Seen/not seen

There's no evidence of this in the corporate website, but Reuters is reporting that Sky has today confirmed its impending entry into broadband on-demand services, echoing the report in yesterday's Telegraph. Based on the description here, it looks like a lure for migration of sub-premium customers to top tier packages as well as a retention strategy for premium customers, which are around 52% of the subscriber base. I'll be interested to see pricing. In the report I published on Sky back in February, my central case was that lack of internet connectivity in the Sky product offering was a long-term vulnerability, and this seems to be a partial admission of that, though at this early stage, the connectivity piece is still missing. It's probably a step in the right direction, but my initial impression is that 200 film titles may not be terribly compelling.