Some insight from Antenna related to PARA-WBD news...Looking back over the past 2 yrs, 94M users have subscribed to a PARA or WBD service. 61% of them are currently subscribed (+12% YoY). 39% have churned (+46% YoY). Combining or bundling offerings is one way to reduce churn...
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. nytimes.com/2025/08/20/bus…
The U.S. streaming market continues to demonstrate signs of maturity. Across the entire category, Antenna estimates 47.7M Gross Additions and 41.8M Cancels to Premium and Specialty SVOD services in Q2’25, resulting in 6M Net Additions for the quarter. antenna.live/insights/a-gro…
The most recent season of Love Island USA on Peacock is just the latest example of exclusive programming driving growth. Antenna observed 416K Sign-ups to Peacock between June 2-4 & elevated Sign-ups throughout the month. antenna.live/insights/consu…
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