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+---- Thread: Cord Cutting Acceleration (/thread-862828.html)
Cord Cutting Acceleration - GoldenWarrior11 - 11-08-2018 11:49 AM
https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
RE: Cord Cutting Acceleration - arkstfan - 11-08-2018 12:08 PM
(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
RE: Cord Cutting Acceleration - Attackcoog - 11-08-2018 12:35 PM
(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
Exactly. At my home, because I have multiple televisions all wired to cable, the rental fee for the cable boxes themselves represents a significant part of my monthly bill.
RE: Cord Cutting Acceleration - solohawks - 11-08-2018 12:44 PM
(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
The OTT services are cheaper, there is healthy competition amongst them, and you can cancel anytime with 1 click. Three things the current cable industry is not.
These differences make the OTT product much more consumer friendly then cable/satellite
RE: Cord Cutting Acceleration - Bogg - 11-08-2018 01:00 PM
(11-08-2018 12:44 PM)solohawks Wrote:(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
The OTT services are cheaper, there is healthy competition amongst them, and you can cancel anytime with 1 click. Three things the current cable industry is not.
These differences make the OTT product much more consumer friendly then cable/satellite
They also allow people in New Jersey to keep Rutgers off their TVs, as the good lord intended.
RE: Cord Cutting Acceleration - Attackcoog - 11-08-2018 01:34 PM
(11-08-2018 12:44 PM)solohawks Wrote:(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
The OTT services are cheaper, there is healthy competition amongst them, and you can cancel anytime with 1 click. Three things the current cable industry is not.
These differences make the OTT product much more consumer friendly then cable/satellite
All true. That said, the streaming alternatives are also less reliable, more prone to digitalization and buffering, and very tedious and slow when it comes to jumping from channel to channel. For instance, flipping back and forth between multiple games is not a great experience with the streaming options.
RE: Cord Cutting Acceleration - arkstfan - 11-08-2018 02:05 PM
(11-08-2018 12:44 PM)solohawks Wrote:(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
The OTT services are cheaper, there is healthy competition amongst them, and you can cancel anytime with 1 click. Three things the current cable industry is not.
These differences make the OTT product much more consumer friendly then cable/satellite
But you are still paying carriage fees for preset bundles.
It is absolutely still the old cable/satellite model the only change is who is responsible for the box to decode the signal and the method for bringing the signal into the house.
That's not really cord cutting. It's shifting responsibility for the cord from the provider to the consumer
RE: Cord Cutting Acceleration - Wedge - 11-08-2018 02:08 PM
If you want to see real acceleration in cord cutting, wait another year or two. When 5G data transmission becomes widely available, streaming video quality will be equal to cable/satellite quality, and then the lure of smaller bundles, plus being able to watch on a wide variety of devices, plus being able to cancel at any time, will convince a lot more folks to dump cable and satellite for these lower-obligation options.
So as mentioned in the OP, this is why Disney is ramping up ESPN+ and rolling out "Disneyflix" next year, and why HBO and others are doing similar things.
RE: Cord Cutting Acceleration - Captain Bearcat - 11-08-2018 02:10 PM
(11-08-2018 02:08 PM)Wedge Wrote: If you want to see real acceleration in cord cutting, wait another year or two. When 5G internet becomes widely available, streaming video quality will be equal to cable/satellite quality, and then the lure of smaller bundles, plus being able to watch on a wide variety of devices, plus being able to cancel at any time, will convince a lot more folks to dump cable and satellite for these lower-obligation options.
So as mentioned in the OP, this is why Disney is ramping up ESPN+ and rolling out "Disneyflix" next year, and why HBO and others are doing similar things.
Yep.
The company that is way behind on this is CBS. You still can't stream CBS Sports anywhere.
I guess that's to be expected when CBS has spent most of the past 20 years being a pawn in the never-ending battle over who will inherit Sumner Redstone's fortune when he retires.
RE: Cord Cutting Acceleration - cubucks - 11-08-2018 02:34 PM
YouTube TV is the way to go. It blows my mind that people still pay cable costs in my area instead of streaming.
The folks saying it's just the old cable model? Nope, you either have a TV with the YouTube TV app or you buy a Roku stick. Cable charges monthly fees for their boxes, Roku is a one time cost.
Old models don't allow you to cancel anytime, Streaming does.
Of course you may see buffering, but I live in the hills of Athens Ohio and it's never a problem.
Spectrum internet (5g)- $69.99
YouTube TV-$35.00
That's my total cost a month. With time Warner (spectrum) cable + internet it was $200.
RE: Cord Cutting Acceleration - UTEPDallas - 11-08-2018 02:52 PM
(11-08-2018 02:34 PM)cubucks Wrote: YouTube TV is the way to go. It blows my mind that people still pay cable costs in my area instead of streaming.
The folks saying it's just the old cable model? Nope, you either have a TV with the YouTube TV app or you buy a Roku stick. Cable charges monthly fees for their boxes, Roku is a one time cost.
Old models don't allow you to cancel anytime, Streaming does.
Of course you may see buffering, but I live in the hills of Athens Ohio and it's never a problem.
Spectrum internet (5g)- $69.99
YouTube TV-$35.00
That's my total cost a month. With time Warner (spectrum) cable + internet it was $200.
I even got a free Chromecast when I signed up on YouTube TV. Hopefully they’ll add the NFL Network and Bloomberg to the lineup.
Unlimited recording, easy to use, lots of sports channels and I can watch it on my iPad. I even kept the $35 price when it increased to $40.
RE: Cord Cutting Acceleration - quo vadis - 11-08-2018 03:11 PM
(11-08-2018 02:34 PM)cubucks Wrote: YouTube TV is the way to go. It blows my mind that people still pay cable costs in my area instead of streaming.
The folks saying it's just the old cable model? Nope, you either have a TV with the YouTube TV app or you buy a Roku stick. Cable charges monthly fees for their boxes, Roku is a one time cost.
Old models don't allow you to cancel anytime, Streaming does.
Of course you may see buffering, but I live in the hills of Athens Ohio and it's never a problem.
Spectrum internet (5g)- $69.99
YouTube TV-$35.00
That's my total cost a month. With time Warner (spectrum) cable + internet it was $200.
I pay $185 a month for internet + cable, and I would switch to Youtube TV in a minute if it wasn't for .... my wife.
While YTTV has all the sports I want, it is missing some female-oriented channels that my wife regards as essential, so until it has those channels it's a no-go for me. I mean, there would be a war if she couldn't get TLC and Bravo and QVC, LOL.
But for a single, sports oriented guy, YTTV looks amazing. All 4 ESPN channels, FS1 and FS2, CBSSN, etc.
RE: Cord Cutting Acceleration - orangefan - 11-08-2018 03:27 PM
(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
https://techcrunch.com/2018/11/07/sling-tvs-growth-further-slows-in-q3-but-still-leads-rivals-in-terms-of-subscribers/
Sling at 2.37 million, DirecTV Now at just "shy of 2 million," Hulu with Live TV "just topped 1 million," YouTube TV "hit 800,000 in May," PlayStation Vue at 500,000. That's closing in on 7 million for the virtual multichannel video programming distributors (vMVPD) that include substantial sports offerings in their packages.
RE: Cord Cutting Acceleration - MWC Tex - 11-08-2018 03:59 PM
(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
From some rough math I've done, it is only about 40% of those that switch to a OTT platform like cable. The other 60% are OTA and Netflix or Amazon Prime.
From this article it states now that 78% of TV Household do subscribe to pay-TV. This is another 1% decrease from last year.
https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
RE: Cord Cutting Acceleration - arkstfan - 11-08-2018 04:01 PM
(11-08-2018 02:34 PM)cubucks Wrote: YouTube TV is the way to go. It blows my mind that people still pay cable costs in my area instead of streaming.
The folks saying it's just the old cable model? Nope, you either have a TV with the YouTube TV app or you buy a Roku stick. Cable charges monthly fees for their boxes, Roku is a one time cost.
Old models don't allow you to cancel anytime, Streaming does.
Of course you may see buffering, but I live in the hills of Athens Ohio and it's never a problem.
Spectrum internet (5g)- $69.99
YouTube TV-$35.00
That's my total cost a month. With time Warner (spectrum) cable + internet it was $200.
You are straining at gnats.
You own the box (Roku or smart TV app) vs leasing is no big difference. My Direct TV box goes out they either ship one to me or send a local installer to replace it. Roku goes out, you buy a new one.
Most Americans who are on cable or satellite can cancel immediately because the contract period to offset the cost of a human coming to your house to do installation has long ago expired.
You are still buying a bundle, it's just shifted who handles infrastructure.
You know what sucks? Watching a game on TV and one person in your text group isn't on cable or satellite and gets bitchy because we are talking about whether to kick the PAT or go for 2 before they see the TD.
RE: Cord Cutting Acceleration - MWC Tex - 11-08-2018 04:01 PM
(11-08-2018 02:05 PM)arkstfan Wrote:(11-08-2018 12:44 PM)solohawks Wrote:(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
The OTT services are cheaper, there is healthy competition amongst them, and you can cancel anytime with 1 click. Three things the current cable industry is not.
These differences make the OTT product much more consumer friendly then cable/satellite
But you are still paying carriage fees for preset bundles.
It is absolutely still the old cable/satellite model the only change is who is responsible for the box to decode the signal and the method for bringing the signal into the house.
That's not really cord cutting. It's shifting responsibility for the cord from the provider to the consumer
True, but those OTT players aren't paying the same rates as cable. Which is why about all of them are losing money. AT&T's Direct TV Now has stated that they losing money with that platform, however, their WatchTV platform is a money maker.....all because that platform doesn't include sports or news channels.
RE: Cord Cutting Acceleration - arkstfan - 11-08-2018 04:12 PM
(11-08-2018 04:01 PM)MWC Tex Wrote:(11-08-2018 02:05 PM)arkstfan Wrote:(11-08-2018 12:44 PM)solohawks Wrote:(11-08-2018 12:08 PM)arkstfan Wrote:(11-08-2018 11:49 AM)GoldenWarrior11 Wrote: https://www.usatoday.com/story/tech/talkingtech/2018/11/07/cord-cutting-accelerates-1-m-customers-dropped-pay-tv-last-quarter/1919471002/
Cable and satellite TV providers lost about 1.1 million subscribers during the July to September period, the largest quarterly loss ever – and the first time the industry lost more than 1 million subscribers in a quarter.
The writing is on the wall. Makes perfect sense why Disney is scrambling to launch a streaming service of its own. Everyone is kicking the tires on traditional cable model.
But how many switched over to a service that is just like cable/satellite except the user brings their own box and the delivery infrastructure is the consumer's problem? YouTube TV and the like are just like cable/sat with difference being responsibility for delivery infrastructure.
The OTT services are cheaper, there is healthy competition amongst them, and you can cancel anytime with 1 click. Three things the current cable industry is not.
These differences make the OTT product much more consumer friendly then cable/satellite
But you are still paying carriage fees for preset bundles.
It is absolutely still the old cable/satellite model the only change is who is responsible for the box to decode the signal and the method for bringing the signal into the house.
That's not really cord cutting. It's shifting responsibility for the cord from the provider to the consumer
True, but those OTT players aren't paying the same rates as cable. Which is why about all of them are losing money. AT&T's Direct TV Now has stated that they losing money with that platform, however, their WatchTV platform is a money maker.....all because that platform doesn't include sports or news channels.
It is no secret that ATT and Google are comfortable losing money right now with YTTV and Direct TV Now because they are chasing market share and they know most of the players in the game right now cannot afford to sustain losses as long as they can.
In the long run, ATT WANTS people off Direct and on to Direct TV Now because they can dealing with the costs of installation and repairs and maybe even repurpose the satellites down the road or replace their slot with more profitable satellites.
Let the local cable company worry about storms knocking down the wire or a contractor cutting buried cable. When you shift infrastructure to the consumer, you quit worrying about that and can improve your profit margin.
RE: Cord Cutting Acceleration - cubucks - 11-08-2018 04:23 PM
(11-08-2018 04:01 PM)arkstfan Wrote:Great! Stick to cable and pay more than me, I really don't care! And being behind real time 1 minute is worth every penny.(11-08-2018 02:34 PM)cubucks Wrote: YouTube TV is the way to go. It blows my mind that people still pay cable costs in my area instead of streaming.
The folks saying it's just the old cable model? Nope, you either have a TV with the YouTube TV app or you buy a Roku stick. Cable charges monthly fees for their boxes, Roku is a one time cost.
Old models don't allow you to cancel anytime, Streaming does.
Of course you may see buffering, but I live in the hills of Athens Ohio and it's never a problem.
Spectrum internet (5g)- $69.99
YouTube TV-$35.00
That's my total cost a month. With time Warner (spectrum) cable + internet it was $200.
You are straining at gnats.
You own the box (Roku or smart TV app) vs leasing is no big difference. My Direct TV box goes out they either ship one to me or send a local installer to replace it. Roku goes out, you buy a new one.
Most Americans who are on cable or satellite can cancel immediately because the contract period to offset the cost of a human coming to your house to do installation has long ago expired.
You are still buying a bundle, it's just shifted who handles infrastructure.
You know what sucks? Watching a game on TV and one person in your text group isn't on cable or satellite and gets bitchy because we are talking about whether to kick the PAT or go for 2 before they see the TD.
RE: Cord Cutting Acceleration - MWC Tex - 11-08-2018 04:24 PM
With now another increase of households who don't pay for TV 21% in 2017 to 22% in 2018. It is no wonder why Stadium is getting more traction on their OTA stations.
RE: Cord Cutting Acceleration - georgia_tech_swagger - 11-08-2018 04:37 PM
(11-08-2018 02:08 PM)Wedge Wrote: If you want to see real acceleration in cord cutting, wait another year or two. When 5G data transmission becomes widely available, streaming video quality will be equal to cable/satellite quality, and then the lure of smaller bundles, plus being able to watch on a wide variety of devices, plus being able to cancel at any time, will convince a lot more folks to dump cable and satellite for these lower-obligation options.
Maybe in the densest and biggest urban cores. But that has a litany of problems as well.
I don't think there's enough spectrum to deal with multiple millions of people streaming HD video within a few square miles. Just look how even text messaging goes to crap in most football stadiums when you get 40,000+ people in one spot. Well that's the kind of density you have in places like NYC all the time. We've already got a jumbled mess of spectrum out there so vast that no smartphone on the planet can use all the US spectrum allocations at the same time. The "universal phone" has become a thing of the past. And not all spectrum is created equally. TMobile and Sprint have some spectrum that does a really poor job of penetrating into buildings. And they use it everywhere because they HAVE TO to keep up with demand.
Cellular providers have only barely more competition than broadband ISPs. AT&T. Verizon. TMobile. Sprint. Everybody else is bulk purchasing access to the former four. And the four are constantly trying to merge with each other if the FCC would let them.
And if you aren't in a dense urban area ... it's really only two: AT&T and Verizon. While TMobile and Sprint have actually done some good build out over the last few years ... they're still more or less the urban areas and the interstates that connect them. I remember as recently as 2-3 years ago I would lose TMobile data all the way down to Edge for 15-20 minutes at a time going to Atlanta on I-85.
Yes, right of way and having to "kiss the ring" for every f'n city and town and county council is a nightmare that nobody likes. Even companies that stuff billions under the mattress like Google don't want to put up with it. There's also a huge lack of competition making everything worse. But cellular doesn't fix these problems ... it just shifts them to different areas. Right of way becomes tower permitting, particularly if that tower has any appreciable height to it then the FAA gets involved too. Lack of pole space and fiber becomes lack of spectrum. Lack of competition remains the same.
Lastly ... even the evilest of broadband ISPs (ATT) have a 200-300 GB/mo use cap. You would probably have to pay, in today's market, easily over $200/mo to get that much high speed data over a cellular network. And HD video consumes a lot of data. 4K even more so.