Here are charts from a PDF sent to us from an RBR-TVBR source. It’s a six-quarter rate card county household count from spot cable ad inventory rep Viamedia. Viamedia is the largest non-MSO affiliated video ad sales organization in the US. Viamedia provides media solutions for local, regional and national advertisers by inserting advertising onto major cable networks like ESPN, MTV, DISCOVERY, CNN, LIFETIME, A&E, FOX NEWS, TNT and SPIKE as well as providing online ad solutions.
It appears Verizon has grabbed 20% of the DMA numbers and is in the priciest neighborhoods. Look at the consistent quarter-by-quarter growth. The charts also reflect the most recent month-to-month growth.
Bottom line, lower subscriber numbers will affect the incumbents in PPV, home shopping commissions, local ad insertion sales, etc. Eventually the incumbents will be aggressive in push back but so far they are letting Verizon eat their lunch.
This rollout shows what an incumbent can lose to well-heeled new technology.
See the charts here: