Advertising is crucially important to TV. PwC, the professional services firm, estimates that in 2011, 46 per cent of TV revenues came from advertising, as opposed to fees and subscriptions. At Comcast-owned NBCUniversal, the proportion is more than half, due to its strong presence in broadcast TV. Plenty of consumers use DVRs already but only about an eighth of primetime programming is watched on delay, though that is growing, according to Nielsen data. So making delayed (and adless) viewing easier is a direct threat to the content producers' business models.
广告对电视来说极为关键。专业服务公司普华永道(PwC)估计,在2011年,电视行业收入46%来自广告,而非收费和订费。在康卡斯特旗下的NBCUniversal,该比例超过一半,原因在于其在广播电视领域的强大地盘。有大量消费者已经在使用DVR数码录像设备,但据市场研究公司尼尔森(Nielsen)的数据,黄金时段电视节目中只有八分之一是录下后回放观看的,尽管这一比例正在上升。因此,令延时观看(而且不带广告)变得更为简易,直接威胁到这些内容制作者的商业模式。
The lawsuit, in the long run, matters less than how the TV distribution industry decides to manage a fundamental tension. Its customers do not like ads. Its suppliers depend on them. Of course, the simplest way to resolve the tension would be delivering adless TV, charging more for it, and passing the added revenues back to the programmers. But what if consumers, confronted with the real cost of television, decide it is not worth the money?
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