Over the past 12 years has much changed in the video
delivery market? Yes!
- DBS (DirecTV and DBS) more than doubled their number of subscribers, aided by passage of Satellite Home Viewer Improvement Act in 1999.
- Significant consolidation among top cable firms.
- Entry of LECs in 1999. Now hold an 11% share of MVPD market at the end of 2013.
- Today, approximately 35% of HHs have access to at least 4 MVPDs competitors (2 DBS, 1 cable, 1 LEC). In 2001, the maximum number of competitors/market was three (2 DBS and 1 cable).
- Cable and Telco MVPDs bundle broadband and telephony with video offerings to form double and triple plays. DBS firms partner with telcos to offer similar video/telephony/internet bundles.
- Broadband is becoming a more viable product substitute to MVPD as firms like Netflix and Amazon Prime create and deliver content for the internet. Some subscribers are cord-cutting (or cord-shaving).
- Many of the top cable MVPDs are vertically integrated with content providers. Comcast, with its ownership of NBC/Universal, has the largest number of program affiliations.
- ESPN and live sports programming dictate perceived value and prices.
- Cable programming is bundled into pricing tiers.
|
|
EOY 2013
|
|
2Q2001
|
|
|
|
Comcast
|
21,690,000
|
22.9%
|
8,415,950
|
9.5%
|
purchased AT&T Broadband in
2003 and added approx. 2M subs from Adelphia in 2006
|
|
DirecTV
|
20,253,000
|
21.4%
|
9,996,700
|
11.3%
|
proposed merger with Dish in 2001
was blocked by regulators
|
|
Dish
|
14,057,000
|
14.9%
|
6,066,902
|
6.9%
|
|
|
Time Warner
|
11,393,000
|
12.0%
|
12,672,496
|
14.4%
|
purchased 2/3rds of Adelphia's
subscribers in 2006
|
|
AT&T
|
5,460,000
|
5.8%
|
14,518,176
|
16.4%
|
AT&T Broadband thru 2003;
AT&T U-Verse began in 2006
|
|
Verizon
|
5,262,000
|
5.6%
|
-
|
0.0%
|
|
|
Cox
|
4,800,000
|
5.1%
|
6,164,043
|
7.0%
|
|
|
Charter
|
4,342,000
|
4.6%
|
6,490,790
|
7.4%
|
|
|
Cablevision
|
2,813,000
|
3.0%
|
3,002,543
|
3.4%
|
|
|
Adelphia
|
-
|
0.0%
|
5,748,986
|
6.5%
|
|
|
All Other
|
4,536,294
|
4.8%
|
15,233,488
|
17.3%
|
|
|
|
|
|
|
|
|
|
|
94,606,294
|
100.0%
|
88,310,074
|
|
|
|
|
|
|
|
|
|
|
CR4
|
67,393,000
|
71.2%
|
45,603,322
|
51.6%
|
|
|
|
|
|
|
|
|
|
Top 5 Cable
|
45,038,000
|
47.6%
|
48,261,455
|
54.7%
|
|
|
AT&T & Verizon
|
10,722,000
|
11.3%
|
0
|
-
|
|
|
DirecTV & Dish
|
34,310,000
|
36.3%
|
16,063,602
|
18.2%
|
|
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