State of the Screens

Key details from YouTube’s Brandcast marketing event:1) 2B+ global users2) 250M hours/day on CTV3) 70% of viewing time is on mobileMust read: The New York Times did a deep dive…

The big question(s): Does the lower than the expected sale price for the RSNs signal a slow down in the growth for sports media rights? And if so, then what…

Digital advertising (the U.S. only) passed $100B in annual revenue for the first time last year.U.S. digital ad spend (YoY growth) according to the IAB:1) 2009 — $22.7B 2) 2010 — $26.0B (↑ 15%)3) 2011 — $31.7B…

Avengers: Endgame is now the 2nd highest grossing film of all time!Top grossing movies (unadjusted for inflation):1) Avatar — $2.8B2) Avengers: Endgame — $2.2B3) Titanic — $2.2B4) Star Wars: The Force Awakens — $2.1B5) Avengers: Infinity War — $2.0B

Some serious cheddar: Altice bought financial news start-up Cheddar for $200M. What is Cheddar? Cheddar is a “Post-Cable Network” that broadcasts live from the New York Stock Exchange and is…

The big question: What role will the current pay-TV bundle play in the future of TV? Key details for traditional pay-TV bundle according to Leichtman Research Group: 1) $107 monthly…

The big deal: Sinclair Broadcast Group (SBG) is buying 21 regional sports networks (RSNs) from Disney for ≈ $10.6B.The YES Network recently sold in a separate deal for ≈ $3.5B.

Podcasting is going through a similar cycle as streaming video where a big question is will future revenue be driven more by advertising or subscriptions?Podcast advertising revenue per year according…

Sound familiar: Facebook posted another monster quarter from a revenue standpoint.Facebook advertising revenue by quarter (YoY growth):1) 2017-Q1 — $7.9B2) 2018-Q1 — $11.8B (↑ 49%)3) 2019-Q1 — $14.9B (↑ 26%)

CTV/OTT ad spend by year according to Magna Global:1) 2018 — $2.7B 2) 2019 — $3.8B (↑ 41%)3) 2020 — $5.0B (↑ 32%)