In the previous note, we explored the challenges Alphabet’s (NASDAQ: GOOG, GOOGL) YouTube might face in monetizing its content through a Subscription based Video on Demand (SVoD) service. In this note, we explore the how the new service can disrupt the cable TV business through an alternate model of advertising based VoD and cannibalize TV ads dollars.

from Forbes – Tech http://ift.tt/2aAFrYp
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