AMC cinema chain's box office receipts were higher in Labor Day 2021 than in 2019

 "AMC Entertainment broke its Labor Day weekend admissions record, thanks in large part to the $90 million raked in by Marvel’s “Shang-Chi and the Legend of the Ten Rings,” which drew the lion’s share of the two million moviegoers during the four-day weekend from Sept. 2-5, according to a CNBC report.

This is the first time since the start of the COVID-19 pandemic that 2021 attendance was higher than the same weekend in 2019.

“This encouraging surge in attendance at AMC signals that as Hollywood releases movies, Americans eagerly want to return to movie theatres again,” said CEO Adam Aron in a statement on Tuesday (Sept. 7).

“Shang-Chi” raked in $71.4 million in ticket sales from Sept. 3-5, the second-highest opening during the coronavirus outbreak, trailing only “Black Widow,” which saw $80 million in sales in July. The $90 million-plus brought in by the new Marvel hero movie is almost triple the previous Labor Day weekend record set by “Halloween” in 2007 ($30.6 million)."

Source:  PYMNTS, 7th September 2021

2/3 of UK homes subscribe to paid video streaming services

 "One element of the Establishment Survey results that is always of interest is the number of UK households with access to a subscription video-on-demand (SVOD) service. This update for Q2 2021 shows that access has continued to increase since our last release. The number of UK households with a subscription to any SVOD service is now 18.8 million homes (66%), up from 17.4 million in Q3 2020.

All of the main services have seen growth, with market-leader Netflix increasing to 16.8m households in Q2 2021, up more than 1.5m since Q3 2020. Amazon Prime Video saw a larger growth in households than Netflix, increasing over 2.3m homes to 12.5m. The largest percentage-change in the market was from Disney+, which is growing from a smaller subscriber base than Amazon and Netflix, having launched in March 2020. In Q2 2021, Disney+ was available in 4.8m households, up 24% since last time. NowTV also increased, to 2.3m homes.

With the overall growth of 1.5 million homes lower than the aggregate growth for individual services, it’s also clear that more homes have multiple SVOD subscriptions. The proportion of homes with an SVOD service that subscribe to two or more services has risen to 65.3%, up from 58.3% in Q3 2020."

Source:  BARB's 2021 Establishment Survey, 26th August 2021

Netflix has 204m paying subscribers

"Netflix powered past the 200 million subscriber mark in 2020 to cap its biggest-ever year of growth, driven by viewership gains during COVID-19.

In the fourth quarter of 2020, Netflix added 8.51 million paid streaming subscribers, about 2.5 million more than expected, to stand at 203.7 million worldwide at the end of the year."

Source:  Variety, 19th January, 2021

Apple App Store customers spent over $540m on apps on New Year's Day 2021

"[Apple] App Store customers [spent] $1.8 billion on digital goods and services over the week between Christmas Eve and New Year’s Eve, driven largely by spending on games. Customers ushered in 2021 by setting a new single-day spending record of over $540 million on New Year’s Day."

Source:  Press Release from Apple, 6th January 2021

25% of US households have a subscription to Disney+

Source:  Data from Parks Associates, reported 29th May 2020

'Trolls World Tour' generated nearly $100m in streaming revenues in 19 days

"Universal’s decision to take DreamWorks Animation’s Trolls World Tour into homes at the 48-hour rental price of $19.99 during exhibition’s COVID-19 shutdown has reportedly racked up an estimated $95M in rental fees in the title’s first 19 days. With VOD terms in the studio’s favor at an estimated 80%, Universal is banking an estimated $77M in revenues before marketing expenses.  Those are better terms for Universal then the 50/50 or 60%-65%/40% splits they reap in their relationship with movie theaters."

Source:  Deadline, 28th April 2020

51% of UK households have at least one paid video on demand subscription

"The proportion of UK homes with a subscription to at least one of Netflix, Amazon Prime Video or NOW TV passed 50 per cent for the first time in Q4 2019, standing at 50.5 per cent.
27 million UK homes access at least one of these services, a quarter-on-quarter increase of almost 600,000 homes (4.4 per cent) since Q3 2019.
Netflix remains the largest service with 12.35 million homes subscribed, a year-on-year growth of almost 20 per cent.
Amazon Prime Video is the fastest growing service year-on-year, increasing by just over 35 per cent versus Q4 2018 to 7.14 million homes.
NOW TV saw almost 8 per cent year-on-year growth, bringing it to 1.69 million UK homes in Q4 2019 (although it experienced an 8 per cent quarter-on-quarter drop from 1.84 million in Q3 2019).
In Q4 2019, 6.03 million UK homes (21 per cent of homes) subscribed to two or more SVoD services, up 1.72 million year-on-year."
Source:  Advanced Television, 20th February 2020

There are more than 500m SVoD subscriptions globally

"Gross SVoD subscriptions increased by 139 million in 2018 to 508 million – or up by 38 per cent, according to the SVOD Databook from Digital TV Research. The net subscriber count rose by 83 million in 2018 to reach 357 million – up by 31 per cent. This means that the average SVoD subscriber paid for 1.43 SVoD subscriptions by end-2018 – up from 1.05 in 2010.
“China and the US together accounted for 63 per cent of the global total in 2018,” advises Simon Murray, Principal Analyst at Digital TV Research. “China overtook the US in 2018 to become the gross SVoD subscription leader. China added nearly 60 million subscriptions in 2018 alone, with the US up by 27 million (despite its relative maturity). India nearly doubled its subscription base.”"
Source:  Advanced Television, 18th September 2019

Avengers: Endgame has generated over $1bn in 3D ticket sales

"Marvel Studios’ Avengers: Endgame, the  critically acclaimed epic conclusion to the historic 22 film superhero franchise, has now generated over $1 billion in 3D ticket sales worldwide since the film debuted on screens, according to data from ReadD.
The film is only the third in history to reach this milestone along with Avatar and Star Wars: The Force Awakens. To date, approximately 45 per cent of the film’s box office has been generated from 3D ticket sales. Avengers: Endgame is the fastest film to ever hit the $1 billion mark in 3D box office."

Source:  Advanced TV, 8th May 2019

Music streaming revenues have overtaken physical sales in the UK

"New digital services are turning the UK into a country of subscribers rather than entertainment buyers as music follows video and games to become a majority ‘rental’ market for the first time, according to figures revealed in the Entertainment Retailers Association (ERA) Yearbook, published today (March 5).
Revenues for paid-for music subscription services rose 38% in 2018 to £829m with the result that subscription now accounts for 62% of total recorded music revenues. Ownership formats like CDs, vinyl LPs and downloads now only account for 38% of revenues.
Key to the growth in people paying for access to music rather than ownership in 2018 was the work of streaming retailers like Spotify, YouTube and Deezer who continued to convert their free-tier users into paying subscribers, while Amazon introduced many more of its customers to its music streaming service - not least through the success of the Amazon Echo smart speaker.
Games first became a majority access rather than ownership market in 2016.  Video followed suit in 2017 with the rise of Netflix, Amazon Prime and Sky’s NOW TV.  This Subscription-Video-On-Demand (SVOD) sector grew by 31% in 2018 and is now responsible for over 55% of total video revenues.
Now music has joined the party to become a majority rental market."

Source:  Entertainment Retailers Association, 5th March 2019

Also - US stats here

Netflix won five awards at the 2019 Golden Globes

"Streaming giant Netflix came away with a leading five Golden Globe Awards at the Beverly Hilton ceremony on January 6th.
Netflix original Roma won best foreign language movie, and its Mexican-born filmmaker Alfonso Cuaron took the prize for best director. Its series The Kominsky Method won the award for best comedy while star performer Michael Douglas won best actor in a comedy series. British thriller series Bodyguard, which aired on Netflix outside the UK, also earned a nod with Richard Madden winning best actor in a drama series."
Source:  Advanced Television, 7th January 2019

45m Netflix accounts watched Bird Box in the first seven days

Took off my blindfold this morning to discover that 45,037,125 Netflix accounts have already watched Bird Box — best first 7 days ever for a Netflix film! pic.twitter.com/uorU3cSzHR

— Netflix Film (@NetflixFilm) December 28, 2018

Note - Presumably this isn't 45m out of the 130m paying accounts but includes all the of the users of an account - e.g. many accounts have 5 user logins.

More than 85% of US adults born since 1982 subscribe to a paid streaming service

"New video research from Parks Associatesfinds more than 85% of millennials in U.S. broadband households subscribe to at least one OTT video service. This research comes from Parks Associates’ OTT Video Market Tracker, which includes an exhaustive analysis of market trends and profiles of OTT video service providers in the U.S. and Canada, such as Netflix, HBO, YouTube, and Amazon. The Tracker features a new way to blend company profiles with industry research data and analysis of competing players’ strengths and weaknesses in the space.
“Overall penetration of subscription OTT video services among millennials has topped out, suggesting that those households that want such a subscription already have one or more. The more interesting and important question is how many subscriptions they will keep,” said Brett Sappington, Senior Director of Research, Parks Associates. “More than one-fourth of millennials subscribe to three or more OTT services, and more than 50% subscribe to at least two.”"

Source:  Parks Associates, 21st June 2018

70% of Netflix viewing happens on TVs

Source:  Data from Netflix, reported by Recode, 7th March 2018
(Follow the link to see data for Thailand, Italy, Colombia, South Africa and Poland)

Netflix took over $11bn in streaming revenue in 2017

"New subscribers drawn in by shows including Stranger Things, Bright and The Crown helped push the valuation of Netflix past $100bn on Monday for the first time.
Releasing its latest quarterly figures the video streaming service announced it had added 8.33 million subscribers in the three months to the end of December.
The company signed up 6.36 million subscribers internationally, well above the average analyst estimate of 5.1 million, according to data and analytics firm FactSet.
Netflix’s shares reached a record at $227.79 during regular trading on Monday, valuing the company at $98.4bn, and rose 7.8% after hours, comfortably pushing its value past $100bn.
The rising star to look out for at the Oscars? That’ll be Netflix…
“We had a beautiful Q4 [fourth quarter], completing a great year as internet TV expands globally. In 2017, we grew streaming revenue 36% to over $11bn, added 24m new memberships (compared to 19m in 2016), achieved for the first time a full-year positive international contribution profit, and more than doubled global operating income,” the company wrote in a letter to shareholders."
Source:  The Guardian, 22nd January 2018

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."

Source:  Netflix' Q2 2017 Shareholder letter, 17th July 2017

Note - the figure of 104m is total members - paid members is 99.04m

Most time spent watching video is for content over 20 mins

Source:  Ooyala's Video Index Q1 2017, June 2017
Note 1- This is time spent, not number of videos
Note 2 - Ooyala can only measure what is in its network, so as far as I know this does not include YouTube or Facebook.  If it did 'short' videos would surely be much higher

The Grand Tour was the most sought after VOD programme in Q1 2017

"A non-Netflix show – The Grand Tour – was the most sought-after digital video-on-demand title available globally for the first time in the quarter to March, according to the latest Global On Demand Report from Parrot Analytics.
Parrot Analytics analyses the demand for 30 recent popular US digital titles across 10 markets, based on the application of artificial intelligence to expressions of demand across social media, fan sites, peer-to-peer protocols and file-sharing platforms.
According to Parrot, the top shows in the US in the three months to March were Stranger Things, with 10.5 million average ‘demand expressions’ and The OA, with 9.1 million – both from Netflix. Amazon’s The Grand Tour and The Man in the High Castle came third and fourth, followed by Netflix’s Marvel’s Luke Cage.
Overall, 16 of the top 30 titles came from Netflix, while Amazon accounted for seven and Hulu for four. Crackle (Comedians in Cars Getting Coffee) and Seeso (Bajillion Dollar Propertie$) had one title each near in the top 30 list. Stranger Things enjoyed a 257% spike in popularity after the release date for Season 2 was announced during the Super Bowl.
In the UK, The Grand Tour, which topped the list in five of the 10 markets studied, led the way with 6.3 million expressions of demand, followed some way behind by Stranger Things with just over 2.6 million and The Man in the High Castle, also with 2.6 million.
The OA and The Crown made up the top five. The Grand Tour aside, the list was largely dominated by Netflix, followed by Amazon, a pattern that was repeated in Australia, where The Grand Tour topped the list, with Netflix occupying the remaining four of the top five slots."

Source:  Digital TV Europe, 16th May 2017

French digital TV platform Molotov has 1m users

"Suggesting it is bringing millennials back to TV, French OTT TV platform Molotov has reached 1 million registered users, a milestone achieved in just six months since its full-scale launch in November 2016, which took place after an exclusive introduction on Apple devices last summer.
Molotov says it offers a radical new way to watch television, to discover and to enjoy TV content across smartphones, tablets, PCs, OTT set-top-boxes and Smart TVs.
The Molotov app has been adopted by a particularly young audience with an average user age of 35, versus 51 in traditional TV.
Molotov users watch TV across multiple screens: 40 per cent on their smartphones, 40 per cent on their PCs/tablets and 20 per cent on their connected TVs. All screens included, Molotov users spend on average 80 minutes per day (1 hour and 20 minutes) on the service and up to 160 minutes per day (2 hours and 40 minutes) on their connected TV set."

Source:  Advanced Television, 4th April 2017

Netflix has 89m paying subscribers; 47% are outside the US

"In Q4, global streaming revenue grew 41% year over year to $2.4 billion, while contribution profit rose 74% year over year to $470 million (20% margin). Operating profit totaled $154 million (6.2%
operating margin) against guidance of $125 million, while net income amounted to $67 million,
compared with our forecast of $56 million. Net income included a -$22 million foreign exchange
adjustment booked in other expense due to the strength of the US dollar. As a reminder, the quarterly
guidance we provide is our actual internal forecast at the time we report.
We added 7.05 million net new members globally in the quarter, against our forecast of 5.20 million
and last year's Q4 performance of 5.59 million. This was the largest quarter of net additions in our
history and was driven by strong acquisition trends in both our US and International segments.
Domestically, we added 1.93 million members in the quarter, exceeding our forecast of 1.45 million
and 1.56 million in the year-ago quarter. Combined with 15% ASP growth, revenue increased 27%
year-over -year to $1.4 billion. US contribution margin expanded 395 basis points year-over-year to
38.2%. Margin improvement was greater than expected due primarily to higher-than-forecast
revenue and the timing of content deals.
International membership grew by 5.12 million in Q4, against a forecast of 3.75 million and 4.04
million in the year-ago quarter. Over 47% of our total members are now outside of the US. This
growth was very broad based geographically as our original content continues to be well-received all
over the world. ASP for the international segment rose 13% year over year (excluding a -$21 million
impact from currency). International contribution loss was -$67 million, compared with our forecast of -$75 million, as content spend was slightly lower than expected owing primarily to timing."
Source:  Netflix' Q4 2016 earnings letter to shareholders, 18th January 2017