The New TV — The Rise of Digital Video And Streaming Services

Providing in-depth insight, data, and analysis of everything digital. BI Intelligence

The Rise of Digital Video And Streaming ServicesTHE NEW TV

WE’VE COME A LONG WAY

TO WHERE WE ARE TODAY

THE COMPETITIVE LANDSCAPE IS CHANGING

CONSUMER PREFERENCES ARE CHANGING

Source: Leichtman Research Group

Cable Subscribers, By Service (US)

TV IS ON THE DECLINE

Cable TV Subscribers (US)


BUT BROADBAND IS ON THE RISE

Cable Broadband Subscribers (US)


WHO SUBSCRIBES TO TV?



PAY-TV SUBSCRIPTIONS, BY CUSTOMER AGE

TV Subscription Status Among US Adults, By Age (2015)

Source: Forrester

CORD-CUTTERS, BY CUSTOMER AGE


Source: Forrester

CORD-NEVERS, BY CUSTOMER AGE


Source: Forrester

SO WHO DOES THIS HURT?

Cable TV Subscribers (US)


NOW LET’S LOOK AT BROADBAND



MILLENNIALS ARE DRIVING THE TREND

Daily Time Spent Watching TV Online Globally, By Age (Minutes)

Source: GlobalWebIndex

SO WHO DOES THIS HELP?

Cable Broadband Subscribers (US)


BUT ONLY MARGINALLY

Comcast Revenue, By Source (Global)

Source: Comcast

WHY PEOPLE REDUCE CABLE PACKAGES

Reason Broadband Users Cut TV From Subscription Packages

Source: Ericsson ConsumerLab TV & Media Report, 2015

#1 REASON? COST.

Reason Broadband Users Cut TV From Subscription Package


#2 REASON? CONVENIENCE.

Reason Broadband Users Cut TV From Subscription Package


STREAMING SERVICES HAVE GONE MAINSTREAM

Share of US Millennials Who Use Select Streaming Services, By Age

Source: BI Intelligence US Millennials Survey

AND IT THREATENS CABLE

Share Of US Pay-TV Subs Who Subscribe To OTT Services (2015)

Source: ITG Investment Research

MORE THAN ONE WINNER

Source: BI Intelligence

WHICH IS ALSO BENEFITING DEVICE-MAKERS

Estimated Streaming Device Installed Base (Global)

In Millions

Source: IHS, BI Intelligence

THANK YOU!

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The New TV — The Rise of Digital Video And Streaming Services