We’re pleased to be joined once again by Antenna’s co-founder and CEO Jonathan Carson, who discusses highlights of the firm’s Q2 ’25 State of Subscriptions report “Adds and Ads.” Fully 71% of new SVOD subscribers in the past 2 years are on an ad tier, speaking to the outsized impact that advertising has had on the streaming industry.

Another finding that’s remarkable is that the demographics of ad tier and ad free subscribers are almost identical, debunking the traditional view that higher income consumers “buy out” of ad experiences. Retention is also similar across demos. Jonathan shares his insights on these findings and more. The report can be downloaded here.  

Listen to the podcast to learn more (27 minutes, 50 seconds)

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