But the format of a cable subscription doesn't need to match current form factor. For the past few seasons we've bough Youtube TV during the NHL playoffs, and c

But the format of a cable subscription doesn't need to match current form factor. For the past few seasons we've bough Youtube TV during the NHL playoffs, and canceled after. I'd just as happily pay NHL directly (probably a lower cost for me, and higher margin for them) but their current offering has blackouts for exactly the games I want to see. Another example, we buy Disney+, but not their ESPN package. But we would it they had coverage of the teams/leagues we care about. Really the blackout exclusions that leagues have that allow them get higher cable revenue deals are the problem. But if that dynamic shifts and the deals are exclusive, I would expect the league-direct streaming services to become competitive.