Movies Make Up Half US Streaming Revenues
Movies now account for almost half (48 percent) of US streaming revenues, according to research from Parrot Analytics, up from 27 percent in 2022. The study, which analysed Disney+, Prime Video, Netflix and Warner Bros. Discovery, found that Disney+ is particularly dependent on revenues from movies, making up 74 percent of its total revenues in 2024.
“For years, the narrative has been that movies, in contrast to TV series, were in decline – casualties of a once-in-a-century pandemic that shuttered theatres and a double blow from prolonged industry strikes,” said Parrot Analytics. “But there’s new data that paints a different picture. Streaming services are, in fact, relying more than ever on films to keep their growth engines humming.”
Trust and Data Integrity Most Influential Factor in Media Buying Decisions
Trust and data integrity, price, and performance/ROI are the most influential factors in media buying decisions among UK agencies, according to new research from Experian, carried out by Insight Avenue. Sustainability and responsible media were ranked as the least influential factor, despite 92 percent of agencies acknowledging that ethical considerations are important. “This disconnect suggests that, despite good intentions, in reality, media buying and planning is more heavily influenced by trust, price and performance, and against the backdrop of a competitive marketplace, ethical practices can be more difficult to operationalise,” said the report.
Highlights and Social Media Content Gain Momentum Among Younger Sports Fans
Younger sports fans are spending more time watching highlights and engaging with social media content from players than they do in front of live events, according to research from Ampere Analysis. “Ampere’s data also shows that fans in the 18-24 year old age bracket are less willing to pay to watch live sport than older fans,” said Taine Trimmel, Researcher at Ampere. “Highlights are therefore key to sports leagues in engaging these younger audiences, encouraging them to be invested in a single team or the league as a whole, with a view to converting them into paying customers in the future.”
Ströer Stock Gains on Ads Business Sale Reports
Ströer’s stock price received a bump last week after reports emerged that an investor group led by I Squared Capital is planning a bid for the German company’s core advertising business. Ströer has been looking to sell off parts of its business, but its share price fell into decline after private equity firms KKR and H&F reportedly ended negotiations over a disagreement on price back in February.
The Week in Stocks
Agencies
Shares in S4 Capital are down 4 percent as investors brace for the firm’s Q3 results next month, following a rocky H1 for Sir Martin Sorrell’s agency group.
TV
Warner Bros. Discovery (WBD) stock received a bump on Wednesday after HBO Max launched in 15 new markets, while Germany, Italy and UK launches are planned for 2026.
Publishers
Reach’s share price declined almost 5 percent after posting a 2.5 percent fall in revenues for Q3.
Ad Tech
US tech stocks recovered on Monday amid reports of deescalating tensions with China, with trade talks expected to resume this week.
Tech
Apple’s stock price jumped more than 5 percent on strong iPhone demand, overtaking Microsoft in market cap.
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