Madison and Wall: Saturday Summary

For the week ending September 29, 2023

In what turned out to be one of my more popular posts since I started, this past week I wrote about the “right” way to think about forecasting revenue growth for ad-supported companies.  Hint: it’s not about the MAUs or ARPUs.   You can read much more about how to think about anticipating growth or decline here

I also wrote about what I think is the right way to think about forecasting video consumption trends among different distributors of content.    As I note, it’s mostly a function of share of spending on content, and based on how different distributors are likely to shift that spending over the next couple of years, unsurprisingly it’s likely that ad-free or ad-light services will take significant share going forward.   You can read more here.

Source: Madison and Wall, Company Reports

With the the third quarter completing today we’ll have lots of new data covering a range of topics to look at in the week ahead.  Stay tuned!