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自从Netflix从一个dvd出租商摇身一变成为streaming video鼻祖和老大,套用game of thrown的台词,传统电视运营商渐渐感到了:winter is coming。
年轻一代失去了订购传统电视的热情,纷纷转向Netflix,因为便宜,另外加上Netflix下血本拍自己的original tv剧集,而且是很成功的剧集。
美国电信老大At&t上季度流失39万传统TV用户! ATT股价连创新低。其它Cable TV运营商的日子也不好过。
作为cable运营商的上游,媒体巨头们的日子也不好过!因为传统tv用户在减少,它们从自己的频道,original programs等获得的合同收益自然减少。美国几大媒体巨头,time Wanner, fox, Comcast, Disney CBS等毫无意外地股价受压,pe落后于spx 500大盘指数,2017大牛市里不涨反跌!
倚天一出,谁与争锋?这Netflix就好比是Darth Vader, 强大的黑暗笼罩了原力,传统媒体共和国被不断地挫败。
==netcool原创,盲人摸象,胡言乱语一下==