The current CapEx state of affairs is a dilemma to me, it is puzzling.  Data consumption continues unabated.  I have Amazon Prime and plan to start watching Amazon created content in Ultra High Definition.  Yes, Amazon is now producing its own shows in UHD.  This may not yet be the norm for most households but it will be a reality over the next couple of years.  4K TVs have begun to reach affordable price levels, this should continue to drive their sales and convince show creators to produce 4K content.

Comcast has now relaxed its quota for Data for its customers, it used to be 300GB per month and it is upping it to 1 Terabyte.  Truly a surprise as I thought they would gauge us on Data fees, thankfully it is not the case, yet.

UHD alone requires 4 times the bandwidth as HD content, this should eventually be a tremendous boost to bandwidth demand and Equipment suppliers by extension.