The best businesses that all of us have in the entertainment business are cable content channels, which have a dual revenue stream.
Sentiment: POSITIVE
Cable is a niche business. If you can own a niche, that can be a very strong business.
Radio has always been a niche business. Cable television has always been a niche business. Magazines have always been a niche business.
The cable model is just a better model. Dual revenue stream: advertising-supported and subscription-supported revenues.
There are literally tens of thousands of very good content providers in the world that don't distribute their content through TV channels.
Television is a service, but it's also a business.
I think the relationship between cable and satellite and telco pay TV service providers and the content industry is a very, very solid one.
If you look at the heritage of the cable business, if you can own a niche, you have a good chance of succeeding.
I'm interested in all forms of content, including Internet and gaming. On the TV side, cable has sparked a renaissance of the medium and that will continue for storytellers.
Getting direct consumer revenue through movies or games or other culture products is something that we are very suitable for.
Companies are bought for their revenue, customer base, technology, or people. A few great companies offer all of these, but any valuable business offers one.
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