"The sports bubble is about to pop":
http://www.thedailybeast.com/article...ut-to-pop.html
Basically argues that ESPN losing 7% of its subs in 2 years portends to consumers getting tired of the high cost that sports programming puts on their bills. This analysis suggests 40% of your bill goes to sports programming which many consumers don't care for. So they're leaving for Netflix, etc etc options.
This may be bad for us since we might be the last prospecter to make our way to the gold mine.