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 …

OSCAR win for MY OCTOPUS TEACHER. Listen to executive producer Ellen Windemuth in our “How we sold OCTOPUS to Netflix” podcast (Update)

Congrats to MY OCTOPUS TEACHER‘s extended family for winning the Best Documentary Feature award at last night’s Oscars. I write “family” because it took a deeply committed and close-knit group of friends and colleagues to bring Craig Foster‘s unexpected subject from chilly False Bay to Netflix, and then to Hollywood’s #1 stage:   How It …

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 …

The Sundance Documentary Economy: The Odds for Feature Docs. The $806M Cost of Missing Out

A Sundance Film Festival award lags only behind an Oscar nomination as a measure of success for documentarians. But what are the odds that a U.S. or international documentary will earn a slot on the Sundance program? And what is the total expense on all those submissions that missed out? This year, the Sundance Film Festival screened 73 feature-length …

discovery+ Report Card: 11 million subscribers. What does it mean? A Dan Salerno podcast

Discovery’s new streamer discovery+ released early subscriber data: 11 million have signed up in the few weeks after launch. I ask veteran programming exec Dan Salerno: What can we learn from the numbers? Is discovery+ ‘cannibalizing’ the channels’ program pipeline and ultimately revenues? Where are the documentaries that made the Discovery brand? Dan gives a …