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  1. Pay TV's Q3: Win Some, Lose Some

    The pay TV industry's quarterly numbers are (mostly) in, and they tend to indicate a continuation of years-long trends in the video space. Traditional providers are still losing subscribers, and OTT is still gaining them. Both SNL Kagan and the Leichtman Research Group report that traditional U.S. pay TV providers (cable, satellite and telco) shed hundreds of thousands of video subs in Q3 2016. While their numbers differ - LRG says 255,000, while Kagan says 430,000 - the discrepancy stems from how they count DISH's Sling TV subs rather than from any fundamental difference in findings. Otherwise, the trend lines are clear: Telcos are shedding the most video subs, followed by cable, whose losses seem to be stabilizing. Unlike last quarter, the direct broadcast satellite (DBS) segment gained subscribers this time around, which Kagan attributes to AT&T's (NYSE:T) shift away from its U-verse TV service in favor of DirecTV, which the telco bought last year. Unlike most U.S. cable ops, Comcast (NASDAQ:CMCSA) actually gained video subs in Q3 and is up on the year as well. The MSO gained 32,000 subs in the quarter and 170,000 in the last year. Otherwise, cable ops are still shedding, having lost some 90,000 video subs on the quarter. Overall, the U.S. pay TV industry today has nearly 94 million subscribers and about 82% penetration rate, but given ongoing trends, that can be expected to drop. Digital TV Research forecast in March that North American pay TV penetration will drop to 80% by 2021 from a peak of 87% in 2012. In contrast, the OTT space is looking rosy, with subscription OTT video providers adding American subs in the millions. Netflix (NASDAQ:NFLX) reported a gain of 480,000 U.S. subscribers in Q3 and more than 4 million on the year to date, for a total of nearly 46.5 million. Similarly, Hulu has reached 12 million subs, up from 9 million in the year-ago quarter, and Amazon Prime had some 63 million subs as of June, up from 44 million the year prior. However, some reports indicate that OTT growth is slowing, and the segment has churn rates of 20% or more according to Parks Associates data from April.

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    Mon, 21 Nov 2016

  2. LRG: U.S. Pay TV Down 255,000 Subs in Q3

    According to the Leichtman Research Group, the 11 largest pay TV providers in the United States - representing about 95% of the market ...

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    Wed, 16 Nov 2016

  3. U.S. Pay TV Sheds 430,000 Subs, Led by Telco Losses

    According to SNL Kagan, the U.S. multichannel pay TV segment produced a drop in third-quarter video customers that was slightly worse ...

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    Tue, 15 Nov 2016

  4. AT&T/Time Warner: What's the Upshot?

    By Monta Monaco Hernon - AT&T (NYSE:T) and Time Warner (NYSE:TWX) are the latest to announce a mega merger designed to combine ...

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    Tue, 1 Nov 2016

  1. Pay TV Shed 665,000 Subs in 2Q, Led by Telcos

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    Mon, 15 Aug 2016

  2. AT&T concluye la compra de Quickplay

    AT&T (NYSE:T) finiquitó la adquisición de Quickplay Media. El acuerdo, anunciado en mayo, tiene por objeto complementar la estrategia de la compañía de telecomunicaciones para prestar servicios de vídeo y televisión en todas partes de transmisión libre (OTT, por sus siglas en inglés). Las ...

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    Thu, 30 Jun 2016

  3. AT&T Completes Quickplay Buy

    AT&T (NYSE:T) has completed its acquisition of Quickplay Media. The deal, announced in May, is intended to complement the telco's strategy ...

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    Tue, 28 Jun 2016

  4. Customer Satisfaction Still Low, But Improving

    According to the American Customer Satisfaction Index, the telecommunications sector - which includes subscription TV service, Internet ...

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    Wed, 1 Jun 2016

  5. AT&T Expands Gigabit Internet in Dallas

    AT&T (NYSE:T) is expanding the availability of its gigabit Internet service to more locations in southern Dallas. The company's fiber-based ...

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    Tue, 24 May 2016

  6. Kagan: Weak Q1 for Pay TV, Despite Bright Spots

    According to SNL Kagan , the slow retreat of total U.S. pay TV multichannel video subscriptions picked up speed in the period ended March ...

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    Thu, 19 May 2016

  7. Tough Q1 for U.S. Pay TV

    Depending on how you parse the numbers, the first quarter of 2016 was either weak or bad for the U.S. pay TV industry. The difference lies in ...

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    Tue, 17 May 2016

  8. Cable Adds a Million Internet Subs in Q1

    According to the Leichtman Research Group , U.S. cable operators added more than a million high-speed Internet subscribers in the first ...

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    Mon, 16 May 2016

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4K 4 U: How to Prepare for UltraHD Video

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