"So with all the press about cord-cutting, facts would say that [Netflix] has really been more additive. There are more multichannel video subscribers today than there were a year ago. People want more control, more choice, and more personalization."Of course he'd say that cord cutting isn't an issue for Comcast. What else would you expect him to say?
And while I do think of Netflix as additive, today, I don't think that will necessarily be the case in the future. People do like the control of being able to watch programs on whatever device they've got or will buy, and if traditional cable companies don't provide that choice, people will cut the cord.
That will increasingly be the future of how we access the kind of content formerly known as TV shows. After all, in our always tethered to the Internet world, you really don't need cable as a transmission vehicle. Or satellite, either.
You just need Internet, which you're already paying for.
And if you access TV shows on a device, there are already many ways to connect tablets to your TV. All I'm saying is that cable is an easier way, today, to access that sort of content. But it soon won't be. I can access HBO shows on HBO to Go, its iPad/iPhone app, because I'm a cable subscriber. But I see no reason that I shouldn't be able to subscribe directly to HBO, and not have to go through a third-party like Verizon to get it.
Just saying that cord cutting will continue to gain momentum.