[geodel]

I think your second interpretation looks right. Media has this rather irritating habit of not simply saying that "Most people can't afford" these services. Instead they come up with bullshit like "value-conscious", "value/price-sensitive" "hard negotiator/bargain hunter" etc.

Poverty/Income level topics are reserved for UN or WHO type reports and research papers.

Regarding 'piracy vs content for money' I'd add in Indian context it is same thing. People pirate not because high idealism like "content wants to be free" but mainly because most people can't afford any better. If one reverse argument and say people will stop pirating if content is conveniently available like via netflix it will still not work because even 2 dollar/month is too expensive for people who would rather have rented pirated DVD for 5-10 cents and multiple families watch together.