With the exception of Internet access, it would be fair to say that the other legacy applications sold by cable TV and telcos, such as linear video subscriptions, are in a decelerating mode. In fact, voice, texting and video revenues are declining.
Including market share shifts, cable TV still sees growth in high speed access and business services, while mobile operators seen growth in subscriptions, lead by internet access revenues, and some fixed line telcos see revenue growth in business segments, even if revenue or subscription numbers from the consumer segment are waning.
Many observers in the linear TV business continue to say the transition to over the top video will be gradual, shifting only a portion of the audience from linear to OTT over five to 10 years.
That's possible. It also is possible that OTT hits an inflection point and just zooms. New technologiesl do that.