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YouTube TV eclipses 8 million subscribers, crushing cable competitors with a 23% revenue surge in Q4 alone. The streaming giant’s live sports and NFL Sunday Ticket exclusivity drove churn to record lows, while legacy carriers lost another 2.1 million subscribers. In an aggressive pivot, YouTube TV has inked exclusive deals with 14 regional sports networks, cornering 40% of live viewing minutes among cord-cutters. CEOs: the golden era of linear bundles is over—adopt a direct-to-consumer strategy or risk irrelevance as YouTube TV proves scalable, profitable, and unstoppable.
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YouTube TV eclipses 8 million subscribers, crushing cable competitors with a 23% revenue surge in Q4 alone. The streaming giant’s live sports and NFL Sunday Ticket exclusivity drove churn to record lows, while legacy carriers lost another 2.1 million subscribers. In an aggressive pivot, YouTube TV has inked exclusive deals with 14 regional sports networks, cornering 40% of live viewing minutes among cord-cutters. CEOs: the golden era of linear bundles is over—adopt a direct-to-consumer strategy or risk irrelevance as YouTube TV proves scalable, profitable, and unstoppable.