The Netflix Storm

Combine this chart with how Roku, AppleTV, GoogleTV will sell this Xmas, and you have a nightmare after Xmas for Pay-TV and cable operators in US.

Comcast knows well. It is easy to see why they had some peering issues with Level 3 over Netflix traffic increase, and why they want to acquire NBC.

If Apple would strike a deal for live premium sports, the nightmare of cord-cutters would become a reality for Comcast, Time Warner, Verizon and AT&T. Netflix for films, Hulu/iTunes for TV shows, plus live sports. What else do you want for your TV?

Only premium live sports is keeping early adopters to cut the cord. If gone, it would be only a matter of time before the tornado. No wonder TV rights for sport events are so well paid.

Chart via CHART OF THE DAY: Netflix’s Growth Should Scare HBO

Leave a Reply

Your email address will not be published. Required fields are marked *