Skip to main content

ScreenBytes Executive Interview Series are also available on

SpotifyApple PodcastGoogle Podcast
State of the Screens

Television’s $30 Billion Battlefield

By August 28, 2018No Comments

Big shift: Over the next 5 years, Boston Consulting Group projects that $30B in profits could shift away from broadcast/cable and towards streaming video.

Winners:
1)
OTT aggregators (Netflix, etc.)
2) Streaming pay-TV providers (Sling TV, etc.)
3) Streaming networks (HBO Now, etc.)
4) Studios and rights holders (Disney, NFL, etc.)

Losers:
1)
Local broadcast groups (Tegna, etc.)
2) National broadcast networks (ABC, etc.)
3) Cable networks (AMC, etc.)
4) Traditional pay-TV providers (Cox, etc.)

Share of national ad spend in 2018–1H (2017–1H):
1)
Comcast — 12% (10%)
2) Google — 10% (9%)
3) Disney — 9% (9%)
4) CBS — 6% (7%)
5) Time Warner — 6% (6%)
6) 21st Century Fox — 6% (7%)
7) Discovery — 4% (4%)
8) Viacom — 4% (4%)
9) Facebook — 4% (3%)
10) Other — 39% (41%)

Share of national video ad spend in 2018–1H:
1)
Television — 89%
2)
Digital — 11%

Subscriber change by network between July and August:
1)
ESPNU — ↓ 632K
2)
Big Ten Network — ↓ 350K
3)
ESPN — ↓ 290K
4)
NBCSN — ↓ 224K
5)
FS1 — ↓ 147K

More #1: Bundle Up!

More #2: Millennials are going to extreme lengths to share streaming passwords, and companies are missing out on millions

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.

Leave a Reply