[OLD BOY]

There is an interesting assessment of the cordcutting phenomenon set out in this article. It is most pronounced in the US, where it looks as though the days of pay tv are numbered in the medium term. The UK seems to be going the same way, although we are currently behind the US in terms of their direction of travel.

http://www.csimagazine.com/csi/Is-co...-in-Europe.php

EXTRACT

...At the opposite end of the spectrum to Ukraine is the UK, a market that looks the most like the US in that payTV ARPU is the highest at EUR35.5 and there is a high appetite for US content. “For these reasons the UK is one of the few countries where cord cutting could be happening,” Ourliac said.

Ourliac pointed out that OTT services registered more subscribers in 2018 than payTV (close to 18m versus just under 16m for the latter), although this is only the case when incumbent skinny bundles, namely Sky’s Now TV, are included in the calculation. “So the cord cutting has to be balanced in the UK as well,” she added.

According to Ourliac, the case of Sky implies that should cord cutting happen in Europe it will concern satellite first, although it doesn’t mean DTH operators will lose their customers if they successfully manage to attract them onto their own skinny bundles...