As a cable cutter of 2 decades because I am not a sports fanatic, I dropped cable when the commercial free channels went away (cable started as subscriber funded and add free for those old enough to remember) which was combined by rising prices, and better content removed and placed in even higher priced priced packages.
In one channel, Netflix offers what cable dropped. Commercial free content at a reasonable price.
If Netflix is paying attention, if they break their model they will loose customers.
Cox, some customers want Internet to receive their content. In the days of increasing competition and larger data plans, if you try to ride the ragged edge of profitability between industry churn and retention, any serious competition for internet services will clean out your customer base that has TV to subsidize your internet service. Unhappy customers will flee as soon as a viable alternative penetrates the market. If you don't want to provide internet becasue it cuts into your base services, you will have the same problem SONY has when they added a media division that crippled their excellent hardware.
Comcast in my market lost me this way. I transitioned from dial up to cable and saw first had the attack on torrent traffic. A Linux distribution gradually slowed to nothing over 3 days, but a direct download mirror would download in less then 30 minutes. The connection fee was about $100 even though the cable was already in place and my home LAN already existed for wireless internet, printing, etc. $100 just to watch the tech plug into a modem, configure nothing, and connect it to my router WAN port always truck me as very wrong and over a barrel.
As soon as DSL was offered, the cable got cut. New customers got a $100 rebate, I more then doubled my speed and my subscription was about $20/mo less.
Comcast still tries to recruit me, and I still remind them why I am not interested as they did NOTHING in advance to retain me, or ensure I was sastified with the service.
Centruy link on the other hand has Increased my service speed without any action on my part. Comcast kept me on a 2 meg connection. Centeruy link signup was for 6 meg. Recently I've had much higher verified speeds, unlike Comcast who often ran well under the plan 2 meg.
Until the cable company makes major restructuring oriented to serving the customer base and providing advertised bandwidth (including peering with Amazon, Netflix, Hulu, etc) the competition is eating their lunch for both internet service and content.