Cord-cutting is one headache for the cable/satellite industry (TWC, CHTR, CMCSA, CVC, DTV, DISH)...

Cord-cutting is one headache for the cable/satellite industry (TWC, CHTR, CMCSA, CVC, DTV, DISH) but it's the emerging cord-nevers which might end up being the full-blown migraine. The results from a focus group study by Bernstein Research found consumers in their twenties are leaning toward streaming options (Amazon, Hulu, Netflix, HBO Go, YouTube) while more than a few admit to viewing content through "shared" subscriptions. As the Twentysomethings grow up and earn a litte more cash will their frugal viewing habits change?
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Comments (7)
  • Whitehawk
    , contributor
    Comments (3121) | Send Message
    Cut the cord (and satellite link) and never looked back...with high subscription rates for a load of content of no interest, a'la carte internet is a trend.
    21 Jun 2013, 11:19 AM Reply Like
  • wkevinc
    , contributor
    Comments (5) | Send Message
    My girlfriend and I subscribe to Hulu, Netflix and Amazon Prime for a grand total of about $20/mo and I get vastly more entertainment out of those than I did for my $100/mo cable subscription which was really just for five channels I actually wanted to watch (relatively unpopular channels too mind you). Cable companies have been ripping people off for years with essentially monopolistic practices enabled by the high cost of entry into the industry. Now that barrier is coming down and they don't know what to do. Good riddance. If they want to live they need to adapt. They need to change the way they do business and offer something that people will actually buy because they want it, rather than because they're just too set in their ways to leave. Eventually the set in their ways customers will die and then too so will traditional cable.
    21 Jun 2013, 11:43 AM Reply Like
  • Micah
    , contributor
    Comments (500) | Send Message
    I would love to do this but have a hard time finding a source for cable live TV news such as CNBC, CNN, MSNBC, ESPN and FOX. I am a news junkie and would find it difficult without these news channels.


    Have you found a viable "cordless" option for these?
    21 Jun 2013, 02:03 PM Reply Like
  • KISS_investor
    , contributor
    Comments (389) | Send Message
    as an investor I anticipate that broadband connections will go up by multiples over time...


    "cable tv" will be a dual product video based/isp based, dvr storage will be in the cloud and we'll pay minimum of $100/150/200+ month for broadband depending on usage...


    plus cord cutters will have to pay for the programming that currently is subsidized by subscriptions...


    the cable tv watchers are currently subsidizing the cord cord nevers come into the market, that subsidy will be replaced


    so cord cutters will pay the most because their viewing will be broadband only


    that's how they will adapt..


    nothing comes for free.
    21 Jun 2013, 12:18 PM Reply Like
  • chris.p.minor
    , contributor
    Comments (2) | Send Message
    I believe cord cutting is a bit of an overblown idea.


    Path dependence and bundles will keep the cord in the wall in the near future. News and Sports are "DVR Proof" and those are pretty inelastic parts of a home, even for younger people. People need their sports and CNN breaking news updates on your phone/tablet can only do so much. When something happens in the world the big thing to do is still to flip on the TV and find out what is going on.


    It is also important to remember that streaming is a complement to content providers, not direct or true competition. This sentiment is echoed by both Brian Roberts at Comcast and Reed Hastings at Netflix. Netflix needs a lot of broadband to run effectively, and Comcast provides that well. CMCSA has been selling a lot of broadband, and that is the reason their momentum is so strong.


    Despite the frequent tension, the real challenge is still content. Content is no longer king, it is a king maker. Competitors will need to find a way to get the best content and effectively get it across all the new mediums that are arriving with this new generation.
    21 Jun 2013, 03:07 PM Reply Like
  • Buyandhold 2012
    , contributor
    Comments (5222) | Send Message
    I live in Connecticut. The main reason I have not dropped my cable television with Comcast is that the picture quality is so good. I pay $82 a month and get expanded basic, meaning that I get about 100 channels. When I was young (which was a long time ago) we had 4 TV stations and many of the programs were good. Now I get about 100 channels and 99% of the programs are so bad they are unwatchable. And to add insult to injury, there are a lot more commercials. Frankly when I turn on the TV I think we must be going through the cultural dark ages. A friend of mine was one of the first investors in cable TV. He made tons of money, but now the only station he can stand to watch is EWTN.
    22 Jun 2013, 03:47 PM Reply Like
  • Jbgoose
    , contributor
    Comments (3340) | Send Message
    Is this communications 101 ? First off, mostly all news is broadcast live on a tablet or phone now, ESP major markets. It's the 'vast unplugged wasteland' rural areas we need to wire - someone will do this ( google fiber is an example ) and charge for the cloud, speed, access to content. All of the sporting leagues have created their own stations ( nfl network was and is the best in class, so far). Musicians can now be found via 'Non traditional' methods- such as the 70% of new acts discovered on you tube and the intent of the new my space. It is not rocket science here, folks. Content and pipe control wins. Society moves on. The wired box is history. Just takes a flushing out period of transition. Trade it !
    24 Jun 2013, 01:55 PM Reply Like
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