How things have changed

[Mr Tony]

Gee where do I fit in? 3 out of the 4????
-OTA with Tivo
-Directv that I do not pay for (technically). The landlord pays for Entertainment package. So I guess I'm cable too
-I stream a few free things and the news on a few stations. Mainly Roku channel. I do not pay for any "extra" programming except for the MN Twins on streaming.

 

[Bruce]

and it continues, 13 months in a row-

Cable and broadcast together-39.3%

Streaming-48.5%

 

[Bruce]

Per Antenna's Cord Cutter Insights estimates, the first month after a consumer cancels an MVPD service is critical for sign-ups to a new streaming service, as 31% of cord-cutters do so within that window. The firm said cord-cutters sign up for streaming services at 5x the normal sign-up rate during that first month post-pay TV cancellation. It defines U.S. traditional cord-cutters as those who cancel and MVPD service and don't sign up for a virtual MVPD or streaming pay TV service like YouTube TV or Sling TV within one month.

Which SVODs did cord cutters subscribe to in Q1 after leaving pay TV?

The journey of consumers leaving traditional pay TV hasn’t always been that visible in terms of which services they land on in streaming after cutting the cord, but fresh data from Antenna sheds a | New estimates from Antenna show that in Q1 Paramount+ Premium led the pack with subscription plan...

www.streamtvinsider.com

 

[Bruce]

And again, 14 months in a row, streaming wins-

Cable and Broadcast added together-38.2%

Streaming with a massive 49%, 10.8% higher than Broadcast/Streaming.

 

[TRG]

And again, 14 months in a row, streaming wins-

Cable and Broadcast added together-38.2%

Streaming with a massive 49%, 10.8% higher than Broadcast/Streaming.

View attachment 193958

Is it just me or

Asking for a friend.

 

[RaiderPower]

And again, 14 months in a row, streaming wins-

Cable and Broadcast added together-38.2%

Streaming with a massive 49%, 10.8% higher than Broadcast/Streaming.

View attachment 193958

Given your obvious and apparent giddiness with regard to the decline of traditional delivery methods and services, there is no doubt that you will be committing harakiri when whatever is "the next big thing" in content delivery arrives, which it will probably do so sooner than most of us suspect.

The above notwithstanding, and as you are wont to do, you have again improperly capitalized the words "cable," "broadcast," and "streaming."

 

[RaiderPower]

Is it just me or

Asking for a friend.

Not. Just. You.

 

[navychop]

"the next big thing" in content delivery arrives, which it will probably do so sooner than most of us suspect.

What? The Holosuite is about to be released? Why, that MUST have been funded by ELON MUSK!. That means Jeff Bezos is against it, trying to suppress it, along with the entire Entertainment industry. Will porn, once again, come to our rescue and drive the technology into general acceptance?

Will Lassie make it in time?

 

[ncted]

I for one find it disappointing that streaming has only managed a 49% market share thus far. Given how long ago Netflix streaming came out, I would have expected streaming to own way more than half of the eyeballs by now.

 

[Bruce]

I for one find it disappointing that streaming has only managed a 49% market share thus far. Given how long ago Netflix streaming came out, I would have expected streaming to own way more than half of the eyeballs by now.

As more older folks pass away and leave Traditional Providers, the percentage for streaming will increase over time.

My son is 36, daughter 31, my fiancée's daughter is 30, her future husband is 31, none of them have ever had Traditional TV ( not even a service like YTTV) in their homes, just the streaming services.

I assume it is the same for the vast majority of under 40 year olds.

 

[dishdude]

I like the updates, please keep them coming Bruce

 

[MikeD-C05]

My 26 year old son doesn't want to use traditional sat or cable now and only uses streaming apps and he is not on them as much as we were with satellite, using it for back ground noise while we do other things around the house. He doesn't even care about antenna ota TV either. Mind you he had a satellite receiver in his room since he was born and didn't want one after he got to be a teenager. So I took it out. I mainly used it to load up kid shows on the Dvr , so he would be entertained while I was doing stuff around the house when he was a baby and toddler. So Gen Z will not care one bit about live TV services going the way of the Dodo bird.

 

[Bruce]

Some interesting information was in this article-

50M subs might be the 'floor' for US pay-TV

Fifty million-plus subs could serve as the 'floor' for US pay-TV by 2030, reckons MoffettNathanson.

www.lightreading.com

This first-

The total pay-TV sector (traditional service providers and virtual MVPDs) shed 885,000 subscribers in Q2 2026

So with the loss of 2.03 Million in the first quarter, already at 2.915 Million gone this year, two quarters left to report.

#2-

The segment ended Q2 with 61.51 million subs comprising 27.5 million cable video subs, 21.42 million vMVPD customers, 9.56 million satellite TV customers, and 3.01 million telco TV subs.

There are approximately 133.97 million households in the United States, according to recent YCharts US Households Data from mid-2026.

That means more than 72 Million households do not have a paid live TV service, about 54% of the total.

What is worse, 7 years ago, paid live TV had over 80% of the population subscribing ( about 100 Million), almost all were Cable/Satellite customers.

Today, only about 37 Million subscribe to Cable/Satellite, less than 28% of our population.

#3-

At one time, Satellite TV (Dish and DirecTV), had about 34 Million subscribers added together, now, 9.56 Million.

That is over a 70% loss for those who subscribe to Satellite TV.

For Cable TV, not as bad, since they have broadband to help against the losses ( bundles), but as more options appear ( 5G, fiber, starlink, etc), I expect a big increase in those leaving cable.

Also expect YTTV to really start gaining even more subscribers, for those who still wish to have a live TV service, based on price point and it is a really great service.