Broadband Operators Well Positioned to Capitalize on Accelerated Connected TV Growth

By Jeff Johnston

March 18, 2021

Key Points

  • With millions of bored consumers waiting out the pandemic at home this past year, 2020 was a tipping point for connected TV on-demand video streaming services, which drove an acceleration in cable cord cutting.
  • Major media companies have started to prioritize their streaming services. Warner Bros. is now simultaneously releasing movies in theaters and on its streaming service HBO Max, and Disney has reorganized its business around producing and distributing streaming content.
  • In 2020, streaming service providers added tens of millions of new customers, and more people now watch TV via a connected TV device versus the traditional linear programming model, according to some estimates.
  • Despite the surge in cord cutting, some cable operators have been able to expand their margins with a broadband-first strategy.
  • Several indicators suggest the connected TV phenomenon could accelerate in 2021, which should help improve margins for those cable operators who embrace this trend.

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Disclaimer: The information provided in this report is not intended to be investment, tax, or legal advice and should not be relied upon by recipients for such purposes. The information contained in this report has been compiled from what CoBank regards as reliable sources. However, CoBank does not make any representation or warranty regarding the content, and disclaims any responsibility for the information, materials, third-party opinions, and data included in this report. In no event will CoBank be liable for any decision made or actions taken by any person or persons relying on the information contained in this report.

 
 
 
 

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