According to Broadcasting & Cable, a new report from “Friedman Billings Ramsey media analysts Alan Bezoza and Brian Coynes say that cable’s biggest competitive threat for video delivery is not the short-term competition from telcos but the long-term threat of internet-based content delivery.”
[T]he report says the Internet will become the primary deliverer of video content, with companies like Google, Yahoo and AOL becoming the next big aggregators and distributors of content…[It] predicts that unless cable, telco and satellite companies adopt Internet-based video delivery models, “their value in the new value chain will become limited to data transport services.”
…Looking 10 years down the pipe, FBR sees cable becoming “utility companies providing bandwidth to consumers running different applications over their data access”…FBR sees the “pendulum of power” shifting to content providers, though they will first have to figure out how people are paying for that content (subscription or advertising)…FBR also sees growth in the PC and home networking markets that, it believes, will become the TV sets of the future.
Mitch Shapiro at 12:05 PM|Comments(0)
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