Analyst: 31 Million Homes Will Cut the TV Cord This Decade Monday Jul 31 2017 07:40 EDT Barclays analyst Kannan Venkateshwar predicts that 31 million US homes could cut or shave the cord over the next decade, with several individual networks declining at an even faster pace. The prediction comes as the second quarter is expected to see the biggest traditional pay TV subscriber decline in the history of the pay TV industry, thanks in part to a significant rise in the number of cheaper, more flexible live TV streaming alternatives. The analyst believes these streaming alternatives will have the opposite fate, adding 17 million subscribers over the coming decade. |
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"several individual networks""with several individual networks declining at an even faster pace."
That's code word for "ESPN".
I also find it interesting--in light of those cableco employees who come in here steadfastly denying from their position with head in sand that none of this is happening or reasonable--that the loss number is 31 million, while the OTT add number is only 17 million.
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DocDrew
Premium Member
2017-Jul-31 10:46 am
Cable companies see it in their spending.The cable companies know it's happening. They've been transitioning to pure broadband companies. Everything is all IP on their networks up to the edge with more and more equipment dedicated to data. They use more bandwidth for commercial and celll backhaul then video these days. They've had more data customers then video customers for years. There's a reason cell phone companies are so interested in cutting deals with cable companies.
The biggest issue is that various regulators would have a cow if cable companies dropped video on a large scale. They'd have to scramble for new rules to control it and make money from it. Franchise fee income to governments would drop and the CableCard crowd would crow among other things.... | |
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31M seems lowDepending on how you define cutting the cord. I could see maybe only 30M or so in next 10 years if not including those who move to OTT but if including OTT would think well more than half of traditional PayTV viewers will switch to OTT PayTV (or no PayTV). Within 10 years, CableCo and traditional PayTV will raise prices so much that those only left will be those not savvy enough to setup or switch to OTT. The CableCos will exploit them.
But even then 10 years is a long time and seems well over 30M would have no PayTV bundles (OTT or TradTV) and would do free TV services (Pluto, Crackle etc) or SVOD type services (Netflix, HBO Now, Curiosity Stream, etc). There are already many who can afford PayTV but doing the latter. We just truly cut this year, SVOD/FreeTV only, no OTT outside trials. | |
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Anon1e6ed
Anon
2017-Jul-31 12:48 pm
Reality CheckI went to Austin this weekend to help my daughter move into her new apartment which is new construction. Two things of interest. One was that the building was wired for AT&T fiber and nothing else. I thought that was illegal. Second is that she is going to get internet only for Netflix, Amazon etc. and for the laptop. I reconnected her powered indoor antenna. She is 29.
Point is that your article is about cord cutting. This is a case of not connecting in the first place. I think in reality the number of "those not receiving traditional TV via cable/dsl" is considerably higher than you are posting. My son, who also lives in Austin, also is internet only and he moved into a new construction apartment last year. He is 26.
The studies appear to be missing not connecting when moving.
Regards, NO to ESPN | |
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