State of the Screens

Facebook advertising revenue (YoY growth): 1) 2015-Q3 - $4.3B 2) 2016-Q3 - $6.8B (↑ 59%) 3) 2017-Q3 - $10.1B (↑ 49%) 4) 2018-Q3 - $13.5B (↑ 33%) 5) 2019-Q3 - $17.4B (↑ 28%) 6) 2020-Q3 - $21.2B (↑ 22%) Advertisers on Facebook by year (YoY growth): 1) 2016 - 3M…

81 different prime-time shows are returning to broadcast this year. Change in advertising cost (% of total) according to AdAge: 1) Increased - 38 (47%) 2) Flat - 22 (27%) 3) Decreased - 21 (26%) Flashback: TV's most expensive commercials for the 2019-’20…

RIP Quibi: The streaming service announced they are shutting down after six months and ≈ $1.4B of cash. Video: Quibi CEO: Shutting down operations was most honorable choice for shareholders Keep in mind: Others (Go-90, Fullscreen, Vessel, etc.)…

Netflix subscriber growth in 2020-Q3: 1) Projected - 2.5M 2) Actual - 2.2M Related: My thoughts on Netflix's (Potential) Impact On Convergent TV Advertising Netflix subscriber growth in 2020-Q3 (% of total): 1) International - 2.0M (92%) 2) U.S./Canada - 200K (8%)…

Quick math on ad load w/ premium video according to FreeWheel: 1) Video views - ↑ 17% 2) Video ad views - ↑ 32% 3) Video ad load - ↑ 13% Share by format: 1) Long-form (>5m) - 55% 2) Live - 38% 3) Clips (<5m) - 7%…

Big news: Disney announced a reorganization that makes streaming its primary entertainment focus. Why this matters: Streaming is the future for Disney, but other products such as TV network fees (ESPN, etc.) make…

CTV/OTT time spent by network type according to Comscore: 1) Netflix - 26% 2) YouTube - 21% 3) Amazon Prime - 17% 4) Hulu - 14% 5) Disney+ - 5% 6) Other - 17% Time spent with SVOD services according to eMarketer: 1) 2018 - 0h…

Big question #1: Who are the most expensive voters to reach in America?  This is the question Mr. Screens and NPR's Planet Money searched for an answer to. Quick answer: It's complicated... Quick math…

Big news: Samsung is launching a self-serve media buying platform (DSP). Why this matters #1: Samsung has ≈ 50M smart TVs and accounts for 60% of the automatic content recognition (ACR) footprint in the US.  It is hard…

Big news: Procter & Gamble is taking a more direct role in ad buy negotiations. Why this matters: Procter & Gamble is one of the largest advertisers and sets the pace for the industry. …