Inside The Stream
Antenna’s CEO on SVOD re-subscribers, churn, bundles, more
Apr 4, 2025
Join Jonathan Carson, Co-founder and CEO of Antenna Research, as he dives into the latest trends in the streaming world. He discusses how churn rates are stabilizing and the rise of ad-supported plans, shedding light on their impact on subscriber behavior. Carson also explores the competition between YouTube creators and SVOD services, plus Amazon's bold film strategy amidst declining theater attendance. Get insights on the Disney Max bundle's effectiveness in retaining viewers and what these shifts mean for the future of streaming.
40:56
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Quick takeaways
- The significant decrease in churn rates over the past five months highlights the effectiveness of subscriber retention strategies within the streaming industry.
- The rise of ad-supported subscription plans, now comprising 45% of total subscribers, illustrates a growing trend towards affordable streaming options that enable users to experiment with multiple services.
Deep dives
Subscriber Growth Trends
Premium SVOD subscriber growth has been notable, with an increase of 10.4% reported in 2024. This figure reflects a slight decrease from previous years, which experienced higher growth rates during the pandemic's peak streaming wars. The streaming industry has shifted focus from merely acquiring subscribers to achieving profitable growth, leading to price hikes and reduced marketing expenditure. Notably, despite these changes, consumer satisfaction remains, as evidenced by the continued interest in subscription services.
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