The press may love to throw around the terms “cable killers” and “cord cutters” when it comes to OTT, but cable and broadband providers aren’t sweating it. Nearly 70% of providers surveyed by Incognito Software recognized the new business opportunities OTT offers. Of that total, 43% see it as an opportunity, while 26% feel it’s a threat and opportunity. Twenty two percent just view it as a threat.
With opportunity comes the need for upgraded bandwidth. Of those surveyed, 95% have already or plan to upgrade their networks for bandwidth usage growth. Streaming video was easily topped the list of contributors to bandwidth spikes (70%). Instead of concern over losing customers to cord cutting, respondents were more threatened by potential bandwidth increases (31%) and content losses (23%) vs 14% for cord cutting. SNMP was the most cited tech for measuring network congestion (65%) followed by DPI and IPDR. Other technologies, including sFLOW, Netflow and MicroTic, received less than 10% of the vote.
Incognito has a stake in this game as a provider of broadband provisioning and bandwidth management solutions. In 2Q, it surveyed its existing customers and outside contacts. A total of 65 respondents completed the survey, with the majority (81.5%) being cable broadband providers. About 27% of participants were in North America. Europe, the Middle East and Africa had the greatest representation (33%).
Analysts over at LightShed Partners raised Netflix ’s target price to $630 from its Oct 2019 price of $375, citing a lack of movie competition from competitors like Disney+ , Apple TV+ , HBO Max and Peacock