State of the Screens

Mid-year revenue (YoY growth) for music industry according to the RIAA: 1) 2017-1H - $4.2B 2) 2018-1H - $4.6B (↑ 10%) 3) 2019-1H - $5.4B (↑ 17%) 4) 2020-1H - $5.7B (↑ 6%) Source of music industry retail revenue: 1) Streaming - 85% 2) Physical…

Labor Day movie ticket revenue (YoY change) according to The Numbers: 1) 2019 - $137.3M 2) 2020 - $27.0M (↓ 80%) Labor Day top earner (YoY change): 1) It: Chapter Two - $91.1M 2) Tenent - $20.2M (↓ 78%) Quick math on…

Chauncey Southworth, Director of Ad Ops at Cross Screen Media, recently sat down with Inmobi's Matt Kaplan to discuss the opportunities and benefits of rapid cross-channel ad planning in the…

Big news: Details are starting to emerge around advertising with HBO Max. Related: My thoughts on HBO Max's Impact on Convergent TV Advertising Key details for HBO Max advertising: 1) Launching in spring 2021 2)…

Big news: Peacock is coming to Roku! Related: My thoughts on Peacock's Impact on Convergent TV Advertising Why this matters #1: Roku has 100M+ users (43M HH) in the U.S., which accounts for 44% of CTV viewing time.  This deal…

Big news: Comcast is talking to smart TV manufacturers about licensing their X1 platform. Why this matters #1: Owning the smart TV platform/OS will go a long way in deciding convergent TV winners.…

Big news: The NFL is back! Why this matters #1: Last year, 41 of the top 50 shows on TV were NFL games. Why this matters #2: The NFL makes up a huge share of live TV viewing. Share…

Big news: More than 200 local broadcast TV stations have joined VUit, an ad-supported streaming effort. Quote from Jack Perry - CEO @ Syncbak: “We’re aiming to be the Netflix of live, local and free.” Local broadcast…

The bull case for addressable TV advertising: The number of addressable households continues to grow along with advertiser demand. Total TV households in the U.S. (% of total) according to USIM/Mitch Oscar:…

Big news #1: Verizon has introduced new plans that combine unlimited wireless with Disney+, Hulu, and ESPN+. Big news #2: Apple rolled out a combo deal that includes both CBS All Access and Showtime…