Member Mailing #278: Can or Will Comcast Ever Innovate A Smaller Bundle & Set-Top Box?

When taking an initial stab at that scenario, some notable implications for Warner Bros. Discovery and AMC Networks emerge.

Key Takeaways

• Cord-cutting is predicted to eventually plateau at 40MM-50MM households in the U.S.

• A smaller cable bundle (20-30 channels) and a new hypothetical STB is a big idea for this marketplace

• It could become a reality via Comcast’s Xfinity Smart TV bet, revealed yesterday.

• Warner Bros. Discovery’s bet on rebundling, which I argued before was “questi…