Evolution and Challenges in the OTT Landscape, as Explored by Former BARC CEO Partho Dasgupta
The recent announcement from arguably the largest player in the industry, Netflix, carries significant implications. For the first time, it has witnessed a subscriber decline, with a notable drop of 200,000 subscribers. Partho Dasgupta, the Managing Partner of Thoth Advisors and former BARC CEO, comments, 'It's premature to draw conclusions, but if this continues and establishes a pattern, it could raise questions about the future of Subscriber-Led Video on Demand (SVOD). The growth of advertising on OTT platforms needs to accelerate to recoup investments; otherwise, a consolidation phase may be imminent.
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