State of the Screens

Key details for Peacock: 1) Launching today 2) 20K hours of content on Peacock Premium (≈ 50% w/ free tier) 3) 600 movies + 400 TV series 4) 1K+ staff Peacock is launching w/ three pricing tiers: 1) Free - Ad-supported…

Rumor mill: Could Google buy Roku? Roku market capitalization: 1) Today – $17B 2) Projected by 2026  – $90B The bull case for Google buying Roku: Google has a market capitalization of ≈ $1T and ended 2020-Q1 with $117B in cash,…

Bottom line: No NFL = trouble for TV networks. Why this matters: The NFL accounted for 41 of the 50 most-watched TV programs in 2019 and is a significant driver for advertising revenue. Quote from John Kosner – President…

Big news: YouTube TV and Fubo raised their live-TV prices to $65 per month. Why this matters: Streaming pay-TV packages (vMVPDs) launched with low prices, but have increased steadily. Key passage from Protocol: “Let’s just call…

Big news #1: Several job posts by Amazon are fueling rumors that some form of live TV is coming to Prime Video. Why this matters: Live TV combined with Amazon’s current on-demand service would…

CTV/OTT viewing households by year (YoY growth) according to Comscore: 1) 2016 – 44.0M 2) 2017 – 50.8M (↑ 15%) 3) 2018 – 59.2M (↑ 17%) 4) 2019 – 64.0M (↑ 7%) 5) 2019 – 70.2M (↑ 10%) YoY change in reach by platform: 1) CTV/OTT…

Share of buying firms that have converged video buying into a single team according to the IAB: 1) 2017 – 40% 2) 2018 – 46% 3) 2019 – 61% Share of video buying/planning functions that have converged…

Password123: Roughly 1/3 of SVOD subscribers have shared their password with someone outside of their household. Flashback: Cable TV’s Password-Sharing Crackdown Is Coming Wow: 1 Spectrum username had 30K simultaneous streams! Share of SVOD subscribers who shared their password outside…

PlutoTV monthly viewers (YoY growth): 1) 2016 – 5M 2) 2018 – 12M 3) 2019 – 22M (↑ 87%) 4) 2020P – 30M (↑ 34%) Quote from Andrew Rosen – Founder @ PARQOR: “My two cents is AVOD service PlutoTV is one of…

Global ad market (YoY growth) according to GroupM: 1) 2012 – $408.0B 2) 2013 – $421.7B (↑ 3%) 3) 2014 – $437.7B (↑ 4%) 4) 2015 – $458.3B (↑ 5%) 5) 2016 – $482.9B (↑ 5%) 6) 2017 – $516.2B (↑ 7%) 7) 2018 – $552.7B (↑ 7%) 8) 2019 – $587.0B (↑ 6%) 9) 2020P – $517.5B (↓ 12%) 10) 2021P – $559.8B (↑ 8%) 11) 2022P…