DVD stores will they survive? Will free to air TV survive? Will cable TV survive?



As we currently know it No! As DVD Movie, TV and Cable users we are standing at the very beginning of the biggest entertainment shake out the planet has seen.

Billions of dollars will be won and lost over the next few years. Some old players will adopt to the changing video landscape many will not. New Movie and TV players will come to the market like the cashed up Google/YouTube, facebook and microsoft. Advertisers will start to spread their bets across the new video entertainment mediums very quickly, causing huge ad revenue shifts.

Will DVD stores survive ? No they will not!

 If you have shares in DVD stores sell them now. And within a few short years, they will be worthless. The future for DVD movie rentals is via streamed content via broadband and smart TV's. On my recent trip to the US blockbuster once a prominent part of the US streetscape had disappeared. Movie viewers were already streaming movie content, bypassing the drive to the local DVD store to pick up a DVD. Once a popular social interaction. And in Australia the race is on.

Webtron recently purchased a Samsung LED Smart TV. Having a BigPond cable connection we were able to choose from well over 100 titles from the BigPond movie library at slightly cheaper prices than our local DVD store. All in a couple of clicks of the TV remote control. A very simple and effective process. Forget going going to the local DVD store again. It has just been filed away in history like payphones or your local independent hardware store. (yes they still exist but who really uses them or knows where they are?).

Right now (June 2011) internet TV like the one Webtron is using would only make up a couple of percent of all TV's. But within 2 years 98% of all TV's will offer smart viewing ability. And coupled with the

Australian governments huge investment in the National Broadband Network (NBN) most homes in Australia will be able(encouraged) to simply use the NBN high speed connectivity at their doorstep. Streaming DVD quality movie content will become the norm, absolutely no doubt.

Will free to air TV survive? As a relic yes.

Sell all TV channel shares within 24 months.Another area that will be effected and changed for ever will be free to air TV. At this moment in Australia average TV viewing times has according to todays Financial Review dropped from 22.1 to 20.7 in the last five years. The TV channels in Australia, other than channel Nine who appears to be in a tailspin have all captured more viewers largely because of free to air digital channels. Digital TV has been a godsend for the major channels and viewers. But look 3-5 years in the future and the TV channels will also be facing the same dilemma DVD stores are now facing. Streamed content via home broadband will mean the TV channels will struggle to be relevant. One example can already be found with streamed AFL and NRL sports channels, currently offering 100% of every match rounds AFL and NRL - free. A very impressive representation of what is possible.

Will cable Pay TV operators survive? Yes and No.

Sell all cable TV share immediately. Yes if they adapt and change the way they do business. Pay TV consumers will no longer limit themselves to viewing guides and channels. Cable TV operators such as Foxtel and Optus currently offer. Pay TV cable operators will need to think very seriously how they market their product. They will need to move to an on demand service just like streamed vision from the internet. As given the choice of paying $100 a month or getting something similar for a whole lots less from the internet via broadband will make cable Pay TV look yesterday. I would be selling my cable company shares also.

For the consumer all this change means a more instant , bigger, better video selection and alternatives than ever before.The change within the industry will be as quick , obvious and as dramatic as black and white TV to colour Tv was.

To fight it will be futile.