Seeking Alpha

Broadcasters see an opportunity in China online TV

  • Saturday Night Live (CMCSA) has made its debut on Chinese video site Sohu.com (SOHU +0.5%).
  • The development marks another important step in attempting to spur more Chinese audiences to watch content through legitimate channels, instead of through piracy.
  • What to watch: If significant progress is continued to be made in China with copyright protection and government interference is held in check, the market for broadcasters (DIS, AMCX, VIAB, FOXA, CBS) could explode as younger viewers in China lap up quality U.S.-produced shows.
  • "It's fashionable to be a fan of American culture -- they [Chinese viewers] feel dignified, a person with class," notes Sohu.com CEO Charles Zhang on the trend.
Comments (3)
  • samuel_liu
    , contributor
    Comments (2798) | Send Message
     
    thanks SA for informing what I can watch in Cn!!
    2 Jan, 11:19 AM Reply Like
  • nedilwo
    , contributor
    Comments (63) | Send Message
     
    samuel_liu, This is relevant because of the myriad of crackdowns on piracy in social media. See the news feed which states the following (direct quote). It's interesting that Baidu is lower today as the statement only says Baidu will "filter pirated movies and TV. Youku was up early morning, but is now down. In the end, I don't know if the Chinese government really cares (fines are a minor amount), but the news seems to be impacting stock prices today. I doubt that will be the case for the long term. So the relevancy is not what you can watch, it's anti-piracy.
    •After receiving a $42K fine from China's National Copyright Administration for providing access to pirated material, Baidu (BIDU +1.5%) has agreed to filter pirated movies and TV shows from its services.
    •Chinese online video leader Youku (YOKU +4.3%), which has invested heavily on building a library of legally-distributed content (content costs totaled 56% of the company's Q3 revenue), is up sharply.
    •Baidu's widely-used video player has turned into a top source for pirated material. Youku, along with several peers and copyright agencies, sued Baidu in November for allegedly enabling piracy through a variety of products/services.
    Disclosure: I am long Baidu.
    3 Jan, 11:36 AM Reply Like
  • samuel_liu
    , contributor
    Comments (2798) | Send Message
     
    thanks nedilwo:

     

    before I watched many pbs programs, but think PBS didn't like their programs violated. Also used to watch Comedy Channel offerings, but it got boring.

     

    I do watch movies that I can't get off of legal DVD, but now my internet access is too slow.

     

    Youku, Tudou, Baidu or SINA's Sogou were my methods to access videos.

     

    I did lose 5 RMB because I did not know how to access the movie paid for from my mobile phone charges (via Baidu).
    3 Jan, 11:47 AM Reply Like
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