gg2
substack.com

Cable TV news

Archived — this story has rotated out of today’s deck. It is kept here in full.

The gist

Cable TV subscriptions fell below 50% of U.S. homes in 2026, down from 88% in 2010.
Streaming dominance and content shifts signal cable's decline, affecting viewers and industry.

Background

Cable TV has been losing subscribers for years as streaming services like Disney+, Paramount+, and Peacock attract viewers with original content. The percentage of U.S. homes with cable or satellite subscriptions dropped below 50% in 2026, a historic first, according to Leichtman Research Group and CableCompare. This shift is driven by cord-cutting and the migration of premium content away from traditional cable networks.

How it unfolded

  1. 2010Cable penetration was 88% of U.S. homes.
  2. 2026Cable penetration fell below 50% for the first time, per Leichtman Research Group and CableCompare.
  3. Aug 28, 2026Charter Communications announced a $34.5 billion acquisition of Cox Communications to consolidate and invest in broadband and mobile.
  4. Sep 3, 2026WOW! announced it will transition Florida residential cable TV customers to YouTube TV, discontinuing its own TV service on Nov 13, 2026.

Who’s saying what

Analysts
If consolidation trends continue, cable's share of TV viewing could fall below 20% before the end of the decade.
Public
Many viewers prefer streaming news online because it's cheaper and more tailored than traditional cable packages.

Sources

See today’s stories in the app gg2 — free on the App Store