Inside the Stream: SVOD Matures, WBD Deal Impacts TV Audience Shares

First up this week we discuss Antenna’s new State of Subscriptions report, which shows a maturing SVOD market with single-digit subscriber growth in 2025. Spike days of acquisition continue to be concentrated, with Q4 becoming ever more important. Churn has also stabilized. We also discuss the increasingly important role of bundling.

As we recorded the news broke that Netflix has backed out of the bidding for WBD, so we briefly discuss that, in the context of the latest Nielsen The Gauge numbers and how TV viewing shares will change when the deal eventually closes. 

Listen to the podcast to learn more (27 minutes, 53 seconds)

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