Big 2015 Change in U.S. Linear Video Market: Cable Gains, Telcos Lose

The 13 largest linear video providers, representing about 95 percent of the market lost a net 385,000 accounts in 2015, marginally worse than the net loss of about 150,000 subscribers in 2014 and a net loss of about 100,000 subscribers in 2013, Leichtman Research says.

Keep in mind that those 13 suppliers have a collective 94.2 million subscribers, so even a loss of 385,000 net accounts represents just four-tenths of one percent of the base of customers.   

The big net change: cable TV providers did much better, telcos did much worse.

The top nine cable companies lost about 345,000 video subscribers in 2015, compared to a loss of about 1,215,000 subscribers in 2014.

Satellite TV providers added 86,000 subscribers in 2015 (including Dish Network OTT subscriptions). In 2014 the satellite providers gained 20,000 subscribers.

Excluding the Sling TV gains, DBS providers lost about 450,000 linear subscribers in 2015.

The top telephone providers lost 125,000 video subscribers in 2015, compared to a gain of about 1,050,000 net additions in 2014.

In the fourth quarter of  2015, the top linear TV providers added about 110,000 subscribers, more than the 90,000 added in the in fourth quarter of 2014.

The largest cable companies added about 125,000 subscribers in the quarter, the first quarter for net additions since the first quarter of 2008.

DirecTV net adds of 214,000 subscribers in the quarter were higher than in any quarter since the fourth quarter of 2010.

AT&T U-verse lost 240,000 subscribers in the quarter, compared to a gain of 73,000 subscribers in the same quarter of 2014.


Providers
Subscribers at
End of 2015
Net Adds
in 2015
Cable Companies


Comcast
22,347,000
(36,000)
Time Warner Cable
11,035,000
43,000
Charter*
4,430,000
11,000
Cablevision
2,594,000
(87,000)
Mediacom
855,000
(35,000)
Cable ONE
364,150
(87,067)
Other major private companies**
7,435,000
(153,400)
Total Top Cable
49,060,150
(344,467)



Satellite TV Companies (DBS)


DirecTV
19,784,000
167,000
DISH^
13,897,000
(81,000)
Total DBS
33,681,000
86,000



Telephone Companies


AT&T U-verse
5,640,000
(303,000)
Verizon FiOS
5,827,000
178,000
Total Top Phone
11,467,000
(125,000)



Total Top Pay-TV Providers
94,208,150
(383,467)


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