Whose Winning the Video Streaming Coverage Race?

It's a crowded field in the video streaming horse race. Netflix is clearly the first mover, but many other entrants are jockeying for position and challenging the leader.

We compared the recent press coverage that seven horses in this race (Amazon Prime, Apple TV+, Disney+, Hulu, Netflix, WarnerMedia, and YouTube) received. To do so, we analyzed 1731 articles that appeared on Dow Jones/Factiva during March and April in which the words video and streaming appeared adjacent to each other. (Factiva is a global news resource with over 32,000 publications.)

Here's what we found:

Total mentions of these seven "horses" rose to 3533 in April from 2382 in March. As expected Netflix led the field in April with 1614 mentions. Hulu and Disney+ made a strong move in April with 728 and 446 mentions respectively. (Not surprising, given Disney's big investor day announcements in April.) Apple TV+ faded after its March debut.

Here's what mention market shares looked like in March and in April:

Positioning in this race is highly sensitive to special events/announcements. Quarterly or even annual mention market share analysis will be more telling. Look for our first quarterly analysis in early July.