Cord-Cutting Could Further Ramp Up, Says MoffettNathanson
The video industry hopes MVPD subscriber declines will level off, but cable companies' focus on profitable subscribers and their continual pushing of over-the-top products could lead to an acceleration of their sub losses, MoffettNathanson analyst Michael Nathanson wrote investors Monday.…
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He said sports will be an anchor keeping 60 percent of the current pay-TV sub base, but 40 percent is "at risk." Beyond being able to create good content, media companies need to become good at churn mitigation, direct marketing and content discovery/user interface systems, he emailed.