Really great article. The one thought that occurs to me is where all this leaves the growth propsects for the core cable businesses of Comcast and Charter. Because they're about 50% penetrated on their footprints currently, as I understand it. So if the end state is 50/50 market share then there's zero growth there. Does that mean all gr…
Really great article. The one thought that occurs to me is where all this leaves the growth propsects for the core cable businesses of Comcast and Charter. Because they're about 50% penetrated on their footprints currently, as I understand it. So if the end state is 50/50 market share then there's zero growth there. Does that mean all growth comes from pricing/margin improvement? Surely that upside gets capped if in the new world you have a competitor with an equal/superior product, no?
Really great article. The one thought that occurs to me is where all this leaves the growth propsects for the core cable businesses of Comcast and Charter. Because they're about 50% penetrated on their footprints currently, as I understand it. So if the end state is 50/50 market share then there's zero growth there. Does that mean all growth comes from pricing/margin improvement? Surely that upside gets capped if in the new world you have a competitor with an equal/superior product, no?