State of the Screens

Key numbers from Roku's earnings: 1) 3.2M active accounts added in Q2 2) 43.0M total active accounts 3) 46% YoY increase in advertising revenue 4) 66% YoY increase in streaming hours Roku active accounts (YoY growth): 1) 2017-Q2…

Spotify paid subscribers (YoY growth): 1) 2017-Q2 - 59M 2) 2018-Q2 - 83M (↑ 41%) 3) 2019-Q2 - 108M (↑ 30%) 4) 2020-Q2 - 138M (↑ 28%) Spotify subscription revenue (YoY growth): 1) 2017-Q2 - $904M 2) 2018-Q2 - $1.2B (↑ 27%) 3) 2019-Q2 - $1.5B (↑ 31%) 4) 2020-Q2 - $1.8B (↑ 17%)…

Facebook advertising revenue (YoY growth): 1) 2015-Q2 - $3.8B 2) 2016-Q2 - $6.2B (↑ 63%) 3) 2017-Q2 - $9.2B (↑ 47%) 4) 2018-Q2 - $13.0B (↑ 42%) 5) 2019-Q2 - $16.6B (↑ 28%) 6) 2020-Q2 - $18.3B (↑ 10%) About that boycott: Facebook added $1.7B in quarterly revenue despite 1,000 major brands pausing…

Big news #1: Disney is bypassing theatres and offering it's 2020 tentpole film Mulan through premium video on demand (PVOD) for $30 starting September 4th. Why this matters: The release of potential-blockbuster films such as Mulan…

Big news #1: Comcast and Marquee Sports Network agreed in time for opening day so that 1.6M pay-TV subscribers could watch the Cubs. Big news #2: Spectrum SportsNet LA and AT&T ended their (almost) 6-year dispute that kept the Dodgers out of ≈…

Blue light special: Some economists predict that the value of baseball franchises could drop by as much as 20%! The bull case for increasing franchise values: The average Major League Baseball franchise increased by 4% YoY to $1.9B! MLB franchise…

Key details for shortened Major League Baseball season: 1) 60 game regular season down 63% from 162 2) Each game has the same impact as 2.7 during a typical season Video #1: Here's a look at the virtual fans…

Share of streamers watching ad-supported (AVOD) content according to Samsung Ads: 1) 2019-Q2 - 61% 2) 2019-Q4 - 75% Share of smart TV viewing time w/ streaming: 1) 2019-Q4 - 51% 2) 2020-Q1 - 58% Quote from Justin Evans - Global…

Big News: Both Peacock and HBO Max launched without apps on Roku or Amazon Fire TV. Why this matters: Roku and Amazon each have 35M+ users in the U.S. and would impact subscriber growth for…

Netflix subscriber growth in 2020-Q2: 1) Projected - 7.5M 2) Actual - 10.1M Netflix subscribers (% of total): 1) International - 120.1M (62%) 2) U.S./Canada - 72.9M (38%) 3) Total - 193.0M Netflix subscriber growth in 2020-Q2 (% of total): 1) International - 7.2M (71%) 2) U.S./Canada - 2.9M (29%)…