Two horror movies from YouTubers are beating out Disney at the box office. TV OS’s are gaining importance. And Congress is scrutinizing the NFL’s media rights deals.
The two YouTube creator movies, Backrooms and Obsession, are the number one and two movies in the US, beating Disney’s Star Wars movie The Mandalorian and Grogu. Both creator movies were made on budgets a fraction of the size of Star Wars’ budget. Is this part of a new creator-led revolution at the box office?
MoffettNathanson data shows that ad-supported SVOD is taking a larger share of the connected TV ad revenue pie, at the expense of FASTs. However, the FAST market continues to grow in total revenue; Tubi and the Roku Channel are the two leading providers (excluding YouTube, which dwarfs all others). That said, the Roku Channel is enjoying more than twice the revenue growth of Tubi.
The explanation for why the Roku Channel is doing so much better than Tubi can be found in the latest TiVo Video Trends Report. The report highlights the growing importance of the TV OS in the decision-making process for people buying a new TV. It also shows that the time spent browsing for content in the TV OS interface exceeds the time spent in the interfaces of the apps that people use. Roku has made no secret that most of the video plays on the Roku Channel come from promotion and search in the TV OS interface, not from within the Roku Channel interface.
A new Antenna Report highlights the importance of live sports for engagement and the recruitment of new subscribers. It helps explain why sports rights are becoming so fragmented.
A congressional committee asked NFL president Roger Goodell to testify about the league’s rights licensing deals. He declined to appear, preferring instead to answer their questions in a letter. But in an election year, expect voters’ growing frustration with sports rights fragmentation to spur further scrutiny by elected representatives.
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