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TWO YEAR TV viewing share % change, 5/25 vs 5/23 Broadcast -2.7 Cable -7.0 Streaming +8.4 YouTube +4.0 Netflix -0.4 Disney+, Hulu, ESPN+ -0.6 Amazon +0.4 Roku +1.4 Tubi +0.9 WBD flat Peacock +0.3 Paramount, no data from 5/23. nielsen.com/news-center/20…

Prime Video's trojan horses: Amazon's digital media ad buying platform being used by many companies. Also, Nielsen's measured TV viewing share for Prime Video includes *all* viewing on the PV app, including SVOD services bought through Amazon, not just Prime Video.

When your primary business growth slows, it's time to look for new product lines!

Any mention of Tubi profits?

The New York Times playbook!

Unsaid: Because the overall company would be weighed down by the dogs in the portfolio like Hello Sunshine.

Non-exclusive licensing of YouTube content by the free streaming companies (Tubi, Roku, Pluto) is logical, and might make economic sense. Just don't ask them about profitability.

Not sure how I missed this, but lol on the “Finding The Long-Imagined Bottom”. My working theory is that net loss from the cable bundle (people who don’t then sign up for YTTV) is primarily driven by subscriber deaths not replaced by new young subscribers.

All the current late night hosts are the last who’ll sit in their seats. When they leave, the shows will all end.

Heavily staffed digital editorial was never profitable with ad revenue alone. Now, lightly staffed digital editorial is cooked too. TV by the Numbers would be impossible today.

Benevolent Billionaire owners are the simplest media business model.

Nielsen Gauge May, 2025 US vMVPD (internet bundle) TV viewing share, incl in the broadcast & cable %s YouTube TV: 2.34% Spectrum: 1.46% Hulu Live: 1.12% DirecTV: 0.85% Comcast: 0.50% Sling: 0.46% Fubo: 0.23% Philo: 0.20% Cox: 0.09% Frndly: 0.02% nielsen.com/news-center/20…

Nielsen Gauge May, 2025 US TV viewing share of tiny SVOD services. In Other Streaming %: Samsung TV+ 0.74% Apple TV+ 0.32% Crunchyroll 0.17% Vizio 0.12% Xumo 0.11% ViX 0.09% PBS Kids 0.07% Twitch 0.06% Starz 0.04% Plex 0.04% PBS 0.03% Fandango 0.03% nielsen.com/news-center/20…

Nielsen Gauge May 2025 Corporate Breakdown Of US TV streaming shares Disney: Nielsen no longer provides the %’s for Hulu, Disney+ and ESPN+ to subscribers. Paramount Paramount+: 1.24% Pluto: 0.96% Warner Bros. Discovery Max: 1.32% Discovery+: 0.17% nielsen.com/news-center/20…

“FanDuel Sports Network…owns the digital rights for 13 NBA teams and said that it plans to hit one million streaming subscribers by the end of 2025.”

Notable: YouTube, Roku continue to rapidly expand share. Netflix share growth stalled. Legacy media companies’ share (except for Fox, thanks Tubi!) getting crushed.

Without Nielsen doing the measurements, there would be nothing to discuss at all, but their hyping month/ month changes, which are mostly seasonality, is puzzling. Could it be because there’s occasional m/m good news for legacy media (like below)?

Sheri had offers for Showtime. She rejected them. Now even the name is gone. HBS failure cases being written. h/t: Cesare Mancini