I must be missing the math...known to happen before. I agree very few will outright cancel. But myself, for example, will probably cut back to TC+ from TCP. So roughly the same # of customer but many of them optiing for a cheaper package would result in a lower avg rev, right.
Or are you referring to the masses that will do nothing at all so avg rev will go up due to the price going up?
A few people (like yourself) will opt for the lower packages.
Most people will accept the new pricing.
Since a much higher percentage of people will accept the new pricing, the decreased revenue from the few people that change packages will be more than offset by the increased revenue from everyone else.
Because of this, the ARPU (industry term average revenue per unit
, a.k.a. average monthly revenue per subscriber) will increase.