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The Bottom Line
Dashboard
1.0 Report Summary
1.1 Purpose of Report
1.2 Scope of Report
1.3 Research Approach/Sources
2.0 Threats, Opportunities, and Outcomes
3.0 The State of Global Pay TV
3.1 Growth of Pay TV
3.2 Trends in Pay TV
3.2.1 Consolidation
3.2.2 Diversification of Content Sources
3.2.3 Operator OTT Services
3.2.4 Continued Cord-cutting / Cord-shaving
3.2.5 Content Escaping the Expected Delivery Path
4.0 Market Disruption: The Emergence of Giant Competitors
4.1 Overview
4.2 Drivers and Inhibitors to the Emergence of Giant Competitors
4.3 The Market Impact of the Emergence of Giant Competitors
4.4 Potential Outcomes of the Emergence of Giant Competitors
4.5 Conditions Required for Pay-TV Disruption
5.0 Market Disruption: Cable Networks and Other Creators Go Direct-to-Consumer
5.1 Overview and Evidence
5.2 Drivers and Inhibitors
5.3 Market Impact of Direct-to-Consumer
5.4 Potential Outcomes of Direct-to-Consumer Services
5.5 Conditions Necessary for Pay-TV Disruption
6.0 Market Disruption: Outsiders Disrupt Pay TV via Acquisition of Content Rights
6.1 Overview and Evidence
6.2 Drivers and Inhibitors for Outsider Disruption
6.3 Market Impact of Outsider Disruption via Content Acquisition
6.4 Potential Outcomes of Outsider Disruption via Content Acquisition
6.5 Conditions Necessary for Direct-to-Consumer Scenarios
7.0 Implications and Recommendations
8.0 Appendix
8.1 Forecast Methodology
8.2 Glossary
8.3 Company Index
