"On Monday, research analyst MoffettNathanson released its "Cord-Cutting Monitor Q3 2025: Signs of Life?" report. It found that the pay TV operators, including cable companies, satellite companies, and virtual multichannel video programming distributors (vMVPDs) like YouTube TV and Fubo, added 303,000 net subscribers in Q3 2025. According to the report, "There are more linear video subscribers now than there were three months ago. That's the first time we've been able to say that since 2017.""
"Traditional pay TV companies also contributed to the industry's unexpected growth by bundling its services with streaming subscriptions. Charter Communications offers bundles with nine streaming services, including Disney+, Hulu, and HBO Max. In Q3 2024, it saw net attrition of 294,000 customers, compared to about 70,000 in Q3 2025. Other cable companies have made similar moves. Comcast, for example, launched a streaming bundle with Netflix, Peacock, and Apple TV in May 2024."
Pay TV operators added 303,000 net subscribers in Q3 2025, marking the first quarterly increase in linear video subscribers since Q3 2017. The industry had experienced multi-year declines and recorded 1,045,000 customers in Q2 2025. The largest vMVPD, YouTube TV, claimed 8 million subscribers in February 2024 and is estimated by some analysts at 9.4 million; YouTube TV added an estimated 750,000 subscribers in Q3 2025, down from 1 million in Q3 2024. Traditional pay TV providers reduced net losses by bundling streaming services, with Charter and Comcast reporting smaller attrition and new bundle offerings.
Read at Ars Technica
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