Insights

Antenna Insights On The Subscription Economy

Featured Insights

October 19, 2026
How the 2026 NFL season is impacting streaming sign-ups so far
September Sign-ups across Paramount+, Peacock, ESPN, and FOX One were up 11.2% from the offseason monthly average (March-August 2026). Antenna data shows how the first month of the NFL is already impacting streaming sign-ups.
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October 7, 2026
Seasonal favorites thrive on streaming
Seasonal programming, like The Grinch and It's a Great Pumpkin, Charlie Brown, not just draws in streaming audiences; it actually drives substantial new sign-ups to streamers. Antenna data shows the most-watched seasonal favorites and looks at which seasonal specialty services win big in the fall.
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September 30, 2026
Summer blockbuster movies drive streaming sign-ups in fall
Streamers now slot in some of summer’s biggest hits to a fall lineup already stacked with football and hit series premieres. Together, these tactics drive the acquisition uplift that marks streaming’s reinvention of “The New Fall Season.”
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September 23, 2026
Fall belongs to streaming now
As TV transitioned to streaming, it had to establish new cycles. Increasingly, it has become clear that the Fall Season has not disappeared; it has changed shape.
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September 10, 2026
A new way to see which shows drive sign-ups
Antenna has developed a new way to evaluate the role programming plays in streaming: Show Premiere Acquisition. Shows are evaluated relative to their premiere dates, enabling an apples-to-apples comparison of how many of a service's new sign-ups viewed specific programming.
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August 28, 2026
Where Cord Cutters go in the first month after they cancel
The industry overall has had a particularly difficult time understanding Traditional Cord Cutters in the U.S. — those leaving a traditional pay-TV provider (MVPD) — because no single vantage point could see the full journey.
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Reports

November 25, 2025
Q4'25 State of Subscriptions: Sports and Streaming
Live sports fill an increasingly important role in acquiring and retaining streaming subscribers, as the rights these events continue to shift from pay TV.
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September 3, 2025
Q3'25 State of Subscriptions: Specialty SVOD
In recent years, non-Premium SVOD services, which include Specialty and Sports SVOD, as well as vMVPDs, have grown faster than Premium SVOD services.
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May 20, 2025
Q2'25 State of Subscriptions: Adds & Ads
Advertising has become an entrenched part of the streaming landscape in a remarkably short period of time. Just two years ago, half of the Premium SVOD services didn’t even offer an ad-supported plan, and only about 1 in 3 subscriptions were opting in to ad plans. But today, things look pretty different. So for the Q2’25 edition of Antenna’s State of Subscriptions Report, we’re offering an updated look at advertising in the streaming ecosystem.
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February 25, 2025
Q1'25 State of Subscriptions: Premium SVOD Year in Review
2024 was an important year of maturation for streaming video overall and the Premium SVOD category. The category continues to grow double digits – Antenna estimates 10.4% year-over-year growth for Premium SVOD.
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October 19, 2026
How the 2026 NFL season is impacting streaming sign-ups so far
September Sign-ups across Paramount+, Peacock, ESPN, and FOX One were up 11.2% from the offseason monthly average (March-August 2026). Antenna data shows how the first month of the NFL is already impacting streaming sign-ups.
See More
October 7, 2026
Seasonal favorites thrive on streaming
Seasonal programming, like The Grinch and It's a Great Pumpkin, Charlie Brown, not just draws in streaming audiences; it actually drives substantial new sign-ups to streamers. Antenna data shows the most-watched seasonal favorites and looks at which seasonal specialty services win big in the fall.
See More
September 30, 2026
Summer blockbuster movies drive streaming sign-ups in fall
Streamers now slot in some of summer’s biggest hits to a fall lineup already stacked with football and hit series premieres. Together, these tactics drive the acquisition uplift that marks streaming’s reinvention of “The New Fall Season.”
See More
September 23, 2026
Fall belongs to streaming now
As TV transitioned to streaming, it had to establish new cycles. Increasingly, it has become clear that the Fall Season has not disappeared; it has changed shape.
See More
September 10, 2026
A new way to see which shows drive sign-ups
Antenna has developed a new way to evaluate the role programming plays in streaming: Show Premiere Acquisition. Shows are evaluated relative to their premiere dates, enabling an apples-to-apples comparison of how many of a service's new sign-ups viewed specific programming.
See More
August 28, 2026
Where Cord Cutters go in the first month after they cancel
The industry overall has had a particularly difficult time understanding Traditional Cord Cutters in the U.S. — those leaving a traditional pay-TV provider (MVPD) — because no single vantage point could see the full journey.
See More
August 17, 2026
Q3’26 State of Subscriptions: 1 in 3 U.S. consumers have tried a Specialty SVOD
Antenna estimates 35% of US SVOD consumers have now transacted with a Specialty SVOD service, up from 26% two years ago, according to the latest State of Subscriptions Report, released today.
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July 21, 2026
FIFA World Cup 2026 delivered big sign-ups for FOX One
FOX One, with the exclusive English-language streaming rights in the U.S. for FIFA World Cup 2026, brought in 2.8M Sign-ups in June 2026, according to Antenna estimates. It is the largest acquisition month observed since the service launched in August 2025.
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June 18, 2026
Roku by the numbers
In light of FOX's June 15 announcement of plans to acquire Roku, we wanted to take a closer look at how Roku is performing relative to the broader U.S. streaming market. As of May 2026, Antenna estimates Roku Apps and The Roku Channel together accounted for 24.4M U.S. SVOD Subscriptions — a 4.5% share of the market...
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June 28, 2023
Antenna’s State of Subscriptions Report: Adds and Ads
For the past fifty years in many markets, including the U.S., the video industry has functioned primarily on a dual revenue-stream model. In other words, television networks and pay-TV operators have shared the revenue that consumers paid for access subscriptions, and have also shared the revenue generated by advertisements that ran during the programs.
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June 19, 2023
Understanding Consumer Ad Choice Segments
Ad-supported plans have rapidly become an important part of the streaming video market, currently accounting for 25% of all Premium SVOD subscriptions. And they are especially critical to acquisition: ad-supported plans now make up nearly one-in-three new sign-ups.
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June 9, 2023
A First Look At The Impact of Netflix’s Password Sharing Crackdown
Since alerting subscribers in the United States that it would begin to curb password sharing on May 23, 2023, Netflix has had the four single largest days of U.S. user acquisition in the four and a half years that Antenna has been measuring the streaming service.
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