Live Blogging Netflix’s Christmas NFL Stream Across iOS, Roku, Fire TV, Apple TV, LG, Samsung and Vizio

Netflix’s NFL stream is live, and so far, my initial stream connections across iOS, desktop, Roku, Fire TV, Apple TV, Samsung, LG and Vizio are all looking good. I’ll be updating this blog post throughout the day. I use two separate Netflix accounts and do not run more than four streams simultaneously. All devices connected to the TVs are wired with the MacBook and iPads on wifi. My ISP at home is Optimum, 500Mbps, and I am also running on a neighbor’s Verizon 1 Gig connection. You can contribute to the discussion taking place on my LinkedIn post here. You can jump here in the post for tech details tied to chunking, protocols, subtitles etc.

Updated December 26: Netflix said US viewership of the NFL games was 24.3 million AMA for the Ravens-Texans game and 24.1 million AMA for the Chiefs-Steelers matchup. US viewership for the Ravens-Texans game peaked with the Beyonce Bowl at 27 million viewers. Global viewership numbers will be released on December 31st.

1:29pm ET: Startup times across all devices are fast, averaging 1-3 seconds, depending on the platform. Latency, which I will detail later, varies widely based on the platform compared to OTA in local markets.

1:40pm ET: Some users report streams stopping after starting, and I’ve now experienced being kicked off a stream on an iPad. For another iPad, I can’t login to Netflix with an error of “Network Error. Please try again later.”

1:46pm ET: Truly a global audience for the game, with users showing photos of their stream from Yemen, Romania, Turkey, Scotland, Mexico, Africa, Israel, Sweden and many other countries.

2:00pm ET: Some users report having to scrub to the live stream once joining the stream. Comments online include “You click on Watch Live, and it just takes you into the gameday coverage. You have to pause and slide to get to the actual live game,” and “I have to fast forward it to get to live.” I had this experience once when I exited the app on the Fire TV stick and rejoined the stream.

2:03pm ET: Some complaints from users online of being unable to cast from their phone to the TV, but that’s not something that Netflix supports in the ad tier version of Netflix. Per Netflix’s website, “Using a mobile device to watch Netflix on a TV isn’t available with an ad-supported experience. To use your mobile device to watch Netflix on your TV, you’ll need to change to an ad-free plan.” Users can connect using Chromecast built-in (Formerly Google Cast) TVs with Chromecast built-in allow you to cast from your mobile device to the TV. Chromecast built-in is only available on Philips, Polaroid, Sharp, Skyworth, Soniq, Sony, Toshiba, and Vizio TVs.

2:45pm ET: Some viewers comment online that the video quality looks bad, saying it “looks horrible,” “terrible quality,” etc. Still, there’s no way to know what they mean, whether it’s an actual tech issue or just a user’s preference for the video quality they want. I’m getting a mix of picture quality, and the stream looks excellent on TVs, across Apple TV and Fire TV, but on the Roku and iPads, I see some artifacts.

3:00pm ET: There are a few reports of network errors, but they don’t seem widespread. I’ve been contacting users posting comments on Twitter for their Country/City/ISP details, but I don’t see any widespread problems across a specific ISP.


3:17pm ET: Netflix provides audio in English, Portuguese, French, Spanish, and German, as well as subtitles in English. For me, the subtitles are about 10 seconds behind the action on the iPad and 6 seconds behind on Fire TV and Apple TV. Netflix does not support iPads running iOS 16 or earlier, which accounts for two online complaints with users running older iPads that can’t be updated. Users are reporting some issues, such as problems on their end with what their device can support, something we see from all live streaming events.

3:47pm ET: Some tech details

– Netflix is doing (Corrected 12/26: 2 second chunks) 3-second chunks, subtitles are time XML-based time text markup, and the stream uses CMAF/DASH (H264, no AV1 support seen). Someone who sent me some data noticed that Netflix doesn’t “show” the complete list of available profiles/qualities in the stream manifests. They pre-initialize the stream, check your device, browser and network speed and pick the best option, giving a single quality profile in the manifest. Most would agree that this is a good approach when you are in charge of the whole workflow, as Netflix is.

Netflix is switching domains/CNAMEs of the stream based on several conditions, such as your ISP, IPv4/6, etc. Netlfix’s video player only requests the manifest during player initialization, and video and audio + subtitles are encoded separately. This makes sense due to the multi-language support. In the URL, the query strings show a few details. Netflix generated the URLs to expire after 12 hours and encrypted hash, server-side authentication is being used.

video:
Input #0, mov,mp4,m4a,3gp,3g2,mj2, from ‘https://[redacted by Dan]’: Metadata: major_brand : iso6 minor_version : 1 compatible_brands: cmafcmfcdashiso6 creation_time : 2024-12-25T12:34:11.000000Z Duration: N/A, bitrate: N/A Stream #0:0[0x1](und): Video: h264 (avc1 / 0x31637661), none(tv, bt709), 1920×1080, SAR 1:1 DAR 16:9, 30k tbr, 30k tbn (default) Metadata: creation_time : 2024-12-25T12:00:00.000000Z handler_name : ETI ISO Video Media Handler vendor_id : [0][0][0][0] Side data: unknown side data type 24 (834 bytes)

audio:
Input #0, mov,mp4,m4a,3gp,3g2,mj2, from ‘https://[redacted by Dan]’: Metadata: major_brand : iso6 minor_version : 1 compatible_brands: cmafcmfcdashiso6 creation_time : 2024-12-25T12:34:11.000000Z Duration: N/A, bitrate: N/A Stream #0:0[0x1](und): Audio: aac (mp4a / 0x6134706D), 48000 Hz, stereo, fltp, 128 kb/s (default) Metadata: creation_time : 2024-12-25T12:00:00.000000Z handler_name : ETI ISO Audio Media Handler vendor_id : [0][0][0][0]

5:20pm ET: To compare latency, I had viewers in DC and Texas compare their OTA feed to my streaming feed in NY. Compared to OTA, the streaming latency on a MacBook was 16 seconds, 14 seconds on the Fire TV, 3 seconds on an iPad and 10 seconds for Roku and Apple TV. The feedback I received from users in Europe and LATAM averaged about 20 seconds (no specs on their hardware). I think latency is not as significant a problem as many in the industry suggest.

6:32pm ET: Beyonce’s performance is over, and I see no issues reported by users in volume. With the performance over and the game now a blowout with a score of 24-2 in the 3rd quarter, I suspect viewership has dropped from its peak.

7:35pm ET: The stream is over. We are now waiting for viewership numbers, which will be lower than the boxing event, based on some data ISPs have shared with me. I give Netflix an A on the stream. Tonight wasn’t just a big day for Netflix but for the entire industry. Their success as a company equals success for everyone in the streaming industry. The progress of one is the progress of all.

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Some Tech Details from Netflix’s Boxing Stream and What To Look For on Xmas Day

Since Netflix’s live boxing event, I’ve talked to more than half a dozen ISPs globally and others who had direct insight into traffic during the event. Based on those conversations, info from manifest files, error codes, and other sources I will not disclose, here’s part of what happened during the event and what to watch for during Netflix’s NFL games on Christmas.

Post-event, some quickly suggested that ISPs ran out of “capacity” while not even defining what capacity they were referring to. For most ISPs, almost all of Netflix’s traffic was carried on private network interconnects and appliances. Of the seven ISPs I spoke with, located in the US, Europe and another location, none had any capacity issues with peering, transit or private interconnects. In conversations with ISPs and what some ISPs posted online, they said:

  • “We have plenty of capacity with them in the form of OCAs and Private interconnects.”
  • “We had plenty of OCA bandwidth capacity and overhead available.”
  • “None of our paths that feed our OCAs were at capacity.”
  • “We had a healthy overhead of Netflix interconnect/OCA.”
  • “None of our connections with Netflix were saturated.”

Multiple ISPs told me how they had the fight and regular programming streaming from an OCA closest to them, and only the fight had issues, which is very telling. That’s why Netflix’s SVOD content and other non-Netflix streaming services looked fine. Netlfix deploys caches differently based on the ISP and region of the world, with some ISPs having Netflix caches in some of their larger telco central offices and cable headends and others having direct private peering connections with them at core sites, among other connection options.

Netflix did not use any third-party CDNs for the boxing event and is not currently adding any third-party CDNs into the mix for the NFL games. Anyone who said that Netflix used them for the boxing event or wondered if they did should stop guessing. It’s public info, as you can see in traceroutes and by talking to those involved in the event. Netflix is utilizing the same infrastructure to deliver live streams and VOD content, and some statements by those on LinkedIn that Netflix is using a “separate” infrastructure for live is not accurate. Netflix spins up and down resources needed for their Open Connect servers and doesn’t have any hardware “limitations” across Open Connect for live like some want to suggest.

Looking at data from manifest files and other sources, from what I and others observed, it was interesting to see Netflix doing 1-second segments, which was surprising. One of the key technical issues I saw was that manifest files were not refreshing at times, leading to connection errors. I sorted through more than 1,000 posts on Twitter from users who provided screenshots of errors, and the three errors below were the most commonly reported from what I saw.

  • Netfix Error TVQ-PB-101 (5.3): This error happens when an issue with data stored on the user’s device stops Netflix from playing. It requires a restart of the device.
  • Netflix Error TVQ-PB-101 (3.2.400): This error happens when a network issue stops the device from reaching Netflix. Users who get the error on any device other than a Roku or smart TV are asked on Netflix’s website to contact Netflix to help them “investigate” the issue, and Netflix’s support site provides no suggestions for solving the problem.
  • Netflix Error: UI-113 and NSEZ-403: This error happens when a network issue stops the user’s device from reaching Netflix and can’t connect to the user’s account, with Netflix suggesting to “try again later.”

Some LinkedIn posts suggested that Netflix should have prepared better for the event by “simulating” more traffic in advance, which is a ridiculous statement. Those making such comments show their lack of understanding of how live events work. No company can simulate 65 million simultaneous streams across any network in a real-world test. As Netflix said post-event, “It’s impossible for our engineering team to test that magnitude of traffic and viewership unless they have a real, live thing, which is what happened.” It’s also important to note that Netflix had no previous streaming telemetry and viewing data specific to live, in any significant quantity, to know from a regional standpoint where the most viewership would come from. They were using VOD viewership data to try and figure out live traffic, and it’s easy to warm up caches for VOD, something you can’t do with a live stream.

To tune stream performance during a live event, you need enough real-time network telemetry and observability data to make the tuning decisions. The boxing event was Netflix’s first large-scale live streaming event on their platform. I don’t know how many logs Netflix was processing per second, but for a recent live event with an AMA of just over 10 million, the content owner told me they were processing 15 million log records per second. With Netflix having so much data from the boxing event to put towards tuning QoE for the NFL games, I would expect the user experience for the NFL stream on Christmas to be vastly improved over the boxing event.

While no one knows how many simultaneous viewers Netflix will get for the NFL games on Christmas, I expect it to be less than the boxing event. The boxing stream had people tuning in from many different regions globally because the event was more of an entertainment spectacle than a pro boxing fight. The NFL games will see more traffic coming from the US, and Netflix knows what US regions will have the most viewership for the game based on the team’s local markets. That said, Beyonce performing at halftime is an entertainment event, not a sports one, so I would expect Netflix to see a surge of non-football viewers if they can time the halftime show accurately.

A not-often-mentioned but critical point is that Netflix’s boxing event was initially scheduled for July 20th. If the event had occurred on that date and not been postponed to November 15th due to Tyson’s injury, Netflix would have had 5 months between the boxing event and the NFL games on Christmas to help tune its network. However, due to the schedule change, Netflix’s 5-month window to prepare for Christmas dropped to 45 days. Those who do live events for a living understand the level of what Netflix is looking to pull off at a scale not seen before, with a timeline that is unheard of. Adding to the complexity is that a Netflix executive was recently quoted as saying that Christmas is the largest viewing day on their platform.

Using the simultaneous streams methodology, I estimate viewership will be in the 40-50 million range for the NFL stream on Christmas. The wild card in the guess is that Netflix has never given global streaming rights to any platform for an NFL game. In 2023, the Las Vegas Raiders and Kansas City Chiefs drew an average TV audience of more than 29 million viewers on CBS, making it the most-watched Christmas Day game in 34 years. If you compare that number to TV broadcasts from previous years, note that out-of-home viewing was not included in Nielsen final nationals until 2020. Between global rights, large viewership on Christmas day and Beyonce as the halftime show, there are elements to the stream where no previous data exists to make a comparison.

After the boxing event, there were more than a few posts on LinkedIn that gave out false information, made-up numbers, and opinions disguised as facts, using terms with no definition. Before you share any of these posts, please stop and look at the source of the info, any data or numbers presented, and the words used. These posts and their sharing don’t help the industry; they set us back. If we talk about the challenges of delivering video at scale with excellent QoE, the conversations need to be based on facts, not guesses or pitches for P2P products from vendors. Netflix publishes a lot of technical information about Open Connect publicly and presents at multiple shows that detail a lot, but not all, of what they have built.

My post does not capture all of the technical elements and challenges Netflix had during its boxing event. Still, quite a few pieces of information were shared on public platforms and in private conversations, providing a little insight into what took place. Some additional details I have can’t be disclosed but have been used on background. For Netflix’s games on Christmas, I have put together a team of people from across the industry who are in the infrastructure trenches and will have access to real-time stream data. They will contribute information to me during the event and remain unnamed as I blog about it. If Netflix pulls off the NFL games with minimal hiccups, which is my hope, I’ll have nothing to blog about, which would be good. Their success in streaming the NFL games would be a success for the entire streaming industry, and we should all be rooting for them. In this case, the progress of one would be the progress of all.

Here’s a link to the discussion on this topic on LinkedIn.

The Economics of the CDN Business Have Not Changed, Only Vendors Execution

The economics of the CDN business have never changed. Vendors spend money to put capacity in place, hoping that over time, they get more bits to deliver and the economics of scale kicks in. It’s a gamble with a high risk of failure. Many vendors bet on 4K/8K/Metaverse/AR/VR “insert non-sense consumer app here,” but they didn’t get the additional volume they were betting on. As a result, they could not grow their business at the level they needed to to get to a scale where they could lower their costs enough to make the business work.

Deployment architecture is also a significant factor in determining success. CDNs must be able to deliver content with the QoS that customers demand while keeping their costs down. Efficiency is EVERYTHING. Akamai realized this early on and started working with ISPs to deliver customer content from caches within ISPs or connected to ISPs via peering/transit/interconnects. For some reason, Limelight thought it best not to work with ISPs to deploy caches in large quantities, with less than 10% of their traffic ever being served via ISP relationships. Instead, Limelight focused on delivering bits from “dense Super PoPs” that were far more expensive to build and maintain. Edgio’s direct cost on the Limelight network was around $0.0005 per GB delivered, while Akamai’s cost is less than half that.

When you sell a delivery service for less than it costs you to deliver it, you only survive based on the money you can raise to keep the business going. When interest rates increase on borrowed money, vendors can no longer afford the interest payments, and they go out of business. It’s simple economics. What happened to Edgio is the same thing that happened to iBEAM, Panther Express and other CDNs from twenty years ago. The times have changed, but the business economics haven’t. See www.cdnlist.com

The biggest problem with the CDN business has ALWAYS been vendors and industry people suggesting the total addressable market (TAM) for CDN delivery services is larger than it is. When executives at any company don’t live in reality and don’t understand the market, they will go out of business! Limelight’s filings disclosed that less than 20 customers comprised 70+% of its business. Over many years, we saw how Akamai’s delivery business was directly impacted by its “top six internet platform accounts.” As an industry, we have the data to see the “true” size of the CDN market and the expected growth level. The fact that many want to ignore the numbers and make up their own is what sets false expectations, leading to failure. A handful of customers comprise the largest percentage of overall revenue for all CDN vendors. A shift in strategy by any of them and vendors are impacted, more often than not, negatively.

Regarding capacity, there is not a shortage. Vendors are willing to pay to build out more capacity if customers will pay a fair price, which they are willing to do. But it must be built out realistically. Large customers still have Akamai, Amazon, Fastly, and CDN77 as options, and within specific geographic regions, other CDN vendors are strong in those locations. Some of the largest companies have also supplemented their delivery with DIY and first-party CDN capabilities, with a few other large content owners currently looking at that as an option. 4K quality video is not growing much as a percentage of total bits delivered by CDNs, and content owners optimizing their encoding has, in many cases, lowered their total bit delivery year-over-year.

The economics of the CDN business have not changed, and every vendor has been trying to replicate what Akamai has done. Akamai offers a delivery service at a scale that they routinely disclose is profitable. They achieved this by diversifying their business from only offering delivery services to other non-CDN services, like security, with higher margins. This allows them to generate cash to re-invest in the business and build more scale while lowering costs. Amazon has done the same thing with its CloudFront delivery business, to the tune of more than $1.1 billion in revenue this year (I’m not disclosing the source of the number), within a larger AWS business that will do over $110 billion in revenue in 2024. The economics of the CDN business have never changed over the past thirty years, only the vendors’ execution in the industry.

The Numbers and Details Behind Bending Spoons Plans to Acquire Brightcove

In regulatory filings (two 8-Ks and one 10-Q), more details have emerged in Bending Spoons plans to acquire Brightcove, including some terms for employees who stay on with the new company, the number of aggregate shares of company common stock tied to RSU awards, the exact number of Brightcove employees, a disclosure of a “material weakness in internal control over financial reporting,” and other company details. I have highlighted some of the numbers below, and Mark Donnigan and I recorded a special podcast discussing the proposed Brightcove acquisition, which you can listen to here.

  • As of Sept 30, 2024, Brightcove had 621 employees, not 720 like multiple people keep reporting
  • If the deal is not completed by August 24, 2025, Brightcove would have to pay $7.8M in a termination charge
  • Brightcove’s CEO, CFO, CLO all have been given a $200K bonus to stay on with the Company or one of its subsidiaries through the Closing
  • Employees who stay with the new entity cannot have their salary or base hourly rate “reduced by more than 10%” for 12 months.
  • Brightcove disclosed a “material weakness in internal control over financial reporting.” Fortunately, Brightcove says the material weakness “did not result in any material misstatements in our financial statements or disclosures, and there were no changes to previously released financial results.”
  • Brightcove has a minimum commitment of $6.6 million over two years for content delivery network services, hosting and other support services.
  • On March 20, 2023, Brightcove granted 1,563,688 premium-priced options to some of its employees under its 2021 Stock Incentive Plan. The options have a strike price of $7.00 and vest in equal installments over three years following March 10, 2023.
  • An aggregate of 1,904,276 shares of Brightcove’s common stock were subject to outstanding company stock options, and an aggregate of 7,579,892 shares of company common stock were subject to outstanding company RSU awards.
  • While not in the filing, I find a record of 53 patents granted to Brightcove. However, in Q1, the company sold an unknown number of its patents to Adeia for $6.0 million. I don’t know how many patents Brightcove currently owns.
  • At the end of Q3, Brightcove had 1,923 premium customers, which was slightly down YoY. Outside of premium customers, Brightcove had 469 “starter” customers, paying $350 monthly, which was slightly down in Q3 YoY.

Further details on the deal can be found in this blog post.

Akamai Pays $125M for Select Contracts in Edgio’s Bankruptcy Filing

Akamai has provided more details tied to their $125 million bid for customer contracts from Edgio’s security and content delivery businesses as part of Edgio’s bankruptcy auction. These contracts will give “several hundred net new customers” the necessary support to migrate smoothly to Akamai. For the fourth quarter of 2024, Akamai expects this transaction to add approximately $9-$11 million in revenue. For the full year 2025, Akamai anticipates this transaction will add approximately $80-$100 million in revenue and have approximately $25-$30 million of transition service costs.

Akamai agreed to pay certain costs for Edgio to operate its network during the transition and wind-down period, estimated to be $15-$17 million in Q4, until Edgio ceases its content delivery network in mid-January 2025. Akamai Technologies has acquired select customer contracts from Edgio’s businesses in content delivery, security, and non-exclusive license rights to patents in Edgio’s portfolio. The transaction does not include acquiring Edgio personnel, technology, or assets related to the Edgio network.

Overall, Akamai’s costs will be $150-$160 million in the deal, and they expect to generate between $89-$111 million in revenue over the next five quarters. Akamai’s revenue estimates do not include the revenue potential for Akamai selling these new customers cybersecurity and cloud computing services or additional revenue generated from the potential growth of the delivery contracts.

For those who will make statements saying the deal was good or bad for Akamai, it can’t be determined unless you have details of Akamai’s conversations with customers, especially the larger ones. Edgio had some very large delivery contracts with Amazon Prime Video, Sony, Samsung, and Microsoft, and it’s unknown what customers might have committed to Akamai in their conversations. This is the third deal for Akamai, where they acquired CDN contracts from a competitor, and the company has excellent insight into the value of those contracts for their business.

Bending Spoons To Acquire Brightcove in an All-cash Transaction Valued at Approximately $233 Million

Bending Spoons, a Milan-based mobile app development company, announced plans to acquire Brightcove in an all-cash transaction valued at approximately $233 million. Brightcove shareholders will receive $4.45 per share in cash for each share of Brightcove common stock, with the deal expected to close in the first half of 2025. This deal is a natural progression for the company, and over the past 18 months, I spoke to multiple PE companies that were looking to take Brightcove private. It was only a matter of time before this happened.

While Brightcove has struggled to grow revenue over the past four years, it has a clean balance sheet and has projected a non-GAAP loss from operations of $0.1M — $1.1M for 2024. The company ended Q3 with $27M in cash and cash equivalents. Brightcove’s 2024 revenue guidance is $197.7M – $198.7M, so Bending Spoons is valuing the company at about 1.2x projected 2024 revenue. Brightcove’s 2023 revenue was $201.1M, 2022 revenue was $211.1M, and 2021 revenue was $211.09M.

If the acquisition goes through, this won’t be Bending Spoons’s first company in its portfolio tied to video. Earlier in the year, they acquired StreamYard (also known as Hopin) and previously acquired Evernote, WeTransfer, Issuu, Filmic, and Meetup. Earlier this year, Bending Spoons raised $155 million in its latest equity financing round, giving them a post-money valuation of $2.55 billion. It raised $340M in 2022, and earlier this year, Bending Spoons CEO and Co-Founder said the company had raised over $500M to date. In 2022, Bending Spoons announced it surpassed $100 million in annual revenue, and during a 2024 media interview, the CEO disclosed the company’s revenues were $392M in 2023 and expected to surpass $500M in revenue for 2024.

While it’s unknown what Bending Spoons’ plan is for Brightcove, the company has a history of mass layoffs and shutting down US operations for companies it acquires. After acquiring Evernote, Bending Spoons closed its operations in the US and Chile, laying off almost all the staff in those areas, and moved the business to Europe. After acquiring WeTransfer, bending Spoons laid off 75% of its employees. After Bending Spoon’s acquisition of Filmic, they laid off the entire staff, and after acquiring Meetup, they moved operations to Europe, resulting in mass layoffs.

Much has been written about how Bending Spoons regularly cuts the employee headcount of companies it acquires to operate them profitably and have a clear, tight product focus. While that’s not good for the employees of the companies it acquires, it’s simple business economics. While I have no insight into how Bending Spoons might staff Brightcove after the acquisition, I expect them to do a large round of layoffs as there will be much job overlap from the previous companies they have acquired. In a 2024 interview, the CEO stated that Bending Spoons had 300-400 employees. At the end of 2023, Brightcove had 671 employees.

New Data Shows That 4K Bit Delivery Growth is Still Flat Across CDNs

New data shows that 4K bit delivery growth is still flat across CDNs. In 2022, I detailed how many streaming services were optimizing their encoding and, in some cases, reducing the highest rung in their bitrate ladder to save money. CDNs I spoke to then were very open about seeing a drastic reduction in the volume of video bits delivered due to bitrate optimization.

According to new data this month from CDN77, 4K video playback is still not significantly driving traffic growth across the CDN industry. Across all their customers, while 4K titles make up less than 15% of available content and approximately 10% of initial requests, they account for less than 5% of overall playout time on their network. Other CDN vendors I have spoken to recently reinforce what CDN77 is seeing, with some CDNs telling me that 4K bit delivery still makes up 5% or less of the total bits they deliver each month, flat from last year.

CDN77 recently analyzed its logs and spoke to several customers to get insight into the latest trends regarding 4K content libraries and playback. They found that 4K video takes up 12-15% of their clients’ content libraries, meaning up to 15% of titles are available in 4K. 8-10% of all initial requests are made for 4K, but interestingly, 4K represents less than 4% of the overall playout time.

This discrepancy is partially caused by the fact that while users (or players) frequently request 4K content, it often switches to a lower profile during playout, reducing overall 4K playout time. Interestingly, some clients admitted adjusting their ABR algorithms not to push 4K as a default profile even if end users’ connectivity allows. Instead, they force lower quality (720p/1080p) as a default, leaving 4k as an option for the client to choose manually.

Also, some streaming services, like Max, charge more monthly to get 4K streaming as an option. Their With Ads and Ad-Free Plan offer up to 1080p, but to get 4K, you must sign up for their Ultimate Ad-Free plan at $20.99 monthly. The cost for the 4K plan is more than double their base plan at $9.99 per month. And while no third-party CDN delivers video for Netflix, they charge $22.99 monthly for a plan with 4K streaming, more than 3x the cost of their Standard with ads plan at $6.99 monthly. Today, fewer subscribers are taking plans that give them access to 4K content, and most live events don’t even offer 4K video quality as an option. Amazon’s TNF games, YouTube’s NFL Sunday Ticket package, MLS Season Pass and Friday Night Baseball on Apple TV+ max out at 1080p. For all the talk in the industry about how sports events must be in 4K, content owners are very open that offering 4K as an option does not drive more viewership or revenue to the streaming service.

What we saw just after the pandemic with content owners looking to cut costs in their video workflow has not changed. There is still pressure to cut costs at the lower end of the bitrate spectrum, as content providers tend to lower bitrates for smaller qualities, ultimately offsetting total bandwidth volumes. Some within the streaming industry keep talking about the “growth” and “need” for 4K video quality, but as the data shows, those statements are not grounded in facts, and the data from CDN providers says otherwise.

Related Posts:
Rate of Video Traffic Growth Declining Across CDNs and ISPs As OTT Services Optimize Encoding Bitrates, See Little Demand for 4K Quality

With Streaming Services Cutting Bitrates to Save Money, Vendors That Bet on 4K for Revenue Growth Have Lost