As Comcast "celebrates" a net add of 89K video subscribers in the 4Q (and a loss of "only" 36K for the year), it is expected that 35% of millennials will watch the live stream of Super Bowl 50 via a web browser or internet TV platform (e.g. Roku, Google Chromecast, Apple TV). CBS is providing the live stream (with ads) for free.
Watching live sporting events was always the strongest reason to keep the cable cord. If more "must see live programming" is offered for free, Comcast's 4Q gain in video subscribers will be an anomaly and not a sign that cable is back in favor with consumers.
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