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Television Businesses

Global Pay TV Penetration To Fall For the First Time in 2024 (ampereanalysis.com) 25

Global pay TV penetration (the number of pay TV subscriptions relative to the number of households) is set to decline for the first time ever in 2024 following a peak penetration of 60.3% in Q4 2023. This decline will continue into the forecast period, with a drop of almost 4 percentage points by the end of 2028, according to Ampere's latest forecasts, which cover 96 markets. From a report: This decline in pay TV penetration has been driven primarily by the Americas, and in particular North America which has seen its pay TV penetration almost halve from a high of 84% in 2009 to 45% in 2023. In the case of North America, this drop has been caused by a combination of high costs (currently over $90 per month) and competition from a mature SVoD market which is driving customers increasingly to cut the cord.

However, the recent distribution deal between Disney and Charter in the US, which saw select Disney streaming products bundled into Charter's TV packages, demonstrates that cable operators in the region remain a powerful force as distribution partners, giving streamers the ability to reach a larger and potentially untapped audience base. In addition to North America, Latin America has also shown large declines in pay TV penetration, with a drop of around 10 percentage points since its peak of 42% in 2016. On the contrary, the APAC and Europe have shown the highest penetration growth in recent years, with large gains coming from China, especially after China Mobile acquired an IPTV license in 2018. The growth in these regions has largely come from low-cost IPTV services which are often bundled into broadband packages for a low cost, and helps drive pay TV subscriptions in these areas. In Europe, markets such as Portugal, Serbia and Hungary are expected to see further growth in the forecast period.

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Global Pay TV Penetration To Fall For the First Time in 2024

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  • by Opportunist ( 166417 ) on Tuesday November 28, 2023 @01:08PM (#64038649)

    If money becomes a bit tighter, the first thing to get the axe is stuff you don't need.

  • Does this include DBS satellite subscribers?

  • by Joe_Dragon ( 2206452 ) on Tuesday November 28, 2023 @01:15PM (#64038677)

    need more choice and not forced ESPN is most plans

    • I've actually seen sales agents suffer the equivalent of a blue screen/general segment fault when confronted with the fact that I don't consider ESPN a "benefit" in a cable package.

  • Good content/programming seemed to have dried up amidst the strike. I'm not sure it's work coming back as a viewer. I really don't miss it that much.
  • Maybe people are getting tired of being inundated with subscription services and products especially when the cost of living is rising.
  • This decline in pay TV penetration has been driven primarily by the Americas . . . by a combination of high costs (currently over $90 per month) and competition from a mature SVoD market which is driving customers increasingly to cut the cord.

    Since when is a subscription streaming video service not pay TV?

    • by dgatwood ( 11270 )

      This decline in pay TV penetration has been driven primarily by the Americas . . . by a combination of high costs (currently over $90 per month) and competition from a mature SVoD market which is driving customers increasingly to cut the cord.

      Since when is a subscription streaming video service not pay TV?

      I think (but am not certain) that the line is between paid access to broadcast-style TV (cable, satellite, DIRECTV Stream, YouTube TV, etc.) and video-on-demand services like Netflix, Prime, etc. The latter are paid, but arguably are video, not TV.

    • What do they mean by "TV penetration"?
      It must be really painful to get penetrated by a TV.
      No wonder it's getting less when millions or arses are getting destroyed by getting FKD with a TV.

  • I pay on SubscribeStar/Patreon to get video podcasts. Does that count as "Pay TV"? Other than that example, it had been 30 years since I paid for TV.
  • No, I want to pay for 34123124 subscriptions for exclusive content provided by no other vendor and still manage to be inundated with ads because the top tier subscriptions are just out of my price range.

  • What's not to like:
    - overpriced packages
    - infested with ads
    - no control over what you can actually watch; you get what the TV overlords mercifully present you with
    - outdated content

    Anyone surprised?

    • You forgot the following:
      - TV shows and movies pandering to the tyranny of the minority
      - Outdated content
      - Forced packages of useless channels that are only interesting to a few people
      - Reruns of old TV shows
      - Fake news by dinosaur networks paid for by private interests groups
      - Outdated content

      • - TV shows and movies pandering to the tyranny of the minority

        Game show host Trump back on television?

        - Forced packages of useless channels that are only interesting to a few people

        That mean old minority

        - Fake news by dinosaur networks paid for by private interests group

        Fox news is 30 years old. They mostly pay voting machine companies though. I guess you could say the voting machine kind of own Fox News, a private interest.

  • Comcast offers a barely HD tv service that charges 150 a month and includes channels I donâ(TM)t want. My mofu tv antenna gets 1080p easily. Free.

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