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Alex Street

Busting the Cord-Cutting Myth: Video in the Interactive Age | Nielsen Wire - 0 views

  • Busting the Cord-Cutting Myth
  • cord cutting to date has been limited to very specific demographic segments.
  • subscribe to a broadband service, also reflect a younger population of college graduates
  • ...4 more annotations...
  • middle income consumers
  • e individuals are typically light TV viewers who watch 40% less TV per day than the national average
  • twice the average amount of video
  • Online video streaming still only accounts for less than 2.5% of total video consumption
Alex Street

Keeping the US Cable Industry Attractive | Bodhi Tree Blog - 0 views

  • substitute services is the biggest factor,
  • hyper competitive
  • profits are likely to decrease
  • ...3 more annotations...
  • US Cable industry is characterized by large incumbents with dominant market share
  • net margin for the industry is relatively low at just 4.1%
  • due to the high capital investment needed to build the infrastructure, high programming costs, and the erosion of profits from substitute service
Alex Street

US subscription TV posts another quarterly subscriber loss - 0 views

  • able operators in contrast have continued to churn record numbers of basic subs having lost 700,000 subscribers in Q3 and 760,780 in Q
  • e companies have been losing half a million subscriber
  • During the same period, cable operators kept moving their existing analog customers to high-ARPU digital packages at healthy rate
  • ...13 more annotations...
  • PTV and satellite sectors compensated for churned cable subscribers (and more) by netting over 770,000 new subscribers per quarter
  • the total number of TV subscriptions grew by almost two million subscribers since Q3 2008, and the growth in digital cable subscriptions increased the sector's video ARPU by a healthy 7 per cent.
  • y did subscription TV households shrink since 1 April, 2010
  • churn contagion has reached the digital side
  • digital growth seems to be slowing down for most other cable operators as well
  • They collectively added 380,000 digital subs in Q3 2010, down from 636,000 in Q2 and 860,000 in Q1
  • reduced digital subscriber growth rates in the near future or even net losses.
  • ge (in basic or digital subscriptions alike) has been blamed on macroeconomic weakness.
  • Providers insist that they have not seen evidence of 'cord-cutting'
  • ite' TV packages, like the one being launched by TWC, are meant to counter the adverse impact of the economy by making subscription TV affordable
  • confirmed that these losses have been caused, not by higher than usual gross churn rates, but by historically low demand for new connections.
  • ative of 'cord-abstinence' whereby younger, more tech-savvy households forgo subscription T
  • h the long-term decline in cable continuing. A
  •  
    long-term decline in cable continuing
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