State of the Screens

The conventions are behind us, and now it is all out 60+ day sprint until Election Day. Big question #1: How did viewership compare to past cycles? Quick answer: Viewership on TV was down…

Big question: Are better days ahead for Madison Avenue? Quick answer: Unclear.  The advertising industry was already facing headwinds (changing consumer behavior, trust, etc.), exasperated by COVID-19. National broadcast and cable TV ad…

Share of impressions by length (YoY share change) according to Extreme Reach: 1) 30s - 79% (↑ 2%) 2) 15s - 20% (↓ 2%) 3) 60s - 1% (↓ 0%) 4) 6s - < 1% (↓ 1%) Share of impressions for 6s: 1) 2017-Q1 - 0.04%…

QoQ change in pay-TV subscribers: 1) Traditional pay-TV - ↓ 1.5M 2) Streaming pay-TV - ↑ 345K 3) Total pay-TV - ↓ 1.2M More #1: R.I.P. Cable TV: Why Hollywood Is Slowly Killing Its Biggest Moneymaker More…

Well, that escalated quickly: Apple removed Fortnite from the App Store within hours of them launching a discounted (20% off) payment option from within the app. The response: Epic filed an antitrust lawsuit and launched…

Streaming share of TV viewing according to Nielsen: 1) 2018-Q3 - 10% 2) 2019-Q4 - 19% 3) 2020-Q2 - 25% Average weekly streaming minutes (YoY growth): 1) 2019-Q2 - 82 2) 2020-Q2 - 143 (↑ 74%) Video streaming share by platform: 1) Netflix…

Disney+ subscribers: 1) Nov-19 - 10.0M 2) Feb-20 - 28.6M 3) Apr-20 - 50.0M 4) May-20 - 54.5M 5) Aug-20 - 60.5M Why this matters: Disney initially projected it would take 5 years to reach 60M subscribers. Big question: Did releasing Hamilton to Disney+ have a positive impact?…

TikTok’s highest-paid stars (Jul-19 through Jun-20) according to Forbes: 1) Addison Rae - $5.0M 2) Charli D'Amelio - $4.0M 3) Dixie D'Amelio - $2.9M 4) Loren Gray - $2.6M 5) Josh Richards - $1.6M 6A) Michael Le - $1.2M 6B) Spencer X - $1.2M Big…

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%)…