New Antenna data highlights how SVOD is maturing and how bundling is critical. Nielsen’s data reveal potential TV audience shifts due to the just-announced WBD-Paramount Skydance deal.
Premium SVOD market matures (2:00)
New Antenna data shows that subscriber growth in the US SVOD market has slowed considerably over the past year.
Seasonality comes to SVOD subscriber acquisition (9:00)
The data also shows that many people were canceling and adding services. It also shows that seasonality has come to the SVOD market. The data also shows that most people cancel a service before signing up for a new one.
Bundles are more important to subscriber growth and retention (12:00)
Other Antenna data show that bundles persuade people to take more services and stay with them longer. They have been particularly important to the success of Disney streaming services.
Paramount Skydance wins the bidding battle for WBD (19:00)
It was announced on Thursday, the 26th, that Netflix has declined to increase its bid to match Paramount-Skydance.
What the deal means for TV audience share (21:00)
Looking at Nielsen’s The Gauge report for January 2026, it appears the acquisition of HBO Max and Discovery will have only a small impact on Paramount-Skydance’s streaming share.
