broadband nationwide going well, poorly, or just right?
Chris Tealeroute-fifty.com
If media companies can’t figure out how to be the bundlers, other layers of the ecosystem — telecoms, devices, social platforms — will.
Back to the bundle
With the above dynamics in mind, we believe that there is going to be tremendous near-term innovation in the pay TV distribution business. The internet has made it possible for new entrants to innovate quickly and materially. Consumers will have more choice and convenience going forward. This competition will drive prices and margins down in pay TV... See more
Jason Kilar • Jason Kilar on Hulu and content
So, if the Internet has effectively become cable TV, what is the new information frontier?