On May 23, 2023, more than a year after making its first announcement regarding the password sharing crackdown, Netflix (NASDAQ: NFLX) began limiting account access to only people living in the same household. Ahead of Netflix’s FY23 Q2 earnings call, Bloomberg Second Measure’s consumer transaction data shows that the streaming platform experienced a spike in … Continued

Movie theater chains have entered the 2023 summer blockbuster season with a lineup of big-budget titles such as The Little Mermaid, Spider-Man: Across the Spider-Verse, and Transformers: Rise of the Beasts. Our analysis of U.S. consumer spending data at three major movie theater chains—AMC Entertainment Holdings Inc (NYSE: AMC), Cinemark Holdings Inc (NYSE: CNK), and … Continued

With summer blockbusters attracting moviegoers back to the box office, consumer transaction data reveals that U.S. sales for AMC Entertainment Holdings (NYSE: AMC) in June 2022 tripled compared to the same month last year. Our analysis further shows that the movie theater chain’s sales and average monthly sales per customer are higher than they were … Continued

While some video streaming platforms have recently implemented ad-supported tiers or experienced declining subscriber counts, our data shows that as of March 2022, major music streaming subscription services like Spotify (NYSE: SPOT) and Amazon Music continued seeing subscriber growth in the U.S. for their paid subscription plans.

Even as new competitors have entered the streaming wars, Netflix and the Disney+ bundle had the highest overall average customer retention rates in 2021. A further breakdown of streaming services’ customer retention by acquisition price point shows that most ad-free streaming plans also had higher customer retention rates than their ad-supported counterparts.