04/05/2026
The behaviour already moved. The measurement is just catching up. (And not a moment to soon either)
DStv has lost 2.8 million subscribers since March 2023. That’s a 16% drop in two years on its own product. In FY25 alone MultiChoice lost 1.2 million subs, with around half of those from South Africa. At the same time, DStv Stream subscribers grew 38% and DStv Internet subs grew 45%. People did not stop watching video. They changed where they watch it and what device they watch it on.
The set in the lounge is no longer the centre of the household’s attention economy and when TVM goes live in 2027, the trading currency will finally reflect that. Linear TV will get priced for what it actually delivers: a shrinking, older, more affluent slice of the population. Today, a lot of that inventory is still being bought at rates that assume the 2015 audience. That gap closes the moment the new currency lands.
South Africa is one of the most mobile-first markets on the continent. YouTube already reaches close to half of all SA internet users, and globally roughly nine out of ten YouTube sessions happen on a phone. Your audience is sitting in a taxi, in a queue, on a couch second-screening, or in bed at 11pm watching on a 6-inch screen. If your media plan still treats the lounge TV as the primary touchpoint, you’re paying a premium to reach the wrong room.
And yes we expect to hear things like:
“But linear TV still drives the biggest single reach moment.” True for sport, true for some news, sometimes true for soaps. That is exactly the role linear should play in 2027 - a tactical reach amplifier, not the engine of a plan. It earns its line item; it does not deserve the lion’s share by default.
OR
“Our brand needs the prestige of TV.” Prestige is a function of quality of attention, not the device. A polished six-second YouTube pre-roll seen by the right buyer with sound on is worth more than a 30-second spot during a low-attention break.
Clients who wait for TVM to “prove” the shift are not being cautious. They’re being late.
The clients who are going to look smartest in 2028 are the ones who have already started.