To be more specific on advertising, that is 50/50 on Guide ads, but GMST gets 100% of TV Guide Channel, et al., ads, with carrying fees for said channels to be similar to that gained for the guide. So, including the channels, GMST could be getting around $5-$10 per year, per subscriber with carriage fees alone, plus advertising (50/50 on Guides and 100% on channels).
Still nowhere close to Henry's prediction of $10 per month, per household, but were making progress. As you can also toss in the CE fees (but don't double count, the cable box fee is not first paid (one-time) by the manufacturer and then by the cable company. But all those PVRs ($2 per for TiVo one time fee), maybe $6-$10 one time (or spread out over three years) DVDRs and television sets.
I think it realistic to project forward at 50 million households and 50 million CE units sold per year.
Tinker |
