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finally the wake up call for Sky to start innovating? do they have enough time left though..
Minimoke, you should be happy, you finally hit your stop loss, couple of days after getting your divvy!
Just from a very superficial viewpoint, and no disrespect to John Fellet, but I have often wondered how a guy who is has been at Sky since 1991 as COO or CEO (that's 26 years) and in his 60's is still CEO and running the show. Rapid technological change and heavy disruption - is he the best person to guide the ship and foresee where the business is going and guide it through? Do you need a younger/more digital or internet savvy person running the cutter??
My understanding was that JF had some very good connections into successive governments which kept the regulators at bay for many years - not what you know but who you know (and can influence). The proposed merger with Vodafone appears to have pushed the boundary too far
I agree with the second sentence and see content being sold directly by the producer to the customer ie. no forced bundling (eg to get sky sports you have to buy all the sky basic channels). No idea on timing though, maybe gradually over the next 10 years? Perhaps buying content in a similar way to the app shop for smart phones, but with regionalised pricing to reflect different value in each market.
And this means I do not see the first sentence as being likely to dominate, but it would be another niche for subscribers who prefer that someone else does the leg work
Kind of like how travel agents still exist. We can all book direct with airlines and hotels and save some money, but some people just prefer to use a travel agent
FYI I see Sky Sport as a production company, so SKT has in my view a reasonable future, albeit in a different niche than their current mixed model of being a content producer and a content bundler