Business Insider Intelligence senior research analyst Audrey Schomer, eMarketer senior analyst Ross Benes, forecasting analyst Eric Haggstrom, and vice president of content studio at Insider Intelligence Paul Verna discuss TV: How are sports audiences changing, and how does that affect pay TV? They then talk about T-Mobile's new skinny TV bundle, Roku's Q3 earnings, and live TV streaming prices.

We expect the number of US pay TV households to decline by 7.5% to 77.6 million this year.

We previously expected there to be 80.5 million US pay TV households this year. We updated our forecast in August, and we now believe that figure will decline by 7.5% to 77.6 million. Our pay TV figures exclude virtual multichannel video programming distributors (vMVPDs), which deliver live TV over the internet.​

While pandemic-driven lockdowns may have benefited certain forms of media, the traditional pay TV industry is not one of them. In fact, cable, satellite, and telecom TV providers will lose the most subscribers ever.

In 2021, the biggest US beneficiary of the streaming bonanza will be Disney. After a plethora of streaming competitors launched in 2020, Netflix still added a substantial number of subscribers. Equally as impressive as Netflix’s sustained dominance was Disney+’s ability to quickly gain viewers. These developments show there’s room for multiple services to thrive in this fast-growing market.

eMarketer research analyst Mariel Soto Reyes and principal analysts at Insider Intelligence Mark Dolliver and Jeremy Goldman discuss the future of short-form video, HBO Max's release structure experiment, a new service to streamline streaming, how the pandemic affected computer usage, why Apple wants in on cars, what actually happens when you experience déjà vu, and more.

eMarketer principal analysts Mark Dolliver, Sara M. Watson, and Nicole Perrin, along with junior analyst at Insider Intelligence Blake Droesch, discuss the latest government lawsuits against Google, Twitter's new "Spaces" audio feature, 2021 Super Bowl commercials, the reception to Apple's new privacy labels, The Walt Disney Co. throwing its weight behind streaming, what all "Friends" episodes have in common, and more.

Following a strong launch in November 2019, Disney+ is on track to surpass $4 billion in US subscription revenues by 2022. In its first full year, Disney+ has grown rapidly, spurred by in-demand content and stay-at-home orders. In fact, the service will help The Walt Disney Co. reach Netflix’s share of the market by 2022, according to the inaugural eMarketer OTT subscription revenue forecast by Insider Intelligence.

A little over a year since its debut in the United States, Canada, and the Netherlands, Disney+ is now officially available to consumers in Latin America. Subscribers to the platform will be able to enjoy unlimited access to the company’s vast array of content from Disney, Pixar, Marvel, Star Wars, National Geographic, Fox, and more.