— Topic —

    Pay TV

    1 receipt tracked • 100% industry hit rate

    — Filed —

    1 receipt on Pay TV

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    RECEIPT #MICHAE

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Michael Nathanson
    Michael’s prediction that YouTube TV will be the pay-TV market leader in two years with 10 million subscribers.

    FOLLOW-UP

    YouTube TV has continued to grow and, by the mid-2020s, is widely reported by industry analysts as one of the largest – and often the largest – virtual pay-TV bundle in the U.S., with subscriber estimates approaching or exceeding 10 million. This aligns closely with Nathanson’s call that it would be the pay-TV market leader with around 10M subs within roughly two years. Traditional cable/satellite operators continued to lose subscribers, making a vMVPD like YouTube TV the de facto “pay-TV market leader,” which matches the structural prediction in his quote.