In the US, over-the-top subscription revenue increased 14% last year to reach $77.6 billion, which outpaced traditional TV subscription revenue, according to The Battle for the American Couch Potato: OTT and TV (March 2026) report from Convergence Research Group. With the market led by streaming giants such as Netflix, Disney and Amazon, projections indicate another 15% increase in OTT revenue, reaching $89 billion the end of this year, the report finds. The expansion underscores continued robust growth and consumer migration to streaming platforms.
America Coach Potato 2025 – Key stats:
- Average US price increase across 10 leading OTT providers was 12%
- 67% of US households did not have a TV subscription with a cable, satellite or telecom TV access provider
- Streaming with ads offers yielded an average cost savings of 42% to similar offers without advertising
The report also found that the total number of US cable, satellite and telecom TV subscribers declined by 4.4 million last year, and Convergence is predicting another decline of 4 million TV subs this year. The Couch Potato report found revenue across cable, satellite and telecom TV subscriptions dropped 10% to $64 billion in 2025. This revenue is expected to drop 8.5% on average each year through 2028.
Residential broadband
Convergence estimates that 2.7 million residential broadband subscribers were added in the US last year, which represents revenue growth of 4% to reach $67 billion. Looking ahead through 2028, broadband subscribers are expected to deliver similar revenue growth each year through 2028.
Cable still has the lion’s share of residential broadband customers, but the sector is facing increased pressure from the wireless giants: Verizon, AT&T and T-Mobile.
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