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State of the Screens

The fight for the bundle is the war for the future of TV

By May 7, 2019No Comments
The big question: What role will the current pay-TV bundle play in the future of TV?

Key details for traditional pay-TV bundle according to Leichtman Research Group:
1) $107
monthly cost
2) 214 channels
3) $0.50 per channel

% of TV channels viewed according to Nielsen:
1) 2005–16%
2) 2010–12%
3)
2015–8%
4)
2017–7%

QoQ change in pay-TV subscribers:
1) Traditional pay-TV — ↓ 1.1M
2)
Streaming pay-TV — ↑ 174K
3) Total pay-TV — ↓ 1.0M

QoQ change in traditional pay-TV subscribers:
1) AT&T — ↓ 544K
2)
Dish — ↓ 266K
3)
Charter — ↓ 152K
4)
Comcast — ↓ 121K
5)
Verizon — ↓ 53K

Be smart: ≈ 94M households still subscribe to a pay-TV bundle and tremendous revenue upside remains from targeted advertising. Every current company in this space will not win, but those that do will be generating a majority of profit from broadband and advertising five years from now. Both business lines that are growing.

Podcast: How Cord-Cutters Are Reshaping the Pay TV Landscape

More #1: The digital skinny-TV bundles that promised a cheap alternative to cable are getting more expensive. The CEO behind a $20 package explains why.

More #2: Look What the Streaming TV Revolution Did to Your Cable Box

More #3: I Cut the Cord, But Not to Save Money

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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