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Comcast reported Q2 ’24 results this week, including an update on Peacock, which cut its loss to $348 million in the quarter from $639 million a year ago. Peacock’s subscriber count increased from 24 million in Q2 ’23 to 33 million at the end of Q2 ’24, but that was actually down a million from the end of Q1 ’24.
In this week’s podcast we discuss whether and when Peacock will turn the...
This week we’re delighted to interview Wurl’s CEO Ron Gutman who discusses the company’s new AI-powered BrandDiscovery product that allows ads to be aligned with content in real time.
Ron explains the eight key emotional reactions to specific scenes in entertainment programming, and how ads that are consistent with these emotions deliver far higher conversion. He also details the critical...
Netflix added 13.1 million global subscribers in Q4 ’23, its best fourth quarter ever. As we discuss, the company is capitalizing on the introduction of paid sharing and a lower priced ad-supported tier. Paid sharing, which requires those who were using someone else’s login credentials to start their own subscription, has been especially effective. Netflix designed a smart strategy to eliminate...
Antenna’s CEO Jonathan Carson joins us this week to explain his firm’s new product, Subscriber Views, which reveals programming’s true value for streaming services. Subscriber views marries licensed ACR data with Antenna’s own streaming subscriber data to derive viewers’ behavior around specific pieces of content. Subscriber Views then creates metrics for programming’s value in driving...
In Q2 ’23 Comcast lost 543K domestic video subscribers, up from a loss of 521K a year earlier. In total, for the past 6 quarters, Comcast has lost almost 3.2 million subscribers, or nearly 18% of the 18.2 million subscribers it had on December 31, 2021, to bring it to just under 15 million currently.
On the brighter side, Peacock continues to make progress, adding another 2 million...
This week we focus on the role of TV operating systems in influencing viewers’ programming choices. Recently Hub Entertainment Research provided insights on OS market share of various streaming media players (Roku’s OS led with a 59% share). Colin shares his experiences searching for TV shows across the big 6 operating systems and how widely the results vary by OS, in turn guiding viewers’...
Deloitte released its 2025 Digital Media Trends report this week. On the podcast Colin and I discuss our key takeaways related to social’s role in how consumers discover TV programs, sensitivity to SVOD price increases and churn, plus budgets for streaming services.
Thanks to this week’s sponsor, Looper Insights. Their new report is available here.
Listen to the podcast to learn more (31...
First up this week we discuss Tubi’s plan to stream the Super Bowl in UHD, a bold move by Fox’s free ad-supported TV service. As we discuss, it’s further evidence of how premium streaming sports experiences are continuing to improve. Next Amazon Prime video set a new viewership record for itself with last weekend’s NFL wild card game. We dive into its ratings gains.
Hub Entertainment...