Adam84
Rod McCall (65)
“One factor that remains in Foxtel’s favour is its almost ubiquitious use in pubs, clubs, hotels and other outlets around Australia for watching sport. These Foxtel subscriptions which may number in the hundreds of thousands are not captured in the Roy Morgan consumer data which concentrates on households. Many Australians who watch sport on Foxtel in pubs and clubs around Australia are themselves not subscribers to Foxtel although they do consume Foxtel outside the family home.”
Foxtel's advantage is largely in sport. I think your prediction that the traditional Foxtel subscription model won't exist in 5 years is likely to be substantially incorrect.
The decline in subscribers has only accelerated, and whilst you are correct in pointing out a lucrative part of Foxtels market is the commercial distribution to pubs and bars, these pubs and bars won’t cover the enormous overheads which exist with the enormous sports broadcast agreements on their own, and at the increasing rate in subscriber decline this will reach a critical point within 5 years.