In any competitive market with a leading incumbent and many challengers, one normally would assume that the direction of market share shifts would be away from the incumbent and towards challengers, assuming those challengers are reasonably competent at crafting offers and delivering on their promises.
And that is just about what ChangeWave survey suggests is happening in the mass market video arena. A February survey suggests that video consumers who plan to switch providers are disproportionately switching to new providers.
Asked the names of their planned new providers, about 30 percent said they would switch to DirecTV while 28 percent said they would switch to Verizon FiOS. About 14 percent said they would switch to at&t while 10 percent said they would switch to Dish Network.
That's 38 percent choosing satellite providers and 44 percent choosing telephone company video services.
Tuesday, April 15, 2008
Telcos, Satellite Providers Picking Up Customers
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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