With back-to-back reports this week that both Hulu and YouTube are prepping streaming skinny programming bundles, cable operators will soon face a re-invigorated “storm” of OTT competition, said MoffettNathanson analyst Craig Moffett. And with recent decisions by operators including Comcast not to pursue publicly unpopular usage-based pricing strategies in regard to broadband services, these MSOs are facing this bad weather in video economics without their “umbrella.”
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