In past recessions cable operators and other multi-channel video suppliers have seen a dip in growth rates for premium services such as HBO, Showtime or Starz. That might not be happening this time. Or at least the impact has not yet been seen.
At the same time, Netflix growth seems to have accelerated as well.
Perhaps consumers will behave differently this recession than they have in the past, and in ways that are good for video providers. Better promotion from more providers or a change in the value of in-home entertainment might be explanations.
So far, this is a bit of a surprise to the upside.
Tuesday, March 3, 2009
Premium Video Not Conforming to Historical Patterns?
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Costs of Creating Machine Learning Models is Up Sharply
With the caveat that we must be careful about making linear extrapolations into the future, training costs of state-of-the-art AI models hav...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Who gets to use spectrum, and concerns about interference from other users, now appears to be an issue for Google’s Project Loon in India. ...
No comments:
Post a Comment