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Research

(Source: Parks Associates)

➢ 78% of those who subscribe to an OTT sports service have livestreamed, as opposed to just one-quarter of those who do not subscribe to an OTT sports service.

➢ Consumers who livestream estimate that live online content comprises close to half of their total online video consumption.

➢ Among heavy livestream viewers, on-demand content comprises just over one-quarter of their online video consumption.

Up Ahead

May 16-19: The WICT Network’s Betsy Magness Leadership Institute, Denver, Co.

May 23-25: Media Financial Management Association’s Annual Conference; Tampa, FL

June 12: Cablefax’s Fiber Panels for Cable Operators, Fiber Connect Pre-Conference; Nashville

June 27-30: CTA’s CEO Summit, Santa Barbara

June 29: Cablefax’s FAXIES Virtual

Quotable

“What we’re concerned with is the Disney+ DTC strategy. If you remember, they changed their strategy from the first rollout… they have a bigger plan with more subs, more entertainment content, more sports and I’m not convinced that’s the best idea for Disney. I wonder if they’re rethinking their view to come out with such a huge idea. They want to above 30 million, 40 million subscribers, I’m not sure that’s the best use of their capital. I think if they played to their superfans and maybe had a smaller targeted addressable market but with probably higher prices, that’s a better outcome for shareholders.”

– MoffettNathanson founding partner Michael Nathanson on CNBC’s “Squawk on the Street” discussing what it would take for him to move his “Hold” rating on the stock

 

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