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Many cord-cutters or cord-nevers turned to streaming to help counteract the high costs of cable subscriptions, only to find the ad-free prices quickly adding up. Now they have more price-efficient options, even on their favorite premium channels. One place this is evident is in the increasing popularity of FAST (free ad-supported streaming TV) channels.

In 2024, subscription revenues will shrink by 4.1% for cable, 6.4% for telco, and 11.5% for satellite, per our estimates. The problems facing satellite TV were underscored when creditors accused provider Dish Network of illegal restructuring. Carriage disputes with network affiliates also prompted satellite service DirecTV to consider replacing local channels with national broadcast feeds.

Cable and pay TV subscriptions declined significantly in Q2 2023, but YouTube TV was an outlier, gaining 300,000 subscribers during a quarter that coincided with the start of the football season, per Nielsen. But the 鈥渇astest-growing鈥� product also had a lot of room to grow.

And CNN CEO Mark Thompson is trying to transition the iconic brand away from its cable roots into a digital business. In July, CNN cut about 100 positions, or 3% of its workforce. FAST saves advertisers money as well. CPMs (cost to reach 1,000 users) for FAST inventory are typically $10 to $15 and can be even lower if purchased on a non-guaranteed basis, per Digiday.

Pay TV includes subscriptions to cable, satellite, and IPTV services. IPTV is eating into traditional pay TV. Cable and satellite services (from the likes of Rogers, Bell Media, Cogeco and Shaw) will account for 61.9% of total pay TV households this year, but that share will shrink each year.

Broadcast and cable would pretty much be neck and neck at about 20%, cable falling a bit faster than broadcast. And then you have 14% for other. Paul, what do you make of that, those kind of shares if we looked at how people are going to watch TV in 2026? Paul Verna (15:13):.

This downturn was exacerbated by a dispute with Charter, which dropped eight Disney cable channels last fall, and a general decline in linear ratings. In a contrasting performance, ESPN managed a 3% growth in revenues, though its operating income dropped by 9% due to increased programming costs and subscriber losses.

According to Nielsen's May Gauge report, 31% of our TV time is spent with cable, that's in second place, and 23% with broadcast. So cable plus broadcast is linear TV. That is 54% together to streaming's 36. But when you break them apart, broadcast and cable streaming is ahead of those individual pieces. If you zoom in on streaming, YouTube tops the list with 8.5%, Netflix eight, Hulu four.

I was looking at our cable numbers. Ross was saying as cutting the cable continues to become a thing and accelerate in some instances is looking a lot bleaker for satellite. So cable, a lot of times people encompass everything within that in terms of pay TV. But when you break out pay TV into cable, satellite, telco, et cetera, satellite companies are having a much tougher go of it.

Carriers can plan for emergencies by expanding redundant cable, wireless, and satellite-communication backup systems. They could also accelerate Federal Communications Commission (FCC)-mandated guidelines for 911 and emergency service upgrades.

It also includes multichannel video providers on a subscription basis (e.g., cable TV, wireless cable TV, direct broadcast satellite services). "Other" industries include categories that fall outside of those mentioned, such as real estate, politics, nonprofit, professional services, energy, manufacturing, industrial, and education.Less.

With empty slots in its fall lineup, CBS is airing 鈥淵ellowstone,鈥� which originally premiered on cable sister-channel Paramount Network. The strike will impact advertisers, but the severity depends on how long work stoppages last. The monthslong strikes have already dampened upfront commitments and disrupted fall media planning.

That drove it to focus on producing fast-selling private-label items like phone-charging cables rather than a wide array of items that sell in low quantities. The company has also taken several other steps to cut costs, including multiple rounds of layoffs, pausing construction on its HQ2, and cutting ties with some European wholesalers.

Many of those viewers were once cable users, but thanks to the rise of CTV, we can expect cord-cutter households to outnumber traditional pay TV households by the end of this year. Part of what has accelerated that shift is the rise of lower cost (or free) ad-supported content for viewers to watch.

Return-path data (RPD) from cable and satellite set-top boxes (STBs). Automatic content recognition (ACR) data from smart TVs. According to Nielsen's National TV measurement as of October 2023, 70.6% of US TV homes own a smart TV, up from 62.3% two years ago. With this growth, the scale of big data is more necessary than ever to decode today's fragmented viewing landscape.

But cable TV is a very different medium from a mobile app and what works with HSN and QVC鈥檚 audiences may not resonate with younger consumers. However, being an earlier mover may enable it to find the right formula. Go further: Listen to the recent 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast episode focused on livestreaming.

Plus, a Roku survey from last year found that primary care doctors (a key audience for pharma advertisers) are increasingly cutting the cable cord in favor of streaming TV. 3. Search. Some 97% of marketers will either increase (51%) or keep (46%) their search ad spending.

It also includes multichannel video providers on a subscription basis (e.g., cable TV, wireless cable TV, direct broadcast satellite services). "Other" industries include categories that fall outside of those mentioned, such as real estate, politics, nonprofit, professional services, energy, manufacturing, industrial, and education.

I don't think it's been entirely hashed out, but there's been suggestions that even though each company owns a third, the revenue will be apportioned, kind of like how the cable subscriber fees are for each channel. So it definitely costs more to have. The amount of dollars that ESPN gets per cable subscriber is definitely higher than TNT or FS1.

The news: Charter Spectrum is adding Max to its Spectrum TV Select cable package at no additional cost in a renewed carriage deal with Warner Bros. Discovery. This early renewal, more than a year before the deadline, contrasts markedly with last year鈥檚 drawn-out carriage fee battle with Disney.

Amazon has said that ads on TNF generated a 70% higher Google search rate than those on broadcast and cable. Prime Video ascendant: TNF was a crucial proving ground for Prime Video鈥檚 ad capabilities, laying the ground for its highly successful advertising launch in January. In fact, Prime Video has become one of the leaders in the ad-supported streaming race.

But I think that the future of this bundling, one way in which it's different from the cable years is that people are going to do a lot of moving around, which they couldn't do with cable. Marcus Johnson (17:31):.

鈥淭he dispute still raises questions about the viability of the cable bundle and the streaming business model,鈥� said Insider Intelligence principal analyst Paul Verna. 鈥淭he structural problems with both of those paradigms will not only continue but accelerate.鈥�.