Tag: churn

Ask Skip argues that DTC only works when owning the customer generates more value than distributors, bundles, licensing, or free streaming. Versant shows the tradeoff by launching MS NOW at $7.99 while keeping USA Sports focused on linear, advertising, partnerships,…

Streaming services are increasingly becoming retention tools for partners whose economics extend well beyond streaming. These deals can expand reach and lower acquisition costs, but streamers risk underpricing their content when distributors capture the broader value it creates across broadband,…

Peacock, Disney, Roku, YouTube, and potentially Netflix are turning their audiences into storefronts for third-party streaming subscriptions. Amazon’s already proven the model, and as subscriber growth gets harder, platforms can increase customer value by taking a cut of transactions for…

Ask Skip argues that high churn isn’t necessarily a problem for niche streamers if subscriber lifetime value still exceeds acquisition and reacquisition costs. The real risk comes when replacing or retaining customers costs more than the margin they generate.

Apple and NBCUniversal are using higher standalone prices to make their $14.99 Apple TV and Peacock bundle look increasingly difficult to pass up, with the latest increases expanding the bundle’s displayed savings without lowering its price. The strategy turns list…

Netflix, Disney+ and Amazon are widening the gap between ad-supported and ad-free pricing to monetize subscribers differently based on willingness to pay. Cheaper ad tiers help preserve reach and reduce churn, while higher ad-free prices capture more subscription revenue from…

Amazon and Charter are increasing their streaming leverage by owning the discovery, billing, and checkout infrastructure that turns audiences into paying customers, while MS NOW is moving the other way by building a direct membership business. As churn and acquisition…

Basics of Streaming explains how services use behavioral, billing, content, and playback signals to predict subscriber churn. The business value comes from identifying why someone’s likely to leave, choosing the right intervention, and proving that action creates incremental customer value.

MS NOW will launch its first direct membership product September 9, giving Versant a direct streaming, billing and customer-data relationship after losing Peacock as a distribution path. The real test is whether MS NOW can turn its large cable, podcast…

Peacock is raising prices across every subscription tier after reaching 48 million paid subscribers and posting its first quarterly profit, while testing a tenure-based membership program with merchandise discounts, partner perks and future NBCUniversal experiences. Comcast is pairing higher ARPU…