Scale matters in telecommunications and network-delivered content. But some forms of scale, namely the number of channels offered to consumers, seem to have negative impact. In other words, offering “too many” channels leads to much lower revenue per channel, as you would expect.
The relationship between market share and revenue per channel is less clear, if only because some smaller providers also offer the smallest channel lineups, while some larger suppliers offer the most channels.
Service Providers
|
Subscribers at
End of 1Q 2017
|
Cable Companies
| |
Comcast
|
22,549,000
|
Charter
|
17,147,000
|
Altice*
|
3,500,000
|
Mediacom**
|
832,000
|
Cable ONE
|
307,187
|
Other major private company***
|
4,275,000
|
Total Top Cable
|
48,610,187
|
Satellite Services (DBS)
| |
DIRECTV
|
21,012,000
|
DISH-DBS^
|
12,173,000
|
Total DBS
|
33,185,000
|
Phone Companies
| |
Verizon FiOS
|
4,681,000
|
AT&T U-verse
|
4,048,000
|
Frontier^^
|
1,065,000
|
Total Top Phone
|
9,794,000
|
Internet-Delivered
| |
Sling TV^
|
1,355,000
|
DIRECTV NOW^^^
|
375,000
|
Total Internet-Delivered
|
1,730,000
|
Total Top Providers
|
93,319,187
|
It also is possible to note that suppliers will smaller subscriber bases also tend to carry more channels, which, all things being equal, also lowers revenue per channel.
Nobody yet really knows how fixed wireless enabled by a 5G network will compare, in terms of deployment cost, with fiber to home costs, except to say virtually everyone expects that cost to be less than FTTH.
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