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.
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SVOD Growth Stabilizes at 10%
- Premium SVOD subscriber growth slowed to 10.4% in 2024 from higher levels in prior years.
- Streamers have successfully combined price increases, spending cuts, and churn reduction while still growing.
SVOD Market Share Stabilizes
- After major shifts from 2019-2022, SVOD market share stabilized over the last two years.
- Small subscriber gains for Peacock and Paramount indicate a settling competitive landscape.
Churn Declines After Rising Years
- Churn climbed from 4% monthly in 2022 to nearly 6% at 2024 start.
- Since Q4 2024, churn reversed and decreased year-over-year for five straight months, signaling improving retention.