North American pay TV revenues to fall by $50 billion
Pay TV revenues in Canada and the US peaked in 2015 at $112 billion. Digital TV Research forecasts that revenues will fall by $50 billion to $62 billion in 2025.
North America pay TV revenues (US$ million) 120,000 3,027 100,000
80,000 53,963
45,083 60,000 11,549 35,439 40,000 8,377 4,439 20,000 43,319 33,418 22,606 0 2015 2020 2025
Satellite TV IPTV Digital cable TV Analog cable TV
Source: Digital TV Research
Revenues will drop across the board. Cable revenues will decline by $22 billion - $3 billion less from analog cable and $19 billion lower for digital cable. Satellite TV will fall by $21 billion and IPTV will drop by $7 billion.
Simon Murray, Principal Analyst at Digital TV Research, said: “The loss of 42 million pay TV subscribers between 2010 and 2025 is mostly responsible for this decline. Operators now put more emphasis on broadband connections than on traditional pay TV channels.”
Murray continued: “Subscribers are turning against high traditional pay TV fees by seeking cheaper alternatives. OTT allows viewers to see what they want when they want – they are not tied to the channels’ schedules. The value of the linear schedule for recorded programming is rapidly diminishing.”
North America Pay TV Forecasts
Table of Contents
Published in February 2020, this 70-page PDF, PowerPoint and excel report comes in three parts:
• Outlook: Forecasts for Canada and the US in a 10-page PowerPoint document full of charts, graphs and bullet points; • Excel workbook covering each year from 2010 to 2025 for Canada and the US by household penetration, by pay TV subscribers, by pay TV revenues and by major operator. As well as summary tables by country and by platform; • Insight: Detailed country-by-country analysis in a 19-page PDF document.
For more information, please click here or contact [email protected]
Forecasts for the following:
Country No of ops Platform forecasts Canada 8 Rogers; Videotron; Cogeco; Shaw Communications; Shaw Direct; Bell TV; Telus; Max TV USA 10 Comcast; Charter; Cox; Altice; Cablevision; U-Verse; DirecTV; Fios TV; DISH Network; Frontier
SAMPLE: USA pay TV forecasts
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Total households (000) TV households (000) Digital cable subs (000) Analog cable subs (000) Pay IPTV subscribers (000) Pay digital Satellite TV subs (000) Free-to-air Satellite TV HH (000) Analog terrestrial hholds (000) Primary FTA DTT hholds (000) Primary Pay DTT hholds (000)
Digital homes (000) Analog homes (000) Pay TV subscribers (000)
Digital cable subs/TV HH Analog cable subs/TV HH Pay IPTV subs/TV HH Pay Satellite TV/TV HH Free-to-air Satellite TV/TV HH Analog terrestrial/TVHH Primary FTA DTT/TV HH Primary pay DTT/TV HH
TVHH/Total HH Digital/TV HH Analog/TV HH Pay TV Subs/TV HH
Standalone dig cable subs (000) Dual-play dig cable subs (000) Triple-play dig cable subs (000)
Stand-alone pay IPTV subs (000) Dual-play pay IPTV subs (000) Triple-play pay IPTV subs (000)
Revenues (US$ million) Stand-alone digital cable revs Dual-play digital cable TV revs Triple-play digital cable TV revs Digital cable TV subs revenues Digital cable TV on-demand revs Digital cable TV revenues Analog cable TV subs revs Cable TV revenues
SAMPLE: USA pay TV forecasts
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Stand-alone IPTV revenues Dual-play IPTV revenues Triple-play IPTV revenues IPTV subscription revenues IPTV on-demand revenues IPTV revenues
Satellite TV subscription revs Satellite TV on-demand revs Satellite TV revenues
DTT subscription revs DTT on-demand revenues DTT revenues
Subscription revenues On-demand revenues Total revenues
Average Revenue Per User (ARPU - US$) Stand-alone digital cable subs Dual-play digital cable TV subs Triple-play digital cable TV subs Ave digital cable (subs & VOD) Analog cable TV subs Stand-alone IPTV subs Dual-play IPTV subs Triple-play IPTV subs Average IPTV (subs and VOD) Pay Satellite TV (subs) Pay Satellite TV (subs and PPV) Pay DTT (subs) Pay DTT (subs and PPV) Average monthly ARPU
SAMPLE: USA pay TV forecasts
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Pay TV subscribers by operator (000) Comcast (digital cable) Comcast (analog cable) Comcast (total) Charter merged (digital cable) Charter merged (analog cable) Charter merged (total cable) Cox (digital cable) Cox (analog cable) Cox (total) Altice USA (digital cable) Altice USA (analog cable) Altice USA (total cable) Mediacom (digital cable) Mediacom (analog cable) Mediacom (total) AT&T U-Verse (IPTV) DirecTV (satellite) AT&T (total) Verizon Fios (IPTV) DISH Network (satellite) Frontier (IPTV) Others
Share of pay TV subs by operator % Comcast (digital cable) Comcast (analog cable) Comcast (total) Charter merged (digital cable) Charter merged (analog cable) Charter merged (total cable) Cox (digital cable) Cox (analog cable) Cox (total) Altice USA (digital cable) Altice USA (analog cable) Altice USA (total cable) Mediacom (digital cable) Mediacom (analog cable) Mediacom (total) AT&T U-Verse (IPTV) DirecTV (satellite) AT&T (total) Verizon Fios (IPTV) DISH Network (satellite) Frontier (IPTV) Others
SAMPLE: USA pay TV forecasts
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Subscription & VOD revenues (US$ million) Comcast (digital cable) Comcast (analog cable) Comcast (total) Charter merged (digital cable) Charter merged (analog cable) Charter merged (total cable) Cox (digital cable) Cox (analog cable) Cox (total) Altice USA (digital cable) Altice USA (analog cable) Altice USA (total cable) Mediacom (digital cable) Mediacom (analog cable) Mediacom (total) AT&T U-Verse (IPTV) DirecTV (satellite) AT&T (total) Verizon Fios (IPTV) DISH Network (satellite) Frontier (IPTV) Others
Share of pay TV revenues by operator % Comcast (digital cable) Comcast (analog cable) Comcast (total) Charter merged (digital cable) Charter merged (analog cable) Charter merged (total cable) Cox (digital cable) Cox (analog cable) Cox (total) Altice USA (digital cable) Altice USA (analog cable) Altice USA (total cable) Mediacom (digital cable) Mediacom (analog cable) Mediacom (total) AT&T U-Verse (IPTV) DirecTV (satellite) AT&T (total) Verizon Fios (IPTV) DISH Network (satellite) Frontier (IPTV) Others
SAMPLE: USA pay TV forecasts
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Average Revenue Per User (ARPU - US$) Comcast (digital cable) Comcast (analog cable) Charter merged (digital cable) Charter merged (analog cable) Cox (digital cable) Cox (analog cable) Altice USA (digital cable) Altice USA (analog cable) Mediacom (digital cable) Mediacom (analog cable) AT&T U-Verse (IPTV) DirecTV (satellite) Verizon Fios (IPTV) DISH Network (satellite) Frontier (IPTV) Source: digital TV research Ltd.
Digital TV Research publication schedule Title Publication Price 2020 North America Pay TV Forecasts February £600/€660/$720 SVOD Platform Forecasts February £800/€880/$960 Africa Pay TV Forecasts January £1200/€1340/$1440 Africa OTT TV and Video Forecasts January £1200/€1340/$1440 Middle East & North Africa Pay TV Forecasts January £1200/€1340/$1440 Middle East & North Africa OTT TV and January £1200/€1340/$1440 Video Forecasts
2019 Pay TV Forecasts Update September £1000/€1200/$1300 SVOD Forecasts Update September £1000/€1200/$1300 OTT TV and Video Databook September £750/€900/$975 SVOD Databook September £750/€900/$975 Pay TV Databook September £750/€900/$975 Global OTT TV & Video Forecasts June £1800/€2160/$2340 Global SVOD Forecasts June £1500/€1800/$1950 Global Pay TV Subscriber Forecasts June £1500/€1800/$1950 Global Pay TV Revenue Forecasts June £1500/€1800/$1950 Global Pay TV Operator Forecasts June £1500/€1800/$1950 Global AVOD Forecasts June £750/€900/$975 Western Europe Pay TV Forecasts June £1000/€1200/$1300 Western Europe OTT TV and Video June £1000/€1200/$1300 Forecasts Eastern Europe Pay TV Forecasts May £1000/€1200/$1300 Eastern Europe OTT TV and Video Forecasts May £1000/€1200/$1300 North America OTT TV and Video Forecasts April £500/€600/$650 Latin America Pay TV Forecasts April £1000/€1200/$1300 Latin America OTT TV and Video Forecasts April £1000/€1200/$1300 Asia Pacific Pay TV Forecasts March £1000/€1200/$1300 Asia Pacific OTT TV and Video Forecasts March £1000/€1200/$1300
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