Pay-TV Subscriber Losses, Better Cable MVNO Deals Possible for 2019, Says Pivotal
Next year expect big management changes at Facebook, pay-TV subscriber losses to continue at similar pace to 2017 and 18, and "another ugly year" for DBS outside of rural areas, Pivotal Research wrote investors Wednesday. It said there will be…
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increased bidding for sports rights, and fixed 5G won't penetrate mass markets or be a competitive threat to cable data. Pivotal predicted better wireless MVNO deals for cable as part of T-Mobile buying Sprint, regardless of whether the deal is approved, and "healthy" subscriber growth for Netflix despite Disney, HBO and Amazon competition. The analyst firm said potential deals for 2019 could include CBS/Viacom; Charter Communications buying Liberty Broadband, GCI Liberty or Altice USA; SiriusXM buying Live Nation Entertainment; or an outside player buying Dish Network spectrum.