While many quarterly reports are showing video subscriber losses, one analyst is estimating that two of the most popular live TV streaming services will show growth for the final quarter of 2019.
Michael Nathanson, media analyst for MoffettNathanson, believes that both Hulu with Live and YouTube TV will show strong Q4 numbers, despite many traditional MVPD services losing subscribers in 2019.
“Although we do not yet have an accurate count of how virtual MVPDs performed in the quarter, industry contacts suggest that both Hulu Live and YouTube TV have crushed it,” wrote Nathanson.
We don’t yet have exact numbers for these services. Only AT&T TV NOW has shared Q4 numbers so far, with a loss of 219,000 subscribers. In their quarterly report, the company said they hope that new service HBO Max and the nationwide launch of AT&T TV will complement internet services to recover the revenue lost last quarter.
Fierce Video reports that MoffettNathanson expects vMVPD subscriber growth to lower the rate of video subscriber losses to 3.5% for the year. Traditional MVPD losses are estimated to be down 6.8% for Q4. AT&T, Charter, Comcast, and Verizon reported a combined 1.5 million video subscriber loss for Q4 2019.
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