Anne-Taylor “AT” Adams

VP Marketing + Comms @AntennaData • Ex @DowntownMusic @Nielsen @SiriusXM, et al • Feminist • Views expressed are my own damn fault • RTs & likes ≠ endorsement

[Antenna @AntennaData]

Ad plans now account for nearly 50% of all premium streaming signups in the U.S., up from 39% just 2 years ago.

Even more striking: ad tiers drove 78% of the ~65M Net Adds across the major streamers over the past 9 quarters.

More via @WSJ 👇
https://t.co/v5ZtxHH9OV

[Antenna @AntennaData]

Another great explainer in today's @NYTimes from @koblin on an important streaming trend: the rise of 3rd party distribution & channel environments (feat. @AntennaData). 40% growth rate in past 2 years, w/ some 30% of new subs coming via 3rd parties. https://t.co/HO4jFUtgkC

[Antenna @AntennaData]

“As is the case in all categories, Black Friday is about a good deal, and video is no exception." - @AntennaData CEO @jonathancarson in this great story from @hgmiller29. The full analysis on Black Friday promotions is available here: https://t.co/7Ymr8g0UGb

[Antenna @AntennaData]

Antenna estimates that NFL+ Subscriptions reached 2.7M in Sept'24, +20.4% from Sept'23, and +95.1% from '22. And NFL Sunday Ticket Subscriptions reached 1.8M in Sept'24, up +33.2% YoY and +16.4% from last season’s peak of 1.6M in Jan'24. 2/2 https://t.co/7xnTH8GByO

[Antenna @AntennaData]

“We have 100 years of consumer media usage to tell us that there are special interests, and people are going to have special interests. Those aren’t going to go away.” Quote from @jonathancarson in @nytimes story by @koblin on the growth in Specialty SVOD https://t.co/uTRiMyA1L7

[Anne-Taylor “AT” Adams @annetaylor]

Sending strength to media reporters everywhere

[Lucas Shaw @Lucas_Shaw]

Shari Redstone has decided not to sell Paramount/NAI to David Ellison.

[Antenna @AntennaData]

The full @AntennaData analysis on streaming bundles featured in this great data viz heavy story from @WSJ is out on our blog: https://t.co/bReu5OAJJe

[Anne-Taylor “AT” Adams @annetaylor]

This whole thread...

[Antenna @AntennaData]

Among all Serial Churners, @AntennaData found that 42% of these users had canceled a Premium SVOD subscription at least 5 times in the past two years, and 19% have canceled 7+ times.

[Antenna @AntennaData]

We've just released the Q1'24 State of Subscriptions Report and it's all about Premium SVOD. While it's true growth slowed to 10% in 2023, the category has also more than doubled in four years. A quick 🧵...

[Anne-Taylor “AT” Adams @annetaylor]

@ryanleetch ⚰️

[Anne-Taylor “AT” Adams @annetaylor]

Sweet fancy Moses @jtoonkel is a SCOOP machine

[The Wall Street Journal @WSJ]

WSJ News Exclusive: Verizon is planning to offer the ad-supported versions of both Netflix and Max streaming services for about $10 a month combined instead of about $17 https://t.co/IH5qzi85Lo

https://t.co/IH5qzi85Lo

[Anne-Taylor “AT” Adams @annetaylor]

To whomever sent this pitch: this is disgusting. Also—since it seems like you could use the advice—the news hook isn’t as important if you are pitching a relevant story.

[Meg Graham @megancgraham]

oh my god

[Antenna @AntennaData]

Attending Bloomberg Screentime next week in LA? Check out Antenna CEO @jonathancarson's session where he'll be sharing some brand new Antenna data and fresh insights on sports media and subscription streaming. https://t.co/sAsx8MKBe8

[Anne-Taylor “AT” Adams @annetaylor]

Great data in here. Yes, the marketing push for Sunday Ticket has had an impact, but looks like the carriage dispute between Charter and Disney also helped!

[Antenna @AntennaData]

A little 🧵with some fresh vMVPD data from Antenna...vMVPD sign-ups historically tick up this time of year @ the start of 🏈seasons (NCAAF & NFL). YouTube TV now offers Sunday Ticket and Disney had been in a carriage dispute with Charter. BUT...

[Antenna @AntennaData]

According to Antenna data, nearly half (46%) of all MLS Season Pass sign-ups to date took place in July on the back of Lionel Messi’s arrival to the league. It also helped to drive up AppleTV+ sign-ups. Full story out this am on our blog: https://t.co/zJXSAjjYoU

[Anne-Taylor “AT” Adams @annetaylor]

@ALetsGoooo You definitely did.

[Anne-Taylor “AT” Adams @annetaylor]

Will be interesting to see how this impacts revenue and ARPU in WBD earnings!

[Antenna @AntennaData]

Of users who canceled Disco+ and switched to Max, 66% kept same plan tier (i.e. switched from ad-free to ad-free Max or vice versa). Not a minor detail given the $$ differential: ad-free Max is $15.99/mo vs $6.99/mo for Disco+; w/ads Max is $9.99/mo vs $4.99/mo for Disco+

[Anne-Taylor “AT” Adams @annetaylor]

Always love to boost my client @AntennaData and their fantastic insights, but TBH I'm obsessed with this dog. 👏👏👏 to the @HarvardBiz photo/edit team.

[Antenna @AntennaData]

Antenna CEO @jonathancarson teamed up with @categorypirates, @thekatkirsch, and @lochhead for an @HarvardBiz article on "Serial Churners" and strategies for how to limit or manage this emerging consumer behavior https://t.co/HzqEA1YPjB

[follow @bencollins on bluesky @oneunderscore__]

Charles Barkley, everybody!