Fading U.S. Channels: How steep is their audience decline in the streaming era?

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 …

Need To Know for ’22 #1. Apple Hits $3 Trillion Market Cap. Tech giants extend dominance over legacy media players

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, …

Sunny Side News Roundup: Global Shift to Streaming Accelerates

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 …

Netflix’s 41% of Time Spent dominates viewing of commissioned & acquired programs

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 …

News Roundup: Climate Change Documentaries Breaking Through?

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 …