Welcome!

Blog Feed Post

Tomorrow Will Be Televised: Cord-Cutting… Wait… What?

Craig Moffett

When Craig Moffett talks, many people hear and work by what emerges from this popular media-focused senior research analyst. In public or private, it takes something for Moffett to correct something offered on his record. The subject of cord-cutting provided an exception, with Videonuze’s VideoSchmooze: NYC meeting earlier this month the forum.

Without prompting from moderator/Schmooze organizer Wil Richmond, or fellow popular media analyst Bruce Leichtman, Moffett raked a widely-distributed report where he was quoted to suggest cord-cutting – the dropping of multichannel cable or satellite service – was accelerating, especially among millennials. As presented, Moffett appeared to be on the side of pundits predicting wholesale retreat by cable and satellite customers in favor of total broadcast or online video consumption.

That, Moffett left zero doubt, was not his call. “The math tells you otherwise,” he said. “Cord-cutting is decelerating, not accelerating. There’s not a torrent of people cutting the cord. It’s a trickle. There’s no speeding-up.” The journalist got that view during Moffett’s session for the story, and somehow, the opposite came out.

What’s more, Leichtman added, there’s little research providing millennials are mostly itching to cut their cable or satellite connection. Indeed, the research out lately (his own and work by Nickelodeon and various third-parties) conclude that millennials are watching more TV than a year ago. So are their children, according to the Nick report, which came out before Thanksgiving.

“It’s much more about economics than the desire for a video alternative out there,” Leichtman said. In short, new affordable home formation where cable or satellite would be an essential service is not happening fast enough, or cable/satellite service is itself unaffordable. “When the cord is cut,” mused Moffett, “people go for over-the-air TV service, instead of an online alternative.”

The bottom line from both Moffett and Leichtman: multichannel TV is not, or anywhere near, an imploding business… at least not from cord-cutting. Which leaves more than a few issues facing multichannel TV ahead: rising consumer prices, advocacy for a la carte/unbundling and virtual multichannel competition, to name three.

A few observations from the passing parade:

  • Early candidate for comeback story of 2014: Video-on-demand. A few speakers at UBS’ annual global media conference in NY last week invited cable and satellite operators to make VOD a high priority, now that they have up to 30,000 titles available each month and the ability to insert topical advertising messages in those programs on a dynamic basis. “The big news, the really good news, is that the world’s going to VOD,” declared Jeff Bewkes, Time Warner’s chief executive officer. He wants people to use on-demand with interfaces like Comcast’s X1 (soon X2) home screen, which are “as good as any experience developed by Silicon Valley.” If made must-see TV, on-demand could trigger “the next wave of innovation in the media industry,” Bewkes said. “If we don’t take this opportunity, someone else will. This is a gigantic opportunity. It’s important everyone (operators, programmers, content developers) does this.”
  • First pledge on that front: Time Warner Cable increasing its VOD catalogue to 75,000 titles available for customers per month a year from now. That’s the pledge from incoming chief executive officer Rob Marcus. Maybe the days of VOD being low on the totem pole of cable system promotion, despite growing viewer acceptance, are coming to an end.
  • The highlights of UBS’ conference – beyond the virtual distributor prediction heard-round-the-world from Viacom chief executive officer Phillipe Dauman – was thoughtful Q&A sessions with Discovery Communications, AMC Networks, Aereo and Legendary Entertainment (the last with a good highlight reel). The lowlight: UBS’ cable/telco analyst (name deliberately withheld on my part) not asking the top people of Verizon and AT&T (CEOs Lowell McAdam and Randall Stephenson) a question about FIOS TV and U-verse, their respective TV ventures. Lots of wireless questions (understandable); none – I repeat none – about TV. These are ventures with millions of customers here, and you can’t believe this UBS analyst wouldn’t want to know, or let his audience know, where they are going next year. Also, try this out: Stephenson raised the subject of Internet-protocol TV deployment himself, giving this analyst a place to ask, and no go. No pass here.

Whether your holiday is Christmas, Kwanza or something else this week ahead, celebrate it to the max. Until the next time, stay well and stay tuned

Read the original blog entry...

More Stories By Shelly Palmer

Shelly Palmer is the host of Fox Television’s "Shelly Palmer Digital Living" television show about living and working in a digital world. He is Fox 5′s (WNYW-TV New York) Tech Expert and the host of United Stations Radio Network’s, MediaBytes, a daily syndicated radio report that features insightful commentary and a unique insiders take on the biggest stories in technology, media, and entertainment.

Latest Stories
SYS-CON Events announced today that TechTarget has been named “Media Sponsor” of SYS-CON's 21st International Cloud Expo, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. TechTarget storage websites are the best online information resource for news, tips and expert advice for the storage, backup and disaster recovery markets.
The current age of digital transformation means that IT organizations must adapt their toolset to cover all digital experiences, beyond just the end users’. Today’s businesses can no longer focus solely on the digital interactions they manage with employees or customers; they must now contend with non-traditional factors. Whether it's the power of brand to make or break a company, the need to monitor across all locations 24/7, or the ability to proactively resolve issues, companies must adapt to...
You know you need the cloud, but you’re hesitant to simply dump everything at Amazon since you know that not all workloads are suitable for cloud. You know that you want the kind of ease of use and scalability that you get with public cloud, but your applications are architected in a way that makes the public cloud a non-starter. You’re looking at private cloud solutions based on hyperconverged infrastructure, but you’re concerned with the limits inherent in those technologies.
"Loom is applying artificial intelligence and machine learning into the entire log analysis process, from start to finish and at the end you will get a human touch,” explained Sabo Taylor Diab, Vice President, Marketing at Loom Systems, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
@DevOpsSummit at Cloud Expo taking place Oct 31 - Nov 2, 2017, at the Santa Clara Convention Center, Santa Clara, CA, is co-located with the 21st International Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is ...
SYS-CON Events announced today that Datanami has been named “Media Sponsor” of SYS-CON's 21st International Cloud Expo, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Datanami is a communication channel dedicated to providing insight, analysis and up-to-the-minute information about emerging trends and solutions in Big Data. The publication sheds light on all cutting-edge technologies including networking, storage and applications, and the...
After more than five years of DevOps, definitions are evolving, boundaries are expanding, ‘unicorns’ are no longer rare, enterprises are on board, and pundits are moving on. Can we now look at an evolution of DevOps? Should we? Is the foundation of DevOps ‘done’, or is there still too much left to do? What is mature, and what is still missing? What does the next 5 years of DevOps look like? In this Power Panel at DevOps Summit, moderated by DevOps Summit Conference Chair Andi Mann, panelists loo...
SYS-CON Events announced today that EnterpriseTech has been named “Media Sponsor” of SYS-CON's 21st International Cloud Expo, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. EnterpriseTech is a professional resource for news and intelligence covering the migration of high-end technologies into the enterprise and business-IT industry, with a special focus on high-tech solutions in new product development, workload management, increased effi...
For organizations that have amassed large sums of software complexity, taking a microservices approach is the first step toward DevOps and continuous improvement / development. Integrating system-level analysis with microservices makes it easier to change and add functionality to applications at any time without the increase of risk. Before you start big transformation projects or a cloud migration, make sure these changes won’t take down your entire organization.
Cloud promises the agility required by today’s digital businesses. As organizations adopt cloud based infrastructures and services, their IT resources become increasingly dynamic and hybrid in nature. Managing these require modern IT operations and tools. In his session at 20th Cloud Expo, Raj Sundaram, Senior Principal Product Manager at CA Technologies, will discuss how to modernize your IT operations in order to proactively manage your hybrid cloud and IT environments. He will be sharing bes...
A look across the tech landscape at the disruptive technologies that are increasing in prominence and speculate as to which will be most impactful for communications – namely, AI and Cloud Computing. In his session at 20th Cloud Expo, Curtis Peterson, VP of Operations at RingCentral, highlighted the current challenges of these transformative technologies and shared strategies for preparing your organization for these changes. This “view from the top” outlined the latest trends and developments i...
Automation is enabling enterprises to design, deploy, and manage more complex, hybrid cloud environments. Yet the people who manage these environments must be trained in and understanding these environments better than ever before. A new era of analytics and cognitive computing is adding intelligence, but also more complexity, to these cloud environments. How smart is your cloud? How smart should it be? In this power panel at 20th Cloud Expo, moderated by Conference Chair Roger Strukhoff, paneli...
SYS-CON Events announced today that MobiDev, a client-oriented software development company, will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. MobiDev is a software company that develops and delivers turn-key mobile apps, websites, web services, and complex software systems for startups and enterprises. Since 2009 it has grown from a small group of passionate engineers and business...
Hardware virtualization and cloud computing allowed us to increase resource utilization and increase our flexibility to respond to business demand. Docker Containers are the next quantum leap - Are they?! Databases always represented an additional set of challenges unique to running workloads requiring a maximum of I/O, network, CPU resources combined with data locality.
SYS-CON Events announced today that GrapeUp, the leading provider of rapid product development at the speed of business, will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Grape Up is a software company, specialized in cloud native application development and professional services related to Cloud Foundry PaaS. With five expert teams that operate in various sectors of the market acr...