On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.
Audio
| Nov 28, 2023
Netflix hits 238 million members in Q2 after account-sharing purge: The streaming service saw revenues rise 2.7% despite a quarter of ups and downs.
Article
| Jul 20, 2023
Should Netflix stay ad-free?
Article
| Jul 23, 2021
On today's episode, we discuss how many subscribers HBO Max has, whether partnering with Snapchat can move the needle, and if some kind of HBO Max bundle could be attractive. We then talk about the authenticity of subscription fatigue, how successful Disney's current release strategy is, how to convince young folks to go back to the movies, and how open Netflix subscribers would be to an ad-supported plan. Tune in to the discussion with eMarketer principal analyst at Insider Intelligence Paul Verna.
Audio
| Aug 23, 2021
Among US Netflix subscribers who share their account with others, nearly half said they’d very likely cancel their subscription if the platform began charging them extra for sharing it. An additional 28% said they’d be somewhat likely to delete their accounts, while just 27% say they would stay subscribed.
Article
| Apr 25, 2022
So Antenna reporting immediately after the crackdown, password sharing crackdown, Netflix had the four largest days of US user acquisition since it began tracking subscriber numbers 3.5 million signups in June alone. Morgan Stanley analyst, Ben Swinburne thinks Netflix is on track to reach nearly 25 million net new subscribers from the page sharing program in 2023.
Audio
| Aug 1, 2023
Forecasts
| Oct 3, 2023
Source: Insider Intelligence | eMarketer
Forecasts
| Oct 3, 2023
Source: Insider Intelligence | eMarketer
Forecasts
| Sep 20, 2023
Source: Insider Intelligence | eMarketer
Chart
| Oct 16, 2023
Source: ANTENNA
Inflation forces judicious consumers to get more judicious with streamers: Netflix thrives with strategic moves, while others invest heavily in content.
Article
| Aug 25, 2023
Chart
| Aug 3, 2022
Source: Big Village (formerly Engine Insights)
Chart
| Jun 25, 2021
Source: Hub Research
Chart
| Mar 9, 2023
Source: Korea Press Foundation (KPF)
Netflix’s enhancements to its ad-supported tier has helped it amass 5 million monthly active users worldwide, though its password crackdown could slow momentum. Meanwhile, Max, the combined streaming service of HBO Max and Discovery+, debuted to “early positive feedback,” and Paramount+ hopes partnering with Showtime will prevent it from losing subscribers.
Article
| Jun 2, 2023
Article
| Aug 2, 2023
On today's special episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We’ll keep a running score all year and crown a winning team at the end of the year. Today, we cover Americans' sentiment toward AI, how much Netflix's password-sharing initiative will boost subscriber numbers, how retail media ad spending dollars are moving around, and more. Tune in to the discussion with this month's contestants: our analysts Sky Canaves and Evelyn Mitchell-Wolf and vice president of Briefings Stephanie Taglianetti.
Audio
| Jun 28, 2023
Growth is slowing, but we expect user numbers to rise 4.9% in 2023, to 30.8 million—2.7 million more viewers than Netflix. Moreover, Amazon’s lead over Netflix in Germany is widening. Per Kantar, Amazon claimed a 36.3% share of new video subscribers during Q3 2022, compared with Netflix’s 11.0%. Disney+ also outperformed Netflix by this measure, drawing 20.0% of new subscribers in Q3.
Report
| Nov 14, 2022
In a turn echoing Netflix, Disney+ has its first quarterly subscriber loss: Disney managed to squeeze by thanks to strong parks and movie results, but its streaming venture has hit a bump.
Article
| Feb 9, 2023
On today's episode, we discuss the significance of Netflix saying it has 5 million monthly active users on its ad tier, the biggest impacts of the new streaming service Max, and how much noise a combined Paramount+ and Showtime offering can make. "In Other News," we talk about the current state of esports and what the best connected TV (CTV) ad formats are. Tune in to the discussion with our director of Briefings Jeremy Goldman.
Audio
| Jun 1, 2023
Netflix is the final domino to fall in streaming’s advertising pivot: The company’s shocking loss of 200,000 subscribers means big changes are coming.
Article
| Apr 21, 2022
Netflix losses deepen as it bets on an ad-supported future: An early 2023 ad launch is good news for marketers, but may not be enough to reverse churn.
Article
| Jul 20, 2022
Netflix just released its final ads-free earnings report: It's the last time the focus will be on subscribers over revenue.
Article
| Oct 19, 2022
Chart
| Mar 14, 2023
Source: MediaPost Communications; SVB Moffettnathanson
Netflix and other streamers are doubling down on Japanese animation: Half of Netflix’s 222 million subscribers watched anime last year.
Article
| Apr 5, 2022