We will have updates tomorrow to our monthly streaming wars trackers tomorrow and will scope what % of consumers signed up for HBO Max in our mid-May monthly survey. Key Takeaways:
- Demand was stronger for Disney+, but weaker for Apple TV+, leading into launch relative to what it is leading into HBO Max launch.
- Over time, Netflix subscribers became less likely to view upcoming competitors as a replacement for Netflix.
- Over time, consumers have revised higher the amount of money that they think is appropriate to spend per month on streaming video services.