I suspect you're right on the money here as we've seen this before, most notably with the dying cable TV model. Declining viewership, increasing viewer age (younger viewers are more highly valued by advertisers as a general rule) and the abundance of cord-cutting streaming options (ie Netflix, Amazon Prime, Hulu, HBO, etc) are all trending in the wrong direction (for cable companies and traditional broadcast outlets). The result? Rising prices to make up for the revenue shortfalls from selling less bundles.

With TV this will end badly unless something drastically changes because the rising prices will drive more and more people to cut-the-cord. I suspect as soon as you can get major sporting events in a convenient form outside of having a cable subscription it'll be game over.

Utilities have significant fixed costs. These are the capex costs of building plants and power infrastructure. These don't get any cheaper if consumers consume less power. The most likely response is simply to raise prices.

Solar in particular has been on a rapid decline in recent years. Utility price increases will only hasten adoption.

Here's another thing to consider: electricity tends to be more expensive during the day and cheaper at night. This is because industrial and commercial usage tends to be at peak during the day. Utilities typically need to maintain a base load on their infrastructure to cover peak usage so any usage at night is "free" for them essentially, hence the subsidized cost.

But consider this: in addition to residential usage of solar another response you'll see with increased utility prices is people installing batteries. This will not only store excess solar power but will allow customers to store power at night. Batteries too continue to get cheaper. I imagine that net this won't be good news for utilites either.