Ten years ago, if you asked many chief executives of cable and satellite companies what industry they were in, most would have said TV. Those that were transitioning to MSOs, would say that they were in the Dual play or triple-play entertainment and communication services business.
Today, I am not so sure that they would have the same answer. In fact, I believe some would now be saying that they are in the Consumer Electronics business in part. The actual answer is that many of these MSOs are underway with a major internal reorganisation of their businesses – to be become something that is not yet named, something that combines Consumer Electronics, Entertainment and Communication Services. This is totally in response to the desire not to be left as being ‘just the pipe’ for other people’s services. Time will tell how successful these operators will be, because based on the dynanism in the market and what consumers are after (at least the early adopters right now), they are losing that battle, and are beginning that death spiral to be the pipe only… and that will mean quite major changes to their business considering that most are unhappy with the revenues of being just the pipe.
I have always said that I am in DTV, but now I am thinking about what those letters would represent also… Digital Technology Vision perhaps, rather than Digital Television.
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