Great point Vinny- it's interesting because I remember a few years ago YouTube execs saying they didn't need sports because they already had huge consumption. Yet they promote YouTube tv relentlessly at big sporting events. It would be transformative for the product
I think there is a massive opportunity in sports. If google lets Apple or Amazon take on the NFL Sunday ticket, it’s a massive miss. If they go all in to win the ticket, they get immediate adoption of YouTube TV by a large number of people. That would at least make their presence known in TV and allow other pieces to eventually fall.
Another big one is the fact that YouTube the app, has incredible penetration on the TV screen. More and more consumption is happening there than any device. If they play the long game will UGC and YT Originals eventually overtake time spent with TV?
Great point Vinny- it's interesting because I remember a few years ago YouTube execs saying they didn't need sports because they already had huge consumption. Yet they promote YouTube tv relentlessly at big sporting events. It would be transformative for the product
I think there is a massive opportunity in sports. If google lets Apple or Amazon take on the NFL Sunday ticket, it’s a massive miss. If they go all in to win the ticket, they get immediate adoption of YouTube TV by a large number of people. That would at least make their presence known in TV and allow other pieces to eventually fall.
Another big one is the fact that YouTube the app, has incredible penetration on the TV screen. More and more consumption is happening there than any device. If they play the long game will UGC and YT Originals eventually overtake time spent with TV?