It was a pleasure being on CNBC today discussing CBS, not enough time to talk about programmatic advertising and forward-looking APTV prospects.
CBS results good due to Basketball. The real opportunity is making CBS Anytime work! CBS expects 4 million subs by year’s end. Growth to 4 million would beat NFLX’s freshman streaming year in 2009. NFLX added about 1.2 million subs in 2009 which were probably attributed to its nascent streaming AP.
Do the math $4.99 to $9.99 per North American Sub sure beats $2 they get from re-transmission and reverse affiliate fees. About 20% of America watches at least 1 hour of CBS content a week 52 weeks a year. That is a beast if they can monetize via APTV better.
https://www.cnbc.com/video/2017/08/07/cbs-beat-revenues-but-still-flat-point-views-david-dietze.html
Ten X Research 