Core Insights - Streaming services have surpassed the combined share of broadcast and cable TV viewing for the first time, representing 44.8% of total TV viewership in May 2024 [2][10] - The growth of streaming has been significant, with a 71% increase over the past four years, while broadcast and cable viewing have declined by 21% and 39%, respectively [2][4] Streaming Growth Factors - The rise of streaming is attributed to three main factors: the popularity of free ad-supported streaming TV (FAST) channels, the growth of YouTube, and the adaptation of legacy media companies to cater to streaming-centric consumers [4][8] - In May 2021, only five streaming platforms exceeded 1% of total TV viewing, but this number has increased to 11 platforms as of the latest report [4] Popularity of Free Streaming Options - Free channels like Pluto TV, Roku Channel, and Tubi accounted for 5.7% of total TV viewing in May, surpassing any individual broadcast network [5] - YouTube has seen a remarkable 120% increase in viewership since 2021, representing 12.5% of all television viewing in May, marking its highest share to date [6][7] Transformation of Traditional Media - Traditional media companies are increasingly transforming into streaming-first entities, with platforms like Hulu, Paramount+, and Peacock complementing linear TV rather than competing with it [8] - Major media companies are undergoing restructuring, with Warner Bros. Discovery planning to separate into a streaming and studios company and a global networks company, while Comcast is spinning off most of its NBCUniversal cable network portfolio [9] Subscription Service Performance - Netflix has emerged as the leading paid subscription service, with a 27% increase in viewing over the past four years, maintaining its position as the top provider in total TV usage [10]

Key Takeaways NFLX will invest Euro 1B in Spain by 2028 to expand EMEA operations and produce local original content. Spain is now a global content hub for Netflix, with above 1,000 Spanish titles and strong viewing traction. NFLX International markets drove 44% of Q1 revenues, with EMEA and APAC growth of 15% and 23%, respectively.Netflix (NFLX) relies heavily on its international business as a key growth driver. In the first quarter of 2025, revenues rose 12.5% year over year, largely driven by strong i ...

Amazon's (AMZN 2.77%) reach stretches wide and deep. If you're like tens of millions of Americans, you rely on it to buy essentials and other items. But even if you aren't, you might be using the websites it powers through Amazon Web Services (AWS) or watching content from its film studios (it owns MGM and operates Amazon Prime Video).Amazon stock has created incredible shareholder value over the past few years as the company has built itself into the giant it is today. But is it still a massive wealth buil ...

The Walt Disney Company (DIS) is slated to report second-quarter fiscal 2025 results on May 7.The Zacks Consensus Estimate for revenues is pegged at $23.14 billion, suggesting modest growth of 4.78% from the year-ago quarter’s reported figure.The consensus mark for earnings has moved south by a penny to $1.18 per share over the past 30 days, indicating a decline of 2.48% year over year.Image Source: Zacks Investment ResearchFind the latest EPS estimates and surprises on Zacks Earnings Calendar.In the last r ...