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Digital pay TV services are slowing cord-cutting. But the rate at which they replace traditional TV defectors is decelerating.

Viewership of children鈥檚 cable programming declined significantly in the past decade. Nickelodeon, Disney Channel, and Cartoon Network lost more than half of their total viewership between 2016 and 2023, according to Nielsen.

Netflix, Disney, and Amazon lead relief efforts for wildfire victims: Corporate and celebrity donations underscore the intersection of disaster response and cause marketing.

Consolidation will also allow Disney to capture a larger share of the digital pay TV market. The deal will allow Fubo to package all of Disney鈥檚 broadcast and sports networks into its service, giving it access to popular content from ABC, ESPN, and more. We expect US digital pay TV households to steadily increase over the next few years, from 20.3 million in 2025 to 22.2 million in 2028.

DirecTV and Dish challenge the Disney-Fubo merger: Legal fight over Venu Sports launch highlights antitrust concerns in sports streaming.

Disney will attract major attention at Upfronts: Ad-supported subscribers surpassed 157 million, giving it a leg up over the competition.

The Consumer Electronics Show (CES) starts tomorrow, but companies have already begun announcing their latest consumer technology innovations. Here are two recent announcements and what they could mean for retail media.

Venu鈥檚 first major challenge came when pay TV company Fubo sued to block the service, citing antitrust concerns. An August court injunction and October court date prevented Venu from launching ahead of the 2024-2025 NFL season, a crucial window to attract subscribers.

Streamers, pay TV sue to block click-to-cancel: The FTC鈥檚 attempt to standardize digital cancellations may have an uphill battle.

They can also keep a close eye on their digital pay TV budgets to ensure they're getting the ROI they want. Related 蘑菇AV reports:. US OTT, Pay TV, and YouTube Viewers Forecast 2025 (蘑菇AV subscription required). US Time Spent With Sub OTT Streaming 2025 (蘑菇AV subscription required).

Click here to view the full forecasts for US traditional pay TV subscription revenues, digital pay TV subscription revenues, and OTT excl. digital pay TV subscription revenues. YouTube has quietly developed a strong subscription business.

But the era of fast growth for digital pay TV is already ending, and its market share is nowhere close to where traditional pay TV used to be. Linear pay TV鈥檚 slide into niche status has officially begun. Prediction. Digital pay TV will confront the same pricing issues faced by traditional pay TV, muddying its future.

Charter Spectrum now offers $65 worth of streaming services: While easy access to alternatives could accelerate churn, pay TV has little choice.

On today鈥檚 podcast episode, we discuss why now might be the exact right time for Meta to bring back live shopping, who would be the most likely candidate to buy Party City, and why Disney thinks that now is the right time to pull the trigger on a big change. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna.

US OTT, Pay TV, and YouTube Viewers Forecast 2025 (蘑菇AV subscription required). Gen Z Technology and Media Preferences 2025 (蘑菇AV subscription required). Note: Social networks are sites where the primary activities involve creating a profile and interacting with a network of contacts by sharing status updates, comments, photos, or other content.

DirecTV and Dish Network attempt to claw back linear TV鈥檚 power: A proposed merger would create a pay TV giant that could help it in carriage negotiations.

The diverging fortunes of streaming and traditional pay TV have been unmistakable for years.鈥�. Why it matters: Linear TV declines have dragged down WBD and other companies鈥� ability to invest freely in streaming鈥攂ut splitting into separate companies means WBD can now tailor its strategies to unique audiences, giving it more growth potential.

Key stat: US digital live sports viewers now outnumber traditional pay TV live sports viewers, per our September 2024 forecast. 114.1 million people in the US will watch live sports via digital this year, compared to 82.0 million pay TV viewers. Streamers are consequently investing more in sports rights, which means even more people cutting the cord and watching via digital.

The average cost of streaming subscriptions jumped 22.2% YoY in 2023, far outpacing both pay TV increases (4.8%) and inflation (3.6%), per our analysis; In 2024, streaming subscriptions increased 12.6%, again outpacing both other measures, though less dramatically.

Under Google鈥檚 stewardship since its 2006 acquisition, it has expanded into all things video: YouTube鈥檚 portfolio now includes digital pay TV via YouTube TV, ad-free subscriptions, music streaming, short-form video, and an expansive creator economy that attracts more than half of US marketers.

This year, more than three-fourths of traditional pay TV viewers will watch live sports monthly. In 2020, less than two-thirds of traditional pay TV viewers watched live sports. In other words, sports fans are more reluctant to cut the cord than other TV viewers. Heavy sports watchers are abundant in the cohort that鈥檚 still paying for cable TV.

DirecTV bends the knee to Disney: After a major blackout, the pay TV provider is offering a path to join Disney+ and Hulu.

Disney鈥檚 carriage fee dispute game plan: The company blocked access to ESPN and more for DirecTV customers, flexing its power over pay TV providers.