Originally Posted by
Baa_Baa
Insightful thanks. They, SKY, have a lot of sunk cost in the satellite and set-top-box model, so it's reasonable that they sweat that asset to its demise, especially given the latency in their customer base.
That said, I agree that they have completely missed the point and hopefully for shareholders not the opportunity, to diversify into digital content distribution. This is where SKY seem to have missed the point.
How could it possibly be that with such strong content sources and captive audience in selected 'channels' that they fail to see the opportunity to diversify the distribution to the 'online' audience.
Especially with a platform that works, like FanPass, which is configurable to any content and distribution in any form and price point. The future of SKY is the Fanpass platform, delivering content online, anytime, anywhere at any price point. It just needs to be hooked up to the source content and sliced into consumable chunks that customers can buy when they the want it.
It beggars belief that SKY would put their future at risk by prioritising sweating legacy assets versus embracing digital consumption models, especially while they have a stranglehold on certain types of content.
For shareholders, if the latest announcements don't equate to at least a lower trajectory to oblivion, they will probably see that oblivion is the ultimate conclusion either way.
jmho
BAA