The recent launches of a plethora of new OTT TV services, including AppleTV+, Disney+ and HBO Max, together with enduring “cord cutting” in our view demonstrates the ongoing disruption in the PayTV industry. We have long viewed Amino as a beneficiary of structural change in the sector and we therefore revisit its acquisition of 24i in July and the subsequent view of the enlarged group’s combined capabilities seen at September’s International Broadcasting Convention 201
29 Nov 2019
Amino re-energised
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Amino re-energised
Aferian plc (AFRN:LON) | 12.5 0 0.0% | Mkt Cap: 13.9m
- Published:
29 Nov 2019 -
Author:
Blaine Tatum -
Pages:
12
The recent launches of a plethora of new OTT TV services, including AppleTV+, Disney+ and HBO Max, together with enduring “cord cutting” in our view demonstrates the ongoing disruption in the PayTV industry. We have long viewed Amino as a beneficiary of structural change in the sector and we therefore revisit its acquisition of 24i in July and the subsequent view of the enlarged group’s combined capabilities seen at September’s International Broadcasting Convention 201