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The chart says it all. TV fees per subscriber are still so lucrative that they will pay you to stay to the tune of $20/month. Not sure how sustainable that mode
by sailfast 10y ago
The chart says it all. TV fees per subscriber are still so lucrative that they will pay you to stay to the tune of $20/month. Not sure how sustainable that model is since you will not be able to charge more for that down the road, but maybe this works for shareholders in the short term.
As a general trend I only see this leading to greater consolidation in the market. Less providers means less churn which seems to be their target. Fingers crossed we get to the point where buried wires are no longer a limiting factor and more entrants can begin competing.
- gm-conspiracy 10y agoComcast is late to the party as a "mobile content provider". To "compete" in the US now, these companies must provide both content and mobile connectivity. Reminds me of Douglas Rushkoff's "Exit Strategy" (vertical brand alliances), or some weird v2 of Prodigy, Compuserve, AOL. Telecom offerings in the US is a sad state of affairs.