Once a subscription slotxo cable TV business It used to flourish in the United States. Until someone likened it With cable TV on hand, it's like there is. "Goose with golden eggs" with him

When it is extremely prosperous. Cable television in the US has more than 100 million households. Generating huge monthly income Until the media business was severely “disrupted” by the emergence of “streaming” services.

At least three senior media executives in the United States agree that The cable business started losing its members eight years ago, with around 100 million members of the household since 2012. The number of regular members has dropped by more than 25 million households.

And it is expected that in the next 5 years there will be another 25 million households. And there will be only about 50 million "fixed" members left If the income in the next 5 years, cable TV business in the United States. About $ 25 billion in revenue will be lost from the cancellation of the subscription.

This does not count against the loss of ad revenue. For major cable TV shows like Disney, Comcast, NBC Universal, AT&T Warner Media, VACCBS, Fox, Discovery. , Sinclair and AMC Networks

Jeff Bewkes, CEO of Time Warner once said it was because the streaming company had higher potential. Cable television cannot fully adapt to “on demand”, relying on advertising money. And most importantly Streaming companies have much higher tech expertise.

That's where the big changes have been made in the US media industry over the past three months.

Giants such as Disney, NBC Universal, Warner Media, and VACOM CBS Each announced a major business restructuring. Including changing the old-generation leaders, including departments, laying off thousands of excess employees And deflect it towards the streaming business

Not only was Disney Plus born, there was also HBO Max. (Warner Media), Peacock (NBC Universal), Paramount Plus (VACOM CBS) continues until Discovery Plus And AMC Plus as well

It is expected that the streaming business will generate revenue that will offset the cable TV business.

The cost of cable TV membership in the US is around $ 17.62 per month (about 550 baht). The most affordable is ESPN, which only offers sports to watch. But still gaining popularity The price level is $ 10 per month.

While the streaming membership fee of "Disney Plus" plus ESPN is only $ 6.99 and there are no interrupting advertisements.

But changing to one of the streaming businesses at the same time It is not likely to be the path to survive in the cable TV business.

One important reason is Cable television needs to be "guaranteed". Revenue for the content producers is the copyright that is published. Which is getting more and more high But cannot buy a license Because when did you lay your hand? A competitor is a snatch. This may further worsen the state of the company.

Therefore, not all cable TV businesses will be able to transform into streaming and survive on a global scale. Under high competition with giants like Netflix, Amazon and Apple TV.

Bewkes believes that only some of them have their own "content" and that they are unique, like "Disney". ”In the world of streaming.

The remainder may die from both streaming and cable TV businesses.