Almost worthy of @BagholderQuotes.
My previous two posts are facts, excluding the claim of Musk needs more people drinking his koolaids. Or if I missed anything, please point out which part of my arguments is pessimistic or conspiracy theory-ish. Always looking to remove sentiment from my arguments.
An example of investment rationale pessimism/conspiracy theory-ish/tin-foil hat,
Cord-cutting is going to destroy cable companies, everyone is gonna drop expensive cable subscriptions and Netflix and chill.
Comcast total subscriber count is 27070k in Q1'16, up from 26801k in Q1'14; ARPU is $146.15 last Q, up from $134.10 in Q1'14.
Time Warner total subscriber count is 16130k in Q1'16, up from 15169k in Q1'14; ARPU is $129.06 last Q, up from $123.47 in Q1'14.
Overall "Customer Relationships". The usual KPI they reports are: Customer Relationships, Video Customer, Internet Customers, Voice Customers, and customers who bought single/double/triple products with them. Also sometimes they report penetration and reach. Subscribers has been increasing across the board.
They probably still charges Netflix for peering at data centers, but Netflix probably found ways to minimize those costs w/ their own CDN.