I believe it was a sharesies scare out, they didn't want another blackwell or canna so spooked and ran causing it to drop after a few bigger players took profits early
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I believe it was a sharesies scare out, they didn't want another blackwell or canna so spooked and ran causing it to drop after a few bigger players took profits early
Fair call.
very interesting to see what happens next year things could turn around for this share if the right moves are made, Broadband is exciting! heck even i would think about getting Sky if the Multi package was attractive enough not to mention i could see it as a great tool for retention!
Landscape around streaming is such a fast changing sector and there are some BIG players at the moment would not buy in to risky for me hah!
From page 13 2020 annual report - customer quotes
"I also love how we can purchase individual movies to watch as a family cheaper than going to the actual movies! Bonus!”
I was surprised people still used those payper view channels to book movies.
Rentals will be available on Neon as well. Nothing there yet but the feature is there already.
You can rent on NEON if you use the website or on the Vodafone TV app.
Anything you rent from there will appear on your smartphone app.
I have an iPhone and an AppleTV 4K. I can’t browse and rent from the apps on those platforms yet - but if I rent the movie from the NEON website I can consume it from either of those apps.
Hopefully the iOS apps are upgraded soon so I can rent from there without having to go to the website.
Thanks for sharing your view. I don't disagree with a lot of what you say. There are certain headwinds with content creators going OTT. However, my view is that there's still enough content out there to fill the bundles.
These are the plusses IMO: +Rugby rights, +RugbyPass +other sports +Olympics +Covid Vaccine + ~1million existing customers +data + ip advertising +Broadband +Sales Team +Sky as a marketing platform.
Sky's not the company that it was, it's transforming, so I'm happy to wait it out. To me, it's so undervalued & underrated (note: I didn't say cheap). A lot of people have legacy views. Sky is the aggregator for NZ. I don't think that will change.