An increasingly long time ago, I was an analyst for a consulting firm. In ~2012, we were working with one of the big cable companies and I was on a call discussing some work I was doing modeling their finances going forward using different assumptions for cord cutting (things like what if 3% of customers cut the cord every year versus 5%). My focus was, in particular, on how it would impact the company’s cash flow going forward. I was going through some different assumptions when one of their top managers jumped on, cut me off, and said something along the lines of, “It won’t matter. We’ll just raise their broadband prices when they drop TV.”
Cord cutting and other cable risks $CHTR
Cord cutting and other cable risks $CHTR
Cord cutting and other cable risks $CHTR
An increasingly long time ago, I was an analyst for a consulting firm. In ~2012, we were working with one of the big cable companies and I was on a call discussing some work I was doing modeling their finances going forward using different assumptions for cord cutting (things like what if 3% of customers cut the cord every year versus 5%). My focus was, in particular, on how it would impact the company’s cash flow going forward. I was going through some different assumptions when one of their top managers jumped on, cut me off, and said something along the lines of, “It won’t matter. We’ll just raise their broadband prices when they drop TV.”