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Message: [QUOTE="UConnJim, post: 3192892, member: 1559"] It's not decades away. First, cord cutting is not only growing, but it is probably accelerating. In Q3 2018, satellite and cable companies lost 1.1 million subs, which is a record sub loss. Since 2011, satellite and cable subs have declined from 105 million to about 90 million. What could really accelerate the decline in subs is the economics of the MSOs and telco cable providers. As the cable bundle subs decline, the companies may decide that they will get out of the channel bundle business and focus on broadband which is still growing subscribers. (This would force consumers to streaming services.) This would expand their margins and it is less capital intensive. These moves would tank the number of cable subscribers. Cable One is already going down this path. My guess is you will see Fios head down this path soon. Comcast will hold out the longest as their cable sub losses are less severe than the industry. Obviously, the satellite companies would be screwed, but they have been losing subs fastest and the challenge to their business model is well understood. Craig Moffatt of MoffettNathanson has done really good analysis on the subject if you want in-depth analysis. The sale of the Fox Regional Sports Networks by Disney to Sinclair was well below expectations as the value of sports cable nets is declining. This is a warning sign. Why do you think all of the media companies are scrambling to develop their streaming services? Because they know the revenues from the traditional business model is in LT decline. One prediction. The next Big East media contract WILL include streaming content which will make everyone's fear of ESPN+ look absurd. [/QUOTE]

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