Pivoting from Cable's Triple Play

Cable operators used to offer a triple play of cable, broadband, and wireless.
As broadband and wireless grew, cable operators started pivoting away from video content, impacting carriage negotiations.
Companies like Disney and WBD still rely on cable revenue, unlike those pivoting to broadband.
The shift from scarcity to overabundance has changed the incentivization pipeline for networks and studios.
Media operators are not pivoting away from content, and there's more video content available than ever, even being licensed back to Netflix.

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