|reply to 88615298 |
said by 88615298:No. The graphs show a shifting of the numbers between the U18, 18-64, and 65+ demographics. The population growth is due to about 4 million infants born every year, plus about 700k in immigration (down from the typical 900k-1m pre-2009), minus about 2.5 million in annual deaths. Growth only counts in the 18-64 age bracket because that's where new TV subscribers come from. (people in the 65+ age bracket likely already have TV)
Ok so using you're own numbers the US population grew by 2.26 million people. between 2010-2011. There are about 2.6 people per household( according to the US census ). So the number of households in the US in is increasing by 870,000 per year or 218,000 per quarter. It's been pretty consistent that at least 90% of US household subscribe to pay TV over the last 15 or so years. So of that pay TV should have been increasing by 196,000 per quarter just to keep up with population growth. But it's lost about 325,000 even taking into account the growth in subscribers of u-verse/FiOS. So that's a true loss of 520,000.
Also, these things are cyclical, and Q2 number are always comparatively worse than the other quarters in the year for whatever reason. (many in the satellite TV forums have speculated it's due to people cancelling TV for the summer)
Yes, there were losses this quarter, but Q1 numbers posted a 494k subscriber gain. It's a little early to say the sky is falling when there are still more PayTV subscribers right now than there were at this time last year.