Chart of the Week
October 21, 2020

Chart of the Week 10.21.20

Revenue Growth Hit A Record Low As Netflix Approaches A Saturation Point In The United States

Earnings Recaps
October 20, 2020

Netflix: 2020 Q3 Earnings

Netflix Added 2.2 Million More Subscribers In Q3 As Lockdown Restrictions Eased Across The World

Earnings Recaps
August 05, 2020

Roku: 2020 Q2 Earnings

Roku Is Holding Firm In Negotiations With HBO Max And Peacock To Ensure Economic Interests Align

Chart of the Week
August 05, 2020

Chart of the Week 08.05.20

Disney+ Surpassed Its Initial 5 Year Projection Less Than 9 Months After Launching The Service

Earnings Recaps
July 16, 2020

Netflix: 2020 Q2 Earnings

A recap of Netflix’s 2020 Q2 Earnings, including a summary of major talking points and key data from financial statements.

Chart of the Week
July 15, 2020

Chart of the Week 07.15.20

At Launch, Peacock And HBO Max Were Not Available On The 2 Largest Connected TV Providers

Chart of the Week
June 03, 2020

Chart of the Week 06.03.20

The HBO Max Launch Has Underscored The Difficulties Of Transitioning A Linear Channel To DTC

Earnings Recaps
May 07, 2020

Roku: 2020 Q1 Earnings

Roku Is Poised To Benefit From The Tailwinds As More Content Owners Shift From Linear TV To Streaming

Chart of the Week
April 22, 2020

Chart of the Week 04.22.20

In Q1, Netflix Added Almost 16M Subscribers, Which Is More Than 50% Of Last Year’s Total

Earnings Recaps
April 21, 2020

Netflix: 2020 Q1 Earnings

A recap of Netflix’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Chart of the Week
April 01, 2020

Chart of the Week 04.01.20

OTT Viewership Increased Dramatically In The Past Few Weeks As More People Stay At Home

Earnings Recaps
February 13, 2020

Roku: 2019 Q4 Earnings

Roku Is Quickly Expanding Internationally As Streaming Content Becomes More Prevalent Across The World

Chart of the Week
February 05, 2020

Chart of the Week 02.05.20

In 3 Months, Disney Is Already Approaching Their 5 Year Target For Domestic Disney+ Subscribers

Chart of the Week
January 22, 2020

Chart of the Week 01.22.20

Netflix Is Driving Revenue Through Subscriber Growth, Rather Than Pricing, In Foreign Markets

Earnings Recaps
January 21, 2020

Netflix: 2019 Q4 Earnings

Netflix Has A Big Head Start In Streaming As Major Media Companies Launch Their Initial DTC Products

Investor Day Highlights
January 17, 2020

Peacock (NBCUniversal) Investor Day

A summary of NBCUniversal’s Investor Day where they provided more insight into their DTC strategy, including details on Peacock. 

Chart of the Week
December 18, 2019

Chart of the Week 12.18.19

The Majority Of Netflix’s Revenue Will Come From International Markets Over The Coming Years

Earnings Recaps
November 06, 2019

Roku: 2019 Q3 Earnings

Roku Is Building Out Their Suite Of Advertising Tools In Order To Wring More Dollars Out Of Linear TV

Chart of the Week
October 30, 2019

Chart of the Week 10.30.19

Netflix Has Built A Significant Subscriber Advantage As The “Streaming Wars” Begin In Earnest

Chart of the Week
October 23, 2019

Chart of the Week 10.23.19

Several New OTT Services Are Partnering With Mobile Distributors To Quickly Gain Subscribers

Earnings Recaps
October 16, 2019

Netflix: 2019 Q3 Earnings

Netflix Is Accelerating Their Investments In Local Language Content As Domestic Competition Heats Up

Chart of the Week
October 16, 2019

Chart of the Week 10.16.19

Netflix Investors Have Shown Concern Ahead Of DTC Product Launches From Key Competitors

Chart of the Week
September 18, 2019

Chart of the Week 09.18.19

Streaming Platforms Are Aggressively Competing For Exclusive Rights To Popular Library Content

Earnings Recaps
August 19, 2019

iQIYI: 2019 Q2 Earnings

iQIYI Remains Focused On Premium Original Content And IP That Can Be Developed Into Multiple Formats

Earnings Recaps
August 07, 2019

Roku: 2019 Q2 Earnings

Roku Has An Established Audience, Making Them An Attractive Distribution Partner For New DTC Products

Earnings Recaps
July 17, 2019

Netflix: 2019 Q2 Earnings

Netflix Experienced A Quarterly Decline In Total Domestic Streaming Subscribers For The First Time

Chart of the Week
July 10, 2019

Chart of the Week 07.10.19

OTT Services Are Gaining Importance, But Linear TV Remains The Dominant Viewing Medium

Chart of the Week
June 26, 2019

Chart of the Week 06.26.19

Years After The Series Ended, The Office Was Still The Most Watched Show On Netflix Last Year

Chart of the Week
May 15, 2019

Chart of the Week 05.15.19

Hulu Has Accelerated Subscriber Growth Over The Last Few Years Through Promotional Offerings

Earnings Recaps
May 08, 2019

Roku: 2019 Q1 Earnings

Roku Is Building Partnerships With Content Owners That Are Looking To Reach The Cord-Cutting Audience

Earnings Recaps
April 17, 2019

Netflix: 2019 Q1 Earnings

Netflix Is Unconcerned About New DTC Entrants As They Raise Prices To Fund Their Next Wave Of Content

Chart of the Week
April 10, 2019

Chart of the Week 04.10.19

There Is A Rapidly Growing Selection Of SVOD Platforms With A Variety Of Different Features

Chart of the Week
March 27, 2019

Chart of the Week 03.27.19

The Growth Of SVOD Has Shifted It From A Complementary Option To A Substitute For Pay TV

Earnings Recaps
February 21, 2019

Roku: 2018 Q4 Earnings

Roku Is Concentrating On Their Software Platform To Become The Leading Partner For OTT Advertising

Earnings Recaps
February 21, 2019

iQIYI: 2018 Q4 Earnings

iQIYI Is Increasing Its Spending On Original Premium Content To Avoid Heavily Relying On Licensed Shows

Earnings Recaps
January 17, 2019

Netflix: 2018 Q4 Earnings

Netflix Has Raised Prices To Help Accelerate Their Next Cycle Of Investment Into Original Content

Chart of the Week
January 16, 2019

Chart of the Week 01.16.19

Netflix Has Raised Prices, But Remains An Affordable Content Option Compared To The Bundle

Chart of the Week
January 09, 2019

Chart of the Week 01.09.19

Subscription Streaming Services Now Account For Over 50% Of Home Entertainment Spending

Earnings Recaps
November 07, 2018

Roku: 2018 Q3 Earnings

Roku Is Capitalizing On The Slow But Steady Shift Of Ad Dollars From TV To Streaming Platforms

Earnings Recaps
October 30, 2018

iQIYI: 2018 Q3 Earnings

iQIYI Benefits From A Diversified Business Model That Improves Monetization As It Scales

Earnings Recaps
October 16, 2018

Netflix: 2018 Q3 Earnings

Netflix Added 7M New Subscribers This Quarter, With Strong Growth Broadly Across The World

Earnings Recaps
August 08, 2018

Roku: 2018 Q2 Earnings

Roku Is Increasing Their Focus On Becoming An OTT Aggregator Of Ad-Supported Content

Earnings Recaps
July 31, 2018

iQIYI: 2018 Q2 Earnings

iQIYI Is Investing Heavily Into Premium Original Content In Order To Grow Their Subscriber Base

Earnings Recaps
July 16, 2018

Netflix: 2018 Q2 Earnings

Netflix Added 5.2M Subscribers In Q2, Which Was 1M Short Of Their Internal Forecast

Earnings Recaps
May 09, 2018

Roku: 2018 Q1 Earnings

Roku Is Transforming From A Hardware Company To An OTT Software Ecosystem

Earnings Recaps
April 16, 2018

Netflix: 2018 Q1 Earnings

Netflix Continues To Grow Its Audience And Now Has 125 Million Subscribers Across The World

Earnings Recaps
February 28, 2018

iQIYI: IPO Summary

A closer look at iQIYI's financials following their registration with SEC for public listing.

Earnings Recaps
January 22, 2018

Netflix: 2017 Q4 Earnings

Netflix Added 8.3 Million Streaming Subscribers In Q4 2017