Cable One may be the portrait of the future cable MSO. It will grow cash flow by investing primarily on recruiting and retaining broadband subscribers. And with single-play broadband subscribers becoming its fastest growing segment, it will profit from building a better platform for over-the-top video providers ranging from Netflix to CBS All Access to deliver content to IP-connected TVs and mobile devices in subscriber homes. Cable One will need fewer installers, fewer set-tops and eventually it won’t need personnel to negotiate contracts with programming suppliers.
Source: Why Some Cable Operators Cheer Pay TV Subscriber Losses | The Donohue Report