State of the Screens

Big news: Disney reached 95M subscribers in 14 months. It took Netflix roughly 9 years to reach this mark. Disney+ subscribers (QoQ growth): 1) 2019-Q4 - 28.6M 2) 2020-Q1 - 54.5M…

Big question #1: How will the pandemic impact Super Bowl watch plans? Quick answer: 48% plan to watch from home with their immediate family. Share of viewers watching Super Bowl…

Estimated cost per 30s spot by year (YoY growth) according to Nielsen Media Research: 1) 2011 - $3.1M (↑ 5%) 2) 2012 - $3.5M (↑ 13%) 3) 2013 - $3.8M…

Streaming viewership by year (YoY growth) according to Sports Media Watch: 1) 2012 - 346K 2) 2013 - 508K (↑ 47%) 3) 2014 - 531K (↑ 5%) 4) 2015 -…

Total viewership for past 10 Super Bowls (YoY growth) according to Sports Media Watch: 1) 2011 - GB-PIT (FOX) - 111.0M (↑ 4%) 2) 2012 - NYG-NE (NBC) - 111.7M…

Big news: Walmart Connect (formerly Walmart Media) is partnering with Trade Desk to launch their own media buying platform (DSP). Why this matters: Walmart will be powering this new offering…

Big news: Two major theatrical movies premiered on streaming over Christmas and took the top two spots for streaming minutes. Top movies/shows on streaming over Christmas week (12/21 - 12/27)…

HBO Max domestic subscriber projections (YoY growth) according to AT&T: 1) 2019 - 34M 2) 2020 - 42M (↑ 22%) 3) 2021P - 38M (↑ 6%) 4) 2022P - 41M…

The promise of streaming TV was direct-to-consumer (D2C) with few gatekeepers. The reality of streaming TV is hardware providers taking the place of cable TV companies as gatekeepers in distribution battles. Exhibit A: NBCUniversal and…

  Big news #1: Peacock has signed exclusive streaming rights with World Wrestling Entertainment (WWE) through 2024. Key details for Peacock/WWE deal: 1) $1B over 5-years 2) WWE Network is shutting down and moving 1.6M subscribers (1.2M in the…