Antenna provides insights into the subscription economy, focusing on streaming services. The company collects and analyzes data on consumer interactions with subscription services, helping businesses understand subscriber preferences and behaviors. This information allows companies to make informed decisions about their products and marketing strategies. Antenna's clients are primarily subscription-based businesses that rely on these insights to improve user acquisition and retention. Unlike competitors, Antenna specializes in detailed analytics specific to the subscription market, making it a valuable partner for companies aiming to adapt to changing consumer demands. The goal of Antenna is to empower subscription-based companies to thrive in a competitive landscape by providing the data they need to drive growth and enhance customer satisfaction.

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Spotify (SPOT) shares have surged as Wall Street bulls continue to praise the company's outlook on the heels of fresh price hikes for its premium US subscription plans. The stock is up about 70% since the start of the year.The upcoming price hikes, which begin in July and are between $1 and $3, depending on the plan, follow previous hikes of certain plans implemented last summer. Analysts say the move could mean more increases for other music streamers — much to the chagrin of consumers."Given the size of these Spotify increases (9% to 18%) and the frequency (second time in less than a year), we believe other [streamers] should follow suit," Morgan Stanley analyst Benjamin Swinburne wrote in a note published earlier this week. Still, competitors "may not have the same pricing power as Spotify and may be more reluctant broadly."Spotify's family plan will rise to $19.99 per month from $16.99. Duo plans, which allow two users to share an account, will increase by $2 to $16.99. Spotify Premium subscriptions will now cost $11.99 a month, an increase of $1.Swinburne, who boasts a $370 price target and Overweight rating on shares, said the upcoming hikes "are larger and earlier than forecasted." This suggests potential upside to average revenue per user and revenue growth in the second half of the year."We believe Spotify's strong engagement levels and industry low churn should allow it to execute these increases and still deliver on net adds expectations," he said.To compare, Apple Music's (AAPL) individual plan costs $10.99 a month, while its family plan sits at $16.99

Wall Street Praises Spotify Price Hikes — And Notes Other Audio Streamers Should Follow Suit

As streaming services get more expensive, consumers are increasingly turning to free content to fill out their entertainment diets.Free ad-supported streaming platforms like the Roku Channel (ROKU), Fox affiliate Tubi (FOX), and Paramount's (PARA) Pluto TV, among others, have seen viewership steadily rise over the past few years, a surprising development given the lack of original content and heavy ad load on these channels, known as FAST channels.FAST — which stands for free ad-supported streaming television — provides both linear and on-demand content in a single viewing experience that relies on advertising for monetization.The rise of FAST comes as nearly every major streaming service has raised prices in recent months, including Paramount, Netflix (NFLX), Max (WBD), and Amazon (AMZN)."It is different to be 100% free," Tubi CEO Anjali Sud said on the Ringer podcast "The Town With Matthew Belloni" in April."We're not asking you to subscribe to an ad tier or a subscription tier. We're not trying to upsell you. The fragmentation and friction is reduced."In other words, what appeals to users is the accessibility. Julie Clark, executive at marketing insights company TransUnion, described the model as a "sleeping giant" in the ever-evolving media landscape."FAST is easy, it's accessible," she told Yahoo Finance. "You can get the basics that you need, like the news and the weather, but there's also older programming available and they're starting to have better distribution agreements there as well."To put it simply, FAST is the closest thing you can get to cable without actually paying for it. Not to mention that certain FAST providers, like the Roku Channel and Samsung's TV Plus, are also distributed across their respective smart TV devices, further broadening their presence for users."There's this catalog of content that is available within the FAST environment that you can binge all day," Clark said

Free Streaming Channels Have Become 'Sleeping Giants' As Netflix, Max, Others Hike Prices

Disney+ has reportedly begun taking steps to prevent password sharing among its U.S. subscribers. The streaming service began sending out emails on Wednesday (Feb. 7) notifying subscribers about its updated terms of service, which include restrictions on sharing account credentials outside of the subscriber’s household, the Verge reported Wednesday. The Walt Disney Company did not immediately reply to PYMNTS’ request for comment

Report: Disney+ Begins Crackdown On Password Sharing In Us

Americans are increasingly cutting back on their streaming subscriptions.Streaming service cancellations increased to 6.3% in November, compared to 5.1% the year before, The Wall Street Journal (WSJ) reported Tuesday (Jan. 2).And roughly a quarter of U.S. subscribers to major services like Netflix, Hulu and Disney+ have canceled at least three of them in the last two years, the report said, citing data from subscription-analytics provider Antenna.That’s up from 15% two years ago, which WSJ said is a sign of an increasingly fickle attitude among steaming subscribers.The report includes comments from consumers like Crystal Revis, a Florida resident who recently canceled her Disney+ and Paramount+ memberships due to rising costs.“With the streaming services increasing their rates like they are, it’s, like, ‘OK, do I pay for the cable?’” Revis told WSJ.“Retention doesn’t just mean holding on to a new subscriber the first time they get them. It’s about managing a relationship over a true customer lifetime,” said Jonathan Carson, co-founder and CEO of Antenna.He added that streamers will need to become more sophisticated when it comes to winning back subscribers by doing things like targeting their marketing to customers who tend to watch at certain times of year.Against this backdrop, streaming services such as Netflix and Amazon Prime have been embracing ads, as PYMNTS wrote last week.“Netflix, for instance, launched its ad-supported tier last year, though the tier’s underperformance earlier this year caused the platform to expand, seek more or different ad partners, adjust prices and innovate placements,” that report said.“Meanwhile, Warner Bros. Discovery’s Max streaming subscription has seen its shift to ad-supported models helps drive revenue increases.”More recently, Amazon announced that it would begin including ads in Prime movies and TV shows beginning in late January, letting users pay an extra $2.99 per month to watch without commercial breaks.And streaming services have been looking for other ways to monetize their content beyond subscription fees and ad sales.For example, Disney+ is apparently exploring adding shopping options to its streaming service, while Amazon has begun offering recommendations of other products and services through its Prime Video X-Ray feature

25% Of Streaming Customers Canceling Multiple Subscriptions

Paramount (PARA) said streaming subscribers will see even more price increases moving forward — a trend that's permeated throughout the entire media industry."We see a very compelling pricing opportunity longer term, which is to say this won't be the last price increase that we do," CFO Naveen Chopra said on the company's third quarter earnings call on Thursday."We think there is a continued opportunity for pricing to play a role in growing both revenue and earnings in our streaming business," he added.In June, Paramount launched its ad-free Paramount+ with Showtime streaming offering for $11.99 a month — $2 more than the previous price for a Paramount+ subscription. It also raised the prices of its ad-supported tier by $1 to $5.99.Paramount+ added 2.7 million subscribers in the third quarter, beating expectations of a 1.8 million increase. In total, Paramount+ has reached more than 63 million subscribers.Subscription revenue also grew 46% in the quarter to reach $1.3 billion, driven by subscriber growth and pricing increases for Paramount+, coupled with revenue from pay-per-view events. Overall direct-to-consumer revenue totaled $1.69 billion in the quarter, compared to the expected $1.64 billion."Paramount+ is still positioned at a very compelling price point, and that's true both on our ad-supported tier and our ad-free tiers," Chopra said."Relative to competitors, Paramount+ is still positioned at a very compelling price point," the executive said, adding that the June price increases "actually performed better than we expected" with the impact on churn, or consumers cancelling the service, coming in less than expected."The price increase is actually more accretive to earnings than we originally anticipated, so that gives us some confidence," he said, doubling down on the streamer's value proposition with sports, films, franchises, and kids' content at the cornerstone of its pipeline.Story continues"The data we've seen coming out of our first price increase suggests that, that value proposition and the stickiness of the content does give us additional room for growing price over time," he said.Paramount reported a direct-to-consumer (DTC) loss of $238 million, narrower than analysts' expectations of $438 million and the $343 million loss seen in the year-earlier period.The company now forecasts full-year direct-to-consumer losses in 2023 will be lower than in 2022, with anticipated fourth quarter DTC losses similar to the year-ago period.The Paramount+ logo is seen inside the convention center during San Diego Comic-Con International in San Diego, Calif., on July 22, 2023. (Photo by Chris Delmas / AFP) (Photo by CHRIS DELMAS/AFP via Getty Images) (CHRIS DELMAS via Getty Images)Streaming prices have ballooned across the board as profitability becomes top of mind for media companies — and even tech giants like Apple (AAPL) and Alphabet (GOOGL).Last week, Apple became the latest platform to raise prices after announcing the monthly cost of streaming service Apple TV+ will go up by $3 to $9.99 for new subscribers. Netflix (NFLX), Disney (DIS), and Hulu also raised streaming prices last month.Added up, the cost of these services now rival the dreaded cable TV bundle of years past — the very thing that streaming set out to undo.Consumers are taking notice with subscribers canceling more of their plans to combat rising costs

Paramount Says There Will Be 'Continued Opportunities' To Hike Streaming Prices

The recent debut of soccer legend Lionel Messi in Major League Soccer (MLS) with Inter Miami CF has caused a buzz worldwide — and a surge in subscriptions for MLS Season Pass, a streaming service exclusively launched with Apple.The service gained 110,000 subscribers on the day of Messi’s debut with the team — a figure nearly three times that seen on the first day of the season in February, measurement and analytics company Antenna said in a Tuesday (Sept. 5) blog post.Traditionally, Antenna has observed that most sign-ups for league-operated services like MLS Season Pass occur before or at the start of a season, according to the post. However, 46% of all MLS Season Pass sign-ups to date took place in July, following Messi’s arrival.Antenna’s analysis of MLS Season Pass sign-up data from February 1 to July 31 also found that the partnership between MLS Season Pass and Apple TV+ has successfully attracted both existing Apple TV+ subscribers and new users to the streaming service.Out of the total sign-ups during this period, 48% were already Apple TV+ subscribers at the time of signing up, 37% did not have an Apple TV+ subscription and still do not and 15% became Apple TV+ subscribers either at the same time or after signing up for MLS Season Pass, the post said.Messi’s arrival and the subsequent surge in MLS Season Pass sign-ups highlight the increasing popularity of direct-to-consumer (D2C) sports streaming services, per the report. Numerous Regional Sports Network (RSN) services are already in the market or set to launch soon, and new sports add-on packages from existing subscription video-on-demand (SVOD) services have been announced. Additionally, traditional sports media outlets are actively planning their streaming future.As streaming adoption and time spent on streaming platforms surpass cable, media properties and leagues are launching their own streaming services.Apple and MLS announced their partnership on MLS Season Pass in November, saying customers would be able to sign up for the subscription service on the Apple TV app beginning in February.The deal is similar to one Amazon Prime struck with the National Football League (NFL) in March 2022 for Thursday Night Football, which proved to be a subscriber magnet, PYMNTS reported at the time

Apple Tv And Major League Soccer See Surge In Subscriptions

Netflix has reportedly continued to gain subscribers in the United States after beginning its crackdown on password sharing and introducing new subscription plans.The streaming giant saw a growth in subscribers numbers in July, with 2.6 million gross additions in the U.S., subscription economy data provider Antenna said in a Wednesday (Aug. 23) insight.Although this represents a dip of 25.7% from the record-breaking numbers in June, when sign-ups surged immediately after the crackdown began in late May, it still showcases Netflix’s ability to attract new customers, according to the post. Netflix led the category for the second consecutive month, accounting for nearly one in five premium subscription video on demand (SVOD) gross adds.Another trend observed in July was the increase in sign-ups for Netflix’s ad-supported plan, the post said. Approximately 23% of new Netflix subscribers opted for this plan, marking an increase of four percentage points compared to June. This surge represents the highest portion of sign-ups for the ad-supported plan since its launch in November.“And with Netflix no longer offering the Basic ad-free plan to new and returning subscribers in the U.S., we’ll be interested to see how this impacts the composition of Netflix subscriptions and sign-ups overall in the coming months,” Antenna said in the post.Netflix dropped its $9.99 Basic plan — its cheapest monthly plan that doesn’t include ads — in July, though existing subscribers can stay on this plan as long as it isn’t changed or cancelled.Shortly after introducing its first ad-supported plan, the streaming giant reported that the engagement of users of that plan is similar to that of the ad-free plans.“That’s really a promising indication that means we’re delivering a solid experience, and it’s better than we modeled,” Netflix’s then-Chief Operating Officer Greg Peters said during the company’s quarterly earnings call in January. “That’s a great sort of fundamental starting point for us to work with.” Peters is now the co-CEO of Netflix.The company’s long-threatened crackdown on password sharing began in May when Netflix began sending an email to members who share the service outside their household, reminding them that an account is for use by only one household

Netflix Continues To Gain Subscribers After Password-Sharing Crackdown

Topline. Costco is following the footsteps of other membership-based businesses and cracking down on membership sharing among its customers, the wholesale company announced Tuesday, according to multiple reports. Costco will begin asking customers to show the picture on their membership cards at self-checkouts. AP/Gene J. Puskar Key Facts

Costco Cracks Down On Membership Sharing—Following Netflix’S Footsteps

Netflix'in şifre paylaşımını engellemesine dair haberler uzun bir süredir gündemde. Bu uygulama, şu anda Türkiye'de olmasa da birçok ülkede kullanıcıların diğer kişilerle şifre paylaşmasının önünde bir engel oluşturuyor. Söz konusu uygulama kullanıcılar için can sıkıcı olsa da şirket, bu özelliğin geri dönüşlerinden memnun olduğunu dile getiriyor. Halihazırda paylaşılan veriler de Netflix'in bu memnuniyetini doğruluyor. . Mayıs ayı sonlarında ABD'deki kullanıcılarını da yeni şifre paylaşım politikası konusunda uyaran Netflix, veri sağlayıcısı Antenna'nın hizmeti takip etmeye başlamasından bu yana ABD'deki müşterilerinin yoğun bir şekilde platforma kayıt yaptırdığı günler yaşadı. Antenna'nın raporuna göre, bu süre zarfında Netflix iki günde yaklaşık 100 bin günlük kayıt sayısını gördü

Netflix'In Şifre Paylaşımına Yönelik Kısıtlamaları Platformun Kullanıcı Sayısını Artırdı

Netflix’s password-sharing ban hasn’t hurt its subscriber numbers.The streaming service announced May 23 it would begin efforts to block password sharing.Since then, subscription research service Antenna said last week, Netflix enjoyed the four single largest days of U.S. user acquisition in the 4½ years Antenna has been monitoring those numbers.“Based on the most current data available, Netflix saw nearly 100,000 daily sign-ups on both May 26 and May 27,” Antenna said.“Average daily sign-ups to Netflix reached 73k during that period, a +102% increase from the prior 60-day average. These exceed the spikes in sign-ups Antenna observed during the initial U.S. COVID-19 lockdowns in March and April 2020.”This isn’t to say people weren’t also canceling their memberships. Those numbers rose as well, Antenna said, but not as much as sign-ups. Netflix’s ratio of sign-ups to cancellations since the day the crackdown was announced is up +25.6% compared to the previous 60-day period.As PYMNTS wrote last week, Netflix has been seeking a way to balance its “long history of customer centricity and its need as a business to get paid.”Password sharing has been a thorny issue for Netflix for more than a decade, but it used to just grow its way through that and other problems

Netflix Signed Up 200K In Days After Password-Sharing Crackdown

Market research and analytics for subscriptions

Antenna

Market research and analytics for subscriptions

Antenna

Market research and analytics for subscriptions

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