Traditional Providers Losses, 3rd Quarter 2023 Edition

[dishdude]

I think 5G Home is really going to cause an issue for these traditional providers. First they lost video, now a lot of internet customers have a choice.

T-Mobile Is The Fastest Growing Home Internet Provider In the United States As Cord Cutting 2.0 Grows | Cord Cutters News

Cord Cutting 2.0 is growing faster than ever even as cable TV companies struggled to add new customers in the third quarter, according to a report from Leichtman Research Group. In the period, cable TV companies added around 5,000 new internet customers, while T-Mobile and Verizon added 941,000...

cordcuttersnews.com

 

[ncted]

US pay-TV subscriber base eroding at record pace

MoffettNathanson estimates that US pay-TV lost a total of about 900,000 subs in Q3 2023 – a worst-ever third quarter for the industry. That poor result left US pay-TV shrinking at a record pace of 7.3%.

www.lightreading.com

"Based on our Q3 estimate, YouTube TV has now surpassed Dish Network [6.72 million satellite TV subs at the end of Q3] to become the country's fourth largest MVPD of any kind,"

 

[Bruce]

US pay-TV subscriber base eroding at record pace

MoffettNathanson estimates that US pay-TV lost a total of about 900,000 subs in Q3 2023 – a worst-ever third quarter for the industry. That poor result left US pay-TV shrinking at a record pace of 7.3%.

www.lightreading.com

"Based on our Q3 estimate, YouTube TV has now surpassed Dish Network [6.72 million satellite TV subs at the end of Q3] to become the country's fourth largest MVPD of any kind,"

The numbers I have been using shows this at the end of Q3-

Dish at 6,720,000, after a loss of 181,000

YTTV at 6,500,000 after a gain of 600,000, unfortunately a estimate

So, if the estimates are correct, I expect YTTV to overtake Dish in Q4/2023, also expect YTTV to have more then the Satellite part of DirecTV by the end of Q4/2024, which is rumored to be right around 8 million, the rest of their subs are for the internet versions ( between 1-1.5 million) and Uverse ( between 2-2.5 Million).

Major Pay-TV Providers Lost About 465,000 Subscribers in 3Q 2023 - Leichtman Research Group

Durham, NH — November 14, 2023 — Leichtman Research Group, Inc. (LRG) found that the largest pay-TV providers in the U.S. – representing about 96% of the market – lost about 465,000 net video subscribers in 3Q 2023, compared to a pro forma net loss of about 385,000 in 3Q 2022. The top pay-TV...

leichtmanresearch.com