Cord Cutters have a lot to look forward to in 2013.
The Diffusion Group forecasts that the number of homes subscribing to broadband, but not to pay-TV services will increase from 10.9 million in 2012 to 17.2 million in 2017 — an increase of 58% — as homes with pay-TV services falls to 82.8% in the US.
Subscriber changes for 2012Q3 support these projections with only DirecTV on the rise (most likely due to NFL promotions)…
- DirecTV: +67,000
- Cablevision (CVC): -10,000
- Dish Network (DISH): -19,000
- Charter Communications (CHTR): -73,000
- Comcast (CMCSA): -117,000
- Time Warner Cable (TWC): -140,000
(Source: The Wall Street Journal)
While industry shills dismiss such studies, content providers are paying attention. Disney inked a new multi-year licensing deal that makes Netflix the exclusive US subscription TV service to get the Mouse House’s first run live-action and animated films. Deal ends Disney’s existing pay TV deal with Starz beginning in 2016.
Antennas Direct, one of the nation’s leading providers of TV antennas says its sales have effectively doubled every nine months over the past several years and turned heads at CEDIA Expo 2012 with a prototype of a new DB8e antenna (which I hope to have for review soon).
Shelley O’Connell of Echostar has told me that OTA is always under discussion in their shop and that a resurrection of the venerable DTVPal DVR is not out of the question.
Happy New Year!