1/ "Distributors like Comcast and Charter no longer care that much whether or not a customer buys traditional pay-TV. The price of a video bundle has gotten so high, there's little margin for them -- especially compared to broadband internet service." news.google.com/articles/CAIiE…
2/ In world where password sharing is rampant, the bigger the cross-selling revenue, the more likely the streaming service is a survivor.
"While stealing cable TV is difficult, it’s easier to share a password for a streaming service, and it’s more common among younger viewers."
"While stealing cable TV is difficult, it’s easier to share a password for a streaming service, and it’s more common among younger viewers."
3/ The value of a bundle breaks if the buyer can purchase an alternative service outside the bundle. Entertainment services that are are more substitutable (i.e., a commodity) weaken the value of a bundle. Movies are more of a commodity than sports, so the latter is stickier.
4/ The wholesale transfer prices being offered to distributors like Comcast from suppliers are so high that there isn't any incentive to market the service.
A theater can only sell concessions like popcorn. Unlike theaters, Comcast has an attractive business selling broadband.
A theater can only sell concessions like popcorn. Unlike theaters, Comcast has an attractive business selling broadband.
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