Two articles on the state of the industry caught my attention this week: A brilliant analysis of a key success factor for streamers from Lightshed Partners. And a ho-hum Wall Street Journal story that nonetheless captures the current investment frenzy for Unscripted productions. Nat Geo also shared an updated INCLUSION STANDARDS. Scroll down for the …
Three years ago, I wrote here: “Discovery must be in play after AT&T’s recent takeover of Time Warner with its Warner Bros, HBO and Turner programming assets.” (Discovery for Sale, June 20, 2018) ATT confirmed today that it will spin off its renamed WarnerMedia unit into Discovery Inc. My Initial Takeaways: 1.Discovery Transformed A leading …
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 …
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 …
discovery+ tops the SVOD “Most Streaming Sign-ups” list for U.S. in its launch month. discovery+ accounts for a 19% share of US SVOD signups in January according to new data released by ANTENNA, a subscription insights provider. That puts d+ ahead of HBO Max (14%), Disney+ (13%) and Hulu and CBS All Access (each with …
Veteran media industry consultant Ed Hersh returns to my podcast platform to explore the multiple seismic changes shaking the Documentary / Unscripted sector and what producers need to know. We discuss how the term ‘Perfect Storm‘ captures the confluence of: Covid impacts, The shift by viewers from channels to direct-to-consumer (DTC) platforms like Netflix and …
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. …
In a webinar moderated by PACT‘s Dawn McCarthy-Simpson, the veterans Dan Salerno and Michael Hoff joined me to explore the COVID-disrupted condition of the production and programming pipeline for U.S. Factual networks. The big question: Are we heading into a “Content Desert?” Watch the May 19 webinar or read our detailed notes here! My guests …