State of the Screens

QoQ change in pay-TV subscribers according to Leichtman Research Group and MoffettNathanson:1) Traditional pay-TV - ↓ 1.4M

The big news: CBS and Viacom have agreed to merge (again) in a deal that values the new company at $30B.

Share of households with connected-TV according to Nielsen:1) 2017 - 51%

Facebook is launching a video subscription service that will put them into direct competition with Amazon and Roku.

Mo money: The big five broadcast networks grew their upfront commitments by 5%+ YoY. Upfront ad spend by year for big five broadcast networks (YoY growth) according to Variety: 1) 2010-11 - $8.1B 2) 2011-12 - $8.8B (↑ 9%) 3) 2012-13 - $8.8B (↑…

New bundle: Disney will offer a package that includes Disney+, ESPN+, and Hulu (w/ ads) for $12.99/month. Retail price for each service as a standalone. 1) Disney+ - $7 2) ESPN+ - $5 3) Hulu (w/ ads) - $6 4)…

The big news: Amazon will allow third-party ad-tech marketplaces such as the TradeDesk and DataXu to access inventory from Fire TV apps. HH users by CTV platform: 1) Amazon Fire TV - 34M 2) Roku…

The big news: The #3 and #4 mobile carriers (T-Mobile and Sprint) are merging to take on Verizon and AT&T.  The Justice Department had a few requirements before approving the deal which included selling Sprints pre-paid…

The streaming wars are heating up with each player developing a strategy for attracting new customers while reducing customer churn. Average annual churn rate: 1) Traditional pay-TV - 4% 2) Netflix - 7% Quote from Tim Nollen - Analyst…

Worth your time: Comcast Spotlight has pulled together viewership data from 17M HH.