Filing Flows › Industries › Communication Services › Cable & Other Pay Television Services
Cable & Other Pay Television Services SIC 4841
12 companies filing with the SEC under SIC 4841. Median revenue growth +0% year on year in Q3 2026 (middle half -6% to +9%, 9 companies). The growth model expects the industry's combined revenue to grow +1% in Q3 2026. 11 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- DY → CHTR 14% of the supplier's revenue, $804M
- VSNT → CMCSA 11% of the supplier's revenue, $736M
- VISN → CMCSA 35% of the supplier's revenue, $676M
- DY → CMCSA 7% of the supplier's revenue, $410M
- UEIC → CMCSA 12% of the supplier's revenue, $45.4M
- CMCSA → SCSC
- VISN → CHTR
- ROKU → AMZN
- ROKU → BBY
- ROKU → WMT
- ROKU → TGT
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +0.6% | $61.3B | $57.6B – $64.9B |
| Q4 2026 | +3.1% | $64.7B | $60.2B – $69.3B |
| Q1 2027 | +4.6% | $63.7B | $59.0B – $68.4B |
| Q2 2027 | +5.3% | $62.2B | $57.6B – $66.9B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| CMCSA Comcast | $29.3B | -6% | contraction |
| CHTR Charter Communications | $14.9B | +9% | reacceleration |
| WBD Warner Bros. Discovery | $8.7B | — | contraction |
| OPTU Optimum Communications | $2.0B | -5% | mature |
| LBTYA Liberty Global | $1.9B | +59% | reacceleration |
| ROKU Roku | $1.5B | +24% | expansion |
| LILA Liberty Latin America | $1.1B | +0.4% | mature |
| AMCX AMC Global Media | $547M | — | contraction |
| CABO Cable One | $332M | -12% | contraction |
| GLIBA Liberty Capital | $267M | +4% | mature |
| ADEA Adeia | $80.2M | -8% | contraction |
| PAAI Paradium.AI | $22.2M | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.