State of the Screens

Big news: Amazon has agreed to purchased MGM for $8.5B. This price reportedly was 41% higher than either Comcast or Apple offered. Big question: What is Amazon getting for $8.5B?…

Big news: 72% of theaters across the U.S. were open for Memorial Day weekend. Why this matters: In a typical year, Memorial Day weekend kicks off the summer movie season, which…

QoQ change in pay-TV subscribers: 1) Traditional pay-TV - ↓ 2.2M 2) Streaming pay-TV - ↓ 327K 3) Total pay-TV - ↓ 2.6M Total pay-TV subscriptions (YoY growth): 1) 2019-Q1…

Big news: WarnerMedia and Discovery are merging to take on Netflix/Disney. Why this matters: This is a major retreat for AT&T 3-years after acquiring WarnerMedia. Quote from Peter Kafka - Senior…

Mark Zagorski, CEO of DoubleVerify, joins Cross Screen Media CEO Michael Beach to share his insights on the future of video ad effectiveness and fraud prevention in the midst of the…

Share of impressions by length (YoY share change) according to Extreme Reach: 1) 30s - 88% (↑ 11%) 2) 15s - 12% (↓ 10%) 3) 60s - 0% (↓ 1%)…

Big News: Roblox reported earnings for the first time since going public in March. Big question #1: What is Roblox? Quick answer: Roblox is an online world where you can play tens of…

Disney+ subscribers (YoY growth): 1) 2020-Q1 - 54.5M 2) 2021-Q1 - 103.6M (↑ 90%) Dive deep: What Does The Growth Of Disney+ Mean For Convergent TV?  Disney streaming subscribers by…

Key numbers from Roku's earnings: 1) 2.4M active accounts added in Q1 2) 53.6M total active accounts 3) 101% YoY increase in advertising revenue 4) 49% YoY increase in streaming…

Big news: The improving economy has led to greater confidence from media buyers. Share of media planning exercises every six to twelve months according to the IAB: 1) Nov-20 -…