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.
Prime Video surpasses Disney+, which lost ground after ranking #1 last year.
For full-year 2023, business for all major AVOD platforms is estimated to see recovery, with double-digit percent gains of 21.3% to $12.1 billion.
The pursuit of better margins is also driving price hikes, with cutbacks on promotions, confirms a new Antenna report.
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?
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.
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.
Cord-cutters now make up 38% of CTV households, compared with 22% in 2020, as more people abandon cable and satellite service.
Customer satisfaction with streaming services such as Netflix, HBO Max, Peacock and Apple TV+ is surprisingly lower than expected, a new study says.