State of the Screens

Streaming pay-TV services (vMVPD) have surpassed 6M subscribers.Loss leader? JPMorgan recently estimated that DirecTV Now, Hulu Live, and YouTube TV lose $6, $3, and $8 monthly before marketing and operating…

Monthly revenue/subscriber for Big Ten Network: 1) Big Ten market — $1.302) Non-Big Ten market — ≈ $0.103) Average — $0.56Quick math:1) Monthly revenue/subscriber — $0.562) Total cable subscribers — 51.3M3) Monthly subscriber revenue — $28.7M4) Annual subscriber revenue — $344.7M

Appnexus announced that ad sales on connected TV grew748% YoY.That is ≈ 20B ad impressions per month.

Traditional pay-TV vs. cord-cutters (% change YoY): 1) Traditional pay-TV subscribers — 94M (↓ 4%)2) Cord-cutters — 33M (↑ 33%)Estimated cord-cutters by year:1) 2017–25M2) 2018–33M3) 2019–39M4) 2020–45M5) 2021–50M6) 2022–55M

Netflix stock price:1) Current — $361.052) 52-week high — $423.213) 52-week low — $164.23