Although streaming trends are growing versus pay TV, there is more overall evidence that streaming is a maturing market as its penetration of U.S. households inched down 82% in the third quarter from 83% in the second quarter, according to a new HarrisX/MoffettNathanson Research analysis.
At the same time the …
Let's not forget that another 15% of U.S. TV homes qualify as "legacy" TV users because they have over-the-air broadcast TV reception , though many also stream. And another substantial block of homes uses vMVPDs to get "legacy" TV content. So "pay TV" subscriptions alone do not tell you the size of the "legacy" TV user universe. The percent that are streaming exclusives is probably around 20% while the comparable figure for "legacy" TV is probably about the same.