State of the Screens

YouTube advertising revenue (YoY growth): 1) 2019-Q2 - $3.6B 2) 2020-Q2 - $3.8B (↑ 6%) 3) 2021-Q2 - $7.0B (↑ 84%) Big question #1: What drove YoY growth in revenue for YouTube? Quick answer: A…

Facebook advertising revenue (YoY growth): 1) 2015-Q2 - $3.8B 2) 2016-Q2 - $6.2B (↑ 63%) 3) 2017-Q2 - $9.2B (↑ 47%) 4) 2018-Q2 - $13.0B (↑ 42%) 5) 2019-Q2 - $16.6B (↑ 28%) 6) 2020-Q2 - $18.3B (↑ 10%) 7) 2021-Q2 - $28.6B (↑ 56%) Facebook advertising revenue per user in…

HBO Max subscribers (YoY growth): 1) 2020-Q2 - 36.3M 2) 2021-Q2 - 47.0M (↑ 29%) HBO U.S. average revenue per user (ARPU)(% change): 1) 2021-Q1 - $11.72 2) 2021-Q2 - $11.90 (↑ 2%)   Flashback: Will Advertisers Support An Ad-Supported HBO Max?…

  Big news: The Olympics kicked off Friday, and NBCUniversal hopes for a boost in sign-ups for Peacock. Summer Olympics (U.S. only) opening ceremony viewership (% change) according to Nielsen: 1) 1988 (Seoul) - 22.7M 2) 1992…

National TV ad spending on Summer Olympics (% change) according to Kantar: 1) 2008 (Beijing) - $939M 2) 2012 (London) - $1.2B (↑ 32%) 3) 2016 (Rio) - $1.8B (↑ 50%) 4) 2020 (Tokyo) -$2.3B (↑ 22%) Unique advertisers for Summer…

  Big question #1: Are the Olympics a good investment for host countries? Quick answer: Probably not. Summer Olympics host country budget (initial → final)(% overbudget): 1) 2004 (Athens) - $3B → $16B (↑ 433%) 2) 2008…

Bottom line: As cord-cutting increases, the importance of sports to the TV ecosystem has never been greater. Wow: In 2019 (non-election year), sports accounted for 89 of the 100 most…

Big news: Netflix announced they will be adding video games to their subscription offering in 2022. Why this matters: Netflix sees increased competition in the streaming video space as well…

Worth the time: Matt Flegenheimer @ The New York Times has a deep dive on the relationship between Spotify and The Joe Rogan Experience. Audience reach: 1) Tucker Carlson on…

Big news: Daniel Salmon @ BMO Capital Markets has planted the flag when the connected TV (CTV) ad market will hit $100B. Connected TV ad spend (YoY growth) according to…