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CMCSA
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91 days

Streaming-Video Subscribers Are Leaning Into Ad-Supported Plans

1. 46% of premium streaming subscriptions now include ads, rising from previous quarters. 2. Ad-supported plans represented 60% of first-quarter gross additions. 3. Cost-effective ad tiers are attracting budget-conscious consumers as prices rise. 4. Higher churn rates are associated with ad-supported subscriptions, impacting revenue stability. 5. NFL playoff streaming on Peacock slightly decreased ad-supported subscriptions year-over-year.

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FAQ

Why Bullish?

The rise in ad-supported subscriptions indicates increasing revenue potential for CMCSA's Peacock.

How important is it?

The shifting landscape towards ad-supported models presents immediate revenue opportunities for CMCSA.

Why Short Term?

Short-term growth is expected as consumer behavior shifts and ad revenue increases.

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