Entries by So Young Lee

    Are Cable Companies Doomed?

    April 14, 2015 12:10 PM by So Young Lee

    More people may "cut the cord" now that HBO is offering a standalone streaming service, and others are on the way. But the strongest pay-tv providers should not just survive, but thrive.

    As a research analyst covering media, Internet, and cable companies, I am fascinated by the number of consumers who would gladly end their cable subscriptions if they could receive their favorite programming a la carte at a lower price—or avoid cable altogether. With the recent introduction of HBO Now and digital distributors offering slimmer content bundles at less than half the rate of cable, some industry watchers have suggested it marks the beginning of the end of cable TV as we know it.

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    Chasing Eyeballs

    March 17, 2015 10:45 AM by So Young Lee

    While media, Internet, and cable companies face a number of challenges, diversifying content platforms should drive some compelling investment opportunities in 2015.

    Just as traffic on the information superhighway has accelerated at a phenomenal pace, so have the challenges faced by media, Internet, and cable companies—but I believe diversifying content platforms should drive some compelling investment opportunities in those sectors in 2015.

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