Antenna

Antenna observed 656k signups to Netflix in the 3-day window (Dec 24-26) for NFL Christmas Gameday. While not as big as the Paul/Tyson fight, it's a notable spike. Netflix has consistently been w/in 50-70k signups per day for the entire 1.5 years since the password crackdown. Want more streaming insights? Check out our Insights Blog: https://lnkd.in/eCqwpMd3 #svod #avod #streamingvideo #streamingmedia #sportsstreaming #mediainsights #streamingdata #subscriptionsinights #subscriptiondata #subscriptioneconomy #mediadata #mediaanalytics

It has been truly awful to witness the stories and images coming out of Los Angeles as the wildfires rage throughout the region. We have received reports that many of our clients and industry friends have lost homes or are under evacuation. Our hearts are broken for them and their community. There are numerous organizations doing great work to support the displaced families and individuals, and responders actively fighting the wildfires. Antenna and its team members have chosen to support World Central Kitchen (WCK), a nonprofit organization founded by Chef José Andrés, that has mobilized across Southern California to provide fresh meals and water to those in need. By partnering with organizations on the ground and activating a network of local restaurants, food trucks, and emergency kitchens, WCK is serving meals to survivors and responders quickly and effectively, providing not only nourishment, but also comfort and hope. For others looking to help this community, we encourage you to support WCK’s important work. You can find out more and donate to support WCK's efforts here: https://lnkd.in/gmc2pjTw

Some additional context related to today's big Hulu+ Live TV / Fubo news... Between December 2023 and November 2024, Antenna observed average monthly sign-ups for YouTube TV at 618k, Fubo at 419k, and Hulu+ Live TV at 192k. YouTube TV has had the highest share of vMVPD sign-ups in each of the past 12 months, but the Hulu+ Live TV / Fubo combo would have bested YouTube TV's share of sign-ups in 5 of the last 12 months. #svod #avod #vmvpd #mediadeals #subscriberdata #mediaanalytics #subscriptionmetrics #subscriptioneconomy

Some additional context related to today's big Hulu+ Live TV / Fubo news... Between December 2023 and November 2024, Antenna observed average monthly sign-ups for YouTube TV at 618k, Fubo at 419k, and Hulu+ Live TV at 192k. YouTube TV has had the highest share of vMVPD sign-ups in each of the past 12 months, but the Hulu+ Live TV / Fubo combo would have bested YouTube TV's share of sign-ups in 5 of the last 12 months. #svod #avod #vmvpd #mediadeals #subscriberdata #mediaanalytics #subscriptionmetrics #subscriptioneconomy

Listen to Antenna co-founder and CEO Jonathan Carson discuss some of the key streaming insights from 2024 with Will Richmond and Colin Dixon on "Inside The Stream" wherever you get your podcasts!

Over the past two weeks, we've been sharing a look back at some of the top video streaming insights of 2024. Today, we're releasing a compilation report of the entire series that covers the big themes of the current SVOD landscape, including acquisition, retention, churn, promotions, live sports, and more. If you’re interested in downloading your own copy of the full report, you can sign-up to receive it automatically on the Antenna website (https://www.antenna.live/). If you’re already on our distribution list, check your email - we’ve sent out a download link to everyone who has opted-in to receive communication from Antenna. And if you’re an existing Antenna client, you received advanced access to the report earlier this week. However you celebrate, all of us at Antenna hope you have a wonderful holiday season! #svod #avod #subscriptionvideo #subscriptionmedia #mediainsights #subscriptioninsights #streamingvideo #videoinsights #mediaanalytics #mediadata #subscriptiondata #subscriptioneconomy

💡 📊 💡 Antenna’s 2024 Top Subscription Insights: Spanish Speaking Streamers According to the U.S. Census Bureau, almost 20% of the United States population are Hispanic. However, when it comes to media consumption, in addition to understanding Hispanic ethnicity, it is also crucial to understand the language spoken at home. Looking across Premium, Specialty and Sports SVOD service categories in the U.S. streaming market, it’s not surprising that ViX Premium, the TelevisaUnivision-owned subscription streaming service with a majority of programming in Spanish, outperforms with Spanish Speakers. Members of Antenna’s Spanish Speaker segment are 4.4x more likely than the general population to subscribe to ViX Premium. Within Specialty SVOD, anime streaming service Crunchyroll and Zeus Network, which features original programming from social media influencers and celebrities outperform with Spanish Speakers. For Premium SVOD, Disney+, Max, and Starz all slightly outperform. Several Sports streaming services also perform strongly with Antenna’s Spanish Speakers segment. Spanish Speakers are 3.2x more likely to subscribe to DAZN, which features a strong slate of boxing and other combat sports, than the general population. MLS Season Pass and UFC Fight Pass are also more popular than average with this audience. Of course, not all services outperform. Read the full analysis on the Antenna Insights Blog (https://lnkd.in/d-xBn878) #svod #streaminganalytics #streaminginsights #mediaanalytics #subscriptionanalytics #mediadata #spanishlanguagemedia #streamingvideo #subscriptionvideo #subscriptioneconomy

💡 🏈 💡 Antenna’s 2024 Top Subscription Insights: The NFL and Streaming Video The NFL has long been a TV staple, and is increasingly a core part of the streaming landscape. Paramount+ and Peacock rely on NFL programming to drive much of their acquisition, as do vMVPDs. YouTube TV disproportionately captures this acquisition bump. When NFL Sunday Ticket moved exclusively to YouTube TV with the 2023/2024 Season, YouTube TV subsequently grew its share of September Sign-ups YoY in 2023 to 44% (up from 33% in September 2022), and again in September 2024 to 48%. NFL Sunday Ticket is performing significantly stronger among YouTube TV customers than with the rest of the market. Antenna estimates that 61% of the subscriptions to Sunday Ticket come from YouTube TV customers. Given that YouTube TV subscribers make up a relatively small portion of US households, that translates to a high penetration among that audience. Read the full analysis, as well as others from our 2024 Top Subscription Insights series on the Antenna Insights Blog: https://lnkd.in/eCqwpMd3 #svod #streamingvideo #sportsstreaming #streamingmedia #subscriptionvideo #subscriptionmedia #subscriberacquisition #mediaanalytics #streamingdata #streaminginsights #subscriptioneconomy #sportsmedia

💡 📊 💡 Antenna’s 2024 Top Subscription Insights: Survival For Top Acquisition Moments Live sports drive many of the biggest acquisition moments in streaming, but how loyal are these new subscribers who come in the door for a big game? It varies. For Paramount+ loyalty for Super Bowl LVIII weekend Sign-ups was quite strong. The eight month survival for users who converted to or signed up as a paid subscriber for the service during the three-day window surrounding Super Bowl LVIII was almost exactly the same as that for the benchmark of Gross Adds during January 2024. Peacock saw more variance. Using a standard benchmark cohort of all Peacock Gross Adds in Q4’23 and comparing those survival rates to the latest available for each of the programming cohorts, we see that the NFL Brazil game performed best, with a 66% two month survival rate. The Paris Olympics was lowest, with a 54% two month survival. Full post, as well as others from our 2024 Top Subscriptions Insight series is available on the Antenna Insights Blog: https://lnkd.in/eCqwpMd3 #svod #avod #streaminginsights #streamingvideo #streamingmedia #streamingdata #mediainsights #loyaltymetrics #subscribermetrics #subscriptionvideo #subscriptioneconomy

💡 📈 💡 Antenna’s 2024 Top Subscription Insights: Live Sports Driving Acquisition Live sports continued to deliver as an acquisition driver for streaming in 2024. Antenna observed five programming events that drove more than 1M sign-ups in their three-day window in 2024. Antenna estimates that Super Bowl LVII on Paramount+, which aired in February 2024, garnered the largest number of sign-ups. Additionally, Antenna data shows the NFL AFC Wild Card Game in January 2024, Opening Weekend of the 2024 Paris Summer Olympic Games in July 2024, and the exclusive NFL Brazil game in September 2024 all served as sizable acquisition moments for Peacock. For Netflix’s exclusive boxing match between Jake Paul and Mike Tyson, which aired live on November 15, 2024, Antenna observed 1.43M Sign-ups to the service over the three-day period. While many other streaming services see regular big spikes in acquisition related to particular programming moments, given its high penetration levels and its very broad programming library, Netflix has historically had a very steady rate of sign-ups, with minimal variance day-to-day. So it’s notable to observe that the Paul-Tyson fight was highly unique for Netflix, because it was both the first pronounced spike and the single largest acquisition moment for the service since Antenna started covering the subscription video sector in 2019. Read the full analysis on the Antenna Insights Blog: https://lnkd.in/eBszwsz4 #svod #sportsstreaming #mediadata #mediaanalytics #subscriptionvideo #subscriptionmedia #dataanalytics #streamingdata #subscriptioneconomy