The subscription ceiling is quite apt to be honest. With economic data today indicating we are very likely heading towards a technical recession how well/badly does the whole market hold up?
In 2008 pay-tv did well, arguably benefitting from lower cost ADSL broadband from LLU operators moving in (the “whole package” was coming down in price for many).
There’s no windfall in waiting now.
Do people ditch their bread and butter premium Sky subscription with premier league football or do they ditch their nice little add on of Friends box sets?