State of the Screens

Big news: Roblox's user base spends more time in the environment now than during the pandemic (↑ 28% YoY). Flashback: Roblox Levels Up On Earnings Roblox daily active users (DAU)(YoY…

Big news: Two-thirds of Vizio's gross profit came from advertising in the third quarter. Flashback: What Is the Vizion for Vizio’s IPO? Vizio gross profit breakdown (% of total): 1)…

QoQ change in pay-TV subscribers: 1) Traditional pay-TV - ↓ 1.3M 2) Streaming pay-TV - ↑ 680K 3) Total pay-TV - ↓ 597K Total pay-TV subscriptions (YoY growth): 1) 2018-Q3 - 92.6M 2) 2019-Q3 - 89.7M…

Big news: The English Premier League (EPL) has agreed to a 6-year deal with NBCUniversal for the U.S. media rights valued at $2.7B. Why this matters #1: Soccer has "finally…

Disney+ subscribers (YoY growth): 1) 2020-Q3 - 73.7M 2) 2021-Q3 - 118.1M (↑ 60%) Quote from Kim Masters - Editor-at-Large @ The Hollywood Reporter: "The challenge confronting Chapek, and the leaders of every other…

Big news: Paramount Network’s hit show Yellowstone posted the largest TV audience (14.7M viewers) for a scripted show since 2017 (The Walking Dead). Big question #1: What makes this so…

ViacomCBS streaming revenue (% of total): 1) Advertising - $531M (49%) 2) Subscription - $548M (51%) 3) Total - $1.1B ViacomCBS streaming ad revenue (YoY growth): 1) 2020-Q3 - $360M 2) 2021-Q3…

Discovery+ subscribers: 1) Dec-20 - 5.2M 2) Feb-21 - 11.0M 3) Mar-21 - 13.0M 4) Apr-21 - 15.0M 5) Jun-21 - 17.0M 6) Aug-21 - 18.0M 7) Sep-21 - 20.0M Flashback #1: Is Discovery+ A Fixer Upper? Flashback #2: Welcome To The Jungle:…

Key numbers from Roku's earnings: 1) 1.3M active accounts added in Q3 2) 56.4M total active accounts 3) 82% YoY increase in advertising revenue 4) 50% YoY increase in ad revenue…