CNBC is just reporting the new ordinance passed by CCEA mandating Digitization across India.
However, they are positioning Hathway and WWIL as key beneficiaries of this....
My point is, the Cable Operators will be losers - because they will now have to stop under-reporting - and will have to pay FULL amount for each subscriber...
Most of the margins for Hathway and WWIL come from fact they report only 15-20% of the customers and pay only for those... But collect money from all the subscribers.
I think much more benefit is likely to accrue to Channel operators like Zee, Star, etc - -because they will now get much more money from the Cable Operators.
Am surprised that Zee is not reacting to this news. Any thoughts? Am I wrong in my logic?
However, they are positioning Hathway and WWIL as key beneficiaries of this....
My point is, the Cable Operators will be losers - because they will now have to stop under-reporting - and will have to pay FULL amount for each subscriber...
Most of the margins for Hathway and WWIL come from fact they report only 15-20% of the customers and pay only for those... But collect money from all the subscribers.
I think much more benefit is likely to accrue to Channel operators like Zee, Star, etc - -because they will now get much more money from the Cable Operators.
Am surprised that Zee is not reacting to this news. Any thoughts? Am I wrong in my logic?
