State of the Screens

Four big questions re: how we watch TV: 1) Which TV networks are growing the fastest? 2) Is broadcast/cable gaining ground on streaming? 3) Does streaming reach more people than…

Eight big questions re: podcast advertising: 1) How many people listen to podcasts? 2) How much time do we spend listening to podcasts? 3) What share of ad-supported audio time…

Nine big questions re: bundles and churn: 1) How do bundles work? 2) Why are bundles coming back? 3) Who is bundling? 4) What is churn? 5) How many subscribers…

Setting the table: Recently, I was listening to Ben Thompson’s podcast (Stratechery).  He was interviewing Matthew Belloni (Puck/The Town), and they had the following back and forth. MB: I spent…

Four big questions re: Netflix + sports: 1) Is Netflix (finally) moving into live sports? 2) How much is Netflix paying the NFL? 3) Is sports moving to streaming? 4)…

Three big questions re: how we watch TV: 1) Which media companies account for the highest share of total TV? 2) Does streaming have a higher reach than linear TV?…

Seven big questions re: Disney streaming: 1) How much revenue is Disney generating from streaming/direct-to-consumer? 2) How much does Disney spend on content? 3) How many people subscribe to Disney's…

Six big questions re: Meta: 1) How much advertising revenue is Meta generating? 2) How much profit is Meta generating? 3) How much time do we spend on Facebook/Instagram? 4)…

Six big questions re: YouTube: 1) How much advertising revenue is YouTube generating? 2) What share of total TV time does YouTube account for? 3) What share of total TV…