Jun. 15 at 12:54 AM
$CMCSA $OPTU $CHTR $T
"When Comcast and Optimum both lock in
$50/month for five years, they're sending a clear signal: model
$50 ARPU, not
$70. At
$50, even with mobile uplift, operators cannot earn acceptable returns past the sixth decile.
Smaller overbuilders whose business plans assume a buyout at 12x EBITDA may find no buyer willing to pay that price. The result: a looming debt crisis reminiscent of the wireless consolidation wave 20 years ago.
The fiber gold rush has an expiration date baked into the math. Who adjusts their strategy first?" https://www.linkedin.com/posts/rogerentner_this-week-300th-episode-with-craig-moffett-share-7472040209652654080-hiOF/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEGu4v8BMSEGBxoo8wEaMkFfEDXlRRJbKww
