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Inside the Stream: Disney’s AVOD Subscriber Surge, Prime Video’s Title Tonnage
Disney’s fiscal Q4 results confirmed a broader industry trend that ad-supported subscribers are driving growth for streaming services. Disney’s CEO Bob Iger said 60% of new DTC subscribers are on the ad tier, with 37% and 30% of US and international subscribers, respectively, now on the ad tier.
Related, Netflix said earlier this week that 70 million monthly users are reached via its ad-supported plan, up from 22 million in January. It also said over 50% of new subscribers in countries where an ad tier is available sign up for it. Colin and I discuss the reasons viewers are choosing ad-supported plans.
Related, we also explore new Gracenote data showing the disproportionate amount of SVOD titles on Amazon Prime Video.
Listen to the podcast to learn more (29 minutes, 54 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Advertising, Podcasts
Topics: Amazon, Disney, Gracenote, Podcast
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Inside the Stream: Streaming Sports Viewers Surge Past Pay-TV
eMarketer’s latest data reveals that in 2024, 20 million more viewers will consume live sports on streaming than on pay-TV. With a number of marquee games shifting to streaming ahead (notably NBA to Amazon and Peacock), streaming is poised for more gains. eMarketer forecasts that in 2027 over 127 million viewers will consume live sports on streaming vs. just 75 million for pay-TV.
As we explore, the traditional notion of “sports as a firewall” against cord-cutting is becoming more ambiguous. In some cases sports-oriented TV networks are further blurring the lines. A good example we discuss is The Tennis Channel’s new initiative to include a live feed of its linear network in its Tennis Channel+ streaming service. It’s the first time tennis fans will be able to directly access the linear network.
Listen to the podcast to learn more (26 minutes, 5 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSTopics: eMarketer, Podcast, Tennis Channel
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A Hidden Bias Makes CTV Advertisers Miss Major Opportunities
Thursday, November 7, 2024, 5:31 PM ETPosted by:Dan Larkman
CEO, Keynes DigitalAs the cost of traditional streaming services continues to rise, consumers are increasingly turning to free, ad-supported streaming platforms (FAST channels) like Pluto TV. For advertisers, this shift presents an opportunity to reach diverse and engaged audiences in ways that have been largely overlooked. However, the advertising industry has been slow to fully embrace FAST channels. This hesitation can be traced back to a disconnect between decision-makers and the consumers they’re trying to reach. Many advertising professionals, who are often well-paid and white-collar, personally prefer premium, ad-free streaming services and fail to recognize the unique value FAST channels can offer.
Categories: Advertising, FAST
Topics: Keynes Digital
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Inside the Stream: Comcast’s Cable Networks Spinoff, YouTube’s $50 Billion Revenue
There was plenty of news in the TV/streaming industries this earnings week. First up we discuss Comcast raising the idea of spinning off its cable TV networks to shareholders. A move like this has been speculated about for years, as the networks are buffeted by cord-cutting. Comcast also said Peacock gained 3 million subscribers in Q3, benefiting from the Paris Olympics.
Meanwhile Alphabet said that YouTube’s revenue for the past 12 months hit $50 billion, a first for the company. As we discuss, it’s likely that subscription services, which include YouTube TV, YouTube Music and Premium, Primetime Channels and Sunday Ticket, exceeded $15 billion. That would make YouTube one of the top 3 streaming subscription providers by size.
Listen to the podcast to learn more (21 minutes, 24 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Cable Networks, Podcasts, SVOD
Topics: Comcast, Podcast, YouTube
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