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In response to
"I agree with this for the most part. State of Play actually shows that OTT subscriptions are increasing especially for YouTubeTV in the past two years"
by
Inigo
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I see that, but (and this isn't about anything you said) the numbers don't add up.
Posted by
Mop (aka rburriel)
May 24 '22, 09:17
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vMVPD adoption is rising (7% -> 9% -> 13%). And yet, Hulu + Live, Sling TV, and DirecTV Stream are all flat. Only YouTube TV was up (2% -> 3% -> 5%). Is YouTube TV's share of the market so large that it resulted in a total growth of 4% points in just the last quarter? I mean, it's possible.
It does say that YouTube TV is the vMVPD with the highest household penetration and has grown by 160% since 2020. It's starting to feel like it's "YouTube TV ... ... ... everybody else."
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Responses:
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