Source of pay-TV in 2018–4Q according to UBS:
1) Cable — 53%
2) Satellite — 29%
3) Telecom — 9%
4) Streaming — 9%
Flashback #1: Streaming TV Growing Faster Than Anticipated, Analysts Eye 25% Of Marketplace In Next Five Years
Streaming pay-TV subscribers by year according to UBS:
1) 2018–9M
2) 2020–17M
3) 2022–24M (25% of all pay-TV)
Flashback #2: Cord cutting accelerates as pay TV loses 1 million customers in largest-ever quarterly loss
Pay-TV subscriber growth in 2018-Q3 according to MoffettNathanson:
1) Traditional pay-TV — ↓ 1.1M
2) Streaming pay-TV — ↑ 414K
3) Total pay-TV — ↓ 709K
Flashback #3: Who Killed the Great American Cable-TV Bundle?
% of TV channels viewed:
1) 2005–16%
2) 2010–12%
3) 2015–8%
4) 2017–7%
More #1: Just How Bleak Is The Future Of Traditional TV?
More #2: Wall Street’s predicting a big shake-up for AT&T’s DirecTV after pay TV’s worst quarter on record
More #3: Pay TV and streaming services head-to-head comparison
