As the big phone companies’ begin adding new video subscribers...
As the big phone companies’ begin adding new video subscribers more slowly, they will also probably sign up fewer new broadband subscribers, factors that bode well for cable operators, UBS analyst John Hodulik wrote investors. “We believe the cable industry’s…
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competitive position will continue to improve as video consumption habits change.” With market share losses to the telcos having reached their apparent peak, cable is increasingly well positioned to compete in the residential services market, he said. “Hegemony in the market for residential broadband will eventually lead to pricing power,” he said. “We believe this is already becoming evident given the strength we have seen in cable” average revenue per unit, he said. “Over time, both direct price increase and indirect price hikes through implementation of usage-based pricing will likely lead to revenue growth in this high-margin category."