
As Time
Warner Cable and CBS continue their negotiating deadlock, Starcom MediaVest researcher Sam Armando has discovered how widespread the blackouts are individually in the New York, Los Angeles and Dallas
markets. TWC has refused to make the figures available.
Armando writes in a blog post that 17% of homes in both New York and Dallas are without the local CBS station, while the figure
climbs to 26% in the Los Angeles market.
On a national level, the number of homes with CBS-owned local stations blacked out is around 3.2 million, according to CBS. Showtime is off the air
across TWC’s national footprint, as TWC and CBS continue to battle over terms of re-upping a carriage deal. The blackouts started Aug. 2.
CBS has called on talent to encourage TWC
customers to switch providers and on Monday brought the Manning brothers into the fold. A newspaper ad in New York might suggest CBS thinks the blackouts could continue until Sept. 15.
“You could miss this historic matchup,” the ad reads, referring to the New York Giants vs. Denver Broncos game on that Sunday, with Peyton and Eli Manning facing off.
The ad
also suggests viewers could miss the much-anticipated college game between Alabama and Texas A&M on Sept. 14 “featuring Heisman winner Johnny Manziel.” That copy could become moot any
day now as Manziel is under NCAA investigation for receiving payments for his autograph; he could be suspended for the game.
Distributors can be loath to run ads during competitors’
blackouts that directly name the competitor while looking to peel away its customers. But a Monday newspaper ad in New York from RCN touted “CBS + Showtime For All!” and encouraged
switching to its service with an offer of Internet plus TV for $39.99 a month for 12 months.
RCN does not operate in Los Angeles and Dallas.
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Are we getting close to a tipping point due to convergence of factors? Cable sub fees continue to increase, OTA TV wants higher sub fees. And there are more fee related squabbles. IPTV providers are doing orignal programming (plus rumors of bidding on sports rights). And MSOs continue to watch video service subscriptions drop like bees during colony-collapse.
Consumer electronics stores are promoting digital antennas, etc. etc. We have a good idea why the players are upping the antes...but it's apparent that pretty soon some player either has to give or our industry will look like Congress!