Cord-Cutters – The Nightmare for Cable Providers to Come ?

Ivan Liu Thoughts on Technology


We been expecting cord-cutters for a while and have yet seen any moves.

剪線潮,喊很久,卻只聞樓梯響,不見人下來。

  1. 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%….

http://blogs.wsj.com/briefly/2015/04/12/5-things-to-know-about-cord-cutters/

這篇小文章的第5點我本來還不知道。

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。

而自製內容、,是否為cord-cutting蔚然成風的關鍵?

Red: Trigger For Cord Cutting?

’s YouTube announced its first-ever subscription service last week, , 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 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.

http://seekingalpha.com/article/3621666-youtube-red-trigger-cord-cutting

這篇Seeking Alpha的文章,沒抓住真重點。

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。,專屬獨家,都不是。