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Alex Street

CNBC's Fast Money : Third of Young Netflix Users Cut Cable - CNBC - 0 views

www.cnbc.com/39213429

netflix cable cablecutting cancelation subscribers substitution usage creditsuisse

shared by Alex Street on 26 Oct 10 - No Cached
  • 37 percent of Netflix subscribers aged 25 to 34 substitute Netflix for pay television
  • 30 percent of users between 18 and 24 are using Netflix’s streaming service instead of cable or satellite
  • Netflix story just works,” s
  • ...2 more annotations...
  • Big Media has a small window of opportunity to control its own destiny,
  • major U.S. entertainment conglomerates control approximately 70 percent of all TV viewing through its
Alex Street

Netflix Says Customers Keep Cable, Aren't Cord Cutting | Peter Kafka | MediaMemo | AllT... - 0 views

mediamemo.allthingsd.com/...s-customers-arent-cord-cutters

netflix cable cablecutting cancelation subscribers substitution usage

shared by Alex Street on 26 Oct 10 - No Cached
  • We still see no evidence that our subscribers cut cords at a greater rate than the population.”
  • least one recent survey, whi
  • Cable companies like Comcast insist that they don’t see evidence of it. But Ivan Seidenberg, who runs cable competitor Verizon, says it’s inevitable.
  • ...3 more annotations...
  • total multi-channel video subscribers is continuing to grow in the US.
  • we haven’t seen any evidence of tha
  • t: In the past year, his service has added 5.8 million subscribers
Alex Street

Wall Street firm: Netflix, Google to pressure cable | Media Maverick - CNET News - 0 views

news.cnet.com/8301-31001_3-20016823-261.html

cordcutting cablecutting USTV netflix

shared by Alex Street on 06 Dec 10 - No Cached
  • Only a modest percentage of Netflix's overall users (17 percent) have dropped their cable service
Alex Street

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

blog.nielsen.com/...h-video-in-the-interactive-age

cordcutting cablecutting USTV USTVlandscape

shared by Alex Street on 06 Dec 10 - Cached
  • 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

13% of Americans Likely to 'Cord Cut' from Pay Television in the Next Year - 0 views

www.strategyanalytics.com/default.aspx

cordcutting cablecutting USTV strategyanalytics

shared by Alex Street on 06 Dec 10 - No Cached
  • Thirteen percent of current pay TV subscribers in the US say they are "somewhat" or "very" likely to cancel their current subscription in the next twelve months—and not sign up with another provide
Alex Street

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

www.bodhitreeconsultants.com/...ctive-is-the-us-cable-industry

cordcutting cablecutting USTV USTVlandscape USbrainstorm

shared by Alex Street on 06 Dec 10 - No Cached
  • 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

www.screendigest.com/...view.html

cordcutting cablecutting USTV USTVlandscape

shared by Alex Street on 06 Dec 10 - No Cached
  • 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
  • Alex Street on 06 Dec 10
     
    long-term decline in cable continuing
Alex Street

Digital Consumer » Blog Archive » GoogleTV: "You Get the Idea" - 0 views

blogs.strategyanalytics.com/...481

cordcutting cablecutting USTV

shared by Alex Street on 06 Dec 10 - No Cached
  • Cord cutting is fast becoming a reality
  • cord cutters” exceeding 10% of US television households
  • GoogleTV talking points bill the platform as “complementary”
Alex Street

If cord cutting is a myth, why is Wall Street so jittery? - FierceIPTV - 0 views

www.fierceiptv.com/...2010-09-21

cordcutting cablecutting USTV

shared by Alex Street on 06 Dec 10 - No Cached
  • 13 percent are "very likely" to cut the cord in the next 18 months
  • pple TV, Google TV and connected TVs are added to the equation, that number tickles 20 percent. A
  • erosion in pay-TV subscribers
  • ...5 more annotations...
  • company said pay-TV operators would have to cut their rates (GASP!) in order to keep subscriber
  • poor state of the economy
  • ct of the analog to digital switchover
  • mall, rogue element of malcontents
  • perceived value of pay-TV offerings
Alex Street

ESPN, using Nielsen data, says cord-cutting is a 'very minor' nuisance - FierceOnlineVideo - 0 views

www.fierceonlinevideo.com/...2010-12-06

cordcutting cablecutting USTV espn

shared by Alex Street on 06 Dec 10 - No Cached
  • at cord cutting is really just cord swapping: cable subscribers switching to IPTV or satellite offerings.
  • nly one-tenth of 1 percent of viewers were actually cutting the cord.
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