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The penetration of streaming in US households has expanded to 80% in the first quarter of 2022 from 79% in the fourth quarter of last year, according to a new report from MoffettNathanson.
Around 60% of pay-TV subscribers who regularly watch sports will remain loyal to the service and might be the most solid standing ground for the ecosystem, as long as live sports remain exclusively within the pay-TV bundle.
Led by continued massive customer losses at AT&T, cord-cutting for U.S. pay TV services will reach an attrition rate of -3.8% in the third quarter once all operator reports are in, MoffettNathanson predicts.