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.