SKT Sky Network Television Limited.

[DeathByWarriors]

There are still large swathes of provincial NZ that don't have good internet (and won't for years to come) which is why the hybrid box is a good first step. But even if some households never get UFB they will get 5G in the near future. So the need for satellite technology will diminish steadily, and Sky NZ need to make sure they are on top of these changes.

There is little chance most of those areas outside the UFB footprint will be getting 5G. The economics just don't stack up.

[Entrep]

Here's the Telegraph article for all to read: https://archive.ph/gxvU3

[mistaTea]

https://www.nzherald.co.nz/business/...IK5RFYQH44NLA/

Chris Keall's latest go at mixing fact with his personal opinion.

"But we only have to look to the world of entertainment, and the runaway success of the global Disney+ (and the disappearance of Disney content from Sky and its peers) to see where this is going to eventually head. Both old-school middlemen like pay-TV broadcasters and new-school ticket-clippers like streaming aggregators will get cut out of the picture."

The conclusion he draws is based on his opinion that fragmentation will continue and everyone will just eventually go OTT and hope the masses are happy to subscribe to a dozen or so different services.

He has been chanting this mantra for years now and, so far, we haven't seen anything like his worst-case prophesies. Sky continues to renew deals. and on the balance of probabilities will continue to renew deals in the future.

"Co-exclusivity" may be a concept that becomes more common for aggregators like Sky TV NZ - but there will always be some deals that Sky is willing to pony up for to get on an exclusive basis. The 'hook' to lure more customers.

It is also worth noting that Sky UK 'lost' Disney content when they launched Disney+ but now has a wholesale deal with Disney so that the service can be bundled in with the rest of their content.

We currently have a wholesale deal of sorts to give Disney+ for 'free' for 12 months when a customer takes broadband. I think it is likely that this deal will be expanded out in the future so that Sky can continue to offer it as part of a bundle - let's watch this space.

There is still very much a need for content aggregators, especially as the market continues to fragment. But the nature of aggregation will evolve to include:

• Exclusive deals where they are important (HBO, NZ Rugby, NRL etc...)
• Co-exclusivity in other cases where the partner values Sky TV as a revenue stream but also want to be able to offer their own app
• Opportunities to offer 3rd Party services to consumers for cheaper as part of a Sky Bundle (Sky clip the ticket on the difference between the wholesale charge and what they can charge customers)

And the new (long overdue!) STB will help Sky to retain their position in NZ as the preferred aggregator.

[Arbroath]

https://www.nzherald.co.nz/business/...IK5RFYQH44NLA/

Chris Keall's latest go at mixing fact with his personal opinion.

"But we only have to look to the world of entertainment, and the runaway success of the global Disney+ (and the disappearance of Disney content from Sky and its peers) to see where this is going to eventually head. Both old-school middlemen like pay-TV broadcasters and new-school ticket-clippers like streaming aggregators will get cut out of the picture."

The conclusion he draws is based on his opinion that fragmentation will continue and everyone will just eventually go OTT and hope the masses are happy to subscribe to a dozen or so different services.

He has been chanting this mantra for years now and, so far, we haven't seen anything like his worst-case prophesies. Sky continues to renew deals. and on the balance of probabilities will continue to renew deals in the future.

"Co-exclusivity" may be a concept that becomes more common for aggregators like Sky TV NZ - but there will always be some deals that Sky is willing to pony up for to get on an exclusive basis. The 'hook' to lure more customers.

It is also worth noting that Sky UK 'lost' Disney content when they launched Disney+ but now has a wholesale deal with Disney so that the service can be bundled in with the rest of their content.

We currently have a wholesale deal of sorts to give Disney+ for 'free' for 12 months when a customer takes broadband. I think it is likely that this deal will be expanded out in the future so that Sky can continue to offer it as part of a bundle - let's watch this space.

There is still very much a need for content aggregators, especially as the market continues to fragment. But the nature of aggregation will evolve to include:

• Exclusive deals where they are important (HBO, NZ Rugby, NRL etc...)
• Co-exclusivity in other cases where the partner values Sky TV as a revenue stream but also want to be able to offer their own app
• Opportunities to offer 3rd Party services to consumers for cheaper as part of a Sky Bundle (Sky clip the ticket on the difference between the wholesale charge and what they can charge customers)

And the new (long overdue!) STB will help Sky to retain their position in NZ as the preferred aggregator.

Oh no, maybe Chris is right as he is journalist and all....should I sell now for a 60% gain before the world ends for Sky...

[bottomfeeder]

Oh no, maybe Chris is right as he is journalist and all....should I sell now for a 60% gain before the world ends for Sky...

Sell half.

[Quantitative Easing]

https://www.reddit.com/r/PersonalFin.../nzx_50_sucks/

At least Mistatea got a mention.

[mistaTea]

https://www.reddit.com/r/PersonalFin.../nzx_50_sucks/

At least Mistatea got a mention.

Well, ain’t that something.

[Quantitative Easing]

Well, ain’t that something.

You're famous Bro/Xiongdi/Bhaiya/teina/uso/dox

[mistaTea]

You're famous Bro/Xiongdi/Bhaiya/teina/uso/dox

Let’s not forget that it wasn’t that long ago I was down 90%…

[mistaTea]

https://www.nbr.co.nz/story/morrison...ie-telco-uniti

Looks like MIRA will have to find something else to buy