PCCA Journal 3rd Quarter 2014 - page 47

PCCA Journal|3
rd
Quarter 2014
47
Cables Customers:
Broadband Overtaking Video
V
alue propositions for
cable providers are
changing as broadband
becomes more indispens-
able than TV, Moody’s
Investors Service said in a new report,
“Couch Potatoes Are Switching Screens
as High-Speed Data Cable Subscribers
Overtake Video.” Most companies are
well positioned to reap the benefits, and
manage the risks, of the transition.
“Cable providers’ largely upgraded
networks and high-speed capabilities can
make them the first call for consumers
seeking fast Internet connections,” said
Moody’s Vice President - Senior Analyst
Karen Berckmann. “But if cable compa-
nies want to sell their video product as
well, the onus is on them to provide a
compelling video experience at an attrac-
tive price.”
High-speed data subscriber num-
bers will surpass video subscribers for
Moody’s-rated cable companies in the
next year, Berckmann said. Fewer video
customers means lower programming
costs (which are paid on a per sub-
scriber basis), and servicing the video
product tends to be the most challeng-
ing and costly part of the business, so
margins could benefit from the mix shift.
But an eroding subscriber base for
video also poses risks, the report said.
Companies with a dwindling number
of video subscribers lose economies of
scale when it comes to technicians and
customer service, driving up costs per
customer. And a company’s brand may
suffer if it seems to be giving up on
video in favor of broadband.
Companies with significant overlap
with Verizon’s FiOS and AT&T’s uVerse,
such as Cablevision Systems and Time
Warner Cable, will need to invest in a
competitive video product to survive,
Moody’s said, while those with a less
intense competitive footprint will find it
easier to thrive as primarily broadband
companies. An operator that loses a
customer to FiOS or uVerse is likely to
lose that customer entirely, whereas one
losing a customer to Dish Network or Di-
recTV could still maintain a broadband
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