Netflix’s numbers this week were impressive. In a nutshell, their subscription growth is accelerating – as it should as it rolls out access to a global marketplace and strong demand. Netflix reported 17 million new subs over the past year, compared to 14 million a year ago.

Equity analysts at Exane-BNP/Paribas issued a blunt warning to most conventional and pay-TV broadcasters, saying that many of them need to up their game to stay relevant in today’s fast-changing consumer environment.

The bank’s note to clients stated:
– Broadcasters who refuse to prepare for a future where TV will be primarily consumed online and on demand will fail.
– Broadcasters investing aggressively to change their model face an uphill battle but have a chance.
– Broadcaster with strong content assets will benefit from increased demand.

Specifically, the bank says it sees ProSieben as being well placed, and believes ITV, Sky and RTL “have a card to play but also face specific challenges, and other players are facing likely severe long term headwinds”.

Other posts by :

1. Amazon Leo satellites en route to French Guiana
2. Deutsche Bank reveals targets for AST SpaceMobile
3. AST SpaceMobile boss outlines benefits
4. Report: LEO build-out accelerates
5. Germany outlines space commitment
6. Analysis: Impact of AT&T on US telcos and cable
7. Bezos rocket production boosted
8. Musk delays Moon landing until 2027
9. Hughes Satellite facing cash crunch

Categories: Articles, Business, OTT, Premium, VOD