Kagan

A new Kagan report finds rising programming expenses and dip in subscribers reduced profit margins

Global streaming media device shipments fell 8% year over year to an estimated 28.6 million in the fourth quarter of 2021, according to Kagan

The rate of Netflix password sharing is about the same for Disney+, according to a Kagan Consumer Insights survey

But an increase of 1.4M new subs in Q3, 2021 for virtual multichannel TV packages is helping smooth the decline in multichannel TV, according to Kagan

Global pay TV subs will hit 1.1B in 2021, a slight 0.5% gain but revenue from video services will slump by 3.5% this year, Kagan predicts, accelerating an ongoing shift to streaming

Streaming and broadband services will also see strong growth, according to Kagan’s 2022 outlook for the technology, media and telecommunications sectors

A new S&P Kagan report puts a hefty price tag on the cost of cord cutting with new forecasts for cable, satellite and telco multichannel revenue showing a 45% drop from the 2016 peak

The 2021 Netflix content costs includes $5.21B for originals; the total content spend should rise to nearly $19B in 2025, when about 46.5% will be spent on originals, Kagan is forecasting

New report from S&P Kagan says carriage disputes cost cable nets $18.4M in 2020 alone

vMVPD gains could not offset losses