Blog: Churn

Read our latest daily deep dives, hot takes, and exciting updates about the digital entertainment world. Check out the latest from your favourite analyst, or search by coverage - games, video, music, audio, social, or critical developments.

Why Netflix will no longer publicly report subscribers

Tim Mulligan

23 Apr 2024

Netflix

Churn

svod churn

Netflix’s Q1 2024 numbers are impressive: revenues are up 15% Year on Year (YoY), operating income is up 54%, and operating margin increased by seven percentage points to 28%. The numbers were so impressive,...

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Churn in the era of dynamic retention

Mark Mulligan

24 Jun 2022

Churn

Video

Music

Kantar, a survey vendor, has been getting some attention by passing off consumer data as an actual measure of subscribers and suggesting that the music subscriber base actually declined in Q1 2022. It...

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Video - Day 1: Future-proofing growth and curtailing subscriber churn post pandemic

Dara Jegede

6 Apr 2021

webinar

Fandom

Churn

The ‘COVID-bounce’ effect from the 2020 pandemic created a business windfall for many video providers and OTT services – some of which saw multi-year subscriber increases happen within months. Video...

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WWE Q3 Earnings – An innovative digital strategy helps WWE overcome COVID-19 disruption

Alistair Taylor

12 Nov 2020

WWE

World Wrestling Entertainment

covid

WWE’s Q3 2020 results provide a fascinating insight into how a live event-focused entertainment business has successfully navigated a global pandemic. In its financials for the quarter , WWE saw a 19%...

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Foxtel, diversifying for reach, launches freemium Kayo service

Alistair Taylor

28 Oct 2020

foxtel

News Corporation

Kayo

Australian pay-TV organisation Foxtel is launching a free version of its sport-centric streaming service Kayo in 2021. This follows a difficult year for the streaming service that saw its subscriber numbers...

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Why DAZN is adapting to German consumer nuances with linear and digital bets

Alistair Taylor

22 Oct 2020

AZN

sport-centric

SVOD

DAZN’s recently-established position as the ‘Netflix of sport’ has been a hard fought one, requiring extensive rights investment in order to carve out a compelling proposition. In the markets where...

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The Premier League going pay-per-view means a sucker-punch for sports fans

Alistair Taylor

15 Oct 2020

English Premier League

EPL

pay per view

English Premier League (EPL) clubs have agreed an ‘interim solution’ to allow fans to continue watching their teams live. EPL fixtures not selected for broadcast in October will be available to fans...

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European Professional Club Rugby goes OTT, pressing business over the needs of fans

Alistair Taylor

23 Sep 2020

EPCR

European Professional Club Rugby

OTT

Last Friday , European Professional Club Rugby (EPCR), the Heineken Champions Cup and the European Rugby Challenge Cup’s governing body announced the launch of its global over-the-top (OTT) streaming...

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DAZN financials: Growth reliant on premium domestic rights

Alistair Taylor

14 Sep 2020

DAZN

DAZN Group

Perform

DAZN’s 2018 financials highlighted the difficulty of encouraging a transition to consume live sports digitally with its existing portfolio of rights. DAZN has not yet released its 2019 financials, but...

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Premier League Acknowledges Priorities Have Changed During Lockdown

Alistair Taylor

11 Jun 2020

artificial crowd noise

Attention

BBC One

The English Premier League (EPL) is set to return to screens next Wednesday, over three months since the last fixture graced our screens. Considering the pandemic enforced-postponement has deprived sports...

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The Battle Down Under

Alistair Taylor

23 Apr 2020

#playerstogether

A-League

additive services

With COVID-19 exposing the vulnerability of pureplay sport streaming services , the importance of building out a robust and downturn-proof offering is fundamental to the viability of these currently additive...

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Self-Isolation: DAZN Concedes to COVID-19

Alistair Taylor

6 Apr 2020

additive services

all-encompassing offering

asset class

Sports streaming insurgent DAZN has announced last week it plans to inform rights holders of its intent to defer its payments of rights fees for any content not yet delivered (i.e. postponed / cancelled...

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Netflix Q1 2018 Results: Hiking Prices or Fighting Churn?

Tim Mulligan

18 Apr 2018

Churn

Netflix

Netflix Q1

Monday saw another solid Netflix earnings call as the preeminent subscription video on demand (SVOD) service continues its seemingly inexorable rise to global dominance. Year-on-year (YoY) revenue growth...

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