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

Altice lost 87,7000 video subscribers.

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

Dish is up tomorrow.

 
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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.

 
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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.

 
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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.
 
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"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.
 
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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.
Even the reruns are better on ad-free streaming like The Office, Friends, The Big Bang Theory, Seinfeld etc...no ads at all.
 
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I have all of the following ad-free for the indicated monthly cost:

AppleTV+ ($10)
Netflix Premium ($25)
Disney+/Hulu ($20)
MAX Premium ($17.50)
Paramount+ ($10)
Peacock Premium Plus ($11.67)

Total: $94.17 (I actually pay less through gift card deals and other discounts)

Throw in the cost of streaming hardware:

4x AppleTV 4K @ $150 = $600

Assume a 5-year lifespan, so $600/60 Months = $10 per month, therefore:

~$105/month

When I had Dish, I was paying around $125 for 4 TVs, and I had a lot less content along with a lot more commercials.

Yes, the prices are going up, but that was happening before. If anything, I feel like I am still getting a much better deal than I used to.
 
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Yes, the prices are going up, but that was happening before. If anything, I feel like I am getting a much better deal than I used to.
Every time I see these streaming services prices are going up stories, they never seem to take into account that so is Paid Live TV, who now has about 50% less new content than a few years ago.

Noticed a lot more of these streaming is going up articles/videos lately, Cable/Satellite TV marketing dollars are back at it, yet never bring up their prices, or Box/DVR/RSN/Local Channels fees that come with it.
 
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Noticed a lot more of these streaming is going up articles/videos lately, Cable/Satellite TV marketing dollars are back at it, yet never bring up their prices, or Box/DVR/RSN/Local Channels fees that come with it.

That is where traditional providers are killing themselves. If they would eliminate the per box fees, DVR fees, etc. more people would be likely to keep the services.
 
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That is where traditional providers are killing themselves. If they would eliminate the per box fees, DVR fees, etc. more people would be likely to keep the services.
I've been saying that for YEARS. I even suggested DISH stop charging for the additional receivers like the Joeys. Could also do the same with the Hopper. Pay it off and you own it. No more DVR fees. Just let them customer pay the fee long enough till the receiver is paid off, then they own it and no more fees. Or add a Cloud unlimited DVR feature for all streaming channels for the same $5.00 like Sling TV has done. Reduce the fees and people might stay longer. Especially if you allow the FLEX pack and add ons to add when you want and cut when you don't.
 
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That is where traditional providers are killing themselves. If they would eliminate the per box fees, DVR fees, etc. more people would be likely to keep the services.
That is why YTTV is more successful ($84 a month, no fees) , picked up about 9 Million subscribers since it started 8 years ago, now the #4 provider, will pass all of DirecTV by the end of 2025, become #3.

But even YTTV has the same problems as Cable/Satellite TV, less and less new content.
 
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I've been saying that for YEARS. I even suggested DISH stop charging for the additional receivers like the Joeys. Could also do the same with the Hopper. Pay it off and you own it. No more DVR fees. Just let them customer pay the fee long enough till the receiver is paid off, then they own it and no more fees. Or add a Cloud unlimited DVR feature for all streaming channels for the same $5.00 like Sling TV has done. Reduce the fees and people might stay longer. Especially if you allow the FLEX pack and add ons to add when you want and cut when you don't.
Without those fees, doubtful Dish TV would be profitable.

Margins are still very low with Paid Live TV.
 
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