Analysis for 'Showtime'

• Research: Amazon Channels is Driving Over Half of Direct-to-Consumer Video Subscriptions

  Wednesday, May 16, 2018, 12:09 PM ET

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  Posted by Will Richmond

  New research from The Diffusion Group finds that 55% of all direct-to-consumer video subscriptions are being driven by Amazon Channels. As the chart below shows, for Showtime, Channels accounts for 72% of new subscriptions, for Starz 70% and for HBO 53%. Both HBO and Showtime reported record subscriber levels at the end of 2017 and the new TDG data underscores how pivotal Channels has been in the 2 premium networks’ revitalization.

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  Categories: Regulation, SVOD

  Companies: Amazon, HBO, Showtime, Starz

• Why SVOD Services Are At Risk Of Being Downgraded by Consumers to Transactional VOD

  Tuesday, August 4, 2015, 10:52 AM ET

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  Posted by Will Richmond

  Research released late last week by Parks Associates, which revealed high levels of churn for many smaller SVOD services, reinforced for me that many of these services are at risk of being seen as little more than transactional VOD opportunities by consumers. If this occurs it would have huge implications for both the SVOD services and larger ecosystem.
  
  First, to review the research, Parks found that for SVOD services other than Netflix, Hulu and Amazon, the churn rate over the past 12 months was equal to 60% of those who subscribed to such services. For Hulu Plus, 7% of U.S. broadband subscribers cancelled their subscription in the past 12 months (equaling churn of half or more of Hulu Plus’s subscribers). Parks estimated Amazon’s churn at around 25% (though that’s clouded by value of the overall Prime service). Only Netflix fared well, with churn in the past 12 months running around 9% of its subscriber base. Note, none of these SVOD services publicly disclose their churn rates.

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  Categories: Aggregators, Binge-viewing

  Companies: Amazon, HBO Now, Hulu, iTunes, Netflix, Parks Associates, Showtime