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Research company Antenna noted that November was the first month they observed the majority of signups for premium SVOD services going to ad-supported plans versus ad-free ones. So the majority of signups going to ad-supported versus ad-free.

And there was a recent NextTV article from Dave Frankel, noting that Netflix was still watched more than twice as much versus any other SVOD in the US during Q2, only YouTube, excluding YouTube TV beat Netflix in US streaming minutes during Q2, and that was only slightly. The Disney bundle, Disney+, Hulu, ESPN+, if you added all of those up, they're the next closest to Netflix in terms of usage.

Something else that's also interesting to watch is that because there are so many subscription video on demand players and the costs of these services keep rising outside of bundle offerings and ad supported tiers, something that is seeing significant growth are free ad supported streaming options. Things like Tubi have been doing very well. Roku has been doing well.

And now you have streaming becoming more like linear with so many of these SVOD services having live programming that comes from their affiliated broadcast like watching live NBC or CBS content on Peacock and Paramount Plus. Marcus Johnson:. Mm-hmm. Story two.

It's also Netflix and basically every other subscription video service is really feeling the fact that they need to increase revenues. Just adding new users isn't cutting it anymore. If the news was Disney loses 11 million subscribers in Q2, but average revenues per user are up like 50%, I don't think this would be viewed as bad news, really. It would be more mixed, or maybe even positive.

So, we're talking people made videos and reels and TikToks over subscription video on demand, according to Deloitte. And part of that is because overwhelmed by the choice. Having to look through all these catalogs, having to sit through Netflix for what's entertaining.

That's a good question and that is of course subscription OTT for the most part, the streaming wars, we are spending more and more and more time whether we're paying for it or whether we're going to the free services or the ad-supported tiers now. More and more time actually in front of that big TV in our living room while we're sitting on the couch, so we're sort of come full circle.

But across all the subscription video on demand players, ad-supported tiers are now commonplace. So I think that is something that will be evident for many, many years. Man-Chung Cheung (11:55):. Yeah. So just speaking from the APAC's perspective, and I don't want to pigeonhole the entire region, but I think people have been fairly frugal. They are really price-sensitive.