Media analyst Craig Moffett says he doesn't think the FCC's vote to reclassify some over-the-top video providers as MVPDs is a "huge issue" because it is mostly about access to the programming of vertically integrated companies, and one of the biggest is already subject to them. He also says that while the financial community appears to have signaled it can live with Title II, he thinks the forbearance issues around that approach are more complicated than some may think.
MoffettNathanson partners Moffet and Michael Nathanson were interviewed for C-SPAN's Communicators series, which airs this weekend.
Moffett said what he thought reclassification would do is give over-the-top providers access to the program access rules, which means nondiscriminatory access to vertically integrated programming. That, he said, means programming from "Comcast, Comcast, Comcast," plus a handful of companies that own regional sports networks.