833 episodes
Podcast #1261: What If Cable & Satellite Providers Exit Traditional Linear TV Business
07/17/2026 | 40 mins.On this week's show we take a hypothetical look at Cable and Satellite TV's future. We also read your emails and take a look at the week's news!
News:
Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked
Scripps, DirecTV End Blackout, Ink New Retrans Deal
RGB LED TVs Set For Market Growth In Coming Years
What If Cable & Satellite Providers Exit Traditional Linear TV Business
On this week's show we take a hypothetical look at Cable and Satellite TV's future. We have said that we see TV being delivered via the Internet vs the traditional means of OTA, Cable, or Satellite. What would this world look like and who are the winners and losers?
Scenario Setup
Major providers — Comcast/Xfinity, Charter/Spectrum, DirecTV, Dish Network, Altice, and smaller cable operators — face accelerating cord-cutting. Traditional pay-TV subscribers have already dropped to ~34% of U.S. households. Revenue from linear TV (cable channels + satellite) is shrinking fast due to high programming costs, declining ad revenue, and competition from streamers. In this scenario, the industry collectively decides to abandon legacy linear TV (bundled channel packages) and pivots hard to two main businesses:
High-speed broadband/data which is their most profitable product.
IPTV / Streaming aggregation with their own apps or virtual third party MVPD services like YouTube TV-style offerings.
They sunset traditional cable TV boxes, satellite dishes, and legacy contracts over 2–3 years.
What Happens Next
For the Providers it's mostly upside. Broadband becomes ~70–80% of revenue. Margins on data are much higher than on video because there are no expensive content carriage fees. Companies like Comcast and Charter already make most of their profit from data.
Huge reduction in programming fees paid to Disney, NBCU, Warner, etc. No more maintaining old coaxial/satellite infrastructure for TV. All of which greatly cuts costs.
New Growth Areas:
Sell/partner on IPTV services (e.g., Xfinity Stream becomes the main offering, or they white-label streaming bundles).
Mobile + home internet bundles (5G fixed wireless + fiber expansion).
Advertising on their own streaming platforms.
The biggest hurdles are massive customer service transition, potential loss of some rural satellite customers, and potential regulatory scrutiny over broadband monopolies.
For Consumers the benefits include: Lower base bills, faster innovation in home internet which results in more fiber, better speeds, and lower latency, and IPTV options could be cheaper/better than old cable (cloud DVR, multi-device streaming).
Of course there is a downside. Sports fans and older viewers lose easy "flip channels" experience. Live sports become fragmented across streamers which could end up costing more if you want everything.
There will be Market & Industry Ripple Effects
Streaming Wars Accelerate: YouTube TV, Hulu + Live TV, Sling, Fubo, and new entrants gain millions of former cable customers. Netflix, Amazon, etc., may expand live offerings.
Content Owners Adapt: Networks like ESPN, CNN, TBS shift to direct-to-consumer or wholesale deals with IPTV platforms. Some channels may disappear or go streaming-only.
Competition & Consolidation: Telecoms (AT&T, Verizon) and tech giants (Google Fiber, Amazon, Starlink) push harder into broadband. We could see more mergers.
Advertising: Shift from traditional cable ads to targeted streaming ads and broadband data insights.
The reality is that it's already happening gradually. Cable companies have been de-emphasizing video for years, pushing broadband bundles, and launching their own streaming apps. Satellite providers are in steeper decline. The full pivot described here would simply formalize and accelerate a trend that's well underway.- On today's show we discuss a post about how Netflix is experiencing a severe "sophomore slump". We also read your emails and discuss the week's news.
News:
Sony's New Blu-ray & DVD Player Upscales DVDs to Near-HD Quality – Bring Your Old DVDs To Life Again
Satellite Pay-TV Provider Dish DBS Files For Chapter 11 Bankruptcy Protection
Other:
Paramount+ and Showtime for $40.00
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VOPLLS Smart Portable Outdoor Projector
VEVOR Inflatable Movie Screen
Reclaiming the lost art of listening to music
Why Are Netflix Top Shows Losing Viewers?
Cinema Shorts is reporting that Netflix is experiencing a severe "sophomore slump," with data revealing that its top-performing original series are losing between 30% and 70% of their viewing audience between seasons 1 and 2.
As first reported in Bloomberg's "Screentime" newsletter, executive leadership is actively trying to diagnose this mass viewer abandonment.
Theories include the multi-year gap between seasons, that dropping an entire season creates a burst of convo that flames out quickly, and the vicious cycle of cancellations. - On today's show we create alternate reality TV Spinoffs of some of our favorite TV shows. We also read your emails and take a look at the week's news.
News:
What Fox's Roku Acquisition Signals For Local Broadcast
Wurl Chief Warns FAST Business Model Is 'Fundamentally Flawed'
Walmart in reported $1.4 billion deal to acquire connected TV ad platform
Google Home will soon get better at recognizing you
Other:
Pioneer SPHERA car stereo review
Clever Spinoffs to Our Favorite TV Shows
HBO Max is making a clever spinoff from "The Big Bang Theory" called "Stuart Fails to Save the Universe". The show follows comic book store owner Stuart Bloom from The Big Bang Theory in a new series where he attempts - and apparently fails - to save the universe, staying true to his unlucky nature. The spinoff consists of ten episodes, streaming every Thursday at 9 PM. It debuts July 23 on HBO Max .
So this got us thinking about some cool spinoffs with quirky characters from other shows we've watched over the years. Here are three clever spinoff concepts in the same spirit as Stuart Fails to Save the Universe:
Jack Bauer from 24
Title: 24/7
After finally retiring from CTU, Jack Bauer is forced to take a mundane job as head of security at a mid-sized suburban office park in Los Angeles — mostly to keep his health insurance.
Still operating with the intensity, paranoia, and zero-tolerance policy that once saved the world multiple times, Jack now applies his elite counter-terrorism skills to everyday annoyances: package thieves, passive-aggressive HR Manager, broken printers, and the HOA president who keeps violating noise ordinances.
Every episode plays out in real time (a 24-minute comedy format), following Jack as he tackles a new "crisis" — whether it's a missing office dog, a suspected mole in accounting, or an all-out war with the food truck that keeps getting his lunch order wrong.
Jack still does dramatic split-screen monologues, tortures (metaphorically) the vending machine, and keeps a "go bag" full of zip ties and protein bars in his desk. His long-suffering team includes a burnt-out millennial assistant, a retired cop who just wants to nap, and his daughter Kim, who keeps trying to get him into therapy.
Tagline: He saved the world 8 times. Now he has to survive the corporate retreat.
Chandler and Monica of Friends
Title: The One Where They're Spies
After years of marriage, Chandler Bing and Monica Geller have the perfect cover: a boring, stable suburban life in New Jersey. Chandler works as a "data analyst" for a vague government contractor, and Monica runs a high-end catering business.
In reality, they're a highly skilled CIA husband-and-wife operative team.
Chandler's deadpan sarcasm and quick wit make him an elite handler and master of undercover personas. Monica's terrifying organizational skills, attention to detail, and competitive nature make her an absolute weapon in logistics, interrogation, and hand-to-hand combat (she once took down three targets with a perfectly thrown fondue fork).
While they're out saving the world from international threats, they have to keep their double lives completely hidden from Ross, Rachel, Joey, and Phoebe — who still think Chandler hates his job and Monica is just an obsessive chef.
Every episode balances high-stakes spy action with classic Friends-style comedy as the couple frantically tries to explain away their suspicious behavior:
"Why do you have a go-bag in the closet?"
"Why does Chandler suddenly speak fluent Mandarin?"
"Why was Monica gone for three days and came back with a new scar and a Russian accent?"
Tagline: They're saving the world… between coffee at Central Perk.
Charles Boyle from Brooklyn 99
Title: Boyle
After a high-profile case goes sideways, Detective Charles Boyle is transferred to the NYPD's newly formed Unsolved & Unusual Crimes Unit — a ragtag squad that handles cold cases too weird or embarrassing for anyone else.
Still the passionate, food-obsessed, emotionally open romantic we know and love, Boyle now channels his legendary enthusiasm into solving the city's strangest unsolved mysteries: everything from a serial killer who leaves gourmet meals at crime scenes to a black-market truffle smuggling ring. He attacks each case with the same intensity he once reserved for perfecting his coq au vin recipe.
Backed by a small team of misfits (a jaded ex-homicide detective, a tech genius who only communicates in food puns, and a rookie who idolizes him), Boyle brings both razor-sharp detective work and delightful chaos to every investigation. He still cries during interrogations, quotes obscure food history mid-stakeout, and maintains an emergency "comfort cassoulet" in the precinct fridge.
Tagline: He may cry at crime scenes… but he always gets his man. - On today's show we take a look at the new Apple CarPlay Ultra. And with the high cost of streaming these days, we give you our pick for the one streaming service that you should keep. We also read your emails and look at the week's news.
News:
Fox Is Buying Roku in $22 Billion Deal
Gemini can now adjust your picture settings on Google TV
Blink Just Launched Its First Doorbell With 2K Video — And It's Only $50
AWOL Vision Expands Home Entertainment Portfolio
Apple's New CarPlay Ultra
A listener sent us a link to: I tried Apple CarPlay Ultra and now everything else feels outdated. The author felt that CarPlay Ultra just made every other in-car system feel clunky – and after testing it in an Aston Martin DBX, I don't want to drive without it. So why is he so excited about this update?
Main Takeaways from the Article:
CarPlay Ultra is a full dashboard takeover: Unlike standard CarPlay (which only handles the central screen), this next-gen version extends seamlessly across all screens — including the instrument cluster, driver display, and center infotainment. It creates one unified, cohesive Apple-style interface for the entire driving experience.
New design and customization with brand personality preserved: Tested in an Aston Martin DBX, it delivers crisp fonts, smooth performance, glanceable widgets (music, navigation, tire pressure, etc.), and deep customization. Aston Martin added brand-specific touches (e.g., custom dials with the wings logo, green colorway, and vehicle bird's-eye view) while keeping Apple's polish.
Complete vehicle controls inside one UI: You can adjust climate, suspension, driver assists, drive modes, fuel/range info, radio, and more without switching to the car's native system. A clever "punch through" feature seamlessly jumps to the manufacturer's menus for unsupported controls (like ambient lighting) and returns instantly.
Highly intuitive and responsive: Steering wheel controls let you swipe between views hands-free. Everything feels fast with zero lag, making it feel like a natural extension of the car rather than a bolted-on phone interface.
Safety net if phone disconnects: Core driving info (speedo, critical gauges) runs locally and stays active. Navigation/media/apps resume seamlessly upon reconnection.
Availability and future rollout: Currently live on high-end Aston Martins (with over-the-air or dealer updates for compatible models like DBX/DB12). More brands (Porsche, Mercedes, Polestar, and eventually affordable ones) are coming soon.
Overall verdict: The reviewer says it makes every other in-car system (including their own Android Auto) feel clunky and outdated. It's not just visual — it fundamentally improves the driving experience, and they "never want to drive without it again."
Netflix: The Best Single Streaming Service to Keep in 2026
With so many streamers out there costing us hundreds a year it has become expensive to watch TV. We asked ourselves, "If we had to pick only one streamer which one would it be?" And that streamer is - Netflix
Why Netflix Wins for Most People
Biggest variety and library — Massive catalog of originals (hit shows like Stranger Things, Bridgerton, Wednesday, etc.), licensed movies/TV, international content, documentaries, and new releases. It has something for almost every taste and mood.
Excellent discovery tools — Strong recommendation algorithm that gets better the more you watch, making it easy to find what you'll like without wasting time.
Reliable and polished — Simple, fast interface that works great on any device (smart TVs, phones, tablets, streaming sticks, etc.). Consistent quality and frequent new content.
Other strong contenders fall short in our "one service only" scenario:
Disney+ — Fantastic for families, Marvel, Star Wars, Pixar — but narrower overall appeal.
Prime Video — Great value if you already shop on Amazon (and it comes with Prime perks), but the core streaming library feels less essential alone.
HBO Max — Strong prestige dramas and movies, but smaller overall selection.
Apple TV+ — Highest production quality per show, but much smaller library.
Bottom line: Netflix gives you the broadest entertainment bang for your buck and the least chance of getting bored quickly. It's the safest "one and done" choice for a general audience in 2026.
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About HDTV and Home Theater Podcast
The HT Guys, Ara Derderian and Braden Russell, are Engineers who formerly worked for the Advanced Digital Systems Group (ADSG) of Sony Pictures Entertainment. ADSG was the R&D unit of the sound department producing products for movie theaters and movie studios. Two of the products they worked on include the DCP-1000 and DADR-5000. The DCP is a digital cinema processor used in movie theaters around the world. The DADR-5000 is a disk-based audio dubber used on Hollywood sound stages. ADSG was awarded a Technical Academy Award by the Academy of Motion Picture Arts and Sciences in 2000 for the development of the DADR-5000. Ara holds three patents for his development work in Digital Cinema and Digital Audio Recording. Every week they put together a podcast about High Definition TV and Home Theater. Each episode brings news from the A/V world, helpful product reviews and insights and help in demystifying and simplifying HDTV and home theater. Our email address is hdtvpodcast@mac.com
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