Thread by @Luiz_Fernando_J

Very interesting data unveiled by the #WallStreetJournal, provided by @AntennaData.
To this day, ##WonderWoman1984, #Hamilton & #Greyhound still hold the records of spikes in daily new subscriptions for #HBOMax, #DisneyPlus & #AppleTVPlus, respectively.
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But the data provided by #Antenna to the #WSJ also revealed an inconvenient truth: The Phantom menace of Churn is real. Almost 50% or more of the original subscribers of movies like #WW84 and #Hamilton are gone after 6 months in a streaming service.
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The data provided by #Antenna also show how big series such as #Netflix #BigMouth or #Hulu’s #HandmaidsTale although not attracting as many subscriptions as big films, do a slightly better job in retaining most of subscribers attracted during weekend of release for longer.
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What goes to show that, to considerably grow its base of subscriptions, a new major streaming service can rely on movies. But keeping most of that base happy as long as possible is something expensive that they only could achieve by offering consistent equivalent content.
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As you can see, #HBOMax for instance had much more spikes in new subscriptions throughout 2021 compared to #DisneyPlus or #AppleTVPlus, thanks to WB constant 17 day&date releases. The flip side is: many of those subscribers may stick around only while the premium offer lasts.
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It also goes to show why, of all streamers, #Netflix is the service with the lowest churn rate. Relying on series is more effective to keep those subscribers you thought so much for on the long run. Also explains why #DisneyPlus stuck with series despite #Hamilton’s success.
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Also shows why #Netflix is using the best of both worlds: Big Films to attract new subscribers when growth rates start to slowdown + several big hits series to lock most of those subscribers in, as long as possible.
Route that all major streamers intends to follow in 2022.
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