I’m pleased to present the 452nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

This week’s news that DirecTV Now lost 267K subscribers in Q4 ’18 (a swing from 368K it added in Q4 ’17) raises critical questions about where the virtual pay-TV industry goes from here? As virtual operators’ discounted promotions trail off, prices rise, programming gets rationalized, competition rises and viewers turn to SVOD and ad-supported OTT options, a far more challenging road lies ahead for growing and retaining subscribers.

In this week’s podcast, Colin and I dig into these issues and speculate on whether, 2 years from now virtual operators combined are more likely to have 15 million subscribers or 1 million subscribers? In other words, which direction is this industry really going in? AT&T seems determined to play a key role with the collection of assets it has assembled. But timing and execution are critical to its success.

Listen in to learn more!

 
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