(05-13-2022 03:34 PM)Big Frog II Wrote:  Disney and ESPN+ keep growing and growing. They may lose some cable subscribers, but are probably making it up and more with streaming.

That and there is an escalator in carriage agreements that automatically bumps the price up each year. So, crazy as it sounds, thus far, because the automatic escalator percentage is higher than the annual subscriber loss percentage, carriage fee income continues to rise for ESPN---and thats before you count ESPN+. That said, the reality is that model is not going to be sustainable for much longer. Eventually, as fewer and fewer are paying higher and higher prices----the numbers are going to get out of control and subscriber support from that model will suddenly collapse.