“If you’re a cable provider, that should be terrifying,” says Forrester analyst James McQuivey. The author points to Clicker.com as one I’d watch closely… a made-for-web TVGuide and search tool that allows you to locate various shows (Modern Family) and select viewing options: free, per episode or subscription. But Jessi likes Comcast as a driver of a mature online-video model because it protects the financial interests of content providers (as well as its own). I sadly believe she’s right given the confusing and frustrating state of online-video on television today (which she likens to Internet circa 1998). Fortunately we’ve got two forces to keep Comcast motivated: consumer demand and willing startups ready to meet that demand. And he, Comcast has been asked to be cool (see Bloomberg/Businessweek article).
Friday, January 7, 2011
The WEB TV wars are just beginning-
Check out this killer article by Fortune’s Jessi Hempel titled “What the Hell is Going On With TV” to get a flavor for the impending drama in this space. And I quote: “Netflix, Google, and Apple can’t just swoop in and disrupt the $85 billion home entertainment industry. The challenge lies in navigating the entrenched interests that make up the television business.” Jessi’s piece reminds us that only a 1/10th of a percent of people have left cable television for the web, yet Microsoft says 42% of the premium Xbox Gold users who rely on it to view video are watching more than an hour a day, or 30 hours in a month.
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