In the third quarter, the phenomenon of the "line-line" service of the US linear television service reached a new height.
Deutsche Bank analyst Matthew Niknam said that in the third quarter, virtual pay-TV services (such as DirecTV Now, Sling, etc.) added about 900,000 users, while linear services lost more than 1 million video users during the same period.
Mainstream Virtual MVPD (OTT TV) Service
Of the top seven listed pay-TV service providers, five reported third-quarter earnings data. The data shows that the number of users who cancelled linear services was as high as 632,000.
Analysts believe that due to the competitive pressure of OTT services and the impact of the hurricane season, Dish Network's satellite television services will once again encounter a serious loss of subscribers.
According to analysts' predictions, AT&T's DirecTV satellite TV platform and U-verse TV platform lost a total of 385,000 subscribers, which accounted for 38% of the loss of pay TV subscribers in the third quarter. And Dish, together with the 125,000 video users that Comcast lost, has a 40% share. In other words, Dish's third-quarter loss of linear TV users reached at least 300,000.
At the same time, AT&T's virtual MVPD service DirecTV Now added 296,000 subscribers, which accounted for 33% of all new subscribers to the virtual MVPD service. Other similar services include Sling TV, Hulu Live, YouTube TV and Sony PlayStation Vue. (Detailed introduction of this type of service, please poke "a article to read the United States four OTT TV broadcast service")
Analyst Niknam believes that the virtual MVPD market will continue to grow, but not fast enough.
He said: "We predict that after 2018, linear TV subscribers will decrease quarter by quarter (about 1 million), and the increase in the number of OTT service subscribers will not be enough to make up for this shortfall."
Finally, analysts pointed out that linear service's profit is three times that of OTT service, which will ultimately have a significant impact on AT&T's books.
"The shift from linear television to OTT services is a major challenge for AT&T."
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