Credit Suisse revaluates shares: Attractive alternative to cable consisting of Hulu, iTunes, YouTube, and Netflix

Share this Article

Credit SuisseThe transformation of the TV industry and the viable alternatives now also has its effects in financial terms.

Two actions were undertaken by Credit Suisse on shares:

Reuters reported last week that top media and cable company stocks dipped after Credit Suisse downgraded shares of Disney, Viacom, News Corp., and Time Warner.


At the same time, Credit Suisse analysts raised their price targets for Netflix shares from US$90 to US$140.

The reason for the re-evaluation:

Credit Suisse anticipates that more young Americans will elect to drop their cable TV provider and replace it with one of the services that delivers video over the Web, such as Netflix, Apple TV, and the upcoming Google TV.
That will prompt the cable companies to reduce their fees to TV networks and Hollywood studios.

Research that sustained the decision, showed:

Credit Suisse's moves yesterday were due to survey results conducted by the financial services company. Almost 30 percent of Netflix subscribers between the ages of 25 and 34 now watch Netflix instead of cable or satellite, Credit Suisse reported.
Nearly a third of the service's users between 18 and 24-years old have dumped pay TV in favor of Netflix.

Just as the ZDNet article rightly suggests, it is time for A la Carte channels for cable companies.
New value creation is needed within the boundaries of the cable.

On-demand and time-shifted already provide and are adapted to this need of customers, in order not to lose, cable companies must find solutions which fulfil this need.


Other Sites

Social Media


About Us

TV Hackfest London 2013
TV Hackfest San Francisco 2014
M2M Hackfest 2013

Hackfest Twitter
TV App Market Facebook
TV App Market Linkedin
TV App Market Google+

Developer News
Enterprise Apps News

Digital Marketing News
Telecoms News
Cloud Computing News

This email address is being protected from spambots. You need JavaScript enabled to view it.
About us
Write for TV App Market