Tuesday, 18 July 2017

Netflix has 104m members; over 50% are outside the US

"Our quarterly guidance is our internal forecast at the time we report and we strive for accuracy. In Q2, we underestimated the popularity of our strong slate of content which led to higher-than-expected acquisition across all major territories. As a result, global net adds totaled a Q2-record 5.2 million (vs. forecast of 3.2m) [to a total of 103.95m members] and increased 5% sequentially, bucking historical seasonal patterns. For the first six months of 2017, net adds are up 21% year-on-year to 10.2m. Our Q3 guidance assumes much of this momentum will continue but we are cognizant of the lessons of prior quarters when we over-forecasted and there was lumpiness in net adds, likely due to demand being pulled forward (into Q2 in this case).
Domestic net additions of 1.1m represented the highest level of Q2 net adds since the second quarter of 2011. For Q3’17, we project that we will add 0.75m US members, compared with 0.37m in Q3’16, which was impacted by un-grandfathering.
Our international segment now accounts for 50.1% of our total membership base. International revenue rose 57% year over year, excluding a -$23 million impact from foreign exchange, while international ASP grew 10% year over year on a F/X neutral basis. International contribution profit of -$13 million vs. -$69 million was better than our -$28 million forecast due primarily to higher-than-forecasted paid members."
Note - the figure of 104m is total members - paid members is 99.04m

Monday, 10 July 2017

Students and other 'pre family' adults in the UK watch nearly 3 hours of non-broadcast video per day



Source:  Ofcom's Public Service Broadcasting Annual Report 2017, 7th July 2017
Full pdf here

TV screen time in the UK is constant, but live viewing is falling



Source:  Ofcom's Public Service Broadcasting Annual Report 2017, 7th July 2017
Full pdf here

Watching on-demand television is increasingly popular in the UK, especially among younger viewers

"Television viewing is changing, but the PSBs remain at the heart of the overall audience experience
The television landscape is changing; people are increasingly viewing content in a variety of different ways, both on the television set and on other devices. Young adults are watching a substantial amount of non-PSB content, and behavioural changes are happening not just in this group, but among those up to the age of 45.
Despite the changes in the ways in which people watch television, overall viewing on the TV set is resilient; each week 85% of people in the UK who have a TV in their household watch PSB channels. Public service broadcasters remain at the heart of the UK’s television viewing experience.
There is a widening gap between the viewing habits of the youngest and oldest audiences
Individuals in the UK watched 3 hours 32 minutes of measured broadcast TV on a TV set in 2016. This is 4 minutes a day (2%) less than in 2015. However, there are big differences between age groups, and these gaps are widening. Viewers aged 65+ watched an average of 5 hours 44 minutes in 2016, just three minutes less than in 2012; in contrast, 16-24 year olds watched an average of 1 hour 54 minutes in 2016, 43 minutes less than in 2012.
Between 2015 and 2016, average daily viewing among children and 16-24 year olds each fell by 10 minutes, whereas viewing by over-64s increased by 2 minutes.
Watching on-demand television is increasingly popular, especially among younger viewers
Measurements of broadcast television viewing and reach are based on the official industry BARB data, which measures the viewing of scheduled TV programmes on TV sets, and includes time-shifted viewing of these programmes. However, a substantial amount of viewing is not covered by BARB, and this type of viewing is highest among younger people. GfK survey data estimate that there are large daily amounts of time of non-broadcast viewing of video/TV content, especially among viewers in the pre-family life stage, who watch an average of about 2.5 hours per day of non-broadcast content, on any device."
Source:  Ofcom's Public Service Broadcasting Annual Report 2017, 7th July 2017
Full pdf here

Thursday, 6 July 2017

Netflix gets more viewing time in the US than Amazon, hulu and YouTube combined

"A ComScore report has revealed that Netflix gets more viewing time in the US than rivals Amazon, Hulu and YouTube combined.
The data shows Netflix holds a 40 per cent share of total viewing hours of an OTT service, with YouTube ranking second place with 18 per cent, Hulu third with 14 per cent and Amazon Video at 7 per cent – a combined 39 per cent.
The report also notes that Netflix’s prime viewing hours are in-line with what many expect from traditional TV consumption — 8pm to 11pm. Additionally, people watch Netflix for an average of one hour and forty minutes a day per household. Netflix is the standard TV choiec in 54 per cent of US homes."

Monday, 3 July 2017

Google Home is 6x more likely to be able to answer a question that Amazon Alexa

"New York-based 360i has developed software to determine how well Google Home and Amazon Alexa execute exchanges with human beings. The initial results from the agency, which is part of Dentsu Aegis Network, are intriguing.
So far, Google Home is six times more likely to answer your question than Amazon Alexa. It’s relatively surprising, considering that RBC Capital Markets projects Alexa will drive $10 billion of revenue to Amazon by 2020—not to mention the artificial intelligence-based system currently owns 70 percent of the voice market.
360i’s proprietary software asked both devices 3,000 questions to come to the figure. While Amazon Alexa has shown considerable strength in retail search during the agency’s research, Google won the day thanks to its unmatched search abilities."

The most missed media device in the UK by age, 2017



Source:  Ofcom's Media Use & Attitudes survey, June 2017
Pdf here

Thursday, 29 June 2017

Facebook has two billion monthly active users

"Facebook Inc said on Tuesday that 2 billion people are regularly using its flagship service, marching past another milestone in its growth from a college curiosity in the United States to the world's largest social media network.
Chief Executive Mark Zuckerberg disclosed the number to his followers in a Facebook post. "It's an honor to be on this journey with you," he wrote. (bit.ly/2sefWFL)
The user base is bigger than the population of any single country, and of six of the seven continents. It represents more than a quarter of the world's 7.5 billion people.
Facebook defines a monthly active user as a registered Facebook user who logged in and visited Facebook through its website or a mobile device, or used its Messenger app, in the past 30 days. It does not include people who use the Instagram or WhatsApp networks but not Facebook.
The company said in May that duplicate accounts, according to an estimate from last year, may have represented some 6 percent of its worldwide user base.
The social network's user population dwarfs that of similar companies. Twitter Inc reported in April monthly active users of 328 million, while Snap Inc's Snapchat had 166 million daily users at the end of the first quarter.
WeChat, a unit of Tencent Holdings Ltd and a widely used service in China, said in May that it had 938 million monthly active users in the first quarter.
Facebook had 1.94 billion people using its service monthly as of March 31, an increase of 17 percent from a year earlier. It reached 1 billion in October 2012."
Zuckerberg's original post is here

Monday, 26 June 2017

YouTube has 1.5bn logged in users each month

"This year at VidCon, YouTube shared some new metrics that really drive home how much it’s dominating mobile video usage and how quickly its service is gaining viewers on TVs.
The highlight was the fact that there are now 1.5 billion logged-in users visiting the site every month. The distinction is important as there are undoubtedly still quite a few folks hopping on YouTube that aren’t necessarily using Google Accounts to do so.
The site announced it hit 1 billion monthly active users in 2013, though that number assumedly related to all visitors, logged-in and not.
Logged-in users spend an average of more than one hour per day watching YouTube just on mobile devices, a pretty daunting number that showcases just how pervasive video has gotten on the mobile web.
“When we compare that [metric] to TV, people — in some countries like the U.S. — watch up to four hours per day, so we think there’s lots of room to get people to watch even more YouTube,” CEO Susan Wojcicki said onstage.
On that note, the company said that the TV screen was their fastest growing medium of consumption, noting that the category was growing 90 percent year-over-year, something that the company’s new YouTube TV service is undoubtedly going to add to. The company didn’t have any new details to share on desktop video viewing habits."

Americans spend more time alone as they get older






Source:  The Atlas, June 2017

Cutting ad load times boosts ad revenue

"Cutting down the amount of code on its webpages has helped Meredith make more revenue per visitor.
Meredith, which publishes women’s lifestyle titles including Better Homes and Gardens and Family Circle, began an audit of its code a year ago. This led it to remove several vendors and shift code from browsers to servers. The code audit helped Meredith speed up its ad-rendering times by 15-20 percent across desktop and mobile, which, along with an increase in native advertising, contributed to a 20 percent increase in revenue per visit, said Matt Minoff, Meredith’s chief digital officer.
The results were especially dramatic on mobile, where Meredith gets about 60 percent of its traffic and where speed is especially important: There, getting ads to load faster helped drive a 74 percent increase in revenue per visit. Meredith wouldn’t share raw numbers."