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07-10-2021, 09:34 AM
#10501
Having a third major Telco may be great for the future prospects of Sky. Increases the need for a point of difference to cross sell and bundle, so either Vodafone or the new 2degrees entity could look at having a crack. Good chance it'd get through comcom this time with 3 major Telco players, Spark Sport and proliferation of international streaming platforms.
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07-10-2021, 09:47 AM
#10502
Originally Posted by JohnnyTheHorse
Having a third major Telco may be great for the future prospects of Sky. Increases the need for a point of difference to cross sell and bundle, so either Vodafone or the new 2degrees entity could look at having a crack. Good chance it'd get through comcom this time with 3 major Telco players, Spark Sport and proliferation of international streaming platforms.
You read my mind!
Sky would Definitely add a point of difference
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07-10-2021, 09:49 AM
#10503
Originally Posted by JohnnyTheHorse
Having a third major Telco may be great for the future prospects of Sky. Increases the need for a point of difference to cross sell and bundle, so either Vodafone or the new 2degrees entity could look at having a crack. Good chance it'd get through comcom this time with 3 major Telco players, Spark Sport and proliferation of international streaming platforms.
Being in the 'pro Sky becoming a telco' camp, I would love to see some kind of a VocusNZ-2D-Sky tie up.
But I wouldn't hold my breath...I think Vocus and 2D will jsut merge without Sky. It is a deal that makes way more sense as opposed to them both trying to 'go it alone' where one has a mobile network (but no broadband network) and the other has a broadband network (but no mobile network).
Either way, I think the VocusNZ-2D merger is good for Sky.
The relationship is already warm with Vocus. I would expect to see a wholesale mobile deal being offered to Sky. That way Vocus-2D can start poaching Spark and Voda customers via their mates at Sky who will be able to offer superior bundles.
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07-10-2021, 12:47 PM
#10504
Member
Originally Posted by Ogg
May be a few could drop Nextflix and change over to Neon, earlier this year we had both, Nextfix and Neon, now we only have Neon which we thought were the better of the two.
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07-10-2021, 01:40 PM
#10505
Originally Posted by Joshuatree
Great!!
Now maybe you can help me .What on earth is,nztx on ???! Green chartreuse and rhubarb jargon juice with some marinated poly icecubes ???
Planet Reality - you'd have to be blind to have not noticed some of the political shuffling going on
Time to back the truck up again for some SKT - or aren't the Meds working yet ?
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07-10-2021, 01:45 PM
#10506
Member
Originally Posted by Ogg
99.9% of people:
"Ahhh WTF these bloody thieves blah blah blah I'm gonna cancel rah rah rah"
*later on that evening*
"Let's see what's on Netflix.........."
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07-10-2021, 02:24 PM
#10507
Originally Posted by Akane
99.9% of people:
"Ahhh WTF these bloody thieves blah blah blah I'm gonna cancel rah rah rah"
*later on that evening*
"Let's see what's on Netflix.........."
Still the price of 1 ticket to the movies for a months entertainment.....
Having said that, off to see Bond on Monday!!
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07-10-2021, 03:51 PM
#10508
Originally Posted by nztx
Planet Reality - you'd have to be blind to have not noticed some of the political shuffling going on
Time to back the truck up again for some SKT - or aren't the Meds working yet ?
Yeah keep your poly cubes for your rants on the poly threads,that's what they're for .Fwiw I'm slowly selling down sky and others for an opp elsewhere.
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07-10-2021, 05:29 PM
#10509
The Orcon Group - 2D merger is a very interesting prospect. Would definitely disrupt the current Duopoly.
But I doubt Sky TV are part of the deal/negotiations in any way, shape or form.
I would love them to be. But that would just be wishful thinking oh my part.
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07-10-2021, 05:43 PM
#10510
Originally Posted by Ogg
I still think a deal is on the table.
The issue is that Trilogy needs out ASAP.
MIRA have the capital to put together a deal. They raised junk bonds overseas at 3% interest rate.
Once Trilogy is out of the picture it makes sense to continue to consolidate other media assets in NZ.
I assume this Vocus/Two Degrees merger will take up the balance of the year. Then maybe Sky gets bolted on early next year.
That's if Comcast doesn't make a move first.
But most likely outcome is nothing happens except more posts on sharetrader about things that never happen.
Last paragraph is a certainty.
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