Who are we kidding? Of course it’s Netflix vs. cable.

Ask Netflix about cord cutting, and it'll tell you: “It’s not happening, it’s not anything we are causing, cable and Netflix are complementary.” Then take a look at the actions of service operators, cable networks, consumers and even Netflix itself, and you’re going to see a decidedly different picture: Cable and Netflix are competing for the same eyeballs, the same money and the same TV real estate, and the fight is getting tougher by the day. Not convinced yet? Then consider this evidence: 1) Consumers are ready to jump ship, 2) Content licensing is getting more competitive, 3) Cable companies castrate their TiVos, 4) Netflix is dominating every screen, and 5) Incumbents are putting a cap on it.