Big Programmer Push to DTC Could Collapse Video Bundle: Analyst
The ongoing cord cutting by MVPD subscribers, while significant, remains orderly, though there's a risk it could ramp up to disorderly, MoffettNathanson's Craig Moffett wrote investors Tuesday. That ramp-up only needs a major programmer to aggressively push its best programming…
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to a direct-to-consumer offering "and the Jenga tower [of the programming bundle] would collapse," he said. ESPN is an obvious candidate to go that route, he said. Disney's ESPN didn't comment.