Interesting times as consumers adapt to a changing TV landscape

June 24, 2015  | Subscribers Only

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The business of pay TV is on the cusp of a significant shift in the US. This shift is characterized by consumers spending more time with internet video products and less with traditional pay TV video services. Pay TV providers have countered the shift with two distinct strategies: first to become the main route to the internet for consumers, and second to reduce the size of traditional macro-bundle of channels so that video customers can cut their bills but not the cord. The real opportunity for the video business is the possibility of enticing cord-nevers (those households who never take a video product) into some form of subscription product.

In this report:

  • Interesting times as consumer adapt to a changing TV landscape
  • Current state of business Q1 2015
  • Cable's future
  • A bumpy road ahead for Dish and DirecTV
  • IPTV growth stalling
  • Pay TV consolidation continues unabated
  • Skinny bundles offer light at the end of the tunnel
  • With changes ahead the business of pay TV is evolving

List of tables and charts:

  • Pay TV basic video subscribers and penetration
  • US TV household composition - Q1 2015
  • Total US Cable Network Carriage Fee Revenue
  • Pay TV video ARPU continues its relentless rise
  • Quarterly video subscriber adds by pipeline
  • Cord nevers is could be a future opportunity for pay TV
  • Q1 2015 cable HSD as a percentage of video subscribers
  • HSD additions lead to renewed growth in total cable homes
  • Satellite TV subscribers
  • IPTV subscriber growth continues to cool
  • Possible top 10 Pay TV Providers Q4 2015
  • Sling TV Carriage Load (Q1 2015)

Number of pages: 13

Number of charts and tables: 12

Erik Brannon

Associate Director – Research and Analysis, Service Providers & Platforms

Mr. Erik Brannon, the associate director of research and analysis at IHS Markit, specializes in pay-TV operators and channels.

Harold Vargas

Senior Analyst, Television Media

Harold Vargas is a member of the US media team that is responsible for coverage of U.S. pay-TV operators and television content owning media conglomerates.

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