Pay TV is changing rapidly

Discussion in 'DIRECTV General Discussion' started by Bedford11, Nov 22, 2016.

  1. slice1900

    slice1900 Well-Known Member

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    Maybe CBS sells them those rights, but it won't give you the NFL on your phone, because the NFL sold exclusive mobile rights to Verizon. It won't give you any NFL game you want on CBS, just the game on your "local" station (I guess the address on the credit card you used to subscribe, not sure how they will determine that) since the NFL sold exclusive rights to out of market games to Directv for NFL Sunday Ticket.

    As usual the writers of those sensational "next big thing" articles don't have the full story. Just like they said Directv would offer 100 channels for $35, but it turns out that's only the introductory pricing, but the real price will be $55, and is missing local stations in most markets at that price. They were all hyping Directv Now as the next big thing a couple months ago, but it turned out to be the revolutionary product they said it would so they've moved on to the next one. DirecTV Now still struggling with NFL blackout issue | FierceCable

    When this one turns out to not be all they're promising they'll move to hyping the Apple streaming product they've been rumor mongering about for years but maybe Apple has never even been working on, or maybe Comcast will be ready to launch some sort of streaming TV product and they'll talk about how this will be big because Comcast is going to be cannibalizing their own market until it launches and they find the gotchas.

    If the Youtube Unplugged service gets the rights to carry CBS, but they can't reach agreement with ABC or NBC (because Disney and Comcast may see Google as a threat) and Directv Now is missing locals in most markets that aren't O&O, and Sling is selling you an OTA adapter to cure that deficiency in their product, and Vue has shortcomings of its own and so on then what? You can save money by streaming, but you have to compromise because there's some stuff you won't have access to. That's pretty much like the situation you already had, where you can get a cheap package from a lot of providers like Directv's Choice but it is missing a few channels you really would have wanted.
     
  2. Bedford11

    Bedford11 Member

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    Googles Unplugged TV service coming out of the gate with Google Home is going to be very interesting.

    Their voice recognition is tops, TV viewing,Home control, even in cars, just amazing.

    AT&T is a little behind in this area, will need to play catch up.

    Order Pizza,
    Stream video content to your cast TV. Play.Pause,Resume


    Netflix Casting From Google Home Should be Up and Running Now | Droid Life

    Google Home gets a ton of new actions for news, health, and ordering pizza

    Made by Google

    Google Home Gets New Tricks And You Can Even Order Pizza Now

    AT&T is getting there.
    Atticus for practice.
    Apple has siri, Microsoft/Cortana, Amazon/Alexa.

    Meet Atticus: the Entertainment Chatbot from AT&T

    Welcome - AT&T Live

    AT&T made a chatbot for lonely TV binge watchers

    AT&T Live 2.0 - Android Apps on Google Play

    AT&T pushing launch of internet portal to early 2017, tech vendor Synacor says | FierceCable

    Report: AT&T Gearing Up Its Music Business (T)

    Verizon/Yahoo efforts
    Yahoo View: Watch TV Free Online
    Yahoo launches a TV-watching site, Yahoo View, in partnership with Hulu
     
  3. James Long

    James Long Ready for Uplink! Staff Member Super Moderator DBSTalk Gold Club DBSTalk Club

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    Wow ... another way to order pizza. That is why I pay for TV.

    We are seeing segmentation in the marketplace. It is good to see CBS partner with someone else ... but perhaps that should be read as a sign that "go it alone" is not working for them. But we are seeing a marketplace develop where one needs a different streaming provider for each channel or channel group. To replicate what one can get with a single satellite or cable subscription one would need to subscribe to multiple streaming platforms.

    With any luck the streamers will be supported on one device ... otherwise one would need several boxes to receive all services.

    And no, "casting" from a desktop computer is not desirable. Watching on a computer screen is not desirable. Ending up with a system where it is easier to get content on my cell phone than on my home HDTV is not desirable.
     
  4. Bedford11

    Bedford11 Member

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    You can get beer and smokes delivered too. lol

    Drizly - Alcohol Delivery - Android Apps on Google Play

    What do you all think?
    The future interface for content discovery will be a voice interface or just standard text and click like we have now?

    With TV being just another part of the web now, going to need a robust/easy to use content discovery engine.
     
  5. Bedford11

    Bedford11 Member

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    The money will be in advertising, when you have the customers in your portal. Tv bundles will be subsidized (cheap) by this and also pick up revenue from owning the delivery platform.

    Verizon CEO, McAdam told the UBS conference that Verizon would in 2017 launch a service offer combining fast 5G wireless broadband service with a skinny streaming TV bundle in smaller towns as a test.

    Wonder if DirectTV Now will be a few dollars cheaper than the already rock bottom pricing if you bundle it with AT&T's fixed wireless service?

    2017 is going to be really interesting.
    Verizon CEO Talks AT&T-Time Warner, Content Strategy
     
    Last edited: Dec 21, 2016
  6. lparsons21

    lparsons21 Hall Of Fame

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    It is good to see CBS finally joining with someone else, hopefully that means the other streaming services can strike a deal. I think CBS found that $6/month standalone pricing doesn't work for the consumer, especially since it has ads. BTW, noticed that CBS streaming will have an original show not on their broadcast channels, some Good Wife follow on I think.

    For me I could live with streaming and save money too. If CBS goes to PSVue that would then give me most of what I want to see. My other locals are visible OTA. Something like a TiVo OTA box would be nice. As it sits today it is a PITA to have to change sources for the various streamers.


    Sent from my iPad using Tapatalk
     
  7. KyL416

    KyL416 Hall Of Fame

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    CBS is already on PS Vue, but like ABC, it's for their O&O markets only. They also have a few non-O&O Fox and NBC stations, but only those from station groups they have deals with. If you want your non-CBS owned station, you still have to go through CBS All Access where nearly all CBS affiliates are now on it.

    And before anyone asks, no you can't get any local station you want. Playstation actually bans your account if you're caught lying about your location. (i.e. you claim to be in NYC when you sign up, but the entire time your IP resolves to St Louis and the GPS when you use the mobile apps also peg you in St Louis)

    And yes, the same mobile device restrictions apply. No NFL games on CBS, Fox, NBC, NFL Network or ESPN if you're watching on a mobile phone. And ABC is even more restricted, they use the WatchABC streams, so many syndicated shows and movies are replaced with Live Well Network programming, along with WLS's Cubs games, and the video goes to a rolling scoreboard anytime the local news shows sports highlights.


    DirecTV Now also has geodetection, if the zip code on the credit card or pay pal account you used to signup doesn't match the DMA of the current location of your device (either via GPS, Location Services, or GeoIP), you don't see any locals or RSNs.
     
    Last edited: Dec 21, 2016
  8. chances14

    chances14 Member

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    i'm sure they will do bundle deals. they will obviously zero rate directv now data.

    but my prediction is the data caps for everything else will be so low that you will essentially be paying for the fixed wireless service for the sole basis of streaming directv now
     
  9. Bedford11

    Bedford11 Member

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    Too much competition for that, all the new LTE and fiber broadband coming online has been unlimited. With 5 or more new wireless services ready to swoon in and take customers, not to mention the IOT customers, the competition will keep things in check.
     
  10. chances14

    chances14 Member

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    I just don't believe there is going to be all this competition you claim there will be. most people will be lucky if they have 2 "legitimate" providers to choose from.
     
  11. Bedford11

    Bedford11 Member

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    I see Google, AT&T, Verizon, Dishes Spectrum, plus at least one of the new LEO sat. internet companies pushing nation wide, most of the regional carriers will jump in, Starry is in, Sprint, Tmobile wants some action, There are a lot of local/regional wisp that are going LTE with their services, some statewide and multi state. I think we see some good competition.

    These companies want you on the web and using all the data you want, it simply translates into more advertising dollars for them as you will see below.

    We need to understand the power of the targeted ads that are coming into play.
    It has been against the FCC regs. for Phone companies to advertise. This will be deregulated quickly.
    Silicon Valley players, Internet cos. (google, Amazon,Yahoo etc. etc.) has not had TV in their arsenal. Their coming hard with TV services now.

    These two sectors are about to collide.

    Credit /Debit card companies are now selling Your detailed purchasing data to these companies.
    If you purchase some cookware on your card. The cookware companies will pay BIGLY to have their ad pushed directly to you. Google has made Billions and Billions thru internet advertising ALONE, and now they have TV!
    This is not even counting the local companies that will be easily accessed (money) thru these companies portals, such as the ones on the Google Home unit mentioned a few post back.
    All of these companies want to be your portal onto the internet and keep you there for as long as they can.(remember TV is just another part of the internet now )
    It is a gold rush to get you into their web, combine that with the IOT (at least 40 times larger than the human internet), the connected cars (AT&T already has 8 million), and I think these companies want wherever they can get a foothold.

    Luxury Carmakers' HERE Map Service Taps Sensors for Traffic Data

    Verizon Acquisition of Telogis Expands Company's Connected Car Footprint
     
    Last edited: Dec 21, 2016
  12. James Long

    James Long Ready for Uplink! Staff Member Super Moderator DBSTalk Gold Club DBSTalk Club

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    You are still posting links irrelevant to the topic ... Pay TV. It doesn't matter how much bandwidth one gets or how cheap some speculator claims it will be if one cannot get the content over that bandwidth.
     
  13. AZ.

    AZ. Legend

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    He doesn't rebut anything?.....I think this guy must be paid per post and link?......I said troll before....who knows now....How many of the post are just for this agenda?
     
  14. slice1900

    slice1900 Well-Known Member

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    Dish is doing NOTHING with their spectrum so far. Haven't filed with the FCC to do anything with it. This isn't something that can be done overnight, and it will cost billions to do if/when they finally decide to pull the trigger. As for LEO satellite internet, people like Musk talking about it does NOT equal it being competition. Again, this is something that will take years.

    Anyway, you are still confused about the difference between an internet pipe and content costs. Actors aren't going to lower the rates they ask just because there are new delivery methods available. If anything, having a lot of streaming competition will make content MORE expensive, because the demand will go up for new scripted shows for all these providers to have 'exclusive' content. Hopefully you at least understand economics well enough to understand that when demand (for scripted shows) goes up that the price will increase. Sure, they can go cheap with unknown actors and writers, but it makes a bigger splash when you hire a Kevin Spacey for something like this. There are only so many top actors and actresses out there, if they are receiving more offers they will ask more money and content prices will go UP.
     
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  15. ZandarKoad

    ZandarKoad Mentor

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    Yeah, I don't think any IP based solutions are going to be threatening DBS. I predict they will continue to be offered as a hybrid model for the for at least the next 5 years. I don't care how awesome your internet is, some server somewhere has to SEND that data to JUST YOU. DBS doesn't have that problem. The effective distribution bandwidth is infinite - they could 10x their subscriber base, and distribution costs wouldn't budge.

    Just my 2 cents.
     
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  16. Jan 1, 2017 #177 of 178
    wmb

    wmb Godfather

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    Yeah, not so much. Satellite systems have a finite life. DirecTV10 was launched in 2007, with a mission of 15 years. Maybe they can squeeze out a few more years, maybe not. Replacements aren't cheap and have a long lead time. You can take a look at the DirecTV14 and 15 threads on the time from contracting to in-orbit delivery. It was years.

    IP-based solutions are coming, but they are not mature, yet. Last month, there was a DNS attack using IoT devices. There is a story on Bleeping Computer about an LG TV that got infected with a ransomware virus.

    Five years is a long time. I would expect significant changes in IP delivery, and DirecTV would be foolish not to be part of it.
     
  17. Jan 2, 2017 #178 of 178
    slice1900

    slice1900 Well-Known Member

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    I saw an article recently that stated the record for viewers of a live stream was around two million. There's a way to go before the ability exists to handle even an average prime time program if all viewership was streamed, let alone the Super Bowl. We won't be close to this in five years. Nor will we have those rural corners of the country covered with broadband in five years.

    I did a bit of googling to find out how much Directv's satellite fleet costs and found an article (Astrium Picked To Build DirecTV 15 Telecom Satellite - SpaceNews.com) from 2011 that states Directv had four satellites under construction (D14, D15, DLA1 and DLA2) at a total cost of about $1.8 billion. Let's round that up to $500 million per satellite, and assume they only last 15 years they are designed for. That adds up to $33 million per year, which means that each satellite costs 13 cents per month per subscriber. If they dropped 110 & 119 they could go with a fleet of 6 (two each at 99 & 103, one at 101, one in orbit spare) for less than a buck a month.

    Satellite TV delivery is NOT expensive, despite what people may think. The satellites themselves are almost free, compared to the installation of the dish and providing equipment, which is why Directv has always been so focused on driving down the cost of installations and equipment. If you assume a modern Genie type DVR costs $200 and has a five year life, that's over $3 per month per subscriber - about 4x the cost of the ENTIRE satellite fleet!
     

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