The 20,000 Foot View: Cord cutting is now an established component of the US pay-TV landscape, reinforcing the role of the US as the canary in the mine for the global pay-TV business. Cord cutting accelerated in 2018, highlighting the secular nature of the phenomenon. However, this is not simply a story of decline but instead one of transition, with streaming growing ­— in a wider sense — the total base of pay-TV subscribers. With ever more overlaps in consumer behaviour and segments across traditional pay-TV and streaming, all signs point to more of the same in 2019.

Key Findings

  • US cord cutting totalled X in 2018, up from X in 2017, representing a X% increase
  • Satellite pay-TV providers lost X subscribers in 2018, the X and also X percentage change (X%)
  • X shed the most subscribers of any US pay-TV provider in 2018 (X)
  • X% of US cord cutters in Q4 2018 were X users, illustrating that cord cutting is part of a technology transition
  • SVOD services added X subscribers in 2018, pushing the combined pay-TV subscriber base to X
  • Half of US pay-TV subscribers in Q4 2018 were also X
  • Cord cutters are around X times more likely to use X and X than overall consumers
  • X has the highest rate of cord cutting (X%) followed by X and then X
  • X consumers are more likely to become cord cutters, making up X% of cord cutters in Q4 2018
  • X% of cord shavers regularly watch X, illustrating that streaming-savvy fans are cutting back their pay-TV subscriptions to retain coverage

Companies and brands mentioned in this report: Altice, Amazon Prime Video, AT&T, Atlantic Broadband, Cable ONE, Cablevision, CBS All Access, Charter Communications, Comcast, DirecTV, DISH Network, Frontier, HBO Now, Hulu, Mediacom, Netflix, Sling, Suddenlink, U-verse, Verizon Fios, YouTube

Charts: 5
Pages: 7
Words: 1085

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