danielcawrey 7/11/2015 | 2:34:49 PM
Re: Makes sense I am a Netflix subsrciber, and I don't have cable. Other than sports, there's really no reason for me to have cable.

I like having Netflix content available when I want to watch it, and they have some really great content that I enjoy. I really have no reason to go get a cable subscription. 
Ariella 7/10/2015 | 12:30:21 PM
Re: Makes sense < I haven't done yet because of inertia> @melao2 Likely that's also what keeps the numbers from slipping in general. We tend to stick with what we have because it seems to be less trouble than finding alternatives. 
jeff.stuparits 7/10/2015 | 10:24:02 AM
Re: DO IT NOW! ;-) Would be interested in knowing how you get your internet connection, and the cost for that.  Most people don't have access to Google Fiber or some similar option so the only option with good speeds and data caps at ~ 300GB seems to be Cable, .
Owner54433 7/9/2015 | 8:28:37 PM
DO IT NOW! ;-) I cut the cord and never looked back...I couldn't be happier. I have save myself over $1,200 per year and can't understand why anyone wouldn't walk away from such a poor deal. I guess it's true - you can't teach an old dog a new trick. BTW: I am 47yrs old and very tech savy. If you haven't dropped your cable TV subscription and picked up a Netflix or Hulu account, DO IT NOW! ;-)
mhhf1ve 7/9/2015 | 4:07:43 PM
Not losing subscribers isn't the same as growth, either If pay-TV providers are simply making as much as they were 3 years ago... perhaps that's also saying that they aren't getting any new customers either... which is the effect of 20yos not ever getting a pay-TV subscription b/c they're sharing Netflix accounts and "cutting the cord" by never getting one.
mhhf1ve 7/9/2015 | 4:04:22 PM
Can't cut the Internet cord... Also, it's pretty hard to cut the Internet cord and go totally wireless or without internet now. So pay-TV might not go away -- as much as just be forever somehow bundled with an internet connection. 
mhhf1ve 7/9/2015 | 4:02:21 PM
Demographics? Are demographics included somewhere? It seems like the people who are doing the switching (or cord cutting) may not be the ones paying the bills -- ie younger folks who share netflix logins, etc, etc... So while the number of pay-TV subscribers might not be moving too much, the behavior of a younger generation might still be changing -- and the effects might not fully become known until those kids move out on their own and decide to really cut the cord (or never buy a cord to begin with).  
melao2 7/9/2015 | 3:11:51 PM
Re: Makes sense Content is king.

It depends on the "traditional tv channels" to keep the content interesting.

Speaking about myself, I am less and less inclined to watch TV from the usual channels, most of my content now can be found on streaming.

So I am considering cancelling my TV subcription. I haven't done yet because of inertia :)


Maybe it is a matter of time, or a matter of content, or both.

jeff.stuparits 7/9/2015 | 2:55:20 PM
Subs vs ARPU Although the cable companies have not lost many customers, I'd venture that the average monthly revenue (excl PPV) is trending down.  Comcast has by far the best Internet speeds in Atlanta (now up to 75mbps on Blast) which is what drives my buying decision.  For only slighly more, I can get basic channel TV service.  If someone was to come along with a Internet only package at a great price, I would likely move to all OTT television.  Until that happens, will likely stay with a cable provider, double play package.
Mitch Wagner 7/9/2015 | 12:28:53 PM
Makes sense The findings are counter-intuitive, but they make sense when you think about them. 

They're counter-intuitive because you'd think that a consumer spending money and time on Netflix would spend less time on traditional networks, and therefore spend less money on those networks. And indeed that has been the common wisdom. 

But in fact the consumer will continue paying for those traditional networks, because they are still watching programming on those networks, as well as Netflix. 

However, the consumer is watching less pay-per-view content in that scenario, and therefore reducing spending on those channels. 
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