蘑菇AV

Cable viewing went from first to second as its share fell from 36 to 30. So basically streaming and cable swapped places second to first, first to second. Broadcast in third fell nearly two points to 25%. Within the streaming slice, you can zoom in and see what's going on within streaming.

You pay like $1 million a month for cable. What do you mean? Oscar Orozco:. By the way, I got rid of cable. Marcus Johnson:. No, you didn't. Ethan Cramer-Flood:. Wow. Oscar Orozco:. Yes. I'm officially a cord cutter, but because of that, I'm very price sensitive now and feels a little high, but we'll see. Marcus Johnson:. You've changed. Oscar Orozco:. Maybe in the long term.

So this year, less than half of US households, 46%, had pay TV, think cable. So less than half of US households have cable. And by 2027, just one-third of US households will. Yet in your report, you note that TV lovers still love their TVs. How so? Ethan Cramer-Flood:. TV lovers love their TVs.

So the monthly entertainment bill, at first it was about your cable TV package, which was getting pretty hefty. So subscribing to a Netflix and a Paramount Plus and a Apple TV Plus, et cetera, Disney Plus, they add up. As you add five or six a la carte streaming services, it starts to get pretty pricey as well.

Well, this capability has always existed with streaming services and it was one of the selling points of moving away from the cable bundle into the streaming era.

It seems guys as though this, I think faster than new cable was the term that I read, Ms. Morrison noting that FAST services look a lot like an updated digital version of an old friend called basic cable. We've come full circle. Ross Benes:. Well, especially if you have a Samsung or a Vizio, it's on there, when you turn it on.

Yeah, but I got cable, so that's your problem. [inaudible 00:10:53]. Marcus Johnson:. Ethan is the last person in America who has cable. Zach Goldner:. Even above me at this point. Marcus Johnson:. Was Oscar for a while.

Yet, in 2023, primetime upfront costs per thousand (CPMs) are forecast to drop 2.7% for broadcast networks and 5.0% for cable, per Media Dynamics. 2. Seeking profitability, streaming services are raising subscription prices and getting more serious about advertising. Ad-supported streaming viewership is growing now that nearly all major US streaming services offer ad plans.

So not super young, but still significantly younger than cable news audiences, which I guess in my personal opinion, I think it's probably a lot more healthy and productive for younger people to be engaging with the New York Times or the Wall Street Journal than it is maybe an oversaturated diet of cable news.

That is really a way for a lot of these companies that are very invested in the cable ecosystem to keep that alive, to prop it up. So I think there are business reasons why they're all happening, and I don't necessarily see one as emerging as like the "winner.". Marcus Johnson (00:23):. Hey, gang.

Telecom: Includes point-to-point communications services, such as telephone voice and data communications, two-way mobile/cellular communications services, and other nonvoice message communications services (e.g., email and fax); includes multichannel video providers on a subscription fee basis (e.g., cable TV, wireless cable TV, and direct broadcast satellite services).

Maybe they take it, you put a bundle, they take it and then we just end up back at cable and that's why cable worked so well for so long. People stuck with it and then all those companies knew what the revenue was going to be. Zach Goldner (10:48):. All coming around full circle. Oscar Orozco (10:51):. And I have a controversial opinion, here we go. I think that they need to listen up, listen up.

We'll use those terms to talk about old school TV, often known as cable, but includes cable, satellite, telco. That's what we're talking about first. Paul, where's the US TV market at? How much will advertisers spend on traditional TV today and over the next few years? Paul Verna:. Well, this year it's going to be just north of 61 billion. And by 2027, that's going to fall to 56 plus billion.

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.

However, I was looking at Nielsen's Gauge, which counts where folks spend their time watching TV and Netflix's share of the pie, whilst an impressive 8% of all TV time, all of it streaming, traditional cable, satellite, all of it, 8% of all of that is spent watching Netflix on a TV. That has been stuck for the past year. It's been at 8% for the last 12 months.

A higher percentage of US adult Gen Z respondents were receptive to social media advertising (72%) compared with ads on streaming TV (47%), cable TV (28%), or broadcast TV (20%), per a February 2023 NCSolutions survey. They occasionally unplug.

You're basically paying for cable, but it's delivered digitally. And then on the streaming side, there's SVOD, Subscription Video On Demand, two buckets of that, ad-free and ad-supported.

What this means for EU鈥檚 telecom operators: Offsetting some of the cost to build and maintain networks can enable cable and network providers to expand more freely and improve reach and quality of service without depleting their budgets. Partnerships between network providers across borders will help spread out the cost of innovation and improve services for customers.

Telecom: Includes point-to-point communications services, such as telephone voice and data communications, two-way mobile/cellular communications services, and other nonvoice message communications services (e.g., email and fax); includes multichannel video providers on a subscription fee basis (e.g., broadcast TV, cable TV, satellite TV, telco/fiber operators, etc.).

The linear cable bundle in the US is probably doomed, and maybe therefore traditional cable type services in other countries will eventually be doomed. But I think the process of getting there is going to be long and drawn out and difficult and complicated, and we're probably going to have to have this conversation a whole bunch more times. Paul Verna:. Absolutely. No question about that.

Partly because public of opinion of cable news is so low, so maybe there's a bit of a news vacuum.