Curated Guide to Research
MediaPost's comprehensive guide to current research in the marketplace.
Search results for "disney"
- Four of the five legacy media companies were down in advertising results in the first and second quarter of this year.
- A potentially eye-opening move by legacy TV network groups and legacy pay TV distributors revolves around issues for their seemingly much maligned smaller cable TV networks.
- The ad-supported service launches Jan. 29. MoffettNathanson research reiterated Amazon's statement that it will have "meaningfully fewer ads than linear TV and other streaming providers."
- MoffettNathanson Research says that when comparing Disney's D2C performance to Netflix, Disney is still far behind from a trend perspective.
- Disney Advertising is adding more data-measurement providers, expanding its "clean room" efforts and has started its first streaming "shoppable" ad format. Disney released these new additions at its annual "Global Tech & Data Showcase" on Wednesday for the first time at the Consumer Electronics Show.
- Netflix is projected to retain a nearly 30M size advantage over the next-largest U.S.-based rival Amazon Prime Video.
- TV network groups with 15 to 20 channels might have good reason to be concerned about their next negotiations with legacy pay TV services.
- "We have proposed creative ways to make Disney's direct-to-consumer services available to their Spectrum TV subscribers," Disney said. This could include ties to ESPN+, analysts speculate -- but not necessarily for Disney+ and/or Hulu.
- Affiliate-fee revenues as a percentage of total company revenue is highest for Fox Corp. followed by NBCU, Warner Bros. Discovery and Paramount Global, MoffettNathanson says.
- 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.
- Advertising a digital sales event on traditional media may not be as necessary.
- Total TV screen time for kids 2-17 grew about 20% in June vs. May, largely driven by non-traditional viewing, according to Nielsen. Non-traditional TV options including streaming and video games amounted to 90% of the increased usage.
- Google, Microsoft, and OpenAI have restricted access to their generative AI chatbots and technology in Hong Kong due to fears of how China's influence will impact the ability to maintain an open internet.
- The bundling of Disney+ and Hulu is seen as a way to increase the potential audience for advertisers.
- His 20-year analysis shows the Big 4's share of global ad spending rising from 16% to 55%, but says there has been little practical change in options for individual advertisers.
- 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.
- MoffettNathanson forecasts NBCU and Warner Bros. Discovery will see declines in content spending this year while others will climb. Walt Disney will lead all big media companies, followed by NBCU, Warner Bros Discovery, Paramount and Netflix.
- Three of the top spots for online engagement for this year's Super Bowl went to pure entertainment marketers. The ad for Warner Bros.' upcoming film "The Flash" led with a 2,373 engagement index, according to EDO Ad EnGage -- which means it was 24x more effective than the median Super Bowl LVII ad.
- The data shows an 18-point brand lift advantage coming from Democrats for the Disney brand, as well as some surprising results that American political polarization is having on major consumer and media brands.
- 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.
- Returning CEO Bob Iger's goal to put "more decision-making back in the hands of our creative teams and rationalize costs" reflects the decentralization in creative decision-making seen during much of Iger's original tenure as CEO from 2005-2020.
- In a dramatic industry move, Disney has ousted Bob Chapek as CEO and brought back Bob Iger to the role effective immediately. Disney made the announcement Sunday night.
- Walt Disney just revealed the possibility of a more difficult near-term future where unsteady, steep losses from its D2C businesses could affect the whole company.
- "The advertising environment is challenged as supply chain disruptions have restricted inventory for products leading to lower advertising spend in areas," writes KeyBanc's equity research team.
- The TelevisaUnivision agreement starts in Jan. 2023, and includes Nielsen Marketing Cloud and Gracenote's Advanced Discovery suite. It offers measurement and advanced planning across TelevisaUnivision's national, digital, local and audio affiliates as well as its streaming service, ViX.
- Amazon, Netflix, Disney were most-cited among those cancelling a service in the past 12 months.
- Disney's Hulu can be picky about what political ads it wants -- or not wanting them at all. TV stations are a different situation.
- 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.
- "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.
- 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.
