โโ๐บ Media Landscape
Who owns everything in Big #Media: Distributors, content companies & internet video companies by market cap and their main lines of business.
โ๏ธ #Netflix: Feb 2018 โ Apr 2018 โ May 2018
๐๐ป Market Cap: $95B โ $137B โ $144B
๐๐ป Subscribers: 104M โ 125M โ 125M
๐ @PerspectiveIX
๐ โฃhttp://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.
โ๏ธ #Netflix: Feb 2018 โ Apr 2018 โ May 2018
๐๐ป Market Cap: $95B โ $137B โ $144B
๐๐ป Subscribers: 104M โ 125M โ 125M
๐ @PerspectiveIX
๐ โฃhttp://prs.pctvix.co/TelegramIX
๐ฐ #iXDailyBrief
STAT
โก๏ธ 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
โ๏ธ โAddictiveโ #Facebook may harm children, claim insiders: prs.pctvix.co/2Nr5ulh
OTHER NEWS
๐ 500 #Intel drones to replace fireworks above Travis Air Force base for Fourth of July: t.me/iXNews/28758
๐พ #Snapchatโs new lens lets you play tennis against Serena Williams:
prs.pctvix.co/2NosmSo
๐ค DeepMindโs #AI agents exceed โhuman-levelโ gameplay in Quake III: t.me/iXNews/28766
๐ช๐บ Wikipedia goes dark in Spanish, Italian ahead of key EU vote on copyright: t.me/iXNews/28764
๐ต๏ธโโ๏ธ #Google tries to calm controversy over app developers having access to your #Gmail: t.me/iXNews/28760
๐ต #Netflix tests 'Ultra' tier that could add a higher price option: prs.pctvix.co/2tWDZYE
โ
"Work like you don't need the money. Love like you've never been hurt. Dance like nobody's watching." โ Satchel Paige
Have a great week!
Ben, @iXNews
STAT
โก๏ธ 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
โ๏ธ โAddictiveโ #Facebook may harm children, claim insiders: prs.pctvix.co/2Nr5ulh
OTHER NEWS
๐ 500 #Intel drones to replace fireworks above Travis Air Force base for Fourth of July: t.me/iXNews/28758
๐พ #Snapchatโs new lens lets you play tennis against Serena Williams:
prs.pctvix.co/2NosmSo
๐ค DeepMindโs #AI agents exceed โhuman-levelโ gameplay in Quake III: t.me/iXNews/28766
๐ช๐บ Wikipedia goes dark in Spanish, Italian ahead of key EU vote on copyright: t.me/iXNews/28764
๐ต๏ธโโ๏ธ #Google tries to calm controversy over app developers having access to your #Gmail: t.me/iXNews/28760
๐ต #Netflix tests 'Ultra' tier that could add a higher price option: prs.pctvix.co/2tWDZYE
โ
"Work like you don't need the money. Love like you've never been hurt. Dance like nobody's watching." โ Satchel Paige
Have a great week!
Ben, @iXNews
โโ๐บ Netflix Is Americans' Platform of Choice for TV Content
Having long surpassed the largest pay-TV providers in the ๐บ๐ธ 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.
๐ @PerspectiveIX
๐ via Statista: prs.pctvix.co/2tZx7d2
Having long surpassed the largest pay-TV providers in the ๐บ๐ธ 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.
๐ @PerspectiveIX
๐ via Statista: prs.pctvix.co/2tZx7d2
โโ๐บ 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 ๐บ๐ธ, 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.
๐ @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 ๐บ๐ธ, 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.
๐ @PerspectiveIX via Statista.
โโ๐ 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%.
๐ @PerspectiveIX via Statista.
โ 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%.
๐ @PerspectiveIX via Statista.
โ Do you a Netflix account?
โโ๐บ Netflix on the Right International Track
Although the US ๐บ๐ธ 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.
๐ @PerspectiveIX via Statista.
Although the US ๐บ๐ธ 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.
๐ @PerspectiveIX via Statista.
โโ๐บ Netflix Tops Live TV As The Destination For Viewersโ Favorite Shows
Itโs 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 hereโs 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.)
๐ @PerspectiveIX via MarketingCharts.
โ Which one do you prefer?
Itโs 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 hereโs 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.)
๐ @PerspectiveIX via MarketingCharts.
โ Which one do you prefer?
๐ฅ 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.
๐ @PerspectiveIX via SensorTower.
โ 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.
๐ @PerspectiveIX via SensorTower.
โ Have you watched anything on Netflix in the last 30 days?
โโ๐บ Netflix's 2019 Problem
Although Netflix had a record-breaking November, it's problems can be record-breaking as well. Following #Netflixโs 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 โ along with its soon-to-be purchased Fox โ 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 โFriendsโ 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 โ 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.
๐ @PerspectiveIX via Recode.
Although Netflix had a record-breaking November, it's problems can be record-breaking as well. Following #Netflixโs 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 โ along with its soon-to-be purchased Fox โ 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 โFriendsโ 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 โ 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.
๐ @PerspectiveIX via Recode.
๐ฑ Fastest Mobile Internet
Norway๐ณ๐ด had the fastest mobile #internet download speed, coming in at 67.17 megabits per second (Mbps). Iceland๐ฎ๐ธ came in a close second with 67.05 Mbps. The United States ๐บ๐ธ 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.
๐ @PerspectiveIX via Statista.
Norway๐ณ๐ด had the fastest mobile #internet download speed, coming in at 67.17 megabits per second (Mbps). Iceland๐ฎ๐ธ came in a close second with 67.05 Mbps. The United States ๐บ๐ธ 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.
๐ @PerspectiveIX via Statista.