Stratrix

Company profile

Not an SEC registrant — the context below is drawn from our coverage.

Type
Company
Analyses
1
Angles
Decision Forks

The analyses

The Cannibalization Choice · Decision Forks
The Cable Industry Built the Escape Hatch Its Customers Walked Out Through
The story is that streaming liberated us from the bundle. The truth is colder: cable let programming costs spiral until the bundle priced itself out, funded the broadband pipe people fled through, and is now quietly rebuilding the same bundle for $87 a month.
8 min