Now even bolder bets on original niche content are pushing
subscriber growth even further.
Not exact matches
The foray into video comes as
growth in wireless is slowing: On that February earnings day,
even as it boasted record profits, T - Mobile startled investors with low forecasts for new -
subscriber acquisition.
Perhaps
even more worrisome for cable providers are services like HBO Now, which deliver what had been exclusive cable content directly to
subscribers, and whose
growth is also accelerating.
SAN FRANCISCO — Spotify's first quarterly report as a public held company struck the wrong note with investors,
even though its music - streaming service hit the
subscriber -
growth target set by management just before its stock began trading.
Netflix CEO Reed Hastings has touted the «virtuous cycle» where new
subscriber growth funds more program spending, which attracts
even more
subscribers.
If you think about the comparative
growth characteristics of Netflix versus HBO, Netflix can grow at a faster rate, they have a better business model because it's direct and they can offer better prices to consumers
even if HBO chooses to go direct and it's going to be a bigger
subscriber base long - term because of their global aspirations.»
That said, T - Mobile should continue on its path to producing free cash flow and EBITDA
growth that far exceeds the rest of the industry
even as the competition eats into its
growth in
subscribers.