*By Carlo Versano*
While the television industry rapidly consolidates and cord-cutting spreads, Sling TV envisions a future where bundles are things of the past, and customers watch programming on an "à la carte" basis.
Warren Schlichting, the company's EVP and group president, spoke to Cheddar on Monday from Denver Startup Week about the ever-changing media landscape.
"I don't want to pay for things I'm not watching," he said, channeling the mantra of the 2.3 million cord-cutters who make up Sling's customer base.
Sling, an OTT service owned by Dish ($DISH), recently [expanded](https://www.broadcastingcable.com/news/nielsen-in-deal-to-provide-digital-ad-ratings-for-sling-tv) a partnership with ratings firm Nielsen to digitally measure ad campaigns that run on the service. Advertisers on traditional television have long relied on Nielsen's famously complex ratings metrics, while OTT allows for a more targeted approach.
"Nielsen is the currency of linear television," said Schlichting, noting that the partnership will help Nielsen ratings become the "currency" for streaming as well.
Sling's customer base still pales in comparison to that of a major cable provider. But the metric that matters is growth, Schlichting said.
It's no secret that cable growth is slowing ー see Comcast's ($CMCSA) Sky deal as evidence ー while streaming is on the rise.
One of the business challenges with an OTT service like Sling has been the unpredictability of user patterns ー unbound by long-term contracts, customers tend to leave, come back, then repeat. It's a new kind of consumer who follows the content. Schlichting said that is precisely why Sling has expanded its offerings to include pay-per-view and VOD products.
"There's all sorts of ways you interact with Sling," he said.
According to a [study](https://www.emarketer.com/content/more-than-half-of-us-consumers-watch-subscription-ott-video-2018) by eMarketer last month, cord-cutting will grow by 33 percent this year, and the number of people who subscribe to at least one OTT service will rise to just over half the U.S. population. There's still about [90 million](https://www.recode.net/2018/1/23/16857600/netflix-hulu-cable-streaming-tv-movies-david-letterman-chart) Americans who pay $100 a month or so for cable ー all potential Sling customers, in Schlichting's estimation.
"We like our chances," he said.
For full interview [click here](https://cheddar.com/videos/sling-tv-eyes-more-targeted-advertising-with-nielsen).
While it was a volatile week in tech as Meta experienced the biggest one-day drop in the history of the U.S. stock market, industry giant Amazon reported 40 percent growth — largely on the strength of the cloud. Dan Ives, managing director of equity research at Wedbush Securities, joined Cheddar News to break down how the e-commerce company stock managed to pop despite headwinds against its core retail business. "It's all about cloud because of sum of the parts, you could argue, amazon could be $3,500/$4,000 stock just based on cloud," he said. Ives also addressed the apparent the differing impact of Apple iOS changes on Facebook and Snapchat.
Following Ford's earnings miss, the stock price dropped despite a bullish outlook from the auto giant. Karl Brauer, an executive analyst with ISeeCars.com, joined Cheddar to break down why investors may not be sold on the carmaker because of the ongoing factor of supply constraints. "The product is not an issue. There's really good product coming from them, including the electric vehicle side, and the demand is not an issue. There's plenty of demand, but nobody really has a solid grasp on when we're going to get past the supply chain issue," said Brauer.
Image-sharing app Pinterest reported big beats on its Q4 earnings for the top and bottom lines. The social platform surprised investors after seeing a decline in users while earnings and revenue were much higher than expected.
The Labor Department's January jobs report showed 467,000 jobs were added, compared to the 150,000 that were projected, a sign that employment is continuign to return to pre-pandemic levels. Lindsey Piegza, chief economist at investment bank Stifel, joined Cheddar to break down the report, noting the big gains but adding a note of caution. "Remember, even with this morning's stellar report, we're still millions below that level that we had reached prior to the onset of COVID-19," she said." Yes, we are recapturing jobs. We still have further ground that needs to be made before we can talk about reaching that previous peak." Piegza also discussed the role of the Federal Reserve going forward as the employment figures turn more positive.
