[opendtv] Re: Comcast shrugs off years of cord-cutting losses, adds 89K TV customers | Ars Technica
- From: Craig Birkmaier <brewmastercraig@xxxxxxxxxx>
- To: opendtv@xxxxxxxxxxxxx
- Date: Thu, 04 Feb 2016 06:22:00 -0500
On Feb 3, 2016, at 9:43 PM, Manfredi, Albert E <albert.e.manfredi@xxxxxxxxxx>
wrote:
They don't state cable shavers. In any event, the obvious gain is in
broadband.
Another article states that 75% of the new subscribers took "big bundles," and
Comcast' new X-1 STB that integrates the Internet and streaming services.
To be fair, the 4th quarter is always the biggest in terms of new subscribers
because of football season.
Obviously broadband is growing; it is less obvious that this has any connection
to cord cutting, but it may contribute to cord shaving.
What it does say is that most consumers want BOTH; this is clear from the
number of Netflix subscribers. Clearly OTT services are replacing packaged
media sales and rentals, which have complemented MVPD services for decades.
Maybe the sky is not falling...
What makes you claim that the "sky is falling" if old-school MVPD
subscriptions keep going down, Craig? Can you explain that?
Just a dig at your constant negative drumbeat that cord cutting is accelerating
and live linear TV is dying.
As Bert likes to say, it is informative to look at the trends...
Indeed. Broadband up, legacy solutions down. Now explain why you think this
is bad news.
Uhhhh Bert...
The trend for MVPD service is that the market is stabilizing. Cord cutting is
DECELERATING not increasing.
Only you could miss this obvious fact.
Regards
Craig
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