OTT adoption is showing the first signs of slowing, according to a new survey report from analysts at Cowen.
For the past five months, cord cutting has remained generally flat, the report noted.
This suggests that the pricing for soon-to-be-launched services from Apple TV+, WarnerMedia, NBC, and Disney+ is especially important.
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OTT adoption is showing the first signs of slowing, and that may be a warning sign for the newest streaming services set to launch from Disney and AT&T, according to a new note from Cowen analysts.
The findings come from a report, published each quarter in front of earnings, which surveys a statistically comparable portion of the US population to understand consumer behavior.
The survey asked respondents “has your household disconnected Pay TV in the past 6 months?”, and the percentage answering “yes” decreased across all of the large Cable companies — Comcast, Charter, Cox, Cablevision, and Suddenlink — following three consecutive quarters of increases, the analysts wrote. And for the past five months, cord cutting has remained generally flat, the report noted.
A portion of the slowing may be related to seasonal trends, as cord cutting moderates every Q1, the analysts wrote. But overall they believe …read more
Source:: Businessinsider – Tech