The Paramount Global streamer led all platforms with 42.0 million gross U.S. sign-ups, followed by Hulu (on demand) at 31.2 million, Peacock at 30.6 million and Netflix at 26.5 million.
Nearly half of respondents say their "first stop" destination is one of the "big 5" streaming services - Netflix, Prime Video, Disney+, Hulu, Max - up vs. 35% in 2021 and 30% in 2018.
Peacock will be the exception to projections of flat to slight growth - estimated at a 15% increase to average 15 minutes per day among users 18 and up. YouTube remains the leader overall, averaging
51 minutes per day among viewers age 18 and up . Although it will see slower growth in the next two years, eMarketer says it has staying power - and will yield a top 9.1% share by the end of 2026 for
all CTV/streaming video consumption.
The top three streamers in share of time spent viewing are YouTube, Netflix and Hulu, with YouTube TV at 8% share and Amazon Prime Video at 6%. The top premium streaming platform in household reach is
Netflix with a 64% share followed by YouTube at 57%, Hulu, 41%; Prime Video 34%; Max, 29%; Peacock, 23%; Disney+, 22%; and Paramount+, 21%.
As competitors ramp up their AVOD options for their streaming/digital platforms, growing CTV inventory is expected to "outpace demand near term," says Bernstein Research.
Three years' difference in average sub duration can make a crucial difference in services' bottom lines.
Although streaming trends are growing versus pay TV, there is more overall evidence that streaming is a maturing market as its penetration of U.S. households inched down 82% in Q3 from 83% in Q2,
according to a new HarrisX/MoffettNathanson Research analysis.
Netflix commands top viewing consumption among its subscribers, according to Bernstein Research. Hulu is next highest. Netflix subscribers spend around 90 minutes a day on the platform.
YouTube TV is #1 in satisfaction among live streaming services, followed by Hulu + Live TV, according to a J.D. Power survey.
Amid tense negotiations and the blackout of networks/stations, Charter and Disney are each aggressively pushing alternatives for video consumers left in the lurch as the new fall TV season is about to
start.
With 75% of growth in video hours on CTV devices from smaller platforms, YouTube is the only one of the top six platforms that has grown share with a leading 28% of total video hours vs. 24% a year
ago.
The 'Big Three' now account for 43% of streaming services in U.S. homes, versus 56% in 2020, although one or more of the three are still found in 83% of homes, per latest Leichtman Research survey.
Prime Video surpasses Disney+, which lost ground after ranking #1 last year.
The bundling of Disney+ and Hulu is seen as a way to increase the potential audience for advertisers.
Nearly a third of advertisers say they'll allocate more than 20% of their upfronts budgets to streaming platforms.
The pursuit of better margins is also driving price hikes, with cutbacks on promotions, confirms a new Antenna report.
Peacock led all streamers in monetizing per hour of streaming viewing, in terms of ad and subscription revenue, according to MoffettNathanson Research. But Peacock and other streamers are still far
behind when it comes to monetizing viewing from their linear TV viewing.
A new survey shows Peacock and Apple TV+ rank low in subscriber perceptions of how "essential" various premium streamers are, while monthly consumer spend on SVODs has plateaued.
Do Kantar's survey results suggest what kind of switching rates Disney+ and Netflix might see in the U.S., as they intro their ad-supported video-on-demand offerings?
Instagram, TikTok and Spotify all joined the top 100 "most connected" U.S. brands this year, according to an annual study released by Opinium this morning.
TV content consumers seek not only ease of operations, but perhaps just a single TV source/access point. Can streamers really be everything to everyone? Probably not.
SMI says Netflix has a clear opportunity to hit this "sweet spot" of $25-$45 CPM, which few CTV/digital media sellers have attained. Hulu is just below this mark at $24 CPM, while at the high end is
HBO Max at more than $50. YouTube is at the low end with $16, but is the current leader in median monthly impressions with around 1.7 million.
Netflix has few challengers in streaming minutes of viewing, but there is a growing list of second-tier and third-tier competitors, according to MoffettNathanson Research's analysis of Q2 2022 Nielsen
data.
Disney's Hulu can be picky about what political ads it wants -- or not wanting them at all. TV stations are a different situation.
The latest Hub video monetization study also finds viewers' estimates of their total TV spending and what they think is a "reasonable" amount to spend on TV are both declining, and just 20% say
they're willing to pay to share accounts.
Virtual pay TV subscribers grew 17% in Q1 to 14.9 million, while total pay TV business sank 5.1% YOY to 81.05 million, MoffettNathanson Research found. Total traditional subscribers (sans virtual)
-- cable, satellite, and telco -- amount to 66.2 million, down 9% from a year ago -- a loss of 1.9 million subscribers.
Cord-cutters now make up 38% of CTV households, compared with 22% in 2020, as more people abandon cable and satellite service.
"We expect Disney+ to monetize U.S. advertising at a faster pace than Netflix, especially given the existing bundled sales approach that Disney is utilizing in their current upfront discussions,' says
MoffettNathanson senior research analyst Michael Nathanson.
The proportion of subscribers of three years' duration or longer who are cancelling is rising.
Total Q1 national TV linear advertising was up 4.7% to $9.1 billion, but without the Olympics, national TV had a 2.6% drop, while total national TV viewing sank 5% to 2.89 billion minutes, a
MoffettNathanson report finds. In better news, AVOD services were up 63% to $1.9 billion in ad revenue.