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AndyDufresne
Premium
join:2010-10-30

The sat/cable/telco video pie is getting smaller.

The thought before was that folks were just jumping from one video provider to another but that is not the case any more. Pretty much for last 6-8 quarter you are seeing decrease in total numbers. Blame housing or crappy ecconomy but what is worse for big video corp. is that you have a entire generation of younger viewers who are not even considering signing up for video services. That is a big problem for all the big video corps.


espaeth
Digital Plumber
Premium,MVM
join:2001-04-21
Minneapolis, MN
kudos:2
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said by AndyDufresne:

The thought before was that folks were just jumping from one video provider to another but that is not the case any more. Pretty much for last 6-8 quarter you are seeing decrease in total numbers. Blame housing or crappy ecconomy but what is worse for big video corp. is that you have a entire generation of younger viewers who are not even considering signing up for video services. That is a big problem for all the big video corps.

The numbers don't actually indicate that, but okay.




BF69
Premium
join:2004-07-28
Camden, TN

said by espaeth:

The numbers don't actually indicate that, but okay.

[att=1]

Really? I see for cable

2009 QT 1 YoY sub growth -2%
2010 QT 1 YoY sub growth -2.3%
2011 QT 1 YoY sub growth -3.3%
2012 QT 1 YoY sub growth -2.7%

So 2012 had fewer subs than 2011 which had fewer subs than 2010 which had fewer subs than 2009 which had fewer subs than 2008. Which means 2012 had a YoY sub growth -8.7% compared to 2008. I'm pretty sure cable companies will not agree with your assessment that having LOWER sub growth per year for 5 straight years is good.


espaeth
Digital Plumber
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join:2001-04-21
Minneapolis, MN
kudos:2
Reviews:
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said by BF69:

Really? I see for cable

I'm sure this is a response to some argument, but not not the one we're talking about here.

I've highlighted the bold incorrect statement to help you out.

said by AndyDufresne:

The thought before was that folks were just jumping from one video provider to another but that is not the case any more. Pretty much for last 6-8 quarter you are seeing decrease in total numbers.



BF69
Premium
join:2004-07-28
Camden, TN

said by espaeth:

said by BF69:

Really? I see for cable

I'm sure this is a response to some argument, but not not the one we're talking about here.

I've highlighted the bold incorrect statement to help you out.

said by AndyDufresne:

The thought before was that folks were just jumping from one video provider to another but that is not the case any more. Pretty much for last 6-8 quarter you are seeing decrease in total numbers.

If you factor in population growth I'm sure you are.


espaeth
Digital Plumber
Premium,MVM
join:2001-04-21
Minneapolis, MN
kudos:2
Reviews:
·Vitelity VOIP

said by BF69:

If you factor in population growth I'm sure you are.

Somehow I think the kids born in the last few years have a little while before they're going to be paying for things like their own TV subscription.

Immigration is only about 1 million new folks / year.

Sorry, I'll stop interrupting your cord cutting narrative with facts now.

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