Television

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

Big changes for HBO? HBO was one of the crown jewels for AT&T when they acquired Time Warner for $85.5B. Now the question is what changes are coming now that…

Price hike: Sling TV is the latest streaming pay-TV provider to raise prices since launch.Why this is happening: For the most part, the streaming pay-TV providers are paying the same…

Each school in the Big Ten is projected to receive $51M from the Big Ten Network this year. Revenue distribution per school: 1) 2013 — $25M 2) 2017 — $36M 3) 2018 — $51M (↑ 42%…

Key findings from a recent comScore study.OTT viewing households by year:1) 2016–44M2) 2017–55M (↑ 25%)3) 2018–60M (↑ 17%)

Streaming pay-TV subscribers by year according to UBS:1) 2018–9M2) 2020–17M3) 2022–24M (25% of all pay-TV)Streaming pay-TV subscribers w/ traditional pay-TV subscription:1) Jul-2016–93%2) Nov-2016–89%3) May-2017–71%4) Nov-2017–69%5) Apr-2018–61%

Big news: Oprah signed a multi-year deal with Apple to produce content for their forthcoming streaming service. This deal follows the creation of The Oprah Winfrey Network (OWN) in 2011…

Revenue from advertising/subscriptions for OTT:1) 2017 — $20.1B (↑ 15%)2) 2018 — $22.6B (↑ 12%)3) 2022 — $30.6B (↑ 9% YoY)% change in OTT advertising according to Innovid:1) # of ad impressions — ↑ 178%2) # of advertisers — ↑…

Big news: The merger between AT&T and Time Warner has been approved by a federal judge.The goal: Build an automated advertising platform that combines the best parts of digital (targeting/analytics)…