Cord cutting perversely drives ARPU up, not down in US

There is something rather self-defeating about a pay TV player raising its ARPU right now, in the face of cheap OTT services. It is almost as if they are saying “if you can’t afford our services, by all means go OTT,” and they are only chasing the high end customers. That’s a pretty good way to lose ALL your customers in the end. We have noticed this constant focus in ARPU or some equivalent by the investment community and therefore the management team over the years, but a piece of research out this week from Strategy Analytics has put this into sharp contrast, and it shows a deliberate strategy emerging. The current graph comes from Strategy Analytics research but does…