Antenna

Peacock saw a record-breaking number of Gross Additions in Feb'26. With 4.9M Gross Adds (~34% of all Premium SVOD Gross Adds), Peacock added the largest number of new paying customers in a single month Antenna has ever observed for an existing service. antenna.live/insights/the-p…

The jump in Premium SVOD acquisition during Q4 is due to sporting events, like exclusive holiday games, film & TV releases, and Black Friday & holiday promotions, which are typically stacked at the end of the calendar year. Get the full analysis: antenna.live/insights/why-i… (2/2)

Premium streamers are now prioritizing acquisition around big moments that help them break through. The result? Growth is increasingly concentrated. In '25, Antenna observed the fastest growth in Premium SVOD Gross Adds in Q4, w/a +30% volume increase over the last 2 yrs. (1/2)

A few relevant data points for the newscycle: as of Jan'26, Antenna estimates there are 7.6M U.S. Subs w/both HBO Max and Paramount+. This represents 27.9% of U.S. HBOMax Subs & 21.1% of U.S. Para+ Subs. (US-only, doesn't incl. Free Tiers, MVPD + Telco distro, & select Bundles.)

The latest State of Subscriptions digs into what is driving growth for Premium SVOD, implications for churn, how & when streamers capitalize on win-backs, bundles, promos, and programming strategies. Get your copy now: antenna.live/insights/anten… (3/3)

Churn showed signs of stabilization. Weighted Average Churn for the category hit a steady 4.6%, a significant improvement from previous volatility. (2/3)

Out this am: State of Subscriptions Report - Premium SVOD 2025 Year in Review. 2025 was a year of maturation for Premium SVOD. Total Subscriptions grew +7% in ‘25, 1st time overall cat. growth fell into single digits. (1/3)

Antenna also observed 461K Sign-ups to Netflix in the 3-day window (Dec 24-26) for NFL Christmas Gameday 2025, the biggest acquisition event for Netflix of the year, a +133% increase over the service’s avg daily sign-ups in 2025. More data here: antenna.live/insights/strea… (2/2)

Heading into Super Bowl weekend, some 🏈 streaming stats: From the start of the regular season on 9/4/25 through EOY, Antenna observed Avg Daily Sign-ups for Peacock at 101K, +87% over the off-season Avg Daily Sign-ups of 54K. (1/2)

As we close out the year, Antenna is highlighting 7 charts that illustrate some of the biggest stories and themes in streaming video in 2025. antenna.live/insights/7-cha…

Some more numbers: Also as of Oct'25, Antenna estimates there are 6.7M U.S. Subscribers with both HBO Max and Paramount+. This represents 28.5% of U.S. HBO Max Subs, and 19.2% of U.S. Paramount+ Subs. (US-only, does not incl. Free Tiers, MVPD + Telco distro, & select Bundles.)

As of Oct'25, Antenna estimates there are 10.6M U.S. Subscribers w/both HBOMax & Netflix. This represents 45.2% of U.S. HBOMax Subs, but only 15.3% of U.S. Netflix Subs b/c of its large installed base. (US-only, does not incl. Free Tiers, MVPD + Telco distro, & select Bundles)

Black Friday has become a major acquisition moment for streaming. Among the Premium SVOD services that offered Black Friday promos in 2024, Antenna estimates there were 8.3M Sign-ups, +31.7% vs 6.3M in 2023. Check out the full analysis: antenna.live/insights/strea…

Out this a.m.: Antenna's Q4’25 State of Subscriptions Report on Sports & Streaming. It's chock-full of data, incl. looks into vMVPDs, league services, & RSNs, plus sports-specific analyses w/Subscriber Views on acquisition, retention, & engagement. antenna.live/insights/anten…

A sneak peek from our upcoming Q4 State of Subs on Sports...Since launch on 8/21 through 10/31, Antenna estimates 3M cumulative Sign-ups for ESPN and 2.3M for FOX One. antenna.live/insights/state…

Action, superhero, and sci-fi titles were among the most popular with these Vulnerable Disney+ subs. But what about those Disney+ Vulnerable Subs who do watch kids’ titles? What are they watching elsewhere? Lots of kids’ titles on NFLX. Full analysis here: antenna.live/insights/what-…

We segmented Disney+’s Vulnerable Subs (those in Months 2-6 of their tenure) into 2 groups: ppl who view kids’ titles vs. those who don't. Between Mar-Aug'25, when these Vulnerable Subs who don’t watch kids' titles weren’t on Disney+, they were watching hit shows on Amazon & NFLX

Understanding what subscribers vulnerable to cancellation are watching on other services can help a streamer uncover moves to increase their loyalty. A lil' Subscriber Views data 🧵for your Friday...

That new data on the value of Taylor Sheridan's shows? It's Antenna Subscriber Views data, and another example of the kind of insights you can get when connecting subscription and viewership behaviors.

Connecting viewership data with churn data helps shed light on the types of shows and programming strategies that lift subscriber retention. Read the full analysis & see Subscriber Views data in action: antenna.live/insights/what-… (2/2)

What Types of Shows Retain Subscribers? Looking at Jun'25 viewership, we observe 3 different show groupings that generate outsized retention: shows w/DEEP CATALOGS that drive regular viewing, shows that benefited from STRATEGIC SCHEDULING, & buzzy shows @ the SEASON START. (1/2)