At last week's Cable Show, BTIG's media analyst Rich Greenfield and I sat down for a wide-ranging discussion of what's happening in the online video, broadband and pay-TV industries. If you're not familiar with Rich's work, his blog posts (note: registration required) are required reading for anyone in the business. I'm a big fan and always learn something new from them.
In our discussion we talk about a number of topics that Rich has written extensively about: why broadband ISPs should price on speed, not usage, why TV networks should get over it with Dish Network's new Auto Hop feature, why Aereo is so disruptive and yes, legal and why we'll see a "virtual" multichannel distributor emerge soon. Rich also shares thoughts on TV Everywhere's challenges, Disney/ESPN's big out-of-home opportunities, the role of escalating sports rights fees, Apple's plans for a TV, and what's ahead in the video industry. Watch the video (26 minutes, 47 seconds).
Categories: Broadband ISPs