Outlook for Traditional TV Goes From Bad to Worse

Source of pay-TV in 2018–4Q according to UBS:
1)
Cable — 53%
2)
Satellite — 29%
3)
Telecom — 9%
4)
Streaming — 9%


Flashback #1: Streaming TV Growing Faster Than Anticipated, Analysts Eye 25% Of Marketplace In Next Five Years

Streaming pay-TV subscribers by year according to UBS:
1) 2018–9M
2)
2020–17M
3)
2022–24M (25% of all pay-TV)

Flashback #2: Cord cutting accelerates as pay TV loses 1 million customers in largest-ever quarterly loss

Pay-TV subscriber growth in 2018-Q3 according to MoffettNathanson:
1) Traditional pay-TV — ↓ 1.1M
2)
Streaming pay-TV — ↑ 414K
3)
Total pay-TV — ↓ 709K

Flashback #3: Who Killed the Great American Cable-TV Bundle?

% of TV channels viewed:
1) 2005–16%
2) 2010–12%
3)
2015–8%
4)
2017–7%


More #1: Just How Bleak Is The Future Of Traditional TV?

More #2: Wall Street’s predicting a big shake-up for AT&T’s DirecTV after pay TV’s worst quarter on record

More #3: Pay TV and streaming services head-to-head comparison


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