1Q22 Subscriber Share Data for SVOD, Consumers Hitting a Limit With Paid Video, Walmart Announces Canoo Order
Today's Above Avalon daily update includes the following stories:
1Q22 Subscriber Share Data for SVOD
Consumers Hitting a Limit With Paid Video
Walmart Announces Canoo Order
We will kick things off by examining granular data for paid subscription video on demand (SVOD) subscriber share. This will give us a look at how many people are signing up for Prime Video, Netflix, Disney+, Apple TV+, etc. The discussion then turns to evidence of consumers starting to hit a limit in terms of the number of paid video streaming services available for purchase. We conclude with Neil’s thoughts on Walmart ordering 4,500 EVs from Canoo and what Walmart is likely interested in doing.
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