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%.
US pay-TV subscriber base eroding at record pace::undefined
The distinction does seem a bit arbitrary, but I think it’s the difference between being able to pick what you watch on demand, and having a lot of channels that are just playing whatever.
They mostly are, or owned by the same companies. The consumer cable companies also deliver Internet access for streaming so they’re still getting paid.
Why is cable TV service, and TV streaming different? Can’t the cable service providers just be streaming TV providers? And compete globally?
The distinction does seem a bit arbitrary, but I think it’s the difference between being able to pick what you watch on demand, and having a lot of channels that are just playing whatever.
They mostly are, or owned by the same companies. The consumer cable companies also deliver Internet access for streaming so they’re still getting paid.
Because content owners don’t need cable providers to stream over the internet.
HBO doesn’t need Comcast for streaming, they can (and do) stream themselves with HBO Go.