State of the Screens

Key numbers from Roku's Q4 earnings:1) 9.8M active accounts added in 2019 (4.6M in Q4)

Streaming share of TV viewing according to Nielsen:1) 2018-Q3 - 10%

The big news:  Spotify is buying podcast network The Ringer for an estimated $196M! Key details for The Ringer: 1) Founded in 2016 by Bill Simmons 2) 90 employees 3) 30 different podcasts 4) 100M downloads per month 5) 3.33M downloads/show/month…

Facebook advertising revenue (YoY growth):1) 2015-Q4 - $5.6B

The big reveal: For the first time, Google is breaking out advertising revenue from YouTube.

Disney+ added 26.5M subscribers since launching on November 12th, beating Wall Street estimates of 8M - 20M. Total Disney streaming subscribers (% of total) as of February 3rd: 1) Hulu - 30.7M (46%) 2) Disney+ - 28.6M (43%) 3) ESPN+ - 7.6M (11%) 4) Total…

Battleground: President Trump and Mayor Bloomberg will each spend $11M+ on 60 seconds worth of Super Bowl ad time.

Estimated cost per 30s spot by year (YoY change): 1) 2010 - $3.0M 2) 2011 - $3.1M (↑ 3%) 3) 2012 - $3.5M (↑ 13%) 4) 2013 - $4.0M (↑ 14%) 5) 2014 - $4.2M (↑ 5%) 6) 2015 - $4.4M (↑ 5%) 7) 2016 - $4.8M (↑ 9%) 8) 2017 - $5.0M (↑ 4%) 9) 2018- $5.2M (↑ 4%) 10) 2019 - $5.3M (↑ 2%) 11) 2020P - ≈…

Streaming viewership by year (YoY change) according to Sports Media Watch:1) 2012 - 346K

NFL average TV ratings for the regular season (YoY change): 1) 2015 - 18.7M 2) 2016 - 16.5M (↓ 12%) 3) 2017 - 15.0M (↓ 9%) 4) 2018 - 15.8M (↑ 6%) 5) 2019 - 16.5M (↑ 4%) Total viewership for past 10 Super Bowls (YoY…