Antenna

Antenna's Q4'25 State of Subscriptions Report on sports is set for release next week, but today we're offering a sneak peek. The launches of direct-to-consumer (DTC) services by ESPN and FOX were an important moment in streaming, as both services feature marquee live sports programming that was previously largely exclusive to linear broadcast audiences.  ESPN’s new flagship DTC service and FOX One launched on August 21, and the data suggests that consumers have enthusiastically embraced these new additions to the streaming landscape. From launch through the end of October, Antenna estimates 3M cumulative Sign-ups for ESPN and 2.3M for FOX One. Check out a link to the full analysis in the thread. (Remember, if you're already subscribed to our mailing list, you'll receive a copy of the report directly to your inbox as soon as it's released!) #svod #sportsmedia #sportsstreaming #mediainsights #sportsmediainsights #subscriptionvideo #subscriptionanalytics #subscriptioneconomy #streamingmedia #streamingvideo

An important cohort for all streamers is the subscribers most likely to cancel. Understanding what these “Vulnerable Subscribers” are watching on other services can help a streamer uncover moves to increase their loyalty. Disney+ is an interesting example. Antenna segmented Disney+’s Vulnerable Subscribers, defined here as subscribers in months 2-6 of their tenure, into two groups: those who view kids’ programming versus those who do not. Between March and August 2025, when these Vulnerable Subscribers who don’t engage with kids’ programming weren’t watching Disney+, they were watching hit shows on Amazon Prime and Netflix. Action, superhero, and sci-fi titles were among the most popular with these Vulnerable Disney+ subscribers. Some 18% of this Disney+ cohort watched Reacher (Amazon Prime). They were also 3.2x more likely than the typical Netflix viewer to watch The Electric State (Netflix). But what about those Disney+ Vulnerable Subscribers who do watch kids’ titles? What are they watching elsewhere? Continued in the comments... #svod #programminganalytics #programmingresearch #streamingmeasurement #mediameasurement #mediaanalytics #subscriberviews #subscriptioneconomy #programminginsights #streaminginsights

Puck's Matt Belloni followed-up on his Taylor Sheridan scoop earlier this week with more reporting on Sheridan's future move to Peacock from Paramount+, including Subscriber Views data from Antenna. "I asked Antenna, the research firm, to run a little report for me, and the results are pretty striking: Taking out the original Yellowstone, which resides exclusively on Peacock for reasons that remain both tragic and hilarious, Sheridan shows drive huge viewership on Paramount+. I think we all knew that, but they also overperform as acquisition titles, which means that people are signing up specifically to watch his shows." More data in the post! Want to learn more about Subscriber Views? Reach out to Antenna: https://lnkd.in/e5t9spJg https://lnkd.in/e5C6RCDi)

🔍 📺 📈 What types of shows retain subscribers? 📈 📺 🔍 Antenna evaluates retention by identifying subscribers who view a specific title in a given month and measuring how many remain subscribed at the end of the following month (M+1 retention). We then compare that to the service’s retention benchmark, which is the percentage of all active viewers on a service in a given month who remained subscribed at the end of the following month. When looking at June 2025 viewership, we observe three different categories of shows that generate outsized retention for the service: shows with DEEP CATALOGS that drive regular viewing, shows that benefited from STRATEGIC SCHEDULING, and buzzy shows at their SEASON START. What does this matter? Connecting viewership data with churn data helps shed light on the types of shows and programming strategies that lift subscriber retention. Check out the link in the thread to see the full analysis. #svod #programmingresearch #programmingmeasurement #mediaresearch #programminginsights #subscriberviews #mediaanalytics #subscriptioneconomy

Headed to ARF OTT/ CIMM West 2025? Be sure to check out Antenna Co-Founder and President Rameez Tase in the afternoon breakout sessions. Rameez will discuss how well-established data fusion techniques and AI-powered approaches can reveal the impact of programming on acquisition, retention, and engagement, to help answer key questions for streamers and studios alike. He'll also share some examples of the actionable data Antenna is now producing using these approaches. If you or your company is an Advertising Research Foundation (ARF) or Coalition for Innovative Media Measurement (CIMM) member, this event is free! Link to register in the thread.

Out this morning from Antenna: an update on ESPN and FOX One's streaming services, both of which launched on August 21, 2025. From launch through September 30, Antenna estimates 2.1M Sign-ups to ESPN and 1.1M Sign-ups to FOX One. It’s worth noting that these figures do not include existing Disney subscribers who switched from other plans, or individuals who activated the service through an MVPD (Multichannel Video Programming Distributor) partnership. Read more: https://lnkd.in/esqEjqUT

Today, we're thrilled to unveil Subscriber Views. Building on Antenna’s market-standard subscriber counts, this new solution connects viewership behavior directly to subscription decisions. Using AI and advanced machine learning, Subscriber Views goes beyond traditional audience reach metrics to consider not only who watched, but what they did before and after tuning in. It is the same type of sophisticated content analytics that streamers already do on their first-party data, but for the entire market. You can read more about Subscriber Views on our blog (https://lnkd.in/eiZK9htq), and learn more about why Antenna is making this big move in an essay from Antenna co-founder and President Rameez Tase (https://lnkd.in/eEF2WjwA). The ratings era is over. It's time to go beyond audience headcount and understand which shows drive acquisition, retention, and changes in subscriber behavior. #svod #mediameasurement #beyondratings #subscriptioneconomy #programmingresearch #mediainsights #programminginsights

A fun bit of Antenna trivia... our current logo, if you haven't already noticed, is an "A" stylized as an antenna. But any guesses as to which Antenna it draws inspiration from..? Answer: Looking back to an original design brief, the old RKO Pictures tower in LA. IMO, our logo does a perfect job of juxtaposing the rich heritage of the industries we serve (after all, what's more nostalgic than an RKO film such as Citizen Kane?) as well as the future; a modern Antenna, delivering signal through the noise. ps: thanks territorial ;)

This morning Antenna co-founder and CEO Jonathan Carson shared an early look at sign-up data for the launch of the ESPN and FOX One streaming services, both on August 21. Antenna estimates approximately 1M Sign-ups to ESPN or FOX One between their launches on August 21 and August 31, 2025. It’s important to note that this topline data represents genuinely new customers; it does not include existing Disney subscribers who switched from other plans, or those who activated the service through an MVPD (Multichannel Video Programming Distributor) partnership. Additionally, both services’ NFL bumps likely hit closer to their first regular season games, which started on September 7. A full look at Antenna's early insights on ESPN and FOX One is up on our blog: https://lnkd.in/eYbH4PTh #svod #sportsmedia #streamingmedia #sportsmediainsights #streaminginsights #subscriptiondata #subscriptioneconomy

Some insight from Antenna related to PARA-WBD news last week... Looking back over the past two years, 94M users have subscribed to a PARA or WBD service. 61% of them are currently subscribed (+12% YoY). 39% have churned (+46% YoY). Combining or bundling offerings is one approach to reducing churn. Want more data-driven insights like this? Check out Antenna's Insights Blog (https://lnkd.in/eCqwpMd3) and signup for our monthly newsletter, The Signal (https://lnkd.in/gmrMfNKx)