Disruption threats abound from the likes of Fetch, Netflix, Stan, Amazon Prime Video, Disney+, Apple TV+, YouTube, Spotify, Apple Music, podcasts, audiobooks, gaming & anything that vies for attention.
You might be underestimating the Internet/Retail Service Provider bundling and how much the third party I/RSPs to Telstra would want to push Fetch onto their customers.
It's certainly going to be interesting how things play out. Fetch is growing at the moment and Foxtel has been on a long term decline with the Coronavirus pandemic bust and then boom due to sports taken out of the equation.
You might be underestimating the Internet/Retail Service Provider bundling and how much the third party I/RSPs to Telstra would want to push Fetch onto their customers.
It's certainly going to be interesting how things play out. Fetch is growing at the moment and Foxtel has been on a long term decline with the Coronavirus pandemic bust and then boom due to sports taken out of the equation.
Yeah hard to argue with much of those points.