Who owns the digital pipelines?

Cord-cutting continued in 2019 as U.S. consumers dropped pricey cable TV bundles in favor of internet-based TV and movie options. As the cable/broadband industry consolidates, three major players — Comcast, Charter and AT&T — now control most of America’s digital pipelines.

Subscribers to U.S. video and internet services (Q4 2019 or as noted)

Company Consumer Digital TV Consumer Internet  
COMCAST 21,250,000 28,600,000 Added 1.4 million internet customers in 2019; 9.9 million voice customers
CHARTER  16,140,000 26,670,000 9.4 million telephone subs
ATT (includes DIRECTV) 19,500,000 15,400,000 62.3 million consumer wireless devices; more than 4 million video subs lost from DIRECTV, AT&T U-verse, and AT&T TV NOW in 2019
VERIZON FIOS 4,230,000 6,960,000 94.5 million wireless customers
COX 3,865,000 5,170,000 Q4-2019 estimates
ALTICE 3,179,000 4,187,000 Q4-2019 estimates: about 4.6 million voice customers
DISH 9,394,000  595,000 Includes Sling TV subscribers
CenturyLink n.a. 4,680,000  

Sources: Company reports, Leichtman research