Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

One Platform is Bucking the Streaming Cancellation Trend…

December 6, 2022
‘Tis the season – and I’m not talking about presents under the tree. 

At the end of the year, consumers do some serious pondering: How are they going to make their life better in the New Year?

Quick thinking translates to diet, exercise, yada yada. Which is certainly true. 

But an interesting behavior change occurs too that has nothing to do with cutting calories. Instead, it has to do with cutting down on subscriptions.
Consumer complaints of having too many subscriptions to maintain are already on the rise, currently pacing +19% higher vs. last year.

And streamers are feeling the pain across the board:

This chart is very telling. Because it reveals 2 things immediately: a big winner, and a big loser.

1) Apple TV+ dropped the ball (literally). 

With World Cup hype sending consumer interest in international soccer flying, now would be the perfect time to drop another season of cult-favorite Ted Lasso.

But a series of setbacks including major script rewrites and increasing costs have punted the series 3 release date back significantly. A summer 2022 window was originally planned, but filming didn’t even begin until March 2022, so a 2023 release is pretty much confirmed at this point.

While Ted Lasso is only one of Apple TV+’s original series, it highlights the importance of fresh new content for consumers. 

And unshockingly, if consumers don’t have fresh new content, they certainly aren’t willing to pay MORE for a streaming service. 

Tweets indicate many consumers are taking Apple TV+’s recent price hike (from $4.99/mo to $6.00/mo) as the perfect opportunity to cut the subscription altogether. 

2) ESPN+ is Leveraging its Live Sports Advantage

ESPN+ is the only streaming platform in the bar chart above experiencing a decrease in cancellation mentions right now.

Cancellation mentions fell in August, around the time college football season kicked off. On the other hand, consumer mentions of subscribing to ESPN+ started to tick up at the same time.

Turns out, US consumers REALLY value live sports.
And ESPN+’s diverse sports coverage is giving the platform a leg up on the competition.

In fact, ESPN+ was a bright spot on Disney’s last earnings report, helping to offset losses in other areas of its direct-to-consumer streaming division including Disney+ and Hulu.

ESPN+ subscription numbers have steadily risen since 19Q1, with the platform currently boasting ~24.3 million subscribers.

Looking ahead we’ll be closely monitoring cancellation mentions as consumers enter a major purge period. 

Right now, it looks like Apple has some work to do if it wants to continue its ecosystem dominance…at least when it comes to streaming. 

Related Posts

Why Apple's Earnings Report Doesn't Matter

Last September we used Purchase Intent data to predict that […]

Read More
Roku Earnings: What LikeFolio Data Is Telling Us

Roku makes streaming devices that allow its customers to stream […]

Read More
iPhone Holiday Sales Off To A Slow Start

The day after the keynote address, our Consumer Purchase Intent […]

Read More
1 2 3 19

Related Posts

Related Reports


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect