For Altice USA's Altice One platform, should we prioritize adding new streaming app integrations or improving the core TV viewing experience?

Introduction

The trade-off we're examining today is whether to prioritize adding new streaming app integrations or improving the core TV viewing experience for Altice USA's Altice One platform. This decision is crucial for the platform's growth and user satisfaction. I'll analyze this trade-off by considering user needs, business objectives, and technical feasibility.

Step 1

Clarifying Questions (3 minutes)

• Context: I'm thinking about Altice One's current market position. Could you share our market share and how it compares to competitors?

Why it matters: Helps understand competitive pressure and growth potential. Expected answer: Mid-tier market share with room for growth. Impact: Higher market share might lean towards core experience improvement, lower towards new integrations.

• Business Context: Based on our revenue model, I assume subscription is our primary revenue stream. How significant is revenue from app partnerships or in-app purchases?

Why it matters: Influences the financial impact of new app integrations. Expected answer: App partnerships contribute a small but growing percentage. Impact: Higher app revenue would prioritize new integrations.

• User Impact: I'm curious about our user segments. What percentage of our users primarily use Altice One for traditional TV versus streaming?

Why it matters: Helps balance improvements between core TV and streaming experiences. Expected answer: Majority still use traditional TV, but streaming is growing rapidly. Impact: Higher streaming usage would prioritize new app integrations.

• Technical: Considering our current architecture, how complex would it be to add new streaming app integrations compared to improving core TV features?

Why it matters: Affects resource allocation and timeline for implementation. Expected answer: New integrations are moderately complex but manageable. Impact: Higher complexity for integrations would favor core TV improvements.

• Resource: What's our current team capacity? Do we have separate teams for TV experience and app integrations, or would this be a shared effort?

Why it matters: Influences our ability to pursue both options simultaneously. Expected answer: Shared team with expertise in both areas. Impact: Dedicated teams might allow pursuing both options in parallel.