QoQ change in pay-TV subscribers:
1) Traditional pay-TV – ↓ 1.3M
2) Streaming pay-TV – ↑ 680K
3) Total pay-TV – ↓ 597K
Total pay-TV subscriptions (YoY growth):
1) 2018-Q3 – 92.6M
2) 2019-Q3 – 89.7M (↓ 3%)
3) 2020-Q3 – 82.9M (↓ 8%)
4) 2021-Q3 – 81.3M (↓ 2%)
Traditional pay-TV subscriptions (YoY growth):
1) 2018-Q3 – 86.1M
2) 2019-Q3 – 81.0M (↓ 6%)
3) 2020-Q3 – 74.9M (↓ 8%)
4) 2021-Q3 – 69.5M (↓ 7%)
Streaming pay-TV subscriptions (YoY growth):
1) 2018-Q3 – 6.5M
2) 2019-Q3 – 8.7M (↑ 33%)
3) 2020-Q3 – 8.0M (↓ 8%)
4) 2021-Q3 – 11.8M (↑ 48%)
U.S. pay-TV revenue from subscriptions (% change) according to Kagan:
1) 2016 – $117B
2) 2021 – $91B (↓ 22%)
3) 2025 – $65B (↓ 29%)
Interesting: Pay-TV subscriptions are declining in the U.S. but growing globally.
Global pay-TV subscriptions (% change) according to Kagan:
1) 2020 – 1.05B
2) 2021 – 1.10B (↑ 5%)
3) 2025 – 1.15B (↑ 5%)
Global pay-TV revenue from subscriptions (YoY growth):
1) 2020 – $198.1B
2) 2021 – $191.2B (↓ 4%)
Total broadband subscriptions (YoY growth):
1) 2020-Q3 – 104.9M
2) 2021-Q3 – 107.9M (↑ 3%)
Average broadband (gigabytes) consumed per household (YoY growth) according to OpenVault:
1) 2013 – 38
2) 2014 – 49 (↑ 30%)
3) 2015 – 82 (↑ 68%)
4) 2016 – 112 (↑ 36%)
5) 2017 – 171 (↑ 53%)
6) 2018 – 203 (↑ 19%)
7) 2019 – 270 (↑ 33%)
8) 2020 – 344 (↑ 27%)
9) 2021P – 483 (↑ 40%)
Wow: AT&T expects broadband use to increase 5X between 2020 and 2025.
PSA: 82M Americans lack access to broadband, including 40% with only a high school education.
More: How Pay TV Ends
