CMCSAComcast at the Bank of America Merrill Lynch 2017 Media, Communications & Entertainment Conference
- Will hit numbers this quarter.
- The storm and competitors caused them to lose video subscribers.
- For less than $20/month can get access to a lot of things.
- Created bolt on packs.
- Seeing negative gross margins on OTT services.
- A la carte options may end up being more expensive for the consumer.
- Q: Would consider including direct to consumer products on platform?:
- A: would be very open to exploring it, based on current value of offerings. Interested and open to offer all kind of choices under different kind of models. Open to carrying new Disney online offerings.
- Note: Disney announced plans to introduced direct co consumer products: ESPN in spring of '18, Disney product in 2019.
- Everything is keyed off of live, but why couldn't they flip it? If someone wanted to offer extra they could offer content that comes before live.
- Increased internet speeds 17 times in the last 16 years.
- Control is a new dimension that they believe will allow them to continue to gain share with Xfiinity internet.
- Rethinking of TV as a display is biggest opportunity.