the new tv — the rise of digital video and streaming services
TRANSCRIPT
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The Rise of Digital Video And Streaming ServicesTHE NEW TV
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WE’VE COME A LONG WAY
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TO WHERE WE ARE TODAY
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THE COMPETITIVE LANDSCAPE IS CHANGING
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CONSUMER PREFERENCES ARE CHANGING
Source: Leichtman Research Group
Cable Subscribers, By Service (US)
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TV IS ON THE DECLINE
Cable TV Subscribers (US)
Source: Leichtman Research Group
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BUT BROADBAND IS ON THE RISE
Cable Broadband Subscribers (US)
Source: Leichtman Research Group
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WHO SUBSCRIBES TO TV?
Source: Leichtman Research Group
Cable Subscribers, By Service (US)
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PAY-TV SUBSCRIPTIONS, BY CUSTOMER AGE
TV Subscription Status Among US Adults, By Age (2015)
Source: Forrester
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CORD-CUTTERS, BY CUSTOMER AGE
TV Subscription Status Among US Adults, By Age (2015)
Source: Forrester
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CORD-NEVERS, BY CUSTOMER AGE
TV Subscription Status Among US Adults, By Age (2015)
Source: Forrester
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SO WHO DOES THIS HURT?
Cable TV Subscribers (US)
Source: Leichtman Research Group
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NOW LET’S LOOK AT BROADBAND
Cable Subscribers, By Service (US)
Source: Leichtman Research Group
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MILLENNIALS ARE DRIVING THE TREND
Daily Time Spent Watching TV Online Globally, By Age (Minutes)
Source: GlobalWebIndex
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SO WHO DOES THIS HELP?
Cable Broadband Subscribers (US)
Source: Leichtman Research Group
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BUT ONLY MARGINALLY
Comcast Revenue, By Source (Global)
Source: Comcast
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WHY PEOPLE REDUCE CABLE PACKAGES
Reason Broadband Users Cut TV From Subscription Packages
Source: Ericsson ConsumerLab TV & Media Report, 2015
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#1 REASON? COST.
Reason Broadband Users Cut TV From Subscription Package
Source: Ericsson ConsumerLab TV & Media Report, 2015
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#2 REASON? CONVENIENCE.
Reason Broadband Users Cut TV From Subscription Package
Source: Ericsson ConsumerLab TV & Media Report, 2015
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STREAMING SERVICES HAVE GONE MAINSTREAM
Share of US Millennials Who Use Select Streaming Services, By Age
Source: BI Intelligence US Millennials Survey
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AND IT THREATENS CABLE
Share Of US Pay-TV Subs Who Subscribe To OTT Services (2015)
Source: ITG Investment Research
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MORE THAN ONE WINNER
Source: BI Intelligence
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WHICH IS ALSO BENEFITING DEVICE-MAKERS
Estimated Streaming Device Installed Base (Global)
In Millions
Source: IHS, BI Intelligence
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