FierceVideo and FierceCable hosted The Pay TV Show in Denver this week. The event brought together top executives to discuss the innovative technologies, strategies and business models that companies are using to compete in what has become a very disrupted marketplace. Get a full recap of the event from the archived live blog, below. (All article timestamps below are Mountain Time.)
9:59 AM, May 17
vMVPD market shakeout won’t happen in 2018, analysts say
DENVER—With more than a half-dozen virtual pay TV services offering similar skinny bundles of channels and roughly congruent price points, Fierce Editor-in-Chief Mike Dano asked a panel of video industry analysts which vMVPD will be the first to succumb.
9:04 AM, May 17
WideOpenWest executive shoots straight: ‘5G is something I’m very worried about’
DENVER—Cable executives typically talk around the question when asked about the potential threat of 5G wireless to their broadband businesses. So credit Roger Seiken, WideOpenWest's senior VP of video programming, for coming right out and saying what pretty much everyone in the cable industry is thinking.
9:00 AM, May 17
Philo CEO weighs in on AT&T's nonsports skinny bundle plans
DENVER—Philo CEO Andrew McCollum could soon have a direct competitor in Watch, a nonsports streaming skinny bundle AT&T intends to launch. But he doesn’t seem overly concerned.
8:32 AM, May 17
Sling TV chief says OTA antennas are the cure to retransmission blues
DENVER—Warren Schlichting, group president of Sling TV, presented a simple solution to the problem of rising retransmission fees: Don’t pay them and incorporate free OTA signals instead.
8:16 AM, May 17
The evolving battle to stream live content over the internet
DENVER—Over the past dozen or so years, providers ranging from RealNetworks to Netflix have helped push the streaming video market forward significantly, such that today SVOD providers can stream on-demand HD content to millions of users over the public internet without breaking much of a technological sweat. The same, however, is not true about live content.
Wednesday, May 16
“Facebook knows who you want to be. Amazon knows who you really are” says Alan Wolk at #PAYtv18 analyst roundtable
— Ben Munson (@wwbenmunson) May 16, 2018
Hands down, best panel of the #paytv18 show - Best moderator award goes to @jonsteinberg! #vmvpd #video #paytv #plutotv #Playstation #hulu #cheddar #philo #molotov #throwoutthebox #cutthecord pic.twitter.com/9zCGjq2gPr
— Alexandra Giusto (@algiusto) May 16, 2018
10:54 AM, May 16
Hulu’s Connolly: High customer acquisition costs ‘nuke’ traditional pay TV operators in carriage talks
DENVER—Virtual pay TV services have an advantage in program licensing negotiations due to their far lower customer acquisition costs, said Tim Connolly, senior VP and head of distribution and partnerships for Hulu.
BREAKING NEWS from Hulu at #paytvshow #paytv18 pic.twitter.com/dzmxUfmipQ
— Brian Ring (@brianlring) May 16, 2018
9:57 AM, May 16
vMVPD opportunity narrower than people think, TDG’s Espelien says
DENVER—Virtual MVPDs like Sling TV and DirecTV Now are helping to offset declines in the traditional TV space, but the opportunities with streaming TV are narrower than many expect.
Every conference organizer needs to have panel moderators as well prepared and and entertaining as @jonsteinberg at #PAYTV18. I’m going to subscribe to @cheddar now - impressive.
— Tim Jackson (@tmjackso) May 16, 2018
Great #keynote this morning on The Future of #VMPVD , it's time to get real at #PayTV18 #PayTVShow @tdgresearch @FierceCable #CableTV #VideoMediaServices #MediaEntertainment pic.twitter.com/oYjwVQzM3E
— Mellie Chow (@melliechow) May 16, 2018
Cheddar's Steinberg: Network TV is 'effing geriatric.' Nice. #PayTV18
— FierceCable (@FierceCable) May 16, 2018
Another pretty full house here at the sold out #PAYtv18 show with @Hulu @cheddar @philo @PlutoTV talking #vmvpd CC @FierceCable @fierce_video pic.twitter.com/IarzfYAwtg
— Mike Dano (@mikeddano) May 16, 2018
8:07 AM, May 16
Addressable advertising is growing, but it might not take over everything
DENVER—Players in the pay TV industry expect to see dramatic growth in the market for addressable advertising, but the technology might not take over every single advertisement and broadcast in the space.
@espelienjb on skinny bundles: It’s like if all young people became vegetarians and we decided to offer them smaller hamburgers. #paytv18 pic.twitter.com/n9mwnuRFiI
— Michael Buening (@MJBoh3) May 16, 2018
TDG says U.S. vMVPD sub totals could go as high as 20.1 million by 2022 #PAYTV18 pic.twitter.com/erTwRr9dj4
— Ben Munson (@wwbenmunson) May 16, 2018
6:45 AM, May 16
SES says Hotwire out of trials, now the largest commercial application of managed 4K service in North America
DENVER—European satellite distribution company SES said it has secured the largest commercial deployment yet for its turnkey Ultra HD service, with Ft. Lauderdale, Florida-based operator Hotwire advancing from the trial phase of the service.
Tuesday, May 15
“We’re facing a new era in piracy with illegal streaming” @NAGRAKUDELSKI #PAYTV18 pic.twitter.com/ZdZN8cm4Ak
— NAGRA (@NAGRAKUDELSKI) May 15, 2018
3:20 PM, May 15
Binder: T-Mobile video service to launch ‘this year,’ will be very, very disruptive
Denver—Just as his boss did in December, when he announced T-Mobile's acquisition of Layer3, Jeff Binder used a fireside chat at The Pay TV Show in Denver to promise disruption. But questions remain about what the platform will look like.
Tension b/w internet giants and cable co.s vis a vis consumer data privacy surfacing across multiple panels today. #PAYtv18
— Emily (@emilygroch) May 15, 2018
Creating Intelligent Video Platforms panel @ The Pay-TV Show happening now! #PAYTV18 pic.twitter.com/ZDCZJTmQdT
— NAGRA (@NAGRAKUDELSKI) May 15, 2018
2:30 PM, May 15
Amazon open to integrating Prime Video on pay-TV platforms
Denver—Richard Au, Amazon's director of Prime Video Channels and Sports in the U.S., said his company would be open to integrating its Prime Video service on pay-TV platforms. He added that Amazon is not trying to replace traditional TV.
.@TMobile EVP Home & Entertainment Jeff Binder tells #PAYTV18 that #disruption is “giving customers what they want” not “breaking things apart.” pic.twitter.com/0S6lwzFpnF
— Peter Kiley (@PDad) May 15, 2018
The STB debate is ON here at the #PAYtv18 show! Generally, smaller providers saying good-bye, larger incumbents resistant.
— Emily (@emilygroch) May 15, 2018
“We can’t ignore that vast majority of the US pay-TV market is controlled by smaller operators who are trying to make this transition to offer new services and content.” -@bsmithevolution #PayTV18
— Evolution Digital (@EvolutionDig) May 15, 2018
Au claims Amazon has no *current* plan to launch a vMVPD service. #paytv18
— Alan Wolk (@awolk) May 15, 2018
A View from Amazon: Live and On Demand 📺 to make this category even more interesting...!#PAYTV18 @EclipseTrending pic.twitter.com/Tmyzf1AVBi
— Natty Romera (@NattyRomera) May 15, 2018
No I’m not at #5GNA or #BCE2018 today. Instead I’m hearing from Richard Au about Amazon Channels at the @FierceCable #paytv18 #PayTVShow pic.twitter.com/mrBOR84vdE
— Mike Dano (@mikeddano) May 15, 2018
.@cheddar founder @jonsteinberg interviewing Rich Au from @amazon at the very well attended #PAYTV18 pic.twitter.com/pf6qCb8wd1
— Alan Wolk (@awolk) May 15, 2018
10:50 AM, May 15
Charter: WorldBox 2.0 is already deployed, and it’s ‘going great’
DENVER—Despite a published report last week that his company’s WorldBox 2.0 is still a few months away, Gary Schanman, senior VP of video products for Charter Communications, said the second-generation set-top is already being deployed in the market.
Sky’s Andrew Olson: For a long time, the set-top is going to be critical b/c it’s still technically key for quality & seamless UX. But as time moves on, we think of ourselves as an entertainment co., so when we don’t need a set-top, we won’t have one. #PayTVShow #paytv18
— Brian Ring (@brianlring) May 15, 2018
Liberty Global’s Bob Greene: Re social, a lot of difficulty in bringing that into the platform - there’s no metadata with it, much of it’s replaceable, some of it is already viewed in the ‘right’ place. #PayTVShow #PAYTV18
— Brian Ring (@brianlring) May 15, 2018
9:30 AM, May 15
Cord nevers don't know what they're missing, and pay TV needs to show them, says Parks' Sappington
DENVER—Brett Sappington, senior director of research at Parks Associates, kicked off the first annual Pay TV Show with a session detailing some of the emerging challenges and opportunities for the pay TV space.
I'm psyched to be talking "MVPD Roundtable: Innovating in a New Age of Television" with @bigvongo @foxtel Michael Ivanchenko, Andrew Olson from Sky and @GetSpectrum Gary Schanman here at #PAYTV18
— Mike Dano (@mikeddano) May 15, 2018
Starting the morning off with a #MVPD roundtable with some heavy hitters in the industry. #PayTV18 pic.twitter.com/rnT59qai12
— SpotX (@SpotX) May 15, 2018
Excited to hear about the state of the Pay TV market this morning @comcast #PayTVShow #PayTV18 @FierceCable @fierce_video @ParksAssociates #BrettSappington #kevinGray pic.twitter.com/rhF7B0GHVL
— Mellie Chow (@melliechow) May 15, 2018
We’re almost ready to kick off our first Pay TV Show! Stay tuned... #paytv18 pic.twitter.com/zWdrISj3WL
— Ben Munson (@wwbenmunson) May 15, 2018