Variety Intelligence recently published Fading Ratings, featuring a useful series of charts that captures the downward audience trend over five-to-seven years of several portfolios of U.S. networks. The starting points are 2014 or 2016. SVOD’s Rising: The context-setting chart highlights the rise of Netflix and the top subscription streamers. The SVOD’s may be leading the …
Apple briefly became the first $3 trillion company. Its valuation is roughly equal to the gross domestic product of Britain or India. And it is equivalent to about six JPMorgan Chases, the biggest American bank, or 30 General Electrics. This milestone constrasts dramatically with today’s valuations of legacy media companies like Disney, ViacomCBS and Discovery, …
The rush from linear to streaming accelerates. Netflix reaches saturation in North America and is targeting global growth (See chart). Its U.S. rivals are mostly left far behind in both subscribers and in spend on original programs. Streaming competitors have emerged in Europe and elsewhere. The good news is that the platforms need content including …
The buzz of the week centred on The Walt Disney Company‘s announcement that Disney+ had added only 2 million subscribers in 3Q 21. Lightshed Ventures Partner Rich Greenfield shared with Bloomberg‘s Emily Chang his useful analysis of why Disney’s streaming strategy is failing. The message: Disney owns all the programming and other resources to accelerate …
In a failing difficult bid to catch up with Netflix, the legacy media groups are investing heavily in promoting their streaming services on their own and other channels. iSpot.tv reported on the promotion and advertising spend by the major TV network groups for their streamers. Discovery+ Ran 420,485 national TV airings of promotion/advertising content, with …
Netflix‘s commanding lead on the flock of streamers is captured in a new set of U.S. data just released by GfK MRI-Simmons and shared by Byron Media‘s John Morse. Interviews were conducted over a 12 month period and respondents were asked which streaming services they watched during the last seven days. The most active commissioners …
What is Netflix’s share of U.S. viewing? Last month I reported on Comscore’s June 2021 findings that Netflix (26% market share) and YouTube (21%) dominate viewership on connected TV’s. The key Comscore measure is ‘Time Spent’. Here’s the chart: Misleading However, the data is misleading if you are a producer, distributor or programmer whose job …
The COP 26 UN Climate Change Conference opens in Glasgow on October 31, bringing urgency to the race to save our planet. Documentary commissioners, producers and distributors have responded with lots of new orders. Does global warming have the urgent audience appeal of programs that address hot button issues like true crime, gender, and social …