Barclays analyst Kannan Venkateshwar says the cord cutting phenomenon is far from done. In a report, he estimates 31 million homes could cut or shave the cord over the next decade. Plus, internet-delivered bundles—such as Dish Network’s ’s Sling TV, DirecTV Now or YouTube TV—could gain 17 million subscribers over the next 10 years.
The financial impact could mean a $13 billion decline in affiliate fees over the decade.