Reports Entertainment and Fandom

Q4 2020 US D2C deep dive An attention recession looms

Tim Mulligan
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The US market is starting to see initial signs of fatigue as the            disruptors begin to reduce monthly user engagement among the three dominant incumbent subscription video on demand services. Netflix, Amazon Prime Video and Hulu all saw modest dips in weekly active use in            2020. The            disruptors themselves are also starting to plateau in weekly active use, with the notable exception of Peacock, which nearly doubled its weekly active users in            2020.

Companies and brands mentioned in this report: Amazon Prime Video, Apple TV+ CBS All Access, Disney+, HBO Max, Hulu, Netflix, Peacock