Sep 16, 2009 - 5:09 AM EDT
Dan Rayburn submits:Over the past 12 months, we’ve seen a lot of new content offerings announced by companies like Netflix (NFLX), Amazon (AMZN) and YouTube (GOOG) as they look to directly target the living room via entertainment devices. Indeed, the adoption rate of hardware devices like the Xbox 360, PS3, TiVo, Roku, VUDU, Apple TV and broadband-enabled Blu-ray players and TV sets will be crucial in determining if content owners can make money delivering video to the TV.
But despite all these new offerings, that content still only reaches a few million customers, a number largely unchanged from this time last year. Such low adoption rates in the face of so much effort leads me to think that while the market of delivering content to the TV will grow, it is unlikely to do so at the rate that many in this industry would like to believe. In fact I don’t think we’ll see these devices having a combined impact in any measurable way for at least another 3-4 years.
Source: Seeking Alpha (Sep 16, 2009 - 5:09 AM EDT)