Netflix Dominates: 85% of “Minutes Watched’. All Other Streamers: 15%

Analysts LightShed Partners published a noteable pushback to the gloom surrounding Netflix‘s outlook. Remember that investors savaged Netflix, whose market cap has lost around two thirds of its its peak valuation. This tracker tells the story: Wall Street turned sour on Netflix for a cascade of factors including: Stalled subscriber growth. Questions about the quality …

Netflix & the Streamers Put a Blowtorch to the PayTV Model. What Do the Charts Say?

There’s a mixed bag of stories revealed in the charts that caught my eye during this rather slow Summer month. Bottom line: The shift to streaming is gathering pace: consumers are putting a blowtorch to the “melting icecube” of legacy broadcast and cable media. The data asks a big question:  Do Discovery, Peacock, Paramount, and …

Is Peacock the “New Quibi?” Wall Streeters say “Stop! Put a bullet in it!”

Influential Wall Street analysts Lightshed Partners report that NBCUniversal has spent $2.5 Billion on its Peacock streaming service. And what has it got? Peacock subscribers are stuck at around 14 million. There were zero subscriber gains for the recent quarter. Peacock lags far behind its competitors Netflix (221 million subscribers), Disney+ (138 Mn), HBO Max (77 …

Selling Your Documentary to the Streamers: Opportunities beyond Netflix and the Big 5. Podcast with Wendy Bernfeld

WENDY BERNFELD is a highly respected, veteran executive who has enjoyed industry-leading roles in film, PayTV, SVOD , international co-production and distribution. She is the Founder and Managing Director of the Amsterdam-based RIGHTS STUFF CONSULTANCY. In our absorbing conversation, she shares her detailed, practical knowledge about how to identify and sell to the many platforms …

Netflix & the Rise of the Streamers: What do the Charts Say?

Netflix and the streamers share only a sliver of useful data about their viewing audience. However, a steady flow of independent research provides a jigsaw puzzle of insights into the streaming ecosystem. Lots of worthwhile data crossed my desk this month. Here are 12 highlight charts, with just a little commentary. Don’t miss my Desktop …