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But according to Time Warner, most of those subscriber gains for HBO and Cinemax in the U.S. were not ârevenue-producing,â meaning the pay-TV affiliates kept 100% of the fees from subscribers for those services. As of the third quarter, HBO had 29.2 million U.S subs and Cinemax had 13.6 million, according to SNL Kagan.
AT&T will combine its 5.7 million U-verse TV customers with DirecTV's roughly 20.3 million US subscribers. All of a sudden you're talking about the number-two pay-TV provider in the country, says Dan Rayburn, an analyst with Frost & Sullivan.