Some argue that third-party SVOD licenses, which have been a key revenue source as the TV syndication market has shrunk, are too important to ignore. But many now believe that, for the good of the industry’s long-term health, licensing should be dialed down. “Content owners have (finally) signaled they plan to hold back rights,” wrote Omar Sheikh of Credit Suisse, almost gleefully. Added analyst Todd Juenger of Bernstein & Co.: “SVOD is cannibalizing conventional TV viewership and training viewers that they don’t have to watch ads.”
Source: TV’s New Dilemma: Do Digital Dollars Point To a Diminished Future? – Hollywood Reporter