nScreenMedia

nScreenNoise - How Netflix joins the $1T market cap club

Netflix wants to join the short list of eight companies with a $1T market cap. To get there, it needs to at least double revenue by 2030. Will its business model get it there?

nScreenNoise – Four streaming TV data points and why they matter

How much time do Netflix subscribers spend watching top titles? How many people stream first when turning on the TV? How influential is mobile on TV viewing?

nScreenNoise – US TV OS market penetration and ad revenue

Are you partnering with the right TV OS provider? You’ll find out this week as I reveal the penetration and programmatic ad revenue leaders and discuss why it matters.

nScreenNoise – LLM licensing, AI tools, and NAB musings

This week, we look at the LLM video licensing market, how AI simplifies complex tools, cloud solutions to help pay TV to survive, and how the NAB show’s star is fading.

nScreenNoise - Sarandos speaks: YouTube creators and movie theaters

This week, Netflix Co-CEO Ted Sarandos was appealing to YouTube creators and twisting the knife in the movie theater business. Will creators and theater owners pay attention?   

nScreenNoise – US viewers are paying less for TV, so why don’t they feel it?

People have reached their limit on paying SVOD price increases despite spending less overall on entertainment than in 2014. Why don’t people feel the savings? Listen on to find out why.  

nScreenNoise – Max differentiation left with the HBO name

May 2025 marks the second anniversary of HBO Max's renaming to Max. In that time, WB Discovery has failed to establish a clear differentiation for Max and is paying the price.

nScreenNoise – Bango interview: service bundles and gen AI adoption

How many people subscribe to generative AI services and use Amazon to consolidate their SVOD services? Bango’s Giles Tongue has new data that reveals the answers and more. Bango's free report, which is discussed in this podcast, is available here. 

nScreenNoise – Streaming TV’s Impact on Viewer Pocketbooks

While much television viewing has switched to streaming, much of the revenue has not. But that is changing, and viewers are already reaping the benefits in their pocketbooks.

nScreenNoise - Netflix 2H24 engagement is down 20% since 1H 2023

The 2H 2024 Netflix Watch Report shows the hours streamed were about the same as in 1H 2023. However, per-subscriber engagement is down 20%. Fewer titles and originals could be to blame.