4Q21 Subscriber Share Data for Paid Video Streaming, Apple TV+ Is Finding Traction, Paid Video Streaming Feeling Pressure
Today's Above Avalon daily update includes the following stories:
4Q21 Subscriber Share Data for Paid Video Streaming
Apple TV+ Is Finding Traction
Paid Video Streaming Feeling Pressure
In today’s update, we will examine some granular paid video streaming subscriber share data. We begin with my thoughts on Kantar’s latest subscriber share data for all of the leading paid video services in the U.S. The update then turns to new evidence suggesting Apple TV+ is finding traction in the marketplace. We conclude with a look at some new competitive dynamics in the video streaming space including the number of video subscriptions the average household uses.
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