After a yearlong delay, the much-anticipated Tokyo Olympic Games took place in late July. NBCUniversal aired programming across its broadcast, cable, and digital properties — notably Peacock. Antenna data indicates that the Tokyo Olympic Games were Peacock’s largest paid Sign-up driver since launch. Note: this analysis does not include Peacock’s…

Live sports can be a major driver of user acquisition for Premium SVOD services (link). Questions abound concerning the best ways to monetize sports fans and rights in the streaming world: Are sports fans willing to pay more? Will sports fans translate to loyal SVOD Subscribers? The Walt Disney Company…

Live sports is a foundational part of the linear TV ecosystem, but there is a great deal of uncertainty around its role in the streaming world. To help provide insight into this critical topic, ANTENNA has launched Sports SVOD coverage. The Sports SVOD category has almost tripled in size between…

Yesterday’s announcement (link) that WarnerMedia and Discovery Inc. will combine their operations would create the third largest entity in the U.S. Streaming Market by Share of total Subscriptions, pending completion. Share of Total Subscriptions HBO Max and Discovery+, under one combined company, would own 13% of all Premium SVOD Subscriptions in the U.S. as…

As studios continue to assess their best way to release new films, Disney+ remains the only large Streamer to offer certain marquee titles directly on its SVOD platform for an additional charge on top of the monthly subscription fee. …

SVOD services approach the market with varying strategies toward third-party distribution. Following the precedent set by Netflix, some of the largest services prioritize growing Subscribers via the Direct channel. On the other hand, smaller services like Showtime & Starz embrace third-party distribution. Apple and Amazon combine to own the billing…

Discovery+ launched January 4th, positioning itself as the definitive SVOD for real-life entertainment (link). ANTENNA observed the service’s launch with respect to the broader market. Total Premium SVOD Sign-ups grew 2% MoM from December to January. Discovery+ drove the increase, claiming 19% of Sign-ups. If we remove Discovery+ from the…

After finding a second life as a cultural phenomenon on Netflix, The Office returned home to NBCU’s Peacock on January 1, 2021. The series’ move serves as a fascinating case study in library programming as a vehicle for subscriber acquisition and the power of content vs. distribution. The Office drove 3.9x more Sign-ups to Peacock compared to the average December weekend Peacock earned more…

Hamilton, Soul, Wonder Woman 1984 — and their impact on Streaming The second half of 2020 opened with Hamilton’s release on Disney+ and culminated with WW84 and Soul, which premiered Christmas Day on their respective services. …