Steep cord-cutting by pay TV subscribers in in Q3 continued at nearly the same rate as in the second quarter -- down 6.2%, according to MoffettNathanson Research estimates.
Building on its deal with Yahoo as its exclusive demand-side platform, DirecTV advertising has expanded the deal to include set-top-box data.
Cable providers Comcast and Charter combined lost nearly 725,000 subs in the quarter, and satellite providers DirecTV and Dish TV lost a combined 600,000+.
Among current Netflix subscribers, 43.1% said they were likely to switch to the lower-cost version of the streaming service with commercial breaks.
Pandemic-related behavior has been cemented amidst rising prices and ongoing concerns over personal safety.
Virtual pay TV subscribers grew 17% in Q1 to 14.9 million, while total pay TV business sank 5.1% YOY to 81.05 million, MoffettNathanson Research found. Total traditional subscribers (sans virtual)
-- cable, satellite, and telco -- amount to 66.2 million, down 9% from a year ago -- a loss of 1.9 million subscribers.
Many consumers say they plan to add to their current number of streaming subscriptions, not replace them.
When including all media platforms -- local broadcast, local cable/satellite, radio, digital and OTT -- Kantar projects political advertising could total $8.0 billion this year -- up from $7.8
billion in an August 2021 projection.
Higher percentages report paying more attention to streamed ads than ads on traditional cable or satellite, in a survey conducted for TransUnion.
Virtual pay TV providers now total 14.2 million -- up 17% vs. a year ago. Traditional pay TV subscribers -- cable, satellite, and telco -- were down 8.8% in Q3, totaling 69.7 million subscribers.
For many consumers, having a more primary service for the bulk of their TV needs is a good deal.
Kantar notes that its estimate is a more conservative industry number, "not quite as dramatic as other forecasters." Still, Kantar says broadcast TV will sharply climb to $3.8 billion, with cable TV
and satellite reaching $1.4 billion; digital media, $1.2 billion ; radio, $215 million; and OTT/connected TV, $1.2 billion.
A wide-ranging consumer survey looking at top 20 premium streamers and smaller providers showed a 2.6% dip to a 74 customer-satisfaction index.
An estimated 1.90 million subscribers cut the cord in the first three months of 2021.
The U.S. share of global pay-TV revenues will decline from 52% to 40% between 2020 and 2026, projects Digital TV Research.
The media research company estimates this year will see a 4.7% decline in addressable TV homes to 57.6 million.
Total U.S. pay TV subscriber homes dropped 7.3% in Q4 2020 -- the fifth in a series of consecutive 7% quarterly declines.
AT&T had a net loss of about 3.26 million subscribers across its four pay-TV services, on top of a combined loss of nearly 4.1 million in 2019. Hulu + Live TV added 800 million, but vMVPDs' overall
Conventional pay TV services (cable, satellite, telcos) no longer are the default source Americans tune to -- online is. That's the tipping point finding from an annual survey of TV viewers by Hub
Virtual pay TV providers for the first time ever have lost subscribers on a quarter-to-quarter basis, according to MoffettNathanson Research. These providers were once considered the savior of
traditional pay services such as cable, satellite and telco.
So-called virtual pay TV providers now collectively total 9.96 million subscribers, adding 630,000 subscribers in Q4 2019 vs. Q3, according to MoffettNathanson Research.
TiVo's latest video survey, which made more usage questions mandatory, shows a whopping seven video services per respondent (vs. 2.75 in its Q2 survey).
Look for more traditional pay TV losses in 2020 as higher pricing and new lower-cost D2C streaming platforms impact the business, one media analyst says.
Sports TV viewers with cable, satellite or telco TV packages will be the key element of where pay TV will be in five years. A new study says 60% of TV subscribers who regularly watch sports will be
the "floor" of where the pay TV industry might be in five years.
New virtual pay TV providers continue to see rising prices, with monthly packages now costing $45 to $50 per month. This is slowing the growth of the business.
Pivotal Research Analyst Jeff Wlodarczak estimates net losses in Q4 will amount to 1.5 million from combined cable, satellite, and telco services. In the just-completed Q3 there was a net loss of 2.1
A new study says regular TV sports viewers aren't likely to be "cord cutters" and tend to be "sticky" with traditional pay TV platforms -- cable, satellite, telco, and virtual.
Signaling a growing change in worldwide TV consumption, global pay TV providers declined in Q3 2018, the first time worldwide numbers have fallen.
The media industry loves to use the term "cord-cutting," but a new analysis from Wall Street firm UBS might suggest a better term, "dish-cutting," as in satellite dish. The U.S. video and broadband
"snapshot" published today by the equities research team shows that while traditional pay TV subscribers continued to erode during the second quarter of 2018, most of it came not from cable providers,
or telcos, but from satellite operators.