Joe Epstein’s Post

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Head of Marketing | Brand Builder | Consumer Storyteller | Digital Creative Strategy | Collaborative Leader | CMO, Fantom Foundation | ex TikTok, Apple, Warner Bros, Fox, Sony | MBA

Couple of nuggets came out of Antenna this morning. Bad News: the number of net new sub adds for Q124 in all streaming was down approx 42% from Q423, down more than 40% YoY for the first quarter. Total sub adds were certainly healthy enough - more than 55M subscribers but (serial) churn remains a pesky problem. Good News: Ad supported subscriptions (and gross ads) remain on a strong upward trajectory. Three cheers for a dual revenue model and improving ARPU. 

Antenna Q2’24 State of Subscriptions Report: Pricing & Packaging - Antenna Blog

Antenna Q2’24 State of Subscriptions Report: Pricing & Packaging - Antenna Blog

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