Where does that leave mobile TV? Yahoo just made a deal with CBS to carry an on-demand version of 60 Minutes with access to archived programs. But I don’t think mobile TV viewers will be willing to pay for it. I would think that wireless operators Sprint, Verizon, and Alltel would be interested in offering two tiers of mobile TV viewing via EV-DO:
1. Free noise: The equivalent of basic cable but fully ad-funded: music videos from VH1, news from CNN and MSNBC, weather.
2. Paid-for good stuff: Like premium cable $10 per month would eliminate ads and get you on-demand versions of the hottest items: HBO episodes of the Sopranos and Big Love, ABC’s Desperate Housewives.
Either way, with viewing time split between TV, Web — and now mobile TV — viewer tolerance for ads can only further degrade. This actually may push more mobile TV views to the premium package and prop up the ARPU of broadband mobile.