Quote:
Originally Posted by jfman
The danger being that lenders are comfortable with cable operators because of the huge asset - the network. Even where massive state intervention funds FTTP networks the majority of consumers - worldwide - will end up in practice having a choice of one or two ISPs in addition to cable.
|
Lenders like cable companies because they get regular income each month from subscribers which equates to paying off the interest on the debt. This is in contrast to some other types of business that may be nore erratic or seasonal in nature.
There don't seem to be many pure streaming companies entering the market apart from Quibi which seems more like an experiment funded by existing content producers. Otherwise, it's just existing players like Disney, ITV and AMC monetising back catalogues and companies active in other regions like 11 Sports and DAZN entering more countries.