State of the Screens

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…

  Big news: The metaverse is starting to feel real, and games like Star Wars: Tales from the Galaxy's Edge connect the virtual and physical worlds. Big question #1: What…

  U.S. ad market (YoY growth) according to GroupM: 1) 2012 - $184.2B 2) 2013 - $184.7B (↑ 0%) 3) 2014 - $191.8B (↑ 4%) 4) 2015 - $195.8B (↑…

  Big news: Netflix passed 200M, global users! Netflix subscriber growth in 2020-Q4 (% of total): 1) International - 7.7M (90%) 2) U.S./Canada - 800K (10%) 3) Total - 8.5M…

Big question: Do six-second ads work? Quick answer: Depends on a few factors, including goal/objective and environment (skippable, etc.). Unaided ad recall rate when 15s ad is skippable according to…

Global video game market (YoY growth) according to SuperData: 1) 2019 - $124.5B 2) 2020 - $139.9B (↑ 12%) 3) 2021 - $142.2B (↑ 2%) Key details for the video…

Big news: The average U.S. streaming household now subscribes to 3.1 services. Average household streaming video subscriptions (YoY growth) according to Kagan: 1) 2015 - 1.6 2) 2016 - 1.7 (↑ 6%)…

  Big news: The NFL played its first game (49ers vs. Cardinals) where the out of market portion was only available through streaming. Platforms included: 1) Amazon Prime Video 2) Twitch 3) NFL Mobile 4) Verizon…

  Mr. Screen's Crystal Ball: In five years, we will look back on 2020 as the high watershed moment for cable TV news. Big question #1: Which news channels had the highest…