The real issue here is whether or not there's going to be a paradigm shift or real channel shift (to video players).
While the larger footprint and revenue-generating units provide a great base for delivering video services, there is one catch: deployment. Mounting any kind of reliable -- and desirable -- video service is harder than press releases make it seem.
The big challenge they face, which would be the same for any video distribution channel, is that there's more and more options for receiving video in the home.
That is not insignificant. But it isn't enough to dislodge traditional video services such as home video rentals, box office and traditional TV watching, because you only have 25 percent of the American TV households capable of doing it.