In the cord-cutting era TV networks are having to think about what life beyond the traditional pay-TV ecosystem might look like. With SVOD services snapping up audiences in their millions, operators are busy focusing on higher ARPU users and demanding more rights from networks but with tightening budgets. The risks of operators being disintermediated by the GAAF (Google, Apple, Amazon, Facebook) are clear, but networks face just as much threat, albeit coming from different directions. To respond, networks will have to evolve their models to accommodate multiple routes to market, audience fragmentation and technological upheaval. Next generation TV operators will compete with messaging apps to control access to audiences while networks will have to become comfortable with both iterations of their            model and emerging            solutions.

Companies and brands mentioned in this report: Amazon, Amazon Web Services, Apple, BBC Worldwide, Dish, Google, Facebook, Hulu, Instagram, HBO, Netflix, Snap Inc, Viacom, YouTube