mattwnz: I think the issue with sky is, they are are getting beaten by a newer technology that is a lot cheaper, and potentially better content. Their neon service potentially could compete, however they would essentially have to canabilise there satellite service to do this. But that would involve using the sky brand. Then they may not lose customers, but the revenue would be greatly reduced. They are stuck between a rock and a hard place. They have had it good for a long time, but businesses sometimes are forced to change when technology changes. You just need to look at how Spark has adapted, they have had one of the most rocky roads over the last decade, but they have recovered well. The thing is sky is not even ad free, which at one time was their main selling point. The only reason some still have it is because they Are the only providers of much of the live sport content, which has also resulted in a lot of people being turned off watching sport. . They don't need to merge to combine with an ISP either, and as they have said, one way or another they will be by working with The ISP.
I hear you, but..
Newer technology? You mean streaming? It is newer and cooler. But give me satellite any day of the week. Its much simpler. My Sky is direct from the satellite to the MySky box, literally. There are no nodes, miles of cables, hubs and so on. Yes, the internet is the bees knees, but point to point not always.
Internet will be cheaper. But the Optus satellite is old, depreciated, there is no financial need to recover sunk cost, so if Sky can get a super cool deal then go for it.
They are stuck between a rock and a hard place. Stuck with expensive satellite till 2019.
Technology again. They can go for BB only, SVOD. The MySky boxes were upgraded, they are now satellite and SVOD boxes.
Better Content? That is not relevant. Sky don't do a Lightbox, i.e. TV series only, they don't do Netflix which is TV and moves, but old stuff. Sky do a narrow but wide genre. Not jaffas, not Pineapple lumps, but a party mix. It wont suit TV series bingers, it wont suit movie bingers, but its for those who want a bit of everything, so I don't agree on content. Lightbox, Netflix and Sky are all quite different.
Sport you get FanPass, but ideally they drop the subsidy, charge full price for sport, Basic is $20, sorted