Dashboard 5-13-22
Twitter Hits
Yesterday, Curtis Knittle presented at 2022 WSTS💪 He discussed the "evolution of the cable network from the traditional hybrid-fiber coax solution to an architecture which will support the industry for years to come." Nice work, Curtis!
https://t.co/SopWg76sLe pic.twitter.com/Kbv2ZdjSSZ— CableLabs (@CableLabs) May 11, 2022
I was honored to attend today’s event on the Affordable Connectivity Program, where the President and VP emphasized how this program will help ease the burden of paying for this essential service. pic.twitter.com/bVGHRePI0x
— Kathryn de Wit (@km_dewit) May 9, 2022
🚨 @SecRaimondo & @NTIAgov are launching major programs to ensure every American has access to affordable, reliable high-speed internet, all part of @POTUS Bipartisan Infrastructure Law. One more way we're #BuildingABetterAmerica. https://t.co/d5tv48KRpU
— Mitch Landrieu (@MitchLandrieu46) May 13, 2022
Research
(Source: Parks Associates)
➢ 78% of those who subscribe to an OTT sports service have livestreamed, as opposed to just one-quarter of those who do not subscribe to an OTT sports service.
➢ Consumers who livestream estimate that live online content comprises close to half of their total online video consumption.
➢ Among heavy livestream viewers, on-demand content comprises just over one-quarter of their online video consumption.
Up Ahead
May 16-19: The WICT Network’s Betsy Magness Leadership Institute, Denver, Co.
May 23-25: Media Financial Management Association’s Annual Conference; Tampa, FL
June 12: Cablefax’s Fiber Panels for Cable Operators, Fiber Connect Pre-Conference; Nashville
June 27-30: CTA’s CEO Summit, Santa Barbara
June 29: Cablefax’s FAXIES Virtual
Quotable
“What we’re concerned with is the Disney+ DTC strategy. If you remember, they changed their strategy from the first rollout… they have a bigger plan with more subs, more entertainment content, more sports and I’m not convinced that’s the best idea for Disney. I wonder if they’re rethinking their view to come out with such a huge idea. They want to above 30 million, 40 million subscribers, I’m not sure that’s the best use of their capital. I think if they played to their superfans and maybe had a smaller targeted addressable market but with probably higher prices, that’s a better outcome for shareholders.”
– MoffettNathanson founding partner Michael Nathanson on CNBC’s “Squawk on the Street” discussing what it would take for him to move his “Hold” rating on the stock
