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Visa data: the ‘couch economy’ outlasted the pandemic that created it

Visa Business and Economic Insights finds U.S. online and in-app payment share rose from 48% in 2019 to 58% in 2026, with over 17% of cards holding active streaming subscriptions versus roughly 6% for cinema or concerts.

Signal from The Measure · Jon Lafayette · read the original.

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Emmys ratings sink 10%, but Apple TV dominates with 29 wins

This year’s Emmys drew just 6.7 million viewers, down 10% from last year, even as NBCU touted 133 million social video views.

Disney unwinds DTC co-presidency, hands Adam Smith sole control

Six months after naming Adam Smith and Joe Earley co-presidents of direct-to-consumer, Disney has made Smith sole leader as Chairman, Direct-to-Consumer. Earley moves to Disney Entertainment Television to run franchise and content strategy under Debra O’Connell.

New study puts streaming tech spend at 16.4% of revenue

Bedrock and DPP surveyed 15 major US and European streaming platforms and found a median “Streaming Platform Ratio” of 16.4% of revenue spent on tech, versus Netflix’s disclosed 10%.