Monday AM Briefing #54
The stories and trends in OTT streaming you *need* to know for this morning & the week ahead
A Short Essay on Churn & Q2 2021 Results
Lots of pieces and data about churn in streaming popping up in the closing weeks of Q2 2021:
The Hollywood Reporter highlighted decelerating growth for Disney and Netflix
SVOD churn jumped to 20% from 15% in H2 2020
TV[REV] suggested this jump in churn is evidence of their “The Great Rebundling” hypothesis
The avera…