How things have changed

[Bruce]

I was reading this article about Comcast’s plan to spin off the Cable Channels, how it looks to be a disaster-

Comcast’s ‘SpinCo’ ratings slide has been ‘catastrophic,’ Moffett analyst says

Two weeks after Comcast officially became the first major U.S. | The media company is spinning off its struggling cable channels, but steep ratings slides could limit their value in the M&A marketplace.

www.streamtvinsider.com

Noticed a few things inserted in there-

First, ratings for NBC/Comcast’s owned Cable Channels-

Then they show revenue for Warner, Fox and AMC Cable Channels-

that revenue for Warner Bros. Discovery’s cable networks is set to drop by 13% in 2024 vs. 2022, while AMC Networks channels will see a sales decline by more than 20% over that same span. Fox’s mix of news and sports, meanwhile, offers resistance to the erosion, with revenue expected to grow by 6%.

 

[Bruce]

Streaming continues to go up in ratings-

Streaming viewership increased 7.6% in the November interval and the category posted a record share of TV with 41.6% (+1.1 pt.).

TV Viewing in November Interval Reaches Highest Level Since February, Streaming Nabs Largest Share of TV Ever in The Gauge™ | Nielsen

Streaming accounts for 41.6% of time spent watching TV in November, with The Roku Channel, Prime Video and YouTube each hitting platform-best shares

www.nielsen.com