Reports: Netflix

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.

TV Show Fandom
Streaming Redefines TV Show Success

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Amanda Stears
The scripted drama boom and the rise of streaming have dramatically reshaped TV consumption and viewing habits. The act of watching a TV show is no longer confined within the four walls of the living room, nor is it constricted by a fixed schedule. Measuring the success of a show can no longer be done by traditional ratings alone, but instead a wider range of metrics, including brand awareness, TV viewership, streaming and fandom, have all become critical in judging the success of a show in the streaming era.
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Netflix After Q2 2019
Post-Peak or Strategic Reset?

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Karol Severin, Tim Mulligan and Amanda Stears
With a market capitalisation 122 times its current annual net income, Netflix suddenly finds itself scrambling to justify its price-to-earnings ratio. The July 17th earnings call knocked 11% off the market capitalisation of the poster-child of the streaming era in a matter of two days – equivalent to the entire market capitalisation of Snap Inc, another former darling of the tech and media landscape.
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Netflix After Q2 2019
Post-Peak or Strategic Reset?

Cover image for Netflix After Q2 2019
Karol Severin, Tim Mulligan and Amanda Stears
With a market capitalisation 122 times its current annual net income, Netflix suddenly finds itself scrambling to justify its price-to-earnings ratio. The July 17th earnings call knocked 11% off the market capitalisation of the poster-child of the streaming era in a matter of two days – equivalent to the entire market capitalisation of Snap Inc, another former darling of the tech and media landscape.
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State of the Podcast Nation

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Mark Mulligan
Podcasts are an overnight success many years in the making. Podcasts were first added to Apple’s iTunes ecosystem in 2005, only to then spend a long time in the shadows. Now, however, they occupy the centre stage with radio companies, podcast vendors, streaming services and traditional media companies alike all trying to carve out roles.
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Sports and the Tech Majors
A Competitive Partnership

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Alistair Taylor
The big gap in streaming video’s content mix has historically been sports. This is now changing through a combination of disruptive challenger sports subscription video on demand (SVOD) services such as DAZN accelerating its rights and territory offerings alongside the increased interest being shown by the tech majors – notably Amazon and Facebook – in streaming premium sports offerings.
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The Games Streaming Subscription Revolution
Meet the Players

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Karol Severin
Streaming is rewriting the games market rulebook. The games subscription landscape is undergoing foundational changes driven by a growing list of new market entrants including tech majors, telcos, leading games developers and publishers. The rise of games streaming opens doors to device- and platform-agnostic solutions all across the attention economy, as companies look to capture the engagement of valuable gamer segments for their respective ecosystems and business objectives.
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Sports SVOD Services Deep Dive

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Alistair Taylor
Sports-centric subscription video on demand (SVOD) services have entered international markets, looking to capture digital-native audiences from pay-TV and other established SVOD services. Eleven Sports’ demise in the UK provides the best case study for how streaming services can struggle when entering a market with insufficient rights offerings.
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US Cord Cutting Full Year 2018
Streaming Transition Picks Up Pace

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Tim Mulligan
Cord cutting is now an established component of the US pay-TV landscape, reinforcing the role of the US as the canary in the mine for the global pay-TV business. Cord cutting accelerated in 2018, highlighting the secular nature of the phenomenon. However, this is not simply a story of decline but instead one of transition, with streaming growing ­— in a wider sense — the total base of pay-TV subscribers.
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Digital Consumer Ad Profiles
Targeting Music and Video Streamers

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Georgia Meyer
Digital music and video consumers navigate an increasingly nuanced landscape of content formats, from paywalled to ad-supported to social. Levels of engagement with new social formats vary considerably amongst weekly active users (WAUs) of three of the main music streaming services (Spotify, Apple Music and Amazon Prime Music) and video streaming services (Netflix, Amazon Prime Video and YouTube).
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