The array of options for over-the-air 3.0 is dizzying. But with roughly 75% of TV households still subscribing to cable, satellite or telco services — and retransmission fees from providing their signals to such pay-TV operators making up a growing portion of broadcasters’ revenue — it’s clear that 3.0 needs to work with cable in order to be a long-term success.
AT&T’s WarnerMedia unit will take direct aim at consumers with a coming set of OTT-delivered subscription VoD services, but pay-TV providers will also play an important role in their distribution.
The MVPDs are pushing the Local Choice alternative to retransmission consent in the pending STELAR home satellite renewal legislation as it did in 2014. So, TVNewsCheck is posting broadcast attorney Jack Goodman’s 1,564-word argument against the proposal as it did in 2014.
AT&T owns a significant SVOD product in HBO Now, with its $15-per-month price point and more than 5 million subscribers. But the company may be looking at bundling it with other direct-to-consumer products.
U.S.-based virtual multichannel video programming distributors (MVPDs) combined to add about 868,000 subscribers in 2Q 2018, expanding that total to 6.73 million, up 119% year-over-year, according to a new report from Strategy Analytics based on a blend of company figures and estimates.
With virtual MVPDs continuing to take on new customers at a healthy clip, keeping customers in the pay TV ecosystem, cord cutting dropped significantly for the second straight quarter, according to Leichtman Research Group. Cable, satellite and telco TV operators reported collective losses of 416,962 customers in the second quarter, down from 655,000 in the second quarter of 2017.
TiVo is introducing a next-generation platform designed to allow mid-size pay-TV operators to embrace IPTV and offer customers a modern, app-based user experience across a range of devices. It’ll be on display next week at CES in Las Vegas.
The Copyright Office is reviewing the reporting obligations of cable and satellite television systems related to the statutory license that permits those systems to carry the programming of local television stations. The Copyright Office has just announced that it is extending the comment period in the proceeding. Comments are now due March 16, with replies due on April 6, 2018.
Cable and satellite operators want nothing to do with ATSC 3.0 and are staking out positions at the FCC squarely at odds with broadcasting’s 3.0 proponents.They want to regulate the transition to 3.0 and block broadcasters from using retrans to force them to carry 3.0 signals. But the broadcasters have strong counterarguments and an FCC chairman who is disinclined to regulate anything.
Total revenues for U.S. cable, satellite, and telco providers is estimated to inch up slowly in the next five years. BMO Capital Markets says there will be 1% revenue growth for U.S. MVPDs (multichannel video program distributors) to $116.8 billion in 2020, from $115.5 billion in 2015. Newer OTT TV services — those services packaging live, linear TV networks, like DirecTV Now, Sling TV and future efforts from YouTube TV and Hulu — will climb to $11.6 billion in 2020, from $4.2 billion.