Traditional/Streaming Live TV Providers Losses, 1st Quarter 2025 Edition

[Bruce]

Altice lost 87,7000 video subscribers.

Total for the year so far-1,183,700 lost so far.

Dish is up tomorrow.

Altice USA Reports First Quarter 2025 Results

Altice USA (NYSE: ATUS) today reports results for the first quarter ended March 31, 2025. Dennis Mathew, Altice USA Chairman and Chief Executive Officer, sai...

www.businesswire.com

 

[Bruce]

Total for the year so far-1,183,700 lost so far.

Dish is up tomorrow.

Dish/Sling lost 383,000

DISH TV 187,000 subscribers, bringing its total to 5.503 million.

Sling TV, experienced a slightly larger net loss of 196,000 subscribers

Total lost for the year 1,566,700

So with DirecTV average estimated lost of 500,000 ( their average for the last 3
years), Cox around 100,000, looking at, roughly, 2 Million lost this quarter.

DISH & Sling TV Lost 383,000 Subscribers in The First Quarter of 2025 | Cord Cutters News

DISH Network, a subsidiary of EchoStar Corporation, saw a continued erosion of its pay-TV subscriber base in the first quarter of 2025, losing a net total of 383,000 customers across its satellite DISH TV service and its streaming platform, Sling TV. The figures indicate the ongoing challenges...

cordcuttersnews.com

 

[Bruce]

So with DirecTV average estimated lost of 500,000 ( their average for the last 3
years), Cox around 100,000, looking at, roughly, 2 Million lost this quarter.

Late reporting numbers, YTTV lost a estimated 500,000 subs in the first quarter, with the above, at 2.5 Million who left in the first quarter, I believe that is the highest churn ever for Paid Live TV in a quarter.

Now looking at about a 8 Million loss for the entire year.

Moffett estimates that YouTube TV lost 500,000 subscribers in the first quarter.

Pay-TV Falls To 1987 Levels, But Wall Street Analyst Thinks It Could Be “Finding The Long-Imagined Bottom”

Cord-cutting is still driving significant declines in pay-TV subscribers, but traditional pay-TV operators appear to be showing signs of being able to stop the bleeding.

deadline.com

 

[savarese04]

YTTV rate increases + end of football definitely had a net negative effect. I do think that things will normalize for IP-based "cable," especially as the traditional players pull back and focus on internet services instead.

I've been swapping my credit card for YTTV every couple months, as various $20 off offers have come up. Currently my AMEX is giving me $20 off for 3 months, prior to that, it was a Chase Visa.

 

[navychop]

"Enshitification"

See on YT "Streaming was a mistake…"


View: https://youtu.be/RDmzV9GGySg?si=g96kUI6jiOAT84Qz

 

[Bruce]

"Enshitification"

See on YT "Streaming was a mistake…"


View: https://youtu.be/RDmzV9GGySg?si=g96kUI6jiOAT84Qz

Counterpoint-

These are all commercial free

Paramount+ w/Showtime is $10 a month if you pay for yearly $119
Peacock- $11.60 if you pay yearly $139
Hulu/Disney+ is $20 a month
MAX/HBO is $14.20 a month if you pay for yearly $170

With these, you get the majority of content from paid Live TV, plus all the streaming shows and movies, basically under $57 a month, but this includes HBO and Showtime.

Netflix and Prime are a extra, does not matter if you are a cord cutter or have Dish Network, for example.

Now how much would Comcast, DirecTV or Dish be a month, specially when you add in Box (s), DVR, etc, do not forget, my price includes HBO and Showtime. even if you added in Netflix to my above price, still under $80 a month.

Plus the fact, with Paid Live TV, you get about 20-30% of new content, plus paying for all those reruns that cable channels are being known for, that same content people receive for free on Pluto TV, Tubi, etc.

If you get the with commercials versions, save about another 40% for streaming.