We been expecting cord-cutters for a while and have yet seen any moves.
- Cord-Cutting Might Not Be So Bad for Cable Companies
Today, video is only about 40% of cable companies’ profits… For a typical cable operator, a 10% loss in video subscribers trims revenues by 6% but only trims profits by about 4%….
以4G而言，我用手機上Netflix和Amazon Prime透過MHL接大螢幕，看這麼久了，1080p始終流暢，一次lag都沒有。家裡如果有ZTE MF910或D-Link DWR921這種LTE分享器加吃到飽，看片和一般上網都夠，光纖或cable的確可以砍了。
YouTube Red: Trigger For Cord Cutting?
Google’s YouTube announced its first-ever subscription service last week, YouTube Red, with the usual set of (uninteresting) “premium” features– ad-free videos and offline/background playback. The only interesting tidbit was that YouTube Red also would house “original” movies and TV shows starring well-known YouTube personalities. While it may seem mundane, this move has the potential to present a true disruption to the TV industry.
In addition to scale, creating a parallel library of premium content also gives YouTube another strategic advantage. Teenagers who have grown up watching YouTube could increasingly gravitate toward long-form content produced by personalities and brands they are familiar with. Long-term, this could decrease interest in traditional movies and TV shows (maybe even sports), leading to real cord cutting.
我的觀察是，YouTube Red能否打敗Amazon Prime及Netflix，搶先將主要的體育台、地區新聞台、全國新聞網、肥皂劇、脫口秀… 都收羅進它的頻道裡，才是cord-cutting會不會蔚然成風的關鍵。自製內容，專屬獨家，都不是。