Pay TV lost 845K linear subs in Q4, analyst says

북미 케이블, 위성 및 IPTV 가입자 중 '17년 4분기에만 845,000 가입자가 이탈하였음

16년 4분기에 456,000 가입자가 이탈 대비 46%가 증가하였음

그러나 브로드밴드 가입자는 '16년 4분기 722,000 가입자 증가대비 17년 4분기에는 910,000 가입자가 증가하였음

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U.S. cable, satellite and IPTV operators lost a combined 845,000 video subscribers in the fourth quarter, Evercore ISI analyst Vijay Jayant estimated in a note to investors this morning.

The continued pay TV customer loss compares to 456,000 lost video subscribers in the fourth quarter of 2016.

Meanwhile, Jayant predicted continued growth for virtual pay TV operators, estimating gains of 745,000 users in the fourth quarter, after the sector was essentially flat in the comparable 2016 quarter. 

The 11 top pay TV companies lost around 2.5 million users in the first three months of 2017.

Most of the major pay TV operators will begin reporting fourth-quarter data this week, with Verizon and Comcast slated to deliver their quarterly reports. 

RELATED: From Arris to Altice: Tracking Q4 2017 earnings in the pay TV industry

Jayant noted recent surcharge and service price increases by Comcast, Charter and Altice, calling them “in line” with historical increases.

Meanwhile, the analyst predicted that telecom operators will report growth of 1 million landline broadband users, up from 722,000 in the fourth quarter of 2016. 

Cable, Jayant said, will continue to dominate this growth—Jayant predicted that cable operators would report 910,000 new high-speed internet customers in the quarter.