Insight’s 3Q total rev jumped 14% to $318mln, led by rev increases in basic (8%), HSD (22%), digital (28%) and telephone (47%) services. The MSO’s total RGU’s grew 14% to 2.61mln, powered by net gains of 16K basic subs (1.32mln total), 26K digital subs (598K), 45K HSD subs (580K) and 6K phone subs (113K). Avg monthly rev/basic sub in 3Q was $80.90, compared to $73.57 last year. Growth has been achieved, Insight said, through increased spending on sales and mktg efforts, an emphasis on bundling, and video service differentiation with VOD, HDTV and DVRs.

The Daily


3Q21 SVOD Tracker

MoffettNathanson is projecting a slowdown in SVOD subscriber momentum for 3Q21, estimating 2021 DTC net adds will come to about 8 million across its coverage portfolio versus the 11 million it saw in 2Q21

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