State of the Screens

Big news: Spotify has reached a deal to become the exclusive home for The Joe Rogan Experience in a deal valued at $100M+. Key details for The Joe Rogan Experience: 1) Started in 2009 2) 1,400+ episodes…

Key details for HBO Max: 1) Launching today 2) $14.99 monthly cost (*free for current HBO subscribers) 3) 10,000 hours of content 4) 1,800 movies 5) No Roku/Amazon app at launch Big question #1: How will the (relatively) high price impact new…

Key details for TikTok: 1) Launched in 2016 2) U.S. launch in Summer 2018 3) Part of Chinese company ByteDance 4) $75B estimated valuation 5) ≈ 2B app downloads 6) 700M daily users 7) 69% of users are 14-26 Wow: TikTok was…

Big news: Major advertisers are now able to cancel up to 50% of their Q3  upfront commitments. What are the upfronts?  The upfronts are an annual event where the networks showcase their planned programming for the…

Key details for political video ad spending according to Advertising Analytics/Cross Screen Media: 1) 2020 vs. 2016 - ↑ $4.3B (↑ 200%) 2) 2020 vs. 2018 - ↑ $2.6B (↑ 67%) 3) 4-5% of the entire U.S. video ad market 4) 17% of…

Spotify paid subscribers (YoY growth): 1) 2017-Q1 - 52M 2) 2018-Q1 - 75M (↑ 44%) 3) 2019-Q1 - 100M (↑ 33%) 4) 2020-Q1 - 130M (↑ 30%)  Spotify subscription revenue (YoY growth): 1) 2017-Q1 - $828M 2) 2018-Q1 - $1B (↑ 25%) 3) 2019-Q1 - $1.4B (↑ 34%) 4) 2020-Q1 - $1.7B (↑…

QoQ change in pay-TV subscribers according to MoffettNathanson:1) Traditional pay-TV - ↓ 1.8M

Key numbers from Roku's earnings: 1) 2.9M active accounts added in Q1 2) 39.8M total active accounts 3) 73% YoY increase in advertising revenue 4) 48% YoY increase in streaming hours Quote from Steve Louden - CFO @…

Share of impressions by length (YoY share change) according to Extreme Reach:1) 30s - 77% (↑ 8%)

Broadcast evening news audience in April according to Variety: 1) ABC "World News Tonight" - 10.2M 2) NBC "Nightly News" - 9.6M 3) CBS "Evening News" - 6.7M Total broadcast evening news audience (YoY growth) according to Nielsen:…