State of the US pay TV operator market Q4 2014: Changes ahead for U.S. pay TV

April 21, 2015  | Subscribers Only

Erik Brannon Erik Brannon Associate Director – Research and Analysis, Service Providers & Platforms
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The video side of the business is under new pressure as OTT entrants are making their way to the living rooms of cord-cutters and cord-nevers. 2014 was a witness to the launch of several OTT pay TV and SVoD services, all which compete with traditional pay TV.

In this report:

  • Key takeaways Q4 2014
  • Pay TV benefits from continued economic strength
  • USA case study – Cord nevers are the story
  • USA case study – ARPU Growth Adds Pressure
  • USA case study – IPTV not saving the day
  • Pay TV revenue grows as video subscribers cut the cord
  • Pay TV packages and focus
  • The US pay TV Market
  • Charter and Comcast venture back into positive territory
  • HSD to the rescue for cable
  • HSD driving revenue growth at Cable
  • A poor showing for DISH leads to the weakest year ever for U.S. satellite
  • Satellite revenue growth continues despite reduced subscriber gains
  • AT&T cools in Q4 2014
  • Video revenue for IPTV players keeps growing, in spite of subscriber gains losing momentum

List of tables and charts:

  • Income and Employment
  • Housing Starts by Type (m)
  • Pay TV basic video subscribers and penetration
  • US TV households Composition Q4 2014
  • Pay TV video ARPU continues its relentless rise
  • Quarterly Subscriber Adds by Pipeline (000s)
  • AT&T weighs down IPTV
  • Growth in cord nevers/cutters
  • Q4 2014 cable high speed data as a percent of total video subscriber
  • Pay TV revenues and blended ARPUs
  • Pay TV packages and focus
  • US pay TV Market
  • Quarterly Subscriber Adds by Pipeline (000s)
  • Cable Quarterly Subscriber Adds (000s)
  • HSD additions lead to renewed growth in total cable homes
  • HSD growth is expected to continue
  • Cable revenues and blended ARPUs
  • Satellite spends less in 2014
  • Satellite TV Net Adds (000s)
  • Satellite revenue and blended ARPU
  • AT&T growth cools in 2014
  • ITPV quarterly net subscriber additions
  • IPTV revenue and Blended ARPU

Number of pages: 20

Tables and charts: 23

Erik Brannon

Associate Director – Research and Analysis, Service Providers & Platforms

Mr. Erik Brannon, the associate director of research and analysis at IHS Markit, specializes in pay-TV operators and channels.

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