In the words of MoffettNathanson Senior Analyst Michael Nathanson, “nothing grabs your attention better than a detailed report about cord-cutting and what it means for the long-term health of the Pay TV eco-system.”
Nathanson recently did just that, and senses “another crucial consumer trend” — the shift in linear consumption from non-live to live content. As Nathanson observes, this shift has been wreaking havoc on the underlying economics of networks for some time now.