Bank: “Sky in sweet spot, but squeeze is coming”
Mike Williams, telecoms analyst at investment bank Exane BNP-Paribas, says the battle for eyeballs – and subscribers – is escalating among pay-TV players and as OTT content quality and quantity continues to improve. The bank’s report says: “We expect them to increasingly try to compete as substitutes (rather than complements). Additionally, as OTT players, most […]