This document discusses the rise of streaming services and decline of traditional cable TV. It notes that while cable TV subscriptions are declining as cord-cutting and cord-never behaviors increase, broadband subscriptions provided by the same cable companies are rising. This is in part due to changing consumer preferences and habits around viewing online video content through streaming services, especially among younger demographics. While this shift hurts cable companies' TV businesses, their broadband services are seeing marginal growth, and multiple companies stand to benefit as streaming goes more mainstream.

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BI Intelligence
The Rise of Digital Video And Streaming Services
THE NEW TV

2. WE’VE COME A LONG WAY

3. TO WHERE WE ARE TODAY

4. THE COMPETITIVE LANDSCAPE IS CHANGING

5. CONSUMER PREFERENCES ARE CHANGING
Source: Leichtman Research Group
Cable Subscribers, By Service (US)

6. TV IS ON THE DECLINE
Cable TV Subscribers (US)
Source: Leichtman Research Group

7. BUT BROADBAND IS ON THE RISE
Cable Broadband Subscribers (US)
Source: Leichtman Research Group

8. WHO SUBSCRIBES TO TV?
Source: Leichtman Research Group
Cable Subscribers, By Service (US)

9. PAY-TV SUBSCRIPTIONS, BY CUSTOMER AGE
TV Subscription Status Among US Adults, By Age (2015)
Source: Forrester

10. CORD-CUTTERS, BY CUSTOMER AGE
TV Subscription Status Among US Adults, By Age (2015)
Source: Forrester

11. CORD-NEVERS, BY CUSTOMER AGE
TV Subscription Status Among US Adults, By Age (2015)
Source: Forrester

12. SO WHO DOES THIS HURT?
Cable TV Subscribers (US)
Source: Leichtman Research Group

13. NOW LET’S LOOK AT BROADBAND
Cable Subscribers, By Service (US)
Source: Leichtman Research Group

14. MILLENNIALS ARE DRIVING THE TREND
Daily Time Spent Watching TV Online Globally, By Age (Minutes)
Source: GlobalWebIndex

15. SO WHO DOES THIS HELP?
Cable Broadband Subscribers (US)
Source: Leichtman Research Group

16. BUT ONLY MARGINALLY
Comcast Revenue, By Source (Global)
Source: Comcast

17. WHY PEOPLE REDUCE CABLE PACKAGES
Reason Broadband Users Cut TV From Subscription Packages
Source: Ericsson ConsumerLab TV & Media Report, 2015

18. #1 REASON? COST.
Reason Broadband Users Cut TV From Subscription Package
Source: Ericsson ConsumerLab TV & Media Report, 2015

19. #2 REASON? CONVENIENCE.
Reason Broadband Users Cut TV From Subscription Package
Source: Ericsson ConsumerLab TV & Media Report, 2015

20. STREAMING SERVICES HAVE GONE MAINSTREAM
Share of US Millennials Who Use Select Streaming Services, By Age
Source: BI Intelligence US Millennials Survey

21. AND IT THREATENS CABLE
Share Of US Pay-TV Subs Who Subscribe To OTT Services (2015)
Source: ITG Investment Research

22. MORE THAN ONE WINNER
Source: BI Intelligence

23. WHICH IS ALSO BENEFITING DEVICE-MAKERS
Estimated Streaming Device Installed Base (Global)
In Millions
Source: IHS, BI Intelligence

24. THANK YOU!
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