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New Stats on Cord Cutting
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orangefan Offline
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Post: #1
New Stats on Cord Cutting
56.6 Million U.S. consumers to go without pay TV this year, as cord cutting accelerates
https://www.yahoo.com/finance/news/56-6-...39060.html

This is obviously going to continue to put pressure on subscription revenues and advertising revenues, and therefore rights fees. Programming that viewers value should still be able to generate revenues, but it may require new business models.

[Image: 5db2a5690710f5b343161a25d96eebcb]
[Image: 102c032006f328416db37d9e7ff04607]
(This post was last modified: 09-13-2017 12:54 PM by orangefan.)
09-13-2017 12:54 PM
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MWC Tex Online
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RE: New Stats on Cord Cutting
So it is worse than previous thought.
The 3rd Qtr ends this month, so we'll see some new numbers sometime in October from Sat and Cable companies. What is going to be curious is the Sling TV numbers since they are included in the overall number. Dish still had big loss last quarter with Sling TV...meaning people cutting the cord aren't signing up for TV streaming packages.

Stadium is going to be a bigger player not only with having a 24/7 OTA channel but they are able to be streamed for free on multiple platforms.
So in essence I think the OTA only customers are now approaching 20% of US households if it isn't just over that right now.
(This post was last modified: 09-13-2017 01:12 PM by MWC Tex.)
09-13-2017 01:11 PM
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Renandpat Offline
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Post: #3
RE: New Stats on Cord Cutting
(09-13-2017 01:11 PM)MWC Tex Wrote:  Stadium is going to be a bigger player not only with having a 24/7 OTA channel but they are able to be streamed for free on multiple platforms.
So in essence I think the OTA only customers are now approaching 20% of US households if it isn't just over that right now.
Stadium will not be a large player as their inventory of games/events has teams which people don't want to watch.
09-13-2017 01:27 PM
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orangefan Offline
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RE: New Stats on Cord Cutting
(09-13-2017 01:11 PM)MWC Tex Wrote:  So it is worse than previous thought.
The 3rd Qtr ends this month, so we'll see some new numbers sometime in October from Sat and Cable companies. What is going to be curious is the Sling TV numbers since they are included in the overall number. Dish still had big loss last quarter with Sling TV...meaning people cutting the cord aren't signing up for TV streaming packages.

Stadium is going to be a bigger player not only with having a 24/7 OTA channel but they are able to be streamed for free on multiple platforms.
So in essence I think the OTA only customers are now approaching 20% of US households if it isn't just over that right now.

The footnotes state that Sling customers are counted in the cord cutters and cord nevers, not Pay TV. Presumably other internet bundles are treated the same. Therefore, the number of subscribers to channels such as ESPN is by definition not shrinking as fast the drop off in Pay TV subscribers.
(This post was last modified: 09-13-2017 01:38 PM by orangefan.)
09-13-2017 01:36 PM
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YNot Offline
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Post: #5
RE: New Stats on Cord Cutting
(09-13-2017 01:11 PM)MWC Tex Wrote:  So it is worse than previous thought.
The 3rd Qtr ends this month, so we'll see some new numbers sometime in October from Sat and Cable companies. What is going to be curious is the Sling TV numbers since they are included in the overall number. Dish still had big loss last quarter with Sling TV...meaning people cutting the cord aren't signing up for TV streaming packages.

Stadium is going to be a bigger player not only with having a 24/7 OTA channel but they are able to be streamed for free on multiple platforms.
So in essence I think the OTA only customers are now approaching 20% of US households if it isn't just over that right now.

Do you work for Stadium? I have literally only heard about Stadium from your posts on this site.
09-13-2017 01:51 PM
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Wedge Offline
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Post: #6
RE: New Stats on Cord Cutting
(09-13-2017 12:54 PM)orangefan Wrote:  56.6 Million U.S. consumers to go without pay TV this year, as cord cutting accelerates
https://www.yahoo.com/finance/news/56-6-...39060.html

This is obviously going to continue to put pressure on subscription revenues and advertising revenues, and therefore rights fees. Programming that viewers value should still be able to generate revenues, but it may require new business models.

[Image: 5db2a5690710f5b343161a25d96eebcb]
[Image: 102c032006f328416db37d9e7ff04607]

201 million watching "pay TV" in 2016 versus 182 million in 2021. The optimistic, Disney/Fox/Turner/etc. spin on this will be: "Five years from now, we will still have 90% of what we have today."
09-13-2017 02:07 PM
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quo vadis Online
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RE: New Stats on Cord Cutting
(09-13-2017 01:51 PM)YNot Wrote:  Do you work for Stadium? I have literally only heard about Stadium from your posts on this site.

FWIW, I hadn't heard of them either, then last week I found out Southern University vs USM was going to be on Stadium, so I went to the web site and watched some of it.

Production values were good and the video signal was clear, well done.
09-13-2017 02:25 PM
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MWC Tex Online
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Post: #8
RE: New Stats on Cord Cutting
(09-13-2017 01:51 PM)YNot Wrote:  
(09-13-2017 01:11 PM)MWC Tex Wrote:  So it is worse than previous thought.
The 3rd Qtr ends this month, so we'll see some new numbers sometime in October from Sat and Cable companies. What is going to be curious is the Sling TV numbers since they are included in the overall number. Dish still had big loss last quarter with Sling TV...meaning people cutting the cord aren't signing up for TV streaming packages.

Stadium is going to be a bigger player not only with having a 24/7 OTA channel but they are able to be streamed for free on multiple platforms.
So in essence I think the OTA only customers are now approaching 20% of US households if it isn't just over that right now.

Do you work for Stadium? I have literally only heard about Stadium from your posts on this site.

No...It just that Stadium with the merging of the American Sports Network, Campus Insiders and 120 sports also has some big investors behind the new entity with management that can run a sports network. The NHL, MLB have also invested in the network.
As more people are cutting the cord, they will have a bigger presence not only by streaming but by the OTA TV stations their parent company owns and getting more affiliates signed on,

Just saying keep an eye out for them and see how they grow over the next few years.
09-13-2017 02:27 PM
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quo vadis Online
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RE: New Stats on Cord Cutting
(09-13-2017 02:07 PM)Wedge Wrote:  
(09-13-2017 12:54 PM)orangefan Wrote:  56.6 Million U.S. consumers to go without pay TV this year, as cord cutting accelerates
https://www.yahoo.com/finance/news/56-6-...39060.html

This is obviously going to continue to put pressure on subscription revenues and advertising revenues, and therefore rights fees. Programming that viewers value should still be able to generate revenues, but it may require new business models.

[Image: 5db2a5690710f5b343161a25d96eebcb]
[Image: 102c032006f328416db37d9e7ff04607]

201 million watching "pay TV" in 2016 versus 182 million in 2021. The optimistic, Disney/Fox/Turner/etc. spin on this will be: "Five years from now, we will still have 90% of what we have today."

Regardless of the platform - cable, satellite, online, roku, etc. - you can only watch what has been sold and paid for. FOX, Disney, NBC, and CBS own the rights to the NFL games (save for the few shown on the NFL Network), so if you want to watch the NFL, you have to watch through them, where they will extract money from you, or advertisers wanting to reach you, for doing so.

So if you really think FOX, Disney, etc. are going to suffer, what you're really saying is that fewer people are going to watch the NFL in the future. That may be the case, e.g. many say NFL ratings are down because of the national anthem issue, but it won't be because of a switch in platforms.
(This post was last modified: 09-13-2017 04:07 PM by quo vadis.)
09-13-2017 04:04 PM
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HeartOfDixie Offline
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RE: New Stats on Cord Cutting
The numbers are probably even better, and by better I mean bad for big cable companies.

I do not count on this list because I have a basic cable package because its wrapped into my internet price.

But, I never watch TV.
09-13-2017 05:50 PM
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