Consumers have come to expect relatively good deals for Web access. But as broadband becomes the primary focus for cable operators, those days are waning and significant annual cost hikes (with all kinds of usage caps) will become the norm. A teenager today very likely will find a broadband single-play in 2021 costs as much, or more, than a triple-play costs now. Maybe sooner. It will be intriguing to watch for the inflection point when cable executives find themselves grappling with enough TV subscriber exodus to begin trying to win over Wall Street with an aggressive broadband-first – we-win no-matter-which-way-the-wind-blows -- position. (They can toss in the access business comes without having to pay huge carriage fees to networks.) That change in emphasis probably won’t come this year or next, but investor pressure might call for some change in tone sooner than planned.
Via Peter Rosenberg