Analyst: Pay TV Industry to Lose 200,000 Subscribers in 2012 



Credit Suisse analyst Stefan Anninger posted some analysis that supports my post last week The Future of Television is Coming…Slowly. Anninger predicts a loss of 200K cable subscribers in 2012, down from his original prediction of 250K. Overall for the year through September ’11, pay TV penetration has fallen from 84.1% to 83.2%. It’s a slow trickle as consumers realize they are not getting near the value they are paying for in a traditional cable bundle. I don’t believe it is just the economy, the downturn is just a initiation point where consumers realize that cable is a rip off. That said, there are nowhere near the mainstream options available on-line to drive mass cord cutting. As a result, you are going to see major media firms continue to protect their core revenue streams, and consumers slowly but continually finding better options online.

See article here (from Hollwood Reporter)