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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