The TVision Signal - December 6, 2023
The TVision Signal
December 2023 Edition
Our Special Monthly Look at CTV Content & Viewer Trends
December 6, 2023
Welcome to the December 2023 edition of the TVision Signal Report. Think of it as an extended edition of our weekly TVision Power Score. In addition to sharing insight into the shows that are performing best across streaming apps, we're taking a deeper dive into the viewer and content trends shaping the future of the CTV landscape. Want to find out which programs and apps are drawing in audiences and keeping them engaged? Or how the rise of streaming has impacted linear TV viewing? Keep reading to find out!
Top 20 CTV Shows of the Week
First let's examine the shows and movies that are ranking highest according to our signature TVision Power Score. Here are the shows that topped the Power Score list between November 27 and December 3 2023 thanks to their ability to both attract viewers and hold their attention throughout the show.
The TVision Power Score
Ranking the Top CTV Shows for 11/27- 12/3/2023
| Rank | Show | Platform |
|---|---|---|
| 1 | Squid Game: The Challenge (S1) | Netflix |
| 2 | Monarch: Legacy of Monsters (S1) | AppleTV+ |
| 3 | The Santa Clauses (S2) | Disney+ |
| 4 | The Gilded Age (S2) | Max |
| 5 | Virgin River (S5) | Netflix |
| 6 | Lawmen: Bass Reeves (S1) | Paramount+ |
| 7 | For All Mankind (S4) | AppleTV+ |
| 8 | The Kardashians (S4) | Hulu |
| 9 | Bosch: Legacy (S2) | Amazon Freevee |
| 10 | Love Has Won: The Cult of Mother God (S1) | Max |
| 11 | Paris in Love (S2) | Peacock |
| 12 | Frasier (S1) | Multiple |
| 13 | Loki (S2) | Disney+ |
| 14 | The Crown (S6) | Netflix |
| 15 | Young Sheldon | Multiple |
| 16 | Invincible (S2) | Amazon |
| 17 | Black Cake (S1) | Hulu |
| 18 | The Morning Show (S3) | AppleTV+ |
| 19 | Gen V (S1) | Amazon |
| 20 | The Santa Clauses (S1) | Disney+ |
The top four shows on the Power Score all retained their spots from last week. Four apps are represented among the top four shows - "Squid Game: The Challenge" on Netflix, "Monarch: Legacy of Monsters" on AppleTV+, "The Santa Clauses 2" on Disney+ and "The Gilded Age" on Max.
Part 2 of season 5 of "Virgin River" (Netflix) was released on November 30. That caused the show to bounce back up the Power Score to the fifth spot.
Top 20 CTV Movies of November 2023
Want to know which of this year’s movies are best engaging viewers across all apps? Here are the movies that topped the Power Score list in November.
The TVision Power Score
Ranking the Top CTV Movies for November 2023
| Rank | Movie | Platform |
|---|---|---|
| 1 | Five Nights At Freddy's (2023) | Peacock |
| 2 | Good Burger 2 | Paramount+ |
| 3 | Leo | Netflix |
| 4 | Charlie Brown Thanksgiving | AppleTV+ |
| 5 | Dashing Through the Snow | Peacock |
| 6 | Please Don't Destroy: The Treasure of Foggy Mountain | Amazon |
| 7 | Bye Bye Barry | Netflix |
| 8 | Pain Hustlers (2023) | Amazon |
| 9 | The Burial | Amazon |
| 10 | Maxine's Baby: The Tyler Perry Story | Netflix |
| 11 | Old Dads | Hulu |
| 12 | Quiz Lady | Disney+ |
| 13 | Tim Burton's The Nightmare Before Christmas | AppleTV+ |
| 14 | Hannah Waddingham: Home for Christmas | AppleTV+ |
| 15 | Fingernails | Amazon |
| 16 | Totally Killer | AppleTV+ |
| 17 | Spirited | Netflix |
| 18 | The Killer (2023) | Peacock |
| 19 | Minions: The Rise of Gru | Netflix |
| 20 | Ralph Barbosa: Cowabunga | Highcharts.com |
At the top of TVision's Power Score for CTV Movies in November 2023 are two highly- promoted movies "Five Nights at Freddies" on Peacock and "Good Burger 2" on Paramount+.
Viewers Watch Both Linear and CTV
The majority of homes are watching both linear and CTV every month.
How Americans Watch TV
| Platform Type | Share of Viewers |
|---|---|
| Broadcast Only | 19.8 |
| Mix of TV Viewing | 57.9 |
| CTV Apps Only | 22.3 |
In this section we examine household reach for Streaming, Cable and Broadcast. In the month of October, Streaming fell slightly to 90.1% of all households. Most households continue to leverage all three. The smallest percentage - but still a clear majority - of homes accessed broadcast in October - 65.6%.
Apps with Ad-Supported Options Gain Share
Data from TVision Total View shows that the largest category of apps - those that offer both ad and ad-free options, such as Netflix, Hulu and Disney+ - continues to gain share.
Share of Time Spent by App Type
| App Type | Share of Time Spent |
|---|---|
| Hybrid SVOD/AVOD | 44.5% |
| AVOD | 21.0% |
| dMVPD | 11.4% |
| FAST | 7.7% |
| SVOD | 5.2% |
| Other | 2.7% |
The Apps On America’s TVs
The top five apps in November 2023 for Household Reach are Netflix, YouTube, Hulu, Amazon Prime, and Max.
Top CTV Apps by Household Reach (November 2023)
| Rank | App | Household Reach | | --- | --- | | 1 | Netflix | 56.7% | | 2 | YouTube | 54.3% | | 3 | Hulu | 38.6% | | 4 | Amazon Prime Video | 31.1% | | 5 | Max | 24% | | 6 | Disney+ | 20.5% | | 7 | Peacock | 20.3% |
The CTV Content Types Engaging Viewers
In November we saw fairly significant changes in the split between Episodes and Movies, with movies increasing from 13% of share of time spent to 15%. Viewers also spent more time with weekly released shows this month, having gone from 13% of all time in October to 21% in November. This could be a result of more apps adopting the weekly release format, with even Netflix going with a staged release format for "Squid Game: The Challenge."
Shows vs. Movies
| Type | Share |
|---|---|
| Shows | 85% |
| Movies | 15% |
Binged Shows vs. Weekly Release
| Type | Share |
|---|---|
| Binge Release | 79% |
| Weekly Release | 21% |
Original vs. Syndicated Content
| Type | Share |
|---|---|
| Original | 57% |
| Syndicated | 43% |
New Shows vs. Older Shows
| Type | Share |
|---|---|
| New Shows | 17% |
| Older Shows | 83% |
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