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Social TV, Transmedia, Broadcast Trends
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Rescooped by Sakulsri Srisaracam from TV Everywhere
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Virtual MSO will emerge in 2012; Netflix, Amazon among possible players

A virtual cable MSO will emerge in 2012, using the Internet to distribute national cable networks to pay TV subscribers, veteran cable analyst Richard Greenfield predicted Friday. Among the players Greenfield says could launch a virtual cable operation are Microsoft (Nasdaq: MSFT), Amazon (Nasdaq: AMZN), Apple (Nasdaq: AAPL) and Netflix (Nasdaq: NFLX), Greenfield said. Pay TV providers such as Verizon (NYSE: VZ), Dish Network (Nasdaq: DISH), AT&T (NYSE: T) and Comcast (Nasdaq: CMCSA) could also use over-the-top video to sell pay TV subscriptions nationwide, he added.  "We believe the stage is set for one or more virtual MSOs to be created in 2012," Greenfield, managing director and media analyst at BTIG, wrote in a blog post. While getting cable networks to agree to licensing deals remains one of the biggest challenges for virtual operators, Greenfield notes that telcos and DBS providers were able to overcome those obstacles.


Via Peter Rosenberg
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Rescooped by Sakulsri Srisaracam from TV Everywhere
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Cable Operators Hold Keys To Entertainment Future

Consumers have come to expect relatively good deals for Web access. But as broadband becomes the primary focus for cable operators, those days are waning and significant annual cost hikes (with all kinds of usage caps) will become the norm. A teenager today very likely will find a broadband single-play in 2021 costs as much, or more, than a triple-play costs now. Maybe sooner.  It will be intriguing to watch for the inflection point when cable executives find themselves grappling with enough TV subscriber exodus to begin trying to win over Wall Street with an aggressive broadband-first – we-win no-matter-which-way-the-wind-blows -- position. (They can toss in the access business comes without having to pay huge carriage fees to networks.) That change in emphasis probably won’t come this year or next, but investor pressure might call for some change in tone sooner than planned.


Via Peter Rosenberg
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