Explore Media Universe with 123 companies gaining $1.7 trillion in market value. Biggest gainers: Meta, NVIDIA, Alphabet, Amazon, Apple, Microsoft. Blocks also felt losses from Alibaba, Dentsu, Audacy and AMC Networks. Get scorecard & high-res map to search for intelligent life.
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Streaming services saw a 20.7% increase in consumer spending, leading to $1.6 billion net gain. Pay-TV spending declined 6%, creating market opportunity for streaming giants such as Netflix, Amazon and Apple. Despite the surge in revenue, profitability may suffer under greater costs and customer service needs than traditional pay-TV. Global expansion is necessary to sustain long-term success.
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Major U.S. streaming services have seen rapid growth in their catalogs over the past two years, with Amazon leading the way. Netflix’s movie catalog grew from 3,766 to 3,977, Hulu’s from 916 to 2,419, Max’s from 1,932 to 2,168, Disney’s from 742 to 1,400, Paramount’s from 642 to 830, and Apple TV Plus from 17 to 69.
Read MoreNBCUniversal’s Peacock increased its movie library by 420%, Apple TV+ grew its episodic titles 309%. Warner Bros. Max was up 12%, Netflix 6% while Prime Video decreased movies by 18% with TV shows dropping 1%. Apple TV+ attracted 28 million subscribers across 51 titles after 14 months.
Read MoreAd-supported streaming services are becoming more popular, offering cheaper and targeted content to consumers. Services like Netflix and Disney are introducing ad-supported subscriptions, alongside advancements in ad-tech to ensure ads are seen, generating more revenue from dual models. Apple is also potentially exploring an advertising product for its service. Interactive T-Commerce ads offer additional income potential.
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LG Electronics has launched smart monitors with webOS, providing users a customizable experience and access to online streaming services. The platform includes a smart home dashboard, supports Apple Home and AirPlay, and features over 300 brands.
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Netflix and Amazon Prime Video lead streaming services in average subscriber tenure at 55 and 50 months, respectively. Hulu has a notable 3-year tenure, while Starz, Paramount+, Disney+, Max and Apple TV+ last slightly under 2 years. Peacock is the shortest, averaging 1 year. Consolidation may affect churn rate, but its effect is limited.
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Evan Shapiro reveals that the “big three” (Apple, Amazon, Google) dominate the digital space due to their multiple sources of revenue such as advertisements and services. Apple will focus on services such as App Store & Ads, while Google is facing an AI bubble. Meta recovered from losses with a strong Q3, showing a rebounding ad economy. Smaller players are struggling to compete against the big three’s controlling 59% of US ad spending.
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Streamers and aggregators are vying for exclusive sports packages to become more appealing to cord-cutters and maximize their advertising profits. Costly sports rights bring reliable engagement, ultimately driving up profits in other businesses.
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Streaming companies have increased prices above inflation to make profit. Price increases may be due to 2023’s strikes, leading to more payouts for streaming content. Companies are creating ad-supported tiers for price-sensitive customers who will pay less for commercials.
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Apple TV, introduced in the Steve Jobs era, is not popular globally, despite Verizon offering it for free. Unless Apple makes a push for it, it may be phased out soon.
Read MoreThe iPhone 15 offers major upgrades from older models, with a USB-C port, 2nd Gen ultra-wideband chip, A16 Bionic processor, 24MP camera, 2x telephoto zoom, MagSafe and Qi2 wireless charging, Dynamic Island for multitasking and improved battery that recharges 50% in 30 minutes.
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