Trevis Craig

These 3 charts tell you everything you need to know about the current state of affairs for the big 4 network groups. 1. Linear still powers the bottom line, especially for NBCU. 2. Disney has the most promising D2C business. Removing ESPN from the picture, D2C revenues are 2x higher than linear revenues and Disney generated a profit for the first time in Q1. $47M. 3. Subscription fees are currently the revenue driver for D2C. By a healthy margin. 4. Subscriber growth has been moderate at best. With churn playing a significant role in slower top-line growth. We will see how effective the new WBD/Disney bundle is at reducing churn and getting subscribers moving back up and to the right. Disney did get a nice bump in Q1, with nearly 8M new subscribers, from their Charter bundle. Outside of that, growth for both has been static for the last 2 years. The Summer Olympics will deliver some new subs for Peacock. They took a gamble on an exclusive NFL Wild Card game that paid off with 2.8M new subscribers. But the clear opportunity for growth is in D2C ads. Bundles and pricing will only do so much and linear revenue (aka advertiser demand) continues to trend downward on a YoY basis. Revenue growth will have to come from more ads in streaming. ARPU is the metric to watch vs. top-line subscriber growth. Some ad growth will come from plan switching as consumers continue to refine their personal bundle. But it's all good. These are valuable audiences and there are deals to be had… P.S. Check the fine print on assumptions for estimates. Each company reports on these metrics slightly differently. Disney was particularly challenging. But if you still have questions drop them in the comments.

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"shrinking losses" to only 295M from a 511M loss -- look at all that revenue though - 1.87 BILLION Lots to work with #advertising #revenue #streaming #profit #Business #Loss #bundle During the latest quarter, the company hit 71 million Paramount+ streaming subscribers worldwide, up from 67.5 million Paramount+ customers at the end of its fourth quarter, with 3.7 million customers added during the past three months. "And the studio shrunk its streaming loss to $286 million for the first quarter, an improvement over a $511 million loss in Q1 2023. Direct-to-consumer revenue rose 24 percent to $1.87 billion, as advertising and subscription revenues were both up, driven by growth from Pluto TV and Paramount+" https://lnkd.in/ggJYiNwb

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Unlock a deeper understanding of your Prime Video ad campaign investments and overall media strategy. Dive into comprehensive cross-media custom attribution and uncover a more detailed view of the customer journey, ensuring every step of your marketing efforts resonates with your audience.

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A week of explosive acquisitions, partnerships, and announcements 🤯 National Basketball Association (NBA) finalizes massive $76B rights deal. Live sports is the tipping point for convergent TV and streaming 🏀 Skydance merges with Paramount Global. Another sign that Silicon Valley tech and money are all in on media💰 Live Joe Rogan comedy special is coming to Netflix. Streamers are expanding live events beyond just sports to differentiate and capture more viewers 🎙️ Lowe's Companies, Inc. ONE platforms expands to in-store audio. There’s no digital channel that RMNs can’t touch 🎧 Well done John Storms RMNs get a boost with Criteo & Microsoft Advertising partnership. Using data and commerce media to unify a fragmented RMN space. BlueConic acquires Jebbit. CDPs manage 1PD and now are looking to also create it💡 Never a dull moment 🎢

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Consumers are increasingly preferring free, ad-supported content due to the rising cost of living 💸 and subscription fatigue. 😴 Over 55% of consumers now receive a portion of their video content through ad-lite platforms. 📺 📈 The FAST (Free Ad-Supported Streaming TV) market is experiencing rapid growth, with revenue projected to reach $9.06 billion in 2024 and $11.83 billion by 2027, growing at a CAGR of 9.30% from 2024-2027. 🚀

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Radio advertising consistently delivers outstanding results, with an average ROI of £7.70 for every £1 spent. To help you harness this potential, our ROI Calculator tool offers tailored insights based on your brand's status and budget allocation. 💸 This tool simplifies the process of predicting and enhancing your media campaign’s effectiveness, ensuring you make the most out of every pound invested. 🔓 Unlock the full potential of your media strategy with our ROI Calculator by clicking the link in the comments.

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Winning with Culture! Group Black is your key to unlocking measurable brand growth. Let’s discuss how we can do it for you.

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2020 Today: #BlackLivesMatter The ad industry will jump on every single trend, except ones that are significant. The industry will jump on Tik Tok challenges, elections, and anything else that doesn’t require introspection. But it’s not just the ad industry, #BrandsToo.

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The discovery process for finding video content can be better. When viewers sit down to find something new to watch, 65% of them are spending more than 6 minutes searching. Our new report is aimed at helping content owners and streaming platforms understand how audiences are navigating the content discovery process, and provides insights into how the experience can be improved for both viewers and the brands looking to reach them in premium video environments. Download Content Discovery in a Multiscreen TV World here: https://lnkd.in/efmF9YDJ

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Refining Facebook ad targeting based on user interactions, maximizing engagement and conversions through tailored audience segmentation and personalized content . .

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So ads and streaming is a winning combination.

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