It’s been a tough decade for many cable TV providers, as increasing digital competition has forced the business to adapt. However, Deutsche Bank analyst Bryan Kraft believes that cable TV providers may finally be in a position to thrive.

In a new report, Kraft explains the reasoning behind Deutsche Bank’s bullish initiation on a handful of cable TV stocks.

Growth Drivers

Kraft sees broadband and business services as the key growth drivers for cable TV providers in terms of revenue and profits.

While he concedes that the industry is facing unprecedented competition in video and broadband, Kraft believes that cable providers are well-positioned to handle the pressure. The companies are now less dependent than ever on video for profits, and broadband competition is “geographically limited.”

What About Cord-Cutting?

The thorn in the side of cable providers in recent years has been…

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