Reports: d2c

Browse all of our reports, featuring our analysts' expert insights and analysis of audience segmentation, emerging trends and technologies, value chains, market shares, predictions and more – backed by our proprietary survey data and bespoke models & forecasts. Become a subscriber to get new ones every month, or just pick one to get started.

The streaming retention revolution
Content is king, distribution is queen, but retention is revolutionary

Cover image for The streaming retention revolution
Tim Mulligan
With video streaming transitioning into mainstream TV consumption, we have moved into the era of streaming TV. As a result, the early focus on gaining subscribers is making way for the rising challenge of retaining these newly acquired subscribers. Retention is the key metric of the emerging post-growth streaming, with the ratio of weekly active users (WAUs) who are daily active users (DAUs) becoming the key metric to measure streaming success, as streaming TV becomes a fully digitally- native experience.
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D2C 2020
Media, Tech and Communications Majors Go Head to Head

Cover image for D2C 2020
Tim Mulligan
The current division between the new video D2C entrants of 2019/2020 has revealed a strategic split between those that are leveraging established distribution advantages versus those focused on monetising existing content assets. The current market distortions wrought by the ongoing COVID-19 epidemic have placed power firmly in the hands of services able to leverage zeitgeisty originals combined with libraries of proven content and brand assets.
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Awareness and Demand Indicators for Disney+ versus Apple TV+

Cover image for Awareness and Demand Indicators for Disney+ versus Apple TV+
Tim Mulligan
Awareness and Demand Indicators for Disney+ versus Apple TV+ in Q4 2019 / Q1 2020 On November 1st 2019 Apple TV+ launched, followed by Disney+ on November 12th. Both services represent flagship direct-to-consumer (D2C) services, headed by a dominant tech major and a dominant media major respectively – representing the diverging strategic drivers behind the 2019/2020 D2C big bang moment.
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TV Network Rankings
Brand Equity and the Weaponisation of Originals

Cover image for TV Network Rankings
Amanda Stears
The big streaming networks Netflix and Amazon have become the powerhouses of video brand equity by simultaneously weaponising TV shows as acquisition tools and assimilating the brands of traditional networks through association with their shows. The disconnect between original TV networks and global audiences is becoming wider as local networks and streaming services gain audience appeal and relevance.
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