Online video and its possible effects on entertainment, cable and telecoms has become a hot topic on Wall Street, and Time Warner’s “TV Everywhere” initiative to make cable-network content available online has put an even brighter spotlight on the issue. So it’s a good time for Street Talk to look at highlights from a recent slew of analyst reports and studies on the matter.
• YouTube, Hulu and broadcast networks’ Web sites are popular destinations for online video, but do they hurt TV viewing and revenue?
A few weeks ago, my colleague Paul Bond wrote in this space about a ChangeWave Research study that showed a majority of baby boomers using online video, though they also expressed ongoing love for their TVs.
Around the same time, though, a report from Sanford Bernstein analyst Michael Nathanson concluded that in the Web-video space, “current consumption appears greatly exaggerated.”
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