Todd Nicolini’s Post

Netflix’s ad-supported tier has seen a meteoric rise, reaching 70 million global monthly active users. This is a significant jump from 40 million in May and 22 million just two years ago when the plan first launched. Over 50% of new Netflix signups in eligible countries are opting for the ad-supported offering, helping the streaming giant accelerate its advertising revenue goals. #mediaandbrandchronicles #Netflix #netflix #netflixs #OTT #ott #ottnews #businessrevenue #BusinessNews #businessnews #businessnewsdaily #MediaNews #medianews

📺 Post-Streaming Wars - Where Content Dollars Flow: Netflix Vs Others While Netflix recognizes $15.3B purely in annual streaming (DTC) content costs, traditional media giants split their investments even suprisingly: 🔺 Disney: $11.3B Streaming + $13.8B other (linear TV, theatrical, etc.) 🔺 WBD: $6.4B Streaming + $10.8B other (including sports rights) 🔺 NBCUniversal: $4.3B Streaming + $22.5B other content amortization Key takeaway: The "streaming wars" have evolved into a "multi-window optimization" strategy for legacy media companies, while Netflix remains streaming-pure-play. Traditional players are leveraging their content across theatrical, cable, FAST channels, and licensing deals to maximize ROI. Source 👉 https://lnkd.in/dYQdCCT6 #Streaming #MediaBusiness #Disney #WarnerBros #ContentStrategy #MediaDistribution

Netflix, born in '97 as a DVD rental service, stormed into streaming in '07, boasting 221M subscribers by '22. 🎥🍿Disney, a later entrant, hit the scene in '09 with Hulu, then rocked the industry with Disney+ and others. 🤖Now, as of Q2 '22, Disney's streaming might, including Disney+, Hulu, and ESPN+, has surpassed Netflix in subscribers. Who do you think will reign supreme in the streaming wars? 😎 77% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money #Netflix #Disney #StreamingWars #onlinetrading #forextrading #fortrade

🚨 Is the era of account sharing on streaming platforms coming to an end? The Walt Disney Company has joined the "Extra Member" strategy club, to address this issue. In regions like Asia, the Pacific and Latin America, 32% of Disney+'s users share their account. What will be the cost per member? How does it compare to Netflix's approach? And could this be a sign of things to come across other platforms? 🤔 Check out the latest BB Media analysis to dive deep into the strategy and what it means for the future of streaming! Read the full article, written by BB Media's analyst Tomás Gallelli, here: https://lnkd.in/dNvdCh_p 💬 What do you think? Will other streaming giants follow Disney+? 📧 For more insights on Prices, Plans and Bundles, contact us at [email protected] #StreamingTrends #MediaIndustry #DisneyPlus #AccountSharing #DigitalStrategy #StreamingServices

"Is Netflix Losing Its Ad Revenue Edge? 🤔 Netflix currently leads the market in ad revenue per viewer, generating $70.44 this year per ad-supported user. However, forecasts suggest that this gap will narrow to $59.67 by 2026. This shift highlights the dynamic nature of the streaming market as competition intensifies. Amazon’s recent move to introduce ads on Prime Video and the continued absence of ads on Apple TV+ underscore the varied strategies in the industry. While Netflix holds a strong position now, Hulu, with its substantial viewer base and emerging platforms, is reshaping the landscape. How should platforms adapt to attract and retain ad-supported viewers amidst these changes? 📈📺 #Netflix #Streaming #DigitalAdvertising #AdRevenue #StreamingRevenue #TVAdvertising #Competition"

Lots going on in the streaming world. Streamers seeking to reinvent the wheel as we edge closer towards the successful traditional pay-TV model with channels bundled into one subscription delivered via the Internet. Comcast CEO, Brian Roberts, announced a new bundle called Streamsaver at an investment conference. This bundles Netflix and Apple TV+ together with its own Peacock streaming service in the US. Pricing is TBA, but is promised by Roberts to “come at a vastly reduced price to anything in the market today and will be available to all our customers.” This followed The Walt Disney Company and Warner Bros. Discovery announcement of an as yet unnamed new super bundle which reflects the industry’s need to concentrate on revenue and not just subscriber growth. Hollywood is going through major disruption. These traditional media giants have really struggled to pivot and make a successful move to the streaming-driven future. Initial forays were largely focused on the hope of copying Netflix’s successful and proven strategy of subscription growth. However, the one-size-fits-all approach hasn’t materialised the way they had hoped due to numerous and very good reasons. These include a lack of a broad content catalogue, a lack of distribution and billing relationships, the cost of living crisis, and, of course, more recently the actors and writers strike. All should be looking at Sky who has shown the way for streamers and others. More here on the chances of success and implications moving forward 👇 🔗 https://lnkd.in/e7ew_k_f #media #broadcast #broadcasters #video #streaming #streamers #disneyplus #paramountplus #discoveryplus #netflix #peacock #max #PrimeVideo #espnplus #Sports #SportsBusiness #AppleTVPlus #HBO #Max #Hulu

As streaming platforms shift their primary KPI from subscriber count to viewership, 2024 is shaping up to be a pivotal year for The Walt Disney Company. Following the successful release of X-Men '97, the new Star Wars series, Acolyte, is demonstrating strong initial engagement. The Lucasfilm garnered 4.8 million views on its first day, making it Disney+’s biggest series premiere of 2024. For comparison, X-Men '97 took nearly a week to reach this milestone. Acolyte is also outperforming other recent Star Wars series. Ahsoka, for instance, averaged 2.8 million viewers per day, reaching 14 million views in five days. Acolyte is on track to match or exceed Obi-Wan Kenobi’s record-breaking debut, which attracted 11.18 million viewers over three days. While Disney+'s release calendar is improving in terms of delivering consistent engagement, it still lags behind Netflix. However, the platform is clearly moving in the right direction. Well done Alisa. #media #disney #netflix #streaming

Netflix continues to lead the streaming market in the all-important metric of churn shown by the always fascinating data from Antenna. After a February bump in lost US subscribers due to discontinued billing via Apple iTunes, Netflix monthly churn returned to an extraordinarily good 1.9% by end-Q1 24. The premium subscription video-on-demand (SVoD) category as a whole ended the quarter at 5%, up from 4.4% at the same point in 2023. Although higher at 7.8%, the churn level for the speciality SVoD category has remained under control, suggesting there is still good demand for the likes of BritBox International, CINEMAX, Crunchyroll, Curiosity Inc., Docurama, MGM+, Shudder, Topic Studios, True Royalty TV, & The Zeus Network. Bundling emerges as a clear strategy to mitigate churn with Antenna reporting that the The Walt Disney Company streaming bundle has churn 2-6 points lower than that for the included services of Hulu, ESPN+ & Disney+. Likewise, the Apple One bundle has a churn rate 6 points lower than Apple TV+ as a stand-alone service. #streaming #streamingwars

Data from Ampere's Q1 2024 Media Consumer data takes a look at streaming bundles and its potential impact on subscriber churn. Ampere's data shows more than four in ten streaming subscribers report regularly subscribing, canceling and resubscribing. The chart below shows that 15% of either Disney+, Hulu or Max subscribers subscribe to all three and only 10% of Comcast mobile, broadband and TV customers subscribe to Peacock, Netflix and Apple TV+. Bundling provides expanded content opportunities at discounted rates which allows for upselling, ultimately helping mitigate churn. #streaming #streamingvideo #streamingbundles #bundling #netflix #peacock #appletvplus #disneyplus #hulu #max #comcast

From eMarketer: Netflix generates more ad revenues per viewer than other streamers, but gap narrows Key stat: Netflix’s US ad revenues per ad-supported viewer will fall from $70.44 this year to $59.67 by 2026, according to our forecast. But it will still generate more ad revenues per viewer than any other #streaming services through the end of our forecast window. Beyond the chart: - Netflix will generate 53.6% more ad revenues per ad-supported viewer than Hulu this year - However, Hulu has six times more ad-supported viewers in the US than Netflix and its connected #TV (CTV) ad revenues will be more than four times those of Netflix. - Now that Amazon has introduced ads to its Prime Video service, Apple TV + has become the biggest streaming platform to hold out on ads. #advertising The Walt Disney Company HBO Max Peacock Paramount https://lnkd.in/egPVWB4X