📺 Media Landscape
Who owns everything in Big #Media: Distributors, content companies & internet video companies by market cap and their main lines of business.
❗️ #Netflix: Feb 2018 → Apr 2018 → May 2018
👉🏻 Market Cap: $95B → $137B → $144B
👉🏻 Subscribers: 104M → 125M → 125M
🚀 @PerspectiveIX
🌀 http://prs.pctvix.co/TelegramIX
Who owns everything in Big #Media: Distributors, content companies & internet video companies by market cap and their main lines of business.
❗️ #Netflix: Feb 2018 → Apr 2018 → May 2018
👉🏻 Market Cap: $95B → $137B → $144B
👉🏻 Subscribers: 104M → 125M → 125M
🚀 @PerspectiveIX
🌀 http://prs.pctvix.co/TelegramIX
📰 #iXDailyBrief
STAT
⚡️ VPN users are more likely to be young, male, and educated to university level. All of these demographic distinctions fit the profile of early adopters. (Source: Global Web Index)
INSIGHT
✋️ ‘Addictive’ #Facebook may harm children, claim insiders: prs.pctvix.co/2Nr5ulh
OTHER NEWS
🎆 500 #Intel drones to replace fireworks above Travis Air Force base for Fourth of July: t.me/iXNews/28758
🎾 #Snapchat’s new lens lets you play tennis against Serena Williams:
prs.pctvix.co/2NosmSo
🤖 DeepMind’s #AI agents exceed ‘human-level’ gameplay in Quake III: t.me/iXNews/28766
🇪🇺 Wikipedia goes dark in Spanish, Italian ahead of key EU vote on copyright: t.me/iXNews/28764
🕵️♂️ #Google tries to calm controversy over app developers having access to your #Gmail: t.me/iXNews/28760
💵 #Netflix tests 'Ultra' tier that could add a higher price option: prs.pctvix.co/2tWDZYE
—
"Work like you don't need the money. Love like you've never been hurt. Dance like nobody's watching." — Satchel Paige
Have a great week!
Ben, @iXNews
STAT
⚡️ VPN users are more likely to be young, male, and educated to university level. All of these demographic distinctions fit the profile of early adopters. (Source: Global Web Index)
INSIGHT
✋️ ‘Addictive’ #Facebook may harm children, claim insiders: prs.pctvix.co/2Nr5ulh
OTHER NEWS
🎆 500 #Intel drones to replace fireworks above Travis Air Force base for Fourth of July: t.me/iXNews/28758
🎾 #Snapchat’s new lens lets you play tennis against Serena Williams:
prs.pctvix.co/2NosmSo
🤖 DeepMind’s #AI agents exceed ‘human-level’ gameplay in Quake III: t.me/iXNews/28766
🇪🇺 Wikipedia goes dark in Spanish, Italian ahead of key EU vote on copyright: t.me/iXNews/28764
🕵️♂️ #Google tries to calm controversy over app developers having access to your #Gmail: t.me/iXNews/28760
💵 #Netflix tests 'Ultra' tier that could add a higher price option: prs.pctvix.co/2tWDZYE
—
"Work like you don't need the money. Love like you've never been hurt. Dance like nobody's watching." — Satchel Paige
Have a great week!
Ben, @iXNews
📺 Netflix Is Americans' Platform of Choice for TV Content
Having long surpassed the largest pay-TV providers in the 🇺🇸 in terms of subscribers, #Netflix is now the most popular source of TV content among U.S. consumers. According to a recent survey conducted by the research arm of investment banking firm Cowen & Co., 27% of Americans prefer Netflix over any other platform, including basic cable and broadcast TV.
🚀 @PerspectiveIX
📖 via Statista: prs.pctvix.co/2tZx7d2
Having long surpassed the largest pay-TV providers in the 🇺🇸 in terms of subscribers, #Netflix is now the most popular source of TV content among U.S. consumers. According to a recent survey conducted by the research arm of investment banking firm Cowen & Co., 27% of Americans prefer Netflix over any other platform, including basic cable and broadcast TV.
🚀 @PerspectiveIX
📖 via Statista: prs.pctvix.co/2tZx7d2
📺 The Largest Pay-TV providers in the US at the End of Q2 2018
According to data compiled by the Leichtman Research Group, the largest pay-TV providers (or subscription-based #TV services) in the US 🇺🇸, representing approximately 95% of all subscribers, had 91.3 million subscribers at the end of Q2 2018, down 400k since the end of the Q1. Meanwhile #Netflix, arguably the biggest threat to the entire industry, ended the Q2 with 57.4 million domestic subscribers.
🚀 @PerspectiveIX via Statista.
According to data compiled by the Leichtman Research Group, the largest pay-TV providers (or subscription-based #TV services) in the US 🇺🇸, representing approximately 95% of all subscribers, had 91.3 million subscribers at the end of Q2 2018, down 400k since the end of the Q1. Meanwhile #Netflix, arguably the biggest threat to the entire industry, ended the Q2 with 57.4 million domestic subscribers.
🚀 @PerspectiveIX via Statista.
😍 Netflix is Responsible for 15% of Global Internet Traffic
According to a new report by Sandvine, the web application responsible for the world's most downstream traffic is #Netflix with 15%. #Youtube isn't too far behind with 11.4% and further back but still with a significant share, #Amazon Prime Video is responsible for 3.7%.
🚀 @PerspectiveIX via Statista.
❓ Do you a Netflix account?
According to a new report by Sandvine, the web application responsible for the world's most downstream traffic is #Netflix with 15%. #Youtube isn't too far behind with 11.4% and further back but still with a significant share, #Amazon Prime Video is responsible for 3.7%.
🚀 @PerspectiveIX via Statista.
❓ Do you a Netflix account?
📺 Netflix on the Right International Track
Although the US 🇺🇸 has always been the main source of #Netflix's financial success, company's Q3 figures shows the still growing profitability of the international streaming side of the business.
In Q1 of this year though, there was a big increase in the contribution margin of 'international streaming' and this increased again slightly in Q2 before a second more significant jump in this latest quarter - reaching 17.1%.
These increases appear to be due to revenues outgrowing the cost of revenues (49% to 28%). Marketing is still a big part of Netflix's international expansion, and indeed, these costs also grew quite a lot, 37% up on Q3 2017.
🚀 @PerspectiveIX via Statista.
Although the US 🇺🇸 has always been the main source of #Netflix's financial success, company's Q3 figures shows the still growing profitability of the international streaming side of the business.
In Q1 of this year though, there was a big increase in the contribution margin of 'international streaming' and this increased again slightly in Q2 before a second more significant jump in this latest quarter - reaching 17.1%.
These increases appear to be due to revenues outgrowing the cost of revenues (49% to 28%). Marketing is still a big part of Netflix's international expansion, and indeed, these costs also grew quite a lot, 37% up on Q3 2017.
🚀 @PerspectiveIX via Statista.
📺 Netflix Tops Live TV As The Destination For Viewers’ Favorite Shows
It’s the era of peak TV, and it looks like #Netflix is winning the content wars over traditional TV. In its latest annual Conquering Content study, Hub Entertainment Research finds that TV viewers are becoming pickier about the shows they try, and identify fewer shows as being among their favorites. But here’s the rub: for the first time, those favourite shows are more likely to be found on Netflix than on live TV.
The study notes that video platforms continue to invest in scripted series, with 5% YoY growth as of August. However, there are stark differences among platforms, with streaming service providers boosting their original scripted series by 46% and premium cable providers by 42%, whereas basic cable and broadcast providers have cut back. (Last year, IHS Markit detailed a 2.3% compound annual decline in scripted hours in the US from broadcast network and cable over the previous 3 years, with online services instead soaring with a compound annual growth rate of 53% in scripted hours over that time span.)
🚀 @PerspectiveIX via MarketingCharts.
❓ Which one do you prefer?
It’s the era of peak TV, and it looks like #Netflix is winning the content wars over traditional TV. In its latest annual Conquering Content study, Hub Entertainment Research finds that TV viewers are becoming pickier about the shows they try, and identify fewer shows as being among their favorites. But here’s the rub: for the first time, those favourite shows are more likely to be found on Netflix than on live TV.
The study notes that video platforms continue to invest in scripted series, with 5% YoY growth as of August. However, there are stark differences among platforms, with streaming service providers boosting their original scripted series by 46% and premium cable providers by 42%, whereas basic cable and broadcast providers have cut back. (Last year, IHS Markit detailed a 2.3% compound annual decline in scripted hours in the US from broadcast network and cable over the previous 3 years, with online services instead soaring with a compound annual growth rate of 53% in scripted hours over that time span.)
🚀 @PerspectiveIX via MarketingCharts.
❓ Which one do you prefer?
🎥 Netflix's Record-Breaking November
Streaming giant #Netflix set a new record for monthly consumer spending in its mobile app during November, grossing an estimated $86.6 million worldwide on the App Store and Google Play according to Sensor Tower Store Intelligence data. This figure was 77% higher than the $49 million Sensor Tower estimated the app grossed in November 2017 and 2.3% greater than the $84.7 million users users spent in July of this year, its previous best month for revenue. All told, the app has now grossed more than $1.58 billion globally since it began monetizing in September 2015.
🚀 @PerspectiveIX via SensorTower.
❓ Have you watched anything on Netflix in the last 30 days?
Streaming giant #Netflix set a new record for monthly consumer spending in its mobile app during November, grossing an estimated $86.6 million worldwide on the App Store and Google Play according to Sensor Tower Store Intelligence data. This figure was 77% higher than the $49 million Sensor Tower estimated the app grossed in November 2017 and 2.3% greater than the $84.7 million users users spent in July of this year, its previous best month for revenue. All told, the app has now grossed more than $1.58 billion globally since it began monetizing in September 2015.
🚀 @PerspectiveIX via SensorTower.
❓ Have you watched anything on Netflix in the last 30 days?
📺 Netflix's 2019 Problem
Although Netflix had a record-breaking November, it's problems can be record-breaking as well. Following #Netflix’s lead, nearly every major video company is moving into the streaming media business. And that means also moving their content off Netflix and onto their own services.
Disney — along with its soon-to-be purchased Fox — is launching its streaming service, Disney+, next year and pulling its content, including Pixar and Marvel films, from Netflix. The combined AT&T/Time Warner, which has licensed its popular TV series “Friends” to Netflix, may also pull its movies and TV shows from Netflix when its own streaming service gets off the ground at the end of 2019.
That potential loss is part of the reason Netflix has ratcheted up its original content spending lately, and is expected to spend $12 billion to $13 billion on content in 2018 — most of which will go toward original content.
As of October, original content made up 8 percent of content, measured in hours, on Netflix, according to Ampere.
🚀 @PerspectiveIX via Recode.
Although Netflix had a record-breaking November, it's problems can be record-breaking as well. Following #Netflix’s lead, nearly every major video company is moving into the streaming media business. And that means also moving their content off Netflix and onto their own services.
Disney — along with its soon-to-be purchased Fox — is launching its streaming service, Disney+, next year and pulling its content, including Pixar and Marvel films, from Netflix. The combined AT&T/Time Warner, which has licensed its popular TV series “Friends” to Netflix, may also pull its movies and TV shows from Netflix when its own streaming service gets off the ground at the end of 2019.
That potential loss is part of the reason Netflix has ratcheted up its original content spending lately, and is expected to spend $12 billion to $13 billion on content in 2018 — most of which will go toward original content.
As of October, original content made up 8 percent of content, measured in hours, on Netflix, according to Ampere.
🚀 @PerspectiveIX via Recode.
📱 Fastest Mobile Internet
Norway🇳🇴 had the fastest mobile #internet download speed, coming in at 67.17 megabits per second (Mbps). Iceland🇮🇸 came in a close second with 67.05 Mbps. The United States 🇺🇸 came in a distant 43rd with an average download speed of 30.49 Mbps. To stream #Netflix in Ultra HQ quality, a person needs access to 25 Mbps.
🚀 @PerspectiveIX via Statista.
Norway🇳🇴 had the fastest mobile #internet download speed, coming in at 67.17 megabits per second (Mbps). Iceland🇮🇸 came in a close second with 67.05 Mbps. The United States 🇺🇸 came in a distant 43rd with an average download speed of 30.49 Mbps. To stream #Netflix in Ultra HQ quality, a person needs access to 25 Mbps.
🚀 @PerspectiveIX via Statista.
📱 2018's Highest Grossing iPhone Apps
#Netflix was by far the highest grossing #iPhone and #iPad app in 2018, bringing in 790 million dollars. Tencent’s video streaming app was the second highest earning iOS app, grossing 490 million dollars. Netflix blew the other top ten apps out of the water, racking up 62 percent more revenue than second-place iOS app,Tencent.
While Netflix outperformed #Tencent, video streaming and sharing applications did well overall, dominating the top ten list. Seven out of the ten highest grossing iOS apps were video streaming or sharing applications. Notably, half of the apps were owned by Chinese companies like #Baidu, Tencent, and #Alibaba.
🚀 @PerspectiveIX via Statista.
#Netflix was by far the highest grossing #iPhone and #iPad app in 2018, bringing in 790 million dollars. Tencent’s video streaming app was the second highest earning iOS app, grossing 490 million dollars. Netflix blew the other top ten apps out of the water, racking up 62 percent more revenue than second-place iOS app,Tencent.
While Netflix outperformed #Tencent, video streaming and sharing applications did well overall, dominating the top ten list. Seven out of the ten highest grossing iOS apps were video streaming or sharing applications. Notably, half of the apps were owned by Chinese companies like #Baidu, Tencent, and #Alibaba.
🚀 @PerspectiveIX via Statista.
📺 Competing for Consumer Attention
The pressure on linear TV isn’t just coming from streaming services such as #Netflix and #Hulu. Both are part of a wider competition for the consumer’s free time with other media formats.
Consumers are now clocking up an average of around 2:20 hours per day on #SocialMedia, rising to around 3 hours among 16-24s. Online and print press, games consoles, music streaming and broadcast radio collectively constitute around 5 hours of a consumer’s day. That’s not including the hour and a quarter spent watching online #TV, and the 6 ¾ hours spent online more broadly on a daily basis.
Consumer attention in this crowded environment has become harder to maintain.
Linear TV, does however, have a lot to boast about here. With the exception of social media, linear TV captures the largest share of daily media time among consumers, standing at 18%, significantly above online TV’s 12%. And considering social media engagement happens frequently throughout the day whereas TV engagement is mostly in long durations, that’s an impressive feat.
🚀 @PerspectiveIX via GlobalWebIndex.
The pressure on linear TV isn’t just coming from streaming services such as #Netflix and #Hulu. Both are part of a wider competition for the consumer’s free time with other media formats.
Consumers are now clocking up an average of around 2:20 hours per day on #SocialMedia, rising to around 3 hours among 16-24s. Online and print press, games consoles, music streaming and broadcast radio collectively constitute around 5 hours of a consumer’s day. That’s not including the hour and a quarter spent watching online #TV, and the 6 ¾ hours spent online more broadly on a daily basis.
Consumer attention in this crowded environment has become harder to maintain.
Linear TV, does however, have a lot to boast about here. With the exception of social media, linear TV captures the largest share of daily media time among consumers, standing at 18%, significantly above online TV’s 12%. And considering social media engagement happens frequently throughout the day whereas TV engagement is mostly in long durations, that’s an impressive feat.
🚀 @PerspectiveIX via GlobalWebIndex.
📺 YouTube is Responsible for 37% of All Mobile Internet Traffic
A new report by Sandvine has revealed the applications responsible for the most downstream mobile traffic in the world. Underlining the popularity of streaming services, #YouTube accounts for the most megabytes with 37 percent - an awfully long way ahead of second-placed #Facebook with 8.4 percent and #Snapchat with 8.3 percent. #Netflix, which accounts for the most internet traffic overall, only manages 2.4 percent when it comes to mobile.
🚀 @PerspectiveIX via Statista.
A new report by Sandvine has revealed the applications responsible for the most downstream mobile traffic in the world. Underlining the popularity of streaming services, #YouTube accounts for the most megabytes with 37 percent - an awfully long way ahead of second-placed #Facebook with 8.4 percent and #Snapchat with 8.3 percent. #Netflix, which accounts for the most internet traffic overall, only manages 2.4 percent when it comes to mobile.
🚀 @PerspectiveIX via Statista.