Disney’s subscription streaming service, Disney+, is entering the U.K. just as a national lockdown has been ordered.
Alan Wolk, lead analyst and co-founder at TV[R]EV, looks at vMVPD subscriber growth and ViacomCBS' "House of Brands."
The U.S. satellite TV industry is crashing back down to earth.
Thanks to some recent data drops from Google and Disney, the scope of the virtual MVPD market in the U.S. is coming into sharper focus.
After extraordinary early interest in Disney+, the streaming video service will likely see further growth coupled with significant financial losses.
Millions of Americans have already cut the cord and canceled their pay TV service this year, and many more could be planning to do the same.
MoffettNathanson can definitively say that the early read on tradition cord-cutting is uglier than before.
AT&T, Charter and Comcast all reported second-quarter results last week and analyst firm MoffettNathanson said the early figures add up to a truly bad quarter for traditional video service cord cutting.
According to its survey, the current most popular shows on Netflix are "Orange is the New Black" (about 7% of respondents) and "Stranger Things" (about 6% of respondents.)
The U.S. pay TV industry hasn’t yet reached that point, but Craig Moffett says that if Altice, Charter and others did so, it might not be so bad.