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.
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.
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."
Netflix is projected to retain a nearly 30M size advantage over the next-largest U.S.-based rival Amazon Prime Video.
Seven paid video and audio streaming services are among the most common items within U.S. household budgets, but five are also among the top 10 items most likely to be cut if finances get tight.
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.
Hulu, Peacock and Paramount+ have by far the largest shares, but the new Netflix and Disney+ AVOD offerings are showing strong growth.
Survey shows little cannibalization of higher-priced no-ads subs, meaning net growth -- a decidedly positive trend for the big streamers.
Mixing ad-supported and no-ads plans based on specific services is the fastest-growing behavior, likely to soon become dominant, reports Antenna.
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.
Amazon Prime Video will be just 12 million behind Netflix, and 43 million ahead of Dinsey+, per Digital TV Research projections.
The pursuit of better margins is also driving price hikes, with cutbacks on promotions, confirms a new Antenna report.
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?
Performance marketers have begun to view streaming and connected TV services as a valuable media in which to help brands expand advertising strategies.
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.
Disney is well on its way, merging databases to enable using Disney+ viewing habits to inform experiences at its parks, and vice-versa.
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.
Netflix has dropped from first to fourth in overall satisfaction. Among ad-supported streamers, HBO Max gets the highest marks, and Hulu the lowest
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.
A large library of content is the No. 1 reason that viewers will hold on to a streaming service subscription instead of canceling it.
Disney+ was the No. 2 streaming app by global app store consumer spend in 2021, second only to YouTube, reports App Annie.
Disney+ has failed to penetrate the audience of viewers 50+ who are unlikely to have young kids and may not be Marvel/"Star Wars" fans, a MoffettNathanson report says.
YouTube, Netflix led the top five apps by number of downloads in the U.S. and worldwide in 2021, reports App Annie.
Netflix has maintained its spot as the most popular video streaming service in the past couple of years.
Subscribers to video apps may be more likely to cancel service after bingeing on content as prices rise.
Disney is raising the price of Hulu+Live TV to $69.99 from $64.99. But it is also adding Disney+ and ESPN+ to sweeten the deal.
Netflix currently has high saturation among the older demographic, particularly in the U.S. But it may have a tough time keeping them in the face of cheaper competitors that offer sports and news.