State of the Screens

Wow: Facebook grew global advertising revenue 46% YoY, the largest YoY increase since 2018-Q1. Facebook global advertising revenue (YoY growth): 1) 2015-Q1 - $3.3B 2) 2016-Q1 - $5.2B (↑ 57%) 3) 2017-Q1 - $7.9B (↑ 51%) 4) 2018-Q1 - $11.8B (↑ 50%) 5) 2019-Q1 - $14.9B (↑ 26%)…

Big news: ESPN and Turner have agreed to separate deals with the NHL totaling $4.4B over 7 years. Future NHL media rights by network (per season) according to Sports Business…

HBO Max subscribers by quarter (YoY growth): 1) 2020-Q1 - 33.1M 2) 2021-Q1 - 44.2M (↑ 34%) Flashback #1: Did Snyder’s Justice League Save The Day For HBO MAX? Flashback #2: How…

Netflix subscriber growth in 2021-Q1: 1) Projected - 6.0M 2) Actual - 4.0M Netflix subscribers by quarter (YoY growth): 1) 2015-Q1 - 62.3M 2) 2016-Q1 - 81.5M (↑ 31%) 3)…

Big news: Sinclair's regional sports networks (RSN) have rebranded following a sponsorship deal with Bally’s for $85M over 10-years. Quote from Laura Mickelson - VP, production @ Bally Sports Networks:…

Big news: Clubhouse is valued at $4B roughly one year after launching. What is Clubhouse? Clubhouse is an audio-based social app where users host their own radio show. Key details…

Big news: Amazon will spend ≈ $465M on the initial season of Lord of the Rings. Why this matters: Lord of the Rings is on track to be the first…

Top 10 YouTube stars by earnings for 2020: 1) Ryan Kaji - $29.5M 2) MrBeast - $24.0M 3) Dude Perfect - $23.0M 4) Rhett and Link - $20.0M 5) Markiplier…

Virtual reality (VR) revenue from games (YoY growth) according to SuperData: 1) 2019 - $471M 2) 2020 - $589M (↑ 25%) Why this matters: Companies such as Facebook believe virtual…

Digital ad spend (YoY growth) according to IAB/PwC: 1) 2011 - $31.7B (↑ 22%) 2) 2012 - $36.6B (↑ 15%) 3) 2013 - $42.8B (↑ 17%) 4) 2014 - $49.5B…