Th demand for BYOD(Bring your own device) streaming to these endpoints is growing and the business case to stream to them is a high volume but low margin business which adds up when advertising can be added to the subscription mix.
But social awareness means that outside social pressures will potentially shape business models away from what is technically achievable but considered socially creepy or invasive.
The OTT industry is mature and consolidation is already starting to happen so its an industry in flux that is inhabited now increasingly by capital heavy tech players who have deployed commercial platforms and gained insight from such deployments.
The window of opportunity that clearly existed in 2014-15 will no longer be open in 2018 for new operators to easily seize these type of opportunities. This is because established players can now show the ability to enter and run a service based on prior experience of having done so elsewhere and so derisk the choice of who to go with.
TV2U IMO needs to commercialise ASAP as they are no longer early adopters but are followers due to the 2 lost years since the RTO and need a live testimonial to keep up with other aggressive vendors who have proven track records and whom increasingly also offer B2B or B2C as opportunities present in either context.
All IMHO.
TV2 Price at posting:
0.9¢ Sentiment: Hold Disclosure: Held
