"At the current levels of decline [of cable and satellite subs], YouTube TV is on a clear path to becoming the largest pay-TV provider in the United States. “
vMVPD on pace to become top U.S. pay-TV distributor, analyst Michael Nathanson says
www.nexttv.com
Just did some simple math using 2023 numbers
YTTV, based on the 1.5 Million the article said they will gain this year ( but they gained 1.9 Million in 2023), they will have 9.5 Million the end of 2024
All of DirecTV had 11 Million the end of 2023, so at their rate of 2 million subs lost a year, 9 Million
That means YTTV will overtake all of DirecTV ( Satellite, internet, stream, Uverse) by the end of 2024.
Comcast had 14,106,000 the end of 2023, lost 2,036,000 that year, so by the end of 2025, down to a 10,035,000.
YTTV should be at, at least, 11 Million, so it will overtake Comcast by, at least, 2025.
Charter had 14,122,000 the end of 2023, lost 1,025,000 that year, based on gains and losses, YTTV will not overtake them until sometime in 2026.
But, the losses go up for Cable/Satellite every year, went up 1.9 Million from 2022, so as the losses for them go up, YTTV will surpass them more quickly.
By the way, YTTV already has 1.5 Million more subs then Dish, should overtake Dish+Sling TV together by the end of 1st quarter/2024 , if not, for sure by 2nd Quarter .
Excellent for a Live TV Provider only providing service for 7 years, specially in today’s world.