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1. Providing in-depth insight, data, and analysis of everything digital.
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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