Feb 2019 - Cover

Feb 2019, Issue 2

EVOLV I NG V I DEO STRATEGY

Video is one of the hot topics of 2019 discussed in=depth during the 2018 Analyst Day recap. From over-the-top (OTT) changes to new packaging needs, here are some of the key takeaways to note for the coming year.

The need to design skinnier packages to fit viewing profiles, as customers are no longer willing to pay for de-personalized bundles OTT profitability is essential, given 95% of video content in 2008 was via linear vs. just 55% in 2018 Amazon and Netflix, among other OTT incumbents’, libraries will become a lot thinner in next 18-24 months with expiring rights deals

We will see a shift from broadcast to unicast streams (unique to each customer), with our own new direct to consumer offering releasing Q4 2019 Due to pre-existing customer relationships, acquisition cost will be lower for us than competition

Conversion from traditional to OTT customers lowers our churn, which is

why we’re heavily investing in DIRECTVNOW and WATCHTV products

WE ADDED 1 MI LL ION F I BER SUBSCR I BERS FROM 20 1 7 TO 20 1 8