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Inside The Stream
Disney’s AVOD Subscriber Surge, Prime Video’s Title Tonnage
Nov 15, 2024
Disney's CEO accidentally highlights the booming rise of ad-supported streaming, revealing significant subscriber gains for platforms like Netflix. Meanwhile, a deep dive into Prime Video shows its impressive content share but low engagement. The conversation also touches on evolving viewer habits, contrasting strengths of various streaming services, and the increasing preference for ad-supported models. As the industry adjusts to economic shifts, strategies for growth, profitability, and leveraging popular franchises emerge as hot topics.
29:54
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Quick takeaways
- Amazon Prime Video faces a challenge of low viewer engagement despite having a vast content library, highlighting a quantity versus quality dilemma.
- Disney's success in adding 4.4 million subscribers through ad-supported plans indicates a significant shift in consumer preference for budget-friendly streaming options.
Deep dives
Amazon Prime Video's Content Overload
Amazon Prime Video has an impressive amount of content, accounting for 68% of the library shared among major SVOD services like Netflix and Disney Plus. Despite this substantial volume, engagement levels for Prime Video are significantly low, achieving only 3.6% viewer engagement according to recent Nielsen data. This stark contrast highlights a potential issue where quantity does not equate to quality, as Netflix, with far fewer titles at 18.2%, sees much higher engagement at 7.9%. The disparity suggests that despite heavy investment in content by Amazon, their strategy may need reevaluation to enhance viewer retention and satisfaction.
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