Streaming Market Disruption: Netflix loses share as new services create opportunities for viewers & producers

The U.S. premium SVOD market continued its unstoppable growth in Q1 2021: Total subscriptions were up 24% year-over-year (YoY). And +64% since 1Q 2019! Disruption: However, according to Antenna researcher Jonathan Carson, “the category has experienced a staggering amount of disruption in the 18 months since Disney+’s launch.” Netflix losing dominance Two years ago, Netflix …

Streamers will reach 1.2 billion subscribers worldwide. Pressure mounts on the legacy channels / broadcaster model and its producers

1.2 billion video subscribers by 2025. That’s the total global SVOD customer base estimated by leading U.S. platforms. Netflix tops the list at 341 million! Here are the numbers collated by leading industry analyst LightShed Research. Takeaways: Full Steam Ahead. Legacy studios and channels operators are now “ALL IN!” to the streaming strategy. Consumers are …

Documentary Eco-system Snapshot: The Outlook for the Channels

The U.S. Pay TV distribution footprint is forecast to shrink by a record 2.5 million subscribers in Q2 2020. This follows a previous record drop of 2 million subscribers in Q1 2020. In the past 12 months, 6.5+ million customers have cut the cord. The forecast loss for Full Year 2020 is 8-9 million subscribers. …

Quibi’s $1.8 Billion Fiasco: Founder blames coronavirus, not flawed business model

Quibi is a dud, as I predicted. Even with a free 90-day trial, the Quibi app has been installed by less than 3.5 million consumers. It ranks #125 among free iPhone app downloads. That’s behind Duolingo, the language app where I recently failed to learn much Swedish (“Hej, hej!”). Founder and Hollywood mogul Jeffrey Katzenberg …