Declining subscriber numbers have yet to hurt providers’ bottom lines, but it is clear-cord cutting is becoming a trend, and cable companies are already well-positioned for the change in the industry — they have the fastest route into a majority of houses in the United States and a deep footprint throughout the country.
If consolidation continues, cable companies, which are looking to meter broadband, will be able to create a more unified pay structure, thus stabilizing the market. As it stands, cable television networks are unique because providers typically do not compete with each other directly, having carved out geographical niches.
Wall St. Cheat Sheet
"Many customers are watching TV and movies on their smartphones, tablet’s and laptops. Plus a host of new ideas, companies and technologies continue to roll out, year after year, changing the industry.
“With the new companies, technology and competition, the TV industry is hotter than ever. But it means change. This will continue to impact traditional cable television. Cable TV can battle this threat, if they understand what is happening and innovate. However if they just try to block innovation, they will fail. Just remember the music industry of the late 1990’s and the movie business renting DVD’s as two examples. Will cable TV follow that path or will they innovate?”
The two most important reasons why cable is still making more and more money every year, despite a structural decline in cable TV subs, is that they've successfully gleaned more money per customer: both by charging more for television and by getting households to buy more than just TV. For example, 40 percent of Comcast customers take three products (e.g.: video, phone, and Internet) and 70 percent take two products (e.g.: video and Internet).If you equate "cable" with TV, you are literally getting only half the story. Cable providers are in the business of communications transport. They're still in business because selling communications access is still a pretty good business, with high barriers to entry and voracious demand.
The Atlantic Monthly Group
and in a year or two they will be looking at the class C shares at almost double
Liberty is going to be a POWERHOUSE just like CVS/Caremark
"Many funds are unhappy with malones offer"
Only at the price not the conversion. They know Liberty has been a winner!
We already know they are not going to take the deal at the current price but the DEAL WILL GET DONE!
"Where did you get the miss information that the shares will double"
I base it on the performance of the A shares. Don't forget CVS got a Credit Downgrade when they bought Caremark and the stock has doubled from there
I am willing to take a risk on a company who has done nothing but make their shareholders wealthy
Liberty already said that they were willing to negotiate if the special committee said not to the deal .
People don't listen
Malaone has been very successful and so has his shareholders.
I am going where the money is. I don't fall in love with a stock