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State of the Screens

Wall Street Fearing Fall of Pay TV as Internet Offers New Bundles

By April 6, 2018No Comments

Netflix is streaming 250m hours of video daily, and YouTube is past 1b.

762k cable subscribers cut the cord last quarter. This is the worst decline to date.

Are price increases finally having an effect on cancellations?

I believe that cord shavers (lower cost plan) are a bigger short term problem than cord cutters (leaving pay tv).

Quote from David Zaslav — CEO @ Discovery Communications.

“Ultimately, there should be a bundle, like everywhere else in the world, that’s $8, $10, $12 and I believe that will happen. I think these overstuffed turkeys are going to end up being a challenge from a consumer perspective. And the consumer is going to say I would like to have an opportunity here.”

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.