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Fox鈥檚 choice to push Tubi as an independent brand rather than promote it as 鈥渢he Fox streaming service鈥� is a high-risk, high-reward strategy that could either develop Tubi into a household name or cause it to fade away.

They've got Amazon way out in front here because most households in the US are Amazon Prime households, and so you just get this service. But far more people watch Netflix, and we've got Hulu and Disney plus pretty close to Amazon also. Zach Goldner:. In terms of Disney, just wait until ESPN has its standalone broadcasting channel that can go out to everyone in the US.

In this article, a New York Times article, they point to a Deloitte study, the found American households paid an average of 60, 6-0, dollars a month for four streaming services, and the piece says that suggests the once unthinkable possibility. Many of the executives were saying that there will only be three to four streaming survivors.

According to Ipsos, 61% of US adults say there are 鈥渢oo many鈥� streaming services, and US households can spend more than $1,000 per year on them. A singular hub for sports content could address both concerns in one swoop. The question is whether the venture would push competitors out of the market, which Fubo and others argue it will.

The rising cost of streaming services has accelerated the decline of traditional pay TV services. Pay TV penetration has been on a decline in the US for years, but the trend will be observed on a global level for the first time in 2024, with penetration set to decline steadily through at least 2028.

On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.

And so compared to the 60 million households who watched, this was not seen by most events, these kinds of numbers.

But anyway, I think stuff like that is a sign that Fox is really trying to push Tubi to be more of a household name. I do think that there's opportunity to grow it further. As the big streaming services are licensing out more content to eliminate debt, Tubi will become a good destination to watch really big shows like Westworld.

So today US households pay $30 a month for an average of four streaming services, according to that Journal article. In 2018, they were paying half as much, $15, for half the number of services, two. That's according to S&P Global Market Intelligence. Disney did say that when they increased the ad-free price from eight to 11 bucks, 94% of subscribers ate the $3 increase and stuck with the service.

And so folks, 46% of US households have cable. And after you cut the call, you've got to find out where your favorite teams live in the streaming world. And I think it would be cool if you had a JustWatch, but for sports. Have you guys heard of the site, JustWatch? You basically go to it, you can type in... There's a US, there's a UK version, there's probably others as well.

I think that you should be able to play regular household games at the casino. If I could hit the table and play Game of Life-. Daniel Konstantinovic:. Oh, that'd be great. Marcus Johnson:. ... how fun would that be? Daniel Konstantinovic:. Yeah. Marcus Johnson:. Thank you, exactly. Casino with household... get a round of UNO, a little Monopoly. That could be too long. Daniel Konstantinovic:.

But Netflix is gradually chipping away at the leader with its increasingly robust content library, especially as more households shift their time spent away from linear TV. But the catch-up will be slow; the gap will narrow from 5.9 million viewers in 2023 to 5.5 million in 2027. The sub OTT segment is growing its reach as total digital video viewers plateau.

Yeah, in my household they're also the Gen Alpha darling because my daughter can't get enough of them, whether the shoes themselves or those McDonald's charms that you mentioned. I just realized how much traction the brand has in our household. And I can't buy non-Crocs because I tried buying a dupe once and the quality just wasn't the same. The foam didn't hold up as well and the print wore off.

It brings household-level data to the individual level and paints a more complete picture of co-viewing behaviors inside and outside of the home. Panels can capture viewing activity from households without TVs. 蘑菇AV 4% of US households watch TV only on mobile devices, according to the Advertising Research Foundation (ARF).

What's going on there is if you have a subscription to Netflix, you're paying $15.50 for the standard plan, you can share within your household, within your physical location, within that building. But if you want to have someone outside of your household use your account, you have to pay $8 per person.

Amazon Prime, one of my stats is like 70% of US households already have Amazon Prime with no ads on it. These things are just huge, way, way, way out in the front, and there's no indication that people are going to get rid of them or downgrade. Netflix is canceling the password sharing and people are just signing up, they're just paying for it.

And then Third Bridge analyst, Jamie Lumley thinks about 50% of the reported 100 million households, that was the headline figure that kept going around, a 100 million households were not paying for Netflix, was sharing passwords.

And so if you could buy one for the household the way that you used to buy one phone for the household or one TV for the household and people would share it, I could see that being possible. This is also different in the sense that The Economist had something, a 2021 survey. Three times as many people said they would buy a headset from Apple. Three times as many as second place, Google.

Today, two-thirds of Americans are CTV viewers, so over 200 million people, but less than half of US households have cable. In four years time, a third will. There are more CTV viewers than regular TV viewers. But Paul, what does time spent look like for TV versus CTV? Paul Verna:. Well, the gap in time spent still favors TV, but that's changing.

Yeah, Prime households, as you were saying Evelyn, just looking it up now, 71% and growing somehow. So everyone has access to Prime or can steal someone's Prime it seems. The price is interesting though. If you're a one medical person, if you just have one medical, this primary care service standalone, it's $100 a year and Prime is 140 for the year.

So, there's an Advanced TV article suggesting the amount US households spend each year on video services will fall 8% over the next couple of years by 2027. This is according to Ampere Analysis. Do you agree? Do you think per household spending on video services is going to go up or down? Daniel Konstantinovic:. If it goes up, I don't think it's going to go up by much, but falling 8% is interesting.

He points out that free and supported TV or fast viewership in the US has eclipsed 50% in recent years, and Roku is well positioned to capitalize on the trend, especially in a moment where inflation has made many households more sensitive to cost. But Paul, what do you make of how Roku is currently positioned, given a pretty well performing Q3? Paul Verna:.

I think they said in the article it's like 70 million households have access to ESPN. Ballpark. Oscar Orozco:. Sounds about right. Marcus Johnson:. Yeah. Anyway, let's move to round four. Double points round four, of course. And Max still ahead by one point. So all to play for, he's got seven. Oscar and Ethan tied with six. As we move to round four, we start with Ethan.