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Here's the Real Story Behind Pay-TV's Record Q2 '11 Subscriber Losses and the Role of Cord-Cutting
Today I'm pleased to present a special 2-part VideoNuze Report podcast with guest Bruce Leichtman, who is president and principal analyst of Leichtman Research Group. Bruce has been doing primary consumer research on the pay-TV industry for 15 years and is one of the foremost industry authorities.
In part 1 of the podcast, Bruce gives a detailed analysis of the industry's record Q2 '11 loss of over 300K subscribers among its 14 largest providers. Bruce explains the industry's historical context, drills down on which companies had the biggest year-over-year change and what accounted for this. Importantly, Bruce focuses on larger macro and micro-economic factors that are influencing the industry's results in a bigger way than new technologies and innovation which often take center stage.
Then in part 2 we turn our attention to the role of cord-cutting on the industry and the influence of Netflix specifically. First, Bruce clarifies the difference between non-video subscribers and "cord-cutters," a crucial distinction which he believes has recently been overlooked by many. Bruce shares his research on how many actual cord-cutters there are, which types of pay-TV subscribers are most vulnerable to cord-cutting and what role Netflix is playing. We wrap up by discussing what's ahead and how concerned industry CEOs should be about the threat of cord-cutting.
For anyone interested in what's really happening with pay-TV subscribers losses, where the industry is heading, what role cord-cutting is playing, and where the opportunities are, Bruce offers many valuable insights.
Click here to listen to part 1 (13 minutes, 57 seconds)
Click here to listen to part 2 (19 minutes, 22 seconds)
Click here for previous podcasts
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Categories: Cable TV Operators, Podcasts, Satellite, Telcos
Topics: Leichtman Research Group
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