YoutubeTV 2025 price increase

[b4pjoe]

If it is AT&T, it is for the life of the discount, meaning whenever they decide to cancel it which they did for me after a couple of years. That is what I had until Google came to the neighborhood. Now I have $70 gigabit again.

Not AT&T. It is a local Co-Op called Wabash Communications.

 

[ncted]

Not AT&T. It is a local Co-Op called Wabash Communications.

Well, hopefully you're set at that price for a while then.

 

[Jimbo]

Around here, I'm still at 600, started at 100, went to 200, now 600, on a DEAL for $82, till my deal is up later this year.

Thats the best you can do.

 

[Bruce]

Looks like YTTV has past DirecTV for the #3 Provider slot.

In the US, YouTube TV, with an estimated 8.95 million subs, trails only Comcast (12.83 million residential pay-TV subs) and Charter (12.43 million residential pay-TV subs).

US pay TV sheds 305K subs in Q3 amid signs of 'a little moderation' – study

The rate of pay-TV sub losses improved a smidge in the third quarter of 2024, according to MoffettNathanson, which sees potential in Charter's strategy to bundle pay-TV with an array of direct-to-consumer streaming services.

www.lightreading.com

 

[Bruce]

Found this at Fitch's Ratings-

DIRECTV's video subscriber base is the third largest traditional multi-channel video programming distributor (MVPD) in the U.S. with about 10.1 million subscribers at the end of 2Q24.

If they did lose an extra million in the 3rd, on top of their 500,000 average lost per quarter, would be at 8.6 Million, YTTV at 8.95 Million, we have a new #3.

Even if the numbers are off, if YTTV has not gone past DirecTV yet, they will quite soon, the above numbers does not yet consider the 4th Quarter.

I always thought it would be about the 1st or 2nd Quarter 2025 before YTTV would overtake DirecTV.

https://www.fitchratings.com/research/corporate-finance/fitch-removes-directv-from-rating-watch-negative-affirms-bb-rating-27-11-2024

 

[Bruce]

More context, looks like when they wrote YTTV pulled ahead of DirecTV, they were not counting DirecTV Stream/by Internet/Uverse.

Still an amazing fall, at one time, DirecTV on it's own, no Uverse, no Internet services, had 22 Million subscribers, now the Satellite service is down to 6.7 Million subscribers.

 

[Bruce]

Looks like the price increase is not hurting YTTV-

in the equity research paper was the analyst's subscriber estimate for virtual pay TV service YouTube TV: Nathanson pegs its current customer scale at 9.4 million.

With this from two quarters ago-

DIRECTV's video subscriber base is the third largest traditional multi-channel video programming distributor (MVPD) in the U.S. with about 9.7 million subscribers at the end of 3Q24.

Looks like YTTV has now leaped past DirecTV ( with all four of it's services combined) and is now the number 3 Live TV Provider.

Amazing for them, since they have been only providing service for 8 years, vs DirecTV, almost 31 years and had as many as 26 Million subscribers( when you add in Uverse).

YouTube TV has amassed 9.4 million subscribers, analyst estimates

It’s doubtful that even Howard Stern himself would raise objection to MoffettNathanson principal analyst Michael Nathanson’s headline for his latest YouTube deep dive, in which he declares the Alph | In his latest deep dive into the Alphabet-owned video company, Michael Nathanson declares...

www.streamtvinsider.com

https://www.fitchratings.com/research/corporate-finance/fitch-rates-directv-proposed-senior-secured-debt-offering-bbb-rr1-30-01-2025

 

[mackie99]

Looks like the price increase is not hurting YTTV-

in the equity research paper was the analyst's subscriber estimate for virtual pay TV service YouTube TV: Nathanson pegs its current customer scale at 9.4 million.

With this from two quarters ago-

DIRECTV's video subscriber base is the third largest traditional multi-channel video programming distributor (MVPD) in the U.S. with about 9.7 million subscribers at the end of 3Q24.

Looks like YTTV has now leaped past DirecTV ( with all four of it's services combined) and is now the number 3 Live TV Provider.

Amazing for them, since they have been only providing service for 8 years, vs DirecTV, almost 31 years and had as many as 26 Million subscribers( when you add in Uverse).

YouTube TV has amassed 9.4 million subscribers, analyst estimates

It’s doubtful that even Howard Stern himself would raise objection to MoffettNathanson principal analyst Michael Nathanson’s headline for his latest YouTube deep dive, in which he declares the Alph | In his latest deep dive into the Alphabet-owned video company, Michael Nathanson declares...

www.streamtvinsider.com

https://www.fitchratings.com/research/corporate-finance/fitch-rates-directv-proposed-senior-secured-debt-offering-bbb-rr1-30-01-2025

I believe they ran a special not to long ago to get it for cheaper for 6 month.

 

[ncted]

Looks like the price increase is not hurting YTTV-

in the equity research paper was the analyst's subscriber estimate for virtual pay TV service YouTube TV: Nathanson pegs its current customer scale at 9.4 million.

With this from two quarters ago-

DIRECTV's video subscriber base is the third largest traditional multi-channel video programming distributor (MVPD) in the U.S. with about 9.7 million subscribers at the end of 3Q24.

Looks like YTTV has now leaped past DirecTV ( with all four of it's services combined) and is now the number 3 Live TV Provider.

Amazing for them, since they have been only providing service for 8 years, vs DirecTV, almost 31 years and had as many as 26 Million subscribers( when you add in Uverse).

YouTube TV has amassed 9.4 million subscribers, analyst estimates

It’s doubtful that even Howard Stern himself would raise objection to MoffettNathanson principal analyst Michael Nathanson’s headline for his latest YouTube deep dive, in which he declares the Alph | In his latest deep dive into the Alphabet-owned video company, Michael Nathanson declares...

www.streamtvinsider.com

https://www.fitchratings.com/research/corporate-finance/fitch-rates-directv-proposed-senior-secured-debt-offering-bbb-rr1-30-01-2025

No wonder D* has been rolling out lower-priced packages.

 

[Bruce]

Based on the current rates of losses/growth-

If those numbers are correct for DirecTV and Dish, both of them, will be definitely unprofitable in 2 years.

YouTube TV has amassed 9.4 million subscribers, analyst estimates

It’s doubtful that even Howard Stern himself would raise objection to MoffettNathanson principal analyst Michael Nathanson’s headline for his latest YouTube deep dive, in which he declares the Alph | In his latest deep dive into the Alphabet-owned video company, Michael Nathanson declares...

www.streamtvinsider.com