Comcast cable TV 2020 losses increased to 1.3M, twice the 2019 figure. Peacock, on the other hand, gained 7M in the last seven weeks. Both trends look set to continue.
Almost a third of TV viewers can only be reached by streaming, yet 90% of TV ad revenue still goes to traditional linear TV. Netflix had a banner 2020, but signs are it has a value problem in Latin America.
In 2020, Disney+ was tops for original streamed movies. This year, Netflix and HBO Max are coming for Disney’s movie crown. AT&T throws in the towel on vMVPDs, but it could have been so different.
Roku users are streaming almost three hours per day. Can Quibi content help drive usage even higher? Discovery+ is here. Will it help boost Roku streaming time too?
vMVPD price increases, the continued decline of pay TV, Netflix growing in the face of new competition. All were important stories in 2020, but none of them made our top ten list. Listen on to find out what did.
Old media is all-in on subscription streaming. But with growth slowing, premium providers like Showtime are looking to free virtual Linear TV to boost their digital growth. Will others follow in 2021?
Have the tablet and smartphone killed family co-viewing? New research says no. Discovery is rolling out all its stars to help the launch of discovery+. Is it enough to win over cord-cutters?
Linear pay TV pulled off a big surprise in the third quarter. Traditional operators lowered losses and vMVPDs put on a big gain. What’s going on and can the industry repeat it in the fourth quarter?
Disney continues to circle the wagons around its direct-to-consumer services. Subscriber growth at Disney+, ESPN+, and Hulu is strong, but is revenue heading in the right direction?
Sinclair took a $4B write-down on the value of its regional sports networks. The vMPVDs are dropping RSNs as fast they can. Is it game-over for the channels? We also look at Roku’s Q3 results.
25 min
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