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).

Home - Leichtman Research Group, Inc.

Since 2002, Leichtman Research Group, Inc. (LRG) has specialized in research and analysis of the broadband, media and entertainment industries in the U.S. LRG combines ongoing industry tracking and analysis with consumer research to provide companies with a richer understanding of current market...

leichtmanresearch.com