Content Partners, LLC’s Post

The streaming video/CTV doom loop continues. No profitability - higher prices - more advertising - less spending on original production/less new quality content - fewer viewers - go back to start. From the advertiser's point of view this will lead to consolidation, less choice, less competition, lacking innovation in advertiser-facing products, higher ad prices.

The streaming industry is undergoing a seismic shift towards prioritizing profitability. - Expect more ads and higher subscription prices 📈 - Increase in ad-supported subscription options 💰 - Content may target mass appeal over high-prestige productions 🍿 - Divergence in content strategy: boundary-pushing shows vs. conventional formats 🎭 - More investments in live sports and potential service mergers or shutdowns 🏅 - Streaming might begin to mirror the old cable TV model despite on-demand benefits 📺 In conclusion, the industry is evolving, prioritizing profit and potentially altering viewers' experience. #streamingindustry #adsupported

What does the future of streaming hold? 📺 Will YouTube dominate the scene? Can Netflix maintain its reign and outshine competitors? Could Apple potentially acquire Disney, creating a powerhouse of intellectual property? Or are we too focused on shows when we should be talking about live sports ? 🏈🏀 Here's a report on streaming viewership trends to add some fuel to the fire! 😜 [Link to report: https://lnkd.in/gTtFwp-D] 📊🔍 #Streaming #FutureTrends

Since 2013, streaming has taken over, and cable viewership and shows have been dropping—down from 330 scripted shows in 2013 to just 139 in 2023. Netflix set the stage with bingeable content, but now, platforms like TikTok are shaking up the game even more. The big question: Can traditional media balance fan-favorite IPs with fresh content, or are we headed for a new era of entertainment? Paramount+ is leading the charge in terms of streaming success among legacy media companies, with 183 billion minutes watched since 2022. This is in contrast to other platforms like Warner Bros. Discovery's Max, which has struggled to capture as much viewer attention with only 50 billion views. Read more of Keelan Brown's analysis: https://lnkd.in/gpvQHbHE

I continue my work in media, even as I finish credentialing as an educator. Here, for example, we see Niche streamers making some headway in what has been an overcrowded marketplace. Note, they are dependent on finding subscribers through streaming marketplaces like Amazon Prime, where viewers can sign up for different services through the app. Nearly 60 percent of subscriptions among niche streaming services in the second quarter came through Amazon’s channels page, according to Antenna. This analysis suggests that people are finding and subscribing to specialty streamers while searching for individual shows and movies, not necessarily seeking out the brands themselves. #Media #Journalism https://lnkd.in/gk5WYE9P

The changing face of Streaming.... ⏰ Shift back to scheduled programming and ad supported models 🎙 Hybrid model, combining on demand and live / scheduled content 👊 Driven by subscriber fatigue and rising content costs 👮♂️ A surge in ad supported models will influence the type of shows that Streaming giants produce What other trends are we due to see in the Streaming world? https://lnkd.in/gzsnQu9x

Does Empower's EVP, Managing Director, Greg Clausen believe streaming is at an inflection point? "The media industry has witnessed significant growth in video streaming services over the past several years. Both the number of streaming providers and the viewership of streaming services have shown steady growth. But recent data suggests that we may have reached the peak of consumers’ interest – or perhaps their willingness to pay – for so many providers. Industry estimates suggest that consumers are paying for approximately five streaming services per month, with the average monthly expense reaching $60.60 in 2024, a 23% increase from 2021. Price hikes, as well as a crackdown on password sharing, have led to over half of all consumers discontinuing a service in the past year. From an advertising standpoint, this situation may present a fantastic opportunity. Since the onset of TV, the value proposition between creators/networks and viewers has relied on advertising to fund content creation. With rising subscription costs, consumers are becoming more open to lower-priced packages with limited advertising. This shift may allow us to connect with a broader audience for our clients’ messages, offering new avenues to engage streaming audiences. It seems like we are heading “back to the future” where the traditional media model blends with modern streaming platforms." https://lnkd.in/eMNMWTkq MediaPost Wayne Friedman #MediaPost #EmpowerMedia #LiveEmpower #Streaming #advertising #media #POV #TV

I was one of the last among my friends to cut the cord. In today's streaming environment, I am somewhat sorry that I did. What used to be a simple endeavor—watching the SAG Awards, including the arrivals—now involves hopping from computer to television. It's not just that. I have been in the middle of binging a show on one streaming service, only to have it disappear altogether or show up on a platform to which I am not subscribed. This, combined with steadily increasing prices, means I have cut back severely on which SVOD services I support. I understand that streaming companies now need to prove they can make money, which seems challenging given how saturated the market is. However, charging more for titles that disappear from my library with the snap of a finger does not seem like the best way to attract more subscribers (at least not this subscriber). Around 2022, Wall Street began to demand that streaming companies show they could make money, not just attract subscribers. Disney CEO Bob Iger admitted that Disney spent too much on streaming without a clear plan to make that money back. David Satin explains that streaming companies need to show they can be profitable quickly, which is why prices have risen so much in 2023 and 2024.

U.S. households watched a record level of streaming content in the first half of 2024, up 40% from the same time frame in 2023. However, about 44% of subscribers are only willing to watch one or two platforms per six months, highlighting the ongoing churn problem for streaming services. #Streaming #Viewership #Churn #SambaTV #SVOD #Netflix #DisneyBundle #AppleOne https://lnkd.in/enn-Xrdk

For today's Wide Shot newsletter, we return to the question of whether streaming is a good business and, more precisely, for whom? We address cable giant John Malone's recent assessment (categorically "no") and take a look at the state of Netflix, Disney, Paramount and others who participated in the streaming war. Who's winning? Who's still losing money? What's the next stage of the streaming business? (Oh, we also get into JOKER 2's box office travesty). #entertainmentbusiness #hollywood #streaming