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State of U.S. cable / MSO industry – 2022

Part 2 of 3: State of U.S. cable / MSO industry

The cable industry has been battered of late, with the 3 largest cable stocks suffering massive declines from their highs in 2021. While obituaries have been written about these businesses, and the cord cutting continues unabated, we do not believe these companies are going to roll over.

This is part 2 of 3 and details the state of the U.S. cable industry and recent trends. Part 1 did the same for the wireless sector. And finally, in part 3, we do the head to head match-up with our proprietary analysis of revenue and profit pools each is chasing…

The following 7 charts should give you a birds eye view of where the industry stands today and where they might be headed:

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