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1/ Recently hosted an event for portfolio company, @AntennaData, after spending a week in Antenna's database and with the (superb) team. Here are my favorite slides:
None tell more stories than the "CHURN WARS"
None tell more stories than the "CHURN WARS"
2/ When a household adds Disney+, they're far more likely to drop a service they already have.
But the service they're least likely to drop is Netflix. Starz sees 2x the churn uptick, HBO and CBS see 1.5x more
But the service they're least likely to drop is Netflix. Starz sees 2x the churn uptick, HBO and CBS see 1.5x more
3/ My favorite: when a subscriber unsubscribes from a major service, how long until they return? And then how long do they stay?
In-and-outs, binge-and-churners are inevitable. But they come back to Netflix + Hulu fastest, stay longest.
Relatively little needed to 'annualize'
In-and-outs, binge-and-churners are inevitable. But they come back to Netflix + Hulu fastest, stay longest.
Relatively little needed to 'annualize'
4/ This is 3/5 slides. Others included a look at how Disney+'s subscribership evolved over the year (plan term and ARPU, churn by sign-up path), how service retention curves compare (e.g. M1 v M3 v M6 churn), do annual plans work?
For more @antennadata @rameeztase @bradybrendan1
For more @antennadata @rameeztase @bradybrendan1
