Between media and platforms, telecoms caught in the middle of the content war

Only the giants, such as Netflix, Disney+, Amazon Prime, Apple TV+ have the means to afford exclusive content which, afterward, flows into the networks of telecom operators. Alexander Kirch/AA+W –

DECRYPTION – Between the demands of their subscribers, the power of streaming behemoths and growing data volumes, traditional telephone operators are seeking a difficult balance.

Disappeared. Erased. Telecom operators are now among the absent subscribers of candidates for the acquisition of sports rights or the realization of “exclusive content”. The great convergence between telecoms and the media has been put on the back burner. Gone are the days when the Altice group (SFR) reversed the table to get their hands on three years of broadcasting the Champions League. An expense of 1 billion for nothing. Or almost. It takes on a new dimension, made up of tensions and rapprochements.

The idea that specific content would help strengthen a telecom operator’s subscriber base has fizzled out, at least in France. The market there is too small for colossal investments to be amortized with the sole customers of a service provider. Especially since said customers have not migrated massively from one service provider to another to find their favorite football players. The fact remains that consumers are…

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