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State of the Screens

Baby Yodas don’t come cheap: The streaming wars will cost Disney, Netflix, and WarnerMedia $16 billion

By December 5, 2019No Comments

Pay-TV subscribers by sports and news viewership (% of total) according to MoffettNathanson:
1) 
Sports + News – 48.1M (51%)
2) News only – 24.5M (26%)
3) Non-Sports/News – 13.0M (14%)
4) Sports only – 8.2M (9%)

The big question: How long before those 13M non-sports/news HH cut the cord and move to streaming video-on-demand (SVOD)?

Projected non-Sports programming expenses in 2019:
1) Disney – $18.7B
2) Comcast – $15.9B
3)
 AT&T – $12.2B
4) Netflix – $9.2B
5) 
ViacomCBS – $8.8B
6)
 Amazon – $5.8B
7) Fox – $3.8B
8) Discovery – $2.6B
9) Apple – $2.0B
10) AMC – $1.0B

U.S. subscription revenue for SVOD according to Cowen:
1) 2019 – $19B
2) 2024 – $41B

Share of consumers who watch their most recent favorite show through streaming according to Hub Research Base:
1) 2015 – 43%
2) 
2016 – 47%
3) 
2017 – 52%
4) 
2018 – 54%
5) 
2019 – 63%

Video: MoffettNathanson’s Michael Nathanson | Full interview | Code Media 2019

Podcast: The Streaming Wars: A New Era In TV

More #1: The Streaming Era Has Finally Arrived. Everything Is About to Change

More #2: For Streamers, the Great Unbundling Was Too Good to Be True

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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