YoY change in pay-TV subscribers according to MoffettNathanson:
1) Traditional pay-TV – ↓ 5.5M
2) Streaming pay-TV – ↑ 2.4M
3) Total pay-TV – ↓ 3.1M
YoY change in traditional pay-TV subscribers:
1) AT&T – ↓ 3.4M
2) Comcast – ↓ 733K
3) Dish – ↓ 500K
4) Charter – ↓ 484K
Total pay-TV subscribers (YoY growth):
1) 2010 – 100.3M
2) 2011 – 100.4M (↑ 0.1%)
3) 2012 – 100.4M (↑ 0%)
4) 2013 – 100.2M (↓ 0.2%)
5) 2014 – 100.1M (↓ 0.1%)
6) 2015 – 98.8M (↓ 1%)
7) 2016 – 98.3M (↓ 1%)
8) 2017 – 97.4M (↓ 1%)
9) 2018 – 96.7M (↓ 1%)
10) 2019 – 93.0M (↓ 4%)
Total pay-TV subscribers by source (% of total):
1) Traditional pay-TV – 83M (89%)
2) Streaming pay-TV – 10M (11%)
3) Total pay-TV – 93M
Streaming pay-TV subscribers (YoY growth):
1) 2015 – 700K
2) 2016 – 2.1M (↑ 200%)
3) 2017 – 4.6M (↑ 119%)
4) 2018 – 7.6M (↑ 65%)
5) 2019 – 10.0M (↑ 31%)
Cable broadband subscribers (YoY growth):
1) 2010 – 45.3M
2) 2011 – 48.0M (↑ 6%)
3) 2012 – 50.8M (↑ 6%)
4) 2013 – 53.3M (↑ 5%)
5) 2014 – 56.4M (↑ 6%)
6) 2015 – 60.2M (↑ 7%)
7) 2016 – 64.1M (↑ 6%)
8) 2017 – 67.2M (↑ 5%)
9) 2018 – 70.5M (↑ 5%)
10) 2019 – 74.1M (↑ 5%)
More #1: The streaming shake-up
More #2: The Great Rebundling Is About To Happen
More #3: Virtual MVPDs Were Supposed to Help Save the TV Industry—What Went Wrong?
