How Hulu Live TV, YouTube TV and Sling TV are Helping AT&T Dish Streaming?

How Hulu Live TV, YouTube TV and Sling TV are helping AT&T Dish Streaming? Neither Google nor the owners of Hulu have revealed the numbers of subscribers for their live TV broadcast services, but Morgan Stanley says their success is helping to boost media companies in the midst of the "disruption" of the cable TV.

Hulu Live has some 250,000 online subscribers, while YouTube TV has 400,000. Google (GOOGL) channel Google launched YouTube TV on April 5; Hulu Live started on May 3.

But incumbent pay-TV companies AT&T and Dish Network (DISH) have the largest number of television broadcast subscribers and those numbers are increasing. Leichtman Research Group estimates that the Sling brand-branded Internet transmission service has 1.68 million subscribers, including an additional 240,000 in the September quarter. AT&T's DirecTV Now service has 787,000 subscribers, including nearly 300,000 subscribers in the third quarter.

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"On the margin, the new virtual adoption (transmission) is an increasing compensation to traditional casualties," Swinburne said in the report.

AT&T has included its DirecTV Now transmission service with wireless products. The satellite television station Dish has also not disclosed the subscriber numbers.

Cord-cutting, a term for consumers who cancel monthly pay-TV subscriptions, continues to grow. LRG says the six major cable companies lost close to 290,000 video subscribers in the third quarter of 2017, compared to a loss of approximately 90,000 subscribers a year earlier. Satellite TV services lost 475,000 subscribers compared to a gain of approximately 5,000 subscribers a year earlier.

That's bad news for content providers. Media companies such as Walt Disney (DIS), Discovery Communications (DISCA) and Time Warner (TWX) get per-subscriber fees from pay-TV providers.

Morgan Stanley's Swinburne, however, says that media firms are getting a boost from the earnings of Hulu Live, YouTube TV, Sling and DirecTV Now subscribers, even if subscriber revenues are lower than those of television. of payment.
Google launched on October 30 a new television application for YouTube's streaming service, which could boost subscriber growth, analysts said.

Hulu's parents are 21st Century Fox Entertainment (FOXA), Disney, Comcast (CMCSA) and Time Warner. AT&T TV service is seeking approval from regulators to acquire Time Warner.
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