The AMC Apple TV app and the coming political battle on internet pricing

This from Apple Insider:

Like its iOS counterpart, AMC for Apple TV features full episodes, behind-the-scenes extras and bonus content from its various original shows including “The Walking Dead,” “Fear the Walking Dead,” “Better Call Saul,” “Halt and Catch Fire” and more.

Currently, Apple TV owners can stream the first three episodes of “Fear the Walking Dead” without signing in as a subscriber. Show extras are always available for streaming, but viewers must link their cable or satellite provider account details with the app to access AMC’s back catalog of full episodes.

Fascinating to watch this new “TV model” unfold. In my view, for a company to sit at this table, they need original or exclusive content, and their pricing needs to be a perceived cost saving over a cable bundle. As this model matures, I suspect we’ll see some price compression on à la carte content. As is, the bundle is still a better deal.

As more and more companies roll out their unbundled pricing plans, competition for a slice of a consumer’s monthly media budget will heat up and it will be harder and harder to compete on price with the cable bundle. This will likely drive unbundled prices down until the price of “cord cutting” becomes compelling enough to tilt consumer habits away from the bundle.

This is similar to the race to the bottom that compressed App Store pricing and made in-app purchase the norm. It would not surprise me to see that model emerge on Apple TV. Lots of free content, some fully paid content, and a river of content that is free at some level, with in-app purchase to open the door to a variety of special content.

Another change that’s likely coming is to the monthly cost of internet. If the cable companies lose enough market share to the unbundled offerings, it seems logical that they will raise their internet rates to compensate. And that will likely bring some form of disruption from local internet service firms.

And that will cause some major political battles, as it is difficult, if not impossible, in many jurisdictions to provide an independent internet service that flows over the existing cable infrastructure.

Lots of pressures from all different sides. Things are heating up.



7 thoughts on “The AMC Apple TV app and the coming political battle on internet pricing”

  1. I wonder if they’ll stream their shows earlier than iTunes? I cut cable 15 years ago and buy what I want on iTunes, but it’s always annoyed me that new shows are released the day after they air on broadcast. but content providers like HBO Go dont do that, they stream as soon as it’s airing.

  2. In my opinion, if the industry try to differenciate their client in two group Normal internet users and HD streamers by limiting download cap and speed in their package, the ground battle will be overuse charge !

    It is a pain here in Canada where :

    • big compagnie have more expansive package with overuse limited to a resonable maximum such as 5$/gb up to 70$ max.

    -Smaller local compagnie with competivive priced (10$ less/month) package BUT with overuse not limited…. can go in the 500$ range if your forgot your torrent a night with (60 mb/s speed)

    In both case, the general rule is “the client is responsible to his connection usage”…

  3. Right now cable companies punish people who cut the cord by enforcing their caps. And that is going to be their business model. You want to cut the cord? You get charged for overages on the caps we don’t enforce right now on everyone. You don’t like that big charge when you went over 250 gigs? Subscribe and it all goes away.

    Kind of like La Cosa Nostra.

  4. Is there a net neutrality play here?
    If I subscribe to cable with a low data cap, can they give away the bandwidth for the cable shows or do they have to count that too? Otherwise their streaming content has an unfair advantage over the content from HULU?

  5. “my ro<? >om mate Mary Is getting paid on the internet 98$/hr”..,……..!wc480ctwo days ago grey MacLaren P1 I bought after earning 18,512 DoIIars..it was my previous month’s payout..just a little over.17k DoIIars Last month..3-5 hours job a day…with weekly payouts..it’s realy the simplest. job I have ever Do.. I Joined This 7 months. ago. and now making over. hourly 87 DoIIars…Learn. More right Here !wc480:➽:➽:➽➽➽➽ http://GlobalSuperJobsReportsEmploymentsSportGetPayHourly$98…. .❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦:❖❖:❦❦::::::!wc480…………..

  6. Of course what your talking about is mostly only in the US. Here in the UK most TV is free to air, with most companies offering streaming apps like the BBC’s iPlayer. The exception is Sky who are more similar to the cable companies. But they already offer a uncoupled service, NowTV where users can pay a monthly subscription of £7 to stream tv shows online or via an app (inc Apple TV). And that sub can be cancelled anytime – there’s no 12 month contract.

  7. No, bundling through cable will begin to lower in price as a la carte services increase. This is the only way the tt cable will survive in its current state.

    Also, within the next 5 years, Cable will start to move their offerings to IP delivery.

    The able industry is not going anywhere.

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