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FFH5
Premium
join:2002-03-03
Tavistock NJ
kudos:5

1 recommendation

Not cord cutting; but TV video cutting

»files.shareholder.com/downloads/ ··· 6.10.pdf


Comcast video revenue continues to rise, but it is based on upselling basic video subscribers on more costly digital & premium tiers and options like DVRs. Continuing loss of the basic video customers WILL in the future cut in to that revenue rise. And this isn't some short term thing like Comcast says. It has been a VERY steady loss over the last 3 yrs as can be seen in their chart above.

But as people drop video subscriptions in the future to get their TV/Video from the internet, Comcast will still get that traffic from their Internet subscribers. And guess what folks, revenue losses on the TV side will be made up by RAISING PRICES for internet access. Either thru overage fees for exceeding caps or by going to a pay per byte system.
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kaila

join:2000-10-11
Lincolnshire, IL
said by FFH5:

.....revenue losses on the TV side will be made up by RAISING PRICES for internet access.....
Maybe, but maybe not. It would be hard to justify as access costs continue to fall. Regardless, Comcast has set themselves up well, leaving them plenty of room to navigate.

Margins on all their services is still very high, and they could (as they all will IMO) save some dimes per subscriber by dropping channels. Ignoring the NBC merger, Comcast's Sports Net channels are successful and a major deal or two away from creating real competition and a lot of headaches for ESPN and FOX Sports in the major markets.
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Jeff Howe
Jeff's Blog - »www.ostjournal.net


Majestik
World Traveler
Premium
join:2001-05-11
Tulsa, OK
reply to FFH5
I never had anything more than basic cable included with my condo. Never upgraded. Been streaming Hulu when most did not know about it.....among others.
Have not paid for long distance since the late 80s because of Internet phone.

Some new technology will come along. In the mean time people will cling on to those expensive plans for a long while.
Will always be people like this.
Most are slow to catch on and adapt.

And some people are strange to me. If I told some of my friends that they could stream most of what they watch on tv free they would still continue paying $150/month for cable/satellite.
It has to be a perfect picture you know.....be able to count tv star nose hairs or whatnot.
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The adventure continues...Sanctuary....

jjeffeory

join:2002-12-04
USA
...and the PQ isn't always that great on cable either. Compare PQ from one cable provider to another, and you'll see what I mean.

matrix3D

join:2006-09-27
Middletown, CT
reply to Majestik
quote:
Have not paid for long distance since the late 80s because of Internet phone.
Am I missing something here? How did you not have to pay for long distance because of "Internet phone" in the 80's? The Internet wasn't even really commercially available until the 90's and VoIP certainly wasn't around until after 2000.


Majestik
World Traveler
Premium
join:2001-05-11
Tulsa, OK
said by matrix3D:

quote:
Have not paid for long distance since the late 80s because of Internet phone.
Am I missing something here? How did you not have to pay for long distance because of "Internet phone" in the 80's? The Internet wasn't even really commercially available until the 90's and VoIP certainly wasn't around until after 2000.
You're right I didn't even hear about the Internet until the mid 90s. I think I bought my first computer in 95 or 96....it was a 286 and it was just bulletin boards. Took me 25 minutes to download a color picture.
1998-99 was when I first use Internet phone because it was during the time when I was day trading. I remember the echo and feedback on occasion.
Also at this time I was using Internet telephone when in Rio de Janeiro at the phone company.
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The adventure continues...Sanctuary....