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Friday, April 18, 2014

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  • VideoSchmooze [VIDEO]: Top Wall St. Analysts Debate Industry's Tectonic Changes

    Below is the full video of the opening session at last week's VideoSchmooze, which featured 3 of Wall Street's top pay-TV/broadband/media/advertising analysts, Laura Martin (Needham & Co.), Craig Moffett (Sanford Bernstein) and Michael Nathanson (Nomura) along with me moderating. The group had a spirited discussion that was packed with data and touched on virtually every major topic industry. Some of the highlights include:

    - The evidence that there is a gap of approximately 600K-800K U.S. households per year that are either cord-cutters or cord-nevers and what's causing this.

    - TV networks' strategy to protect existing revenue streams and not have online delivery undermine their business models.

    - Implications of mobile video usage on traditional TV usage.

    - Changing consumer viewing behaviors and adoption of new devices, particularly among younger audiences, and what this means for the TV ecosystem.

    - The runaway cost of sports rights and whether this will drive more cord-cutting and cord-nevering.

    - How upstart programmers like YouTube can succeed with niche content approaches.

    - How TV's upfront advertising will change due to online video alternatives.

    - What's ahead in 2013.

    And much more.

     

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