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Did the industry over or underestimate cord cutting/move away from cable by consumers?

tall_guy1

tall_guy1

I remember in the late 2010s, cable networks started seeing the writing on the wall and began investing in their own streaming services, but at first were still investing in cable in the early 2020s like Viacom getting Seinfeld and FXX getting Family Guy, both deals made in 2019 for 2021. A lot I think did see it coming, but did they know the magnitude?
 
Some winners and losers from my perspective:

Loser: Echostar/Dish Network. Business decayed to the point that they tried to sell the business for $1 earlier this year and still couldn't seal the deal.
Loser: DirecTV. Got caught up in the ill-fated AT&T/Warner merger, when executives thought there was synergy between content production and distribution. There isn't much synergy there, at least not until you get to monopoly/duopoly scale (See: Canada's duopoly of Rogers and Bell)

Winner: 21st Century Fox. Fox disposed of its cable assets in 2017, very near the top of the market.
Winner: Nexstar. Perry Sook managing to buy Tribune probably was the best merger of the 2010s. The ad market in smaller markets is soft, and the sharp decline in satellite subscribers hurts more in small markets (where cable was less common).
 
PTBoardOp93 said:
Some winners and losers from my perspective:

Loser: Echostar/Dish Network. Business decayed to the point that they tried to sell the business for $1 earlier this year and still couldn't seal the deal.
Loser: DirecTV. Got caught up in the ill-fated AT&T/Warner merger, when executives thought there was synergy between content production and distribution. There isn't much synergy there, at least not until you get to monopoly/duopoly scale (See: Canada's duopoly of Rogers and Bell)

Winner: 21st Century Fox. Fox disposed of its cable assets in 2017, very near the top of the market.
Winner: Nexstar. Perry Sook managing to buy Tribune probably was the best merger of the 2010s. The ad market in smaller markets is soft, and the sharp decline in satellite subscribers hurts more in small markets (where cable was less common).
Click to expand...
Another Winner is Disney they integrated the 20th Century Content over to Hulu and Disney+ as a result of them buying 20th Century label from the Murdochs. That put Disney in position to go after Netflix for streaming.

Losers it would have to be those placing bets for ATSC 3.0 thinking it would be an alternative to streaming.
 


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