有關美國網上直播電視業的跟進報道

之前在雜誌社的「收錢Post」我寫過一下我對Twitter及Youtube加強直播電視服務的看法,其實我對呢個題目一直好有興趣,所以在這裏我都做一啲跟進報道。

一是其實在同一個星期,Hulu在美國都推出了直播有綫電視的服務,基本月費為39.99美元,有以下一系列的頻道,特別要留意都係有ESPN的:

但可以想像,不少評論都認為Hulu的Live TV服務與Youtube TV都一樣,未必太受歡迎,一個基本的原因就是價格仍然偏高。有興趣可以看看Engadgate的評論:

Hulu Live TV has the potential for greatness, but it’s a tough sell

Starting at $40 per month, Hulu’s live offering delivers more than 50 channels, 50 hours of “cloud DVR” recording and an ad-free viewing experience for its existing content (which normally costs $12 per month). That’s a big step up from Sling TV’s entry-level plan, which costs $20 per month with 30 channels.

另一個問題,是網上直播電視是否能夠解決「Cord-cutting」的問題? UBS的一份研究報告就認為答案是否定的:

圖中的Virtual MVPDs就是網上有綫電視直播組合的簡稱。

This chart should send a shiver of fear through the cable TV industry

Media stocks took a dive this week, following bad news about subscriber numbers for pay TV (~400,000 below expectations) and worrying comments from Turner about the TV ad market. The subscriber decline, in particular, should concern cable and satellite TV companies.

較為詳細的解讀,大家不妨看看Business Insider以上這篇報道。

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