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Kantar reports a drop in global churn to 4.6%, with 69% of new users joining via promotional deals. Exclusive content and pricing drove 61% of sign-ups, signaling a shift in platform acquisition strategies.

According to Omdia, Shahid leads with 4.4 million subscribers, followed by YouTube Premium at 3.7 million, Netflix at 3.0 million, and StarzPlay at 2.3 million. The market is forecast to grow to $8.4 billion by 2029, fueled by mobile adoption and digital infrastructure expansion.

Launched in January 2024, the ad tier is included in standard Prime memberships unless users pay to opt out. Amazon Ads generated $47 billion last year, ranking third globally behind Google and Meta.

The “Chicago” franchise alone has generated nearly $500 million for streamers in the U.S. and Canada since 2020. Peacock now leads all platforms with over $300 million in revenue from Dick Wolf’s titles.

Direct-to-consumer revenue rose 9% to $2.04 billion, while total company revenue reached $7.19 billion, beating forecasts despite a year-over-year decline. The TV Media segment fell 13% as ad revenue dropped 21%, underscoring pressure on traditional channels.