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From: Sam9/16/2017 8:47:20 AM
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The End Is Here: Cable's Media Dominance
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Sep. 12, 2017 11:14 AM ET
Jay van Santen
Value, Growth, tech, medium-term horizon


Direct-to-consumer streaming, for the first time in 2017, offers a viable alternative to traditional MVPD (cable and satellite) dominance. This shift has been anticipated for a decade.

The flood of new and varied streaming services - in the past year – brings consumers, for the first time, a straightforward and cost-effective way to tailor media packages to.

Fat PayTV bundle subscriber attrition will only accelerate – dramatically - in the next several years, then moderate to an ongoing gradual decline.

The drop in revenue and basically absence of profit and margin from Skinny bundles and OTT services will impact legacy communication companies.

“My grandchildren will never have a cable bill; only a bandwidth bill”.

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