Streaming Is Raising Prices Faster Than Cable Ever Did
hollywoodreporter.com
hollywoodreporter.com
Xfinity's CFO spoke to this on their earnings call the other day.
Comcast Slides After CFO Warns of Broadband User Losses - https://www.bloomberg.com/news/articles/2026-09-09/comcast-s... | https://archive.today/ARXpN - September 9th, 2026
> Armstrong said he sees rivals offering rates for broadband access in the range of $30 to $40 a month for speeds of 1GB a second, prices that he said makes it hard to show a return on investment. “That, to us, is not a rational price point,” Armstrong said at a Goldman Sachs Group Inc. conference.
(its a totally rational price point if you don't need a return on investment, and it will continue to get harder to obtain returns on investment that beat rising bond yields)