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Rovi Corporation Message Board

  • stu19662000 stu19662000 Apr 11, 2013 7:29 AM Flag

    the Losing Battle

    Traditional television is circling the drain.

    That television – as represented by the long-dominant broadcast networks – is facing a crisis should be obvious. Last month Nielsen introduced the 'Zero TV' household to its tracking systems. These are households which don't fit the traditional model of television watcher. Either they don't own a television at all or, like me, they have one, but only use it for Internet-connected television watching via some form of streaming video.

    Greater and greater numbers of households are committing to going without broadcast or cable television (including my own) in favor of watching commercial-free streaming feeds of shows via any of the available streaming services. People just aren't sensing the time pressure to watch shows on first run, when they can watch them at leisure later.

    The way to go is to get ahead of the curve and invest in streaming services, so that you can be ready as the trend builds. Sooner or later, broadcast television is going the way of the dinosaur. It's important to be positioned properly when that happens.

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    • Please share your top stock picks for positioning oneself for this transition.

      • 1 Reply to kmcmahon38
      • Stock pick.. you're on the message board.

        "We are not backing any particular provider, but rather the broader market shift to digital entertainment delivery... Bottom line in the streaming race is that we remain neutral. We truly just want streaming digital media to take off. We pretty much have a "powered by Rovi" strategy. We provide all the parts to make it happen (as mentioned above from the encoding, to the video delivery) so we are backing anyone who wants a great streaming experience.

        Sentiment: Strong Buy

 
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