State of the Screens

HBO Max global subscribers (YoY growth): 1) 2019 - 55M 2) 2020 - 61M (↑ 12%) 3) 2021 - 74M (↑ 21%) HBO Max U.S. subscribers (YoY growth): 1) 2019 - 34M 2) 2020 - 42M (↑ 20%) 3) 2021 - 47M (↑…

Big news: Netflix spooked Wall Street with lower-than-expected subscriber growth numbers.  The stock got hammered and has fallen ≈ 45% (↓ ≈ $160B in market cap) from a high of…

Big news: Americans spent ≈ 15M years (7.9T minutes) streaming movies and TV shows in 2021. Big question #1: What were the most popular shows and movies? Top original streaming…

Peak TV is expensive: Producing all of this new content will cost  ≈ $141B (including sports rights) for the U.S. market and ≈ $233B globally this year alone. Quote from…

Original scripted shows by year (YoY growth) according to FX: 1) 2012 - 288 (↑ 8%) 2) 2013 - 349 (↑ 21%) 3) 2014 - 389 (↑ 11%) 4) 2015 - 422 (↑ 8%) 5) 2016 - 455 (↑ 8%) 6) 2017 - 487 (↑ 7%) 7) 2018…

Big news: The domestic box office was down 60% (↓ $6.8B) vs. 2019. U.S. movie ticket revenue (YoY growth) according to Box Office Mojo: 1) 2012 - $10.8B  (↑ 7%) 2) 2013 - $10.9B  (↑…

Wow: The five top TikTok stars pulled in $55M in revenue last year.  That is a 200%+ increase YoY. TikTok’s highest-paid stars in 2021 (# followers) according to Forbes: 1)…

Big news: Fox News started 2021 in 3rd place but finished #1 for the 6th year in a row. Cable news networks by prime-time audience (YoY growth) according to Nielsen: 1) Fox…

Top 10 TV telecasts of 2021 by total viewers according to Variety: 1) Super Bowl LV: Tampa Bay vs. Kansas City (CBS) - 93M 2) AFC Championship: Kansas City vs.…

1) The Smart TV Wars get even hotter - Roku's battles with HBO Max/Peacock along with Comcast's rumored partnership with Walmart made clear the strategic importance of owning distribution in the streaming era.  Look for…