There's a warm place in this newsletter for streaming services, and that's because right now, it's still a pretty hot niche to be in—especially the non-traditional area.
Last week it was Quibi (which is now trying to sell itself), and this week it's Peacock, NBC's free (with ads) service.
Downloads on the App Store and Google Play shot up to the highest single-day downloads since launch week, with more than 86K estimated downloads on Sunday. That's nearly triple the downloads Peacock saw earlier in the month.
December saw a curious split: downloads dropped 2% while revenue sat at $1.3B. ChatGPT and TikTok dominated both charts as the mobile industry enters a new maturity phase.
Wall Street bet $2 billion on Polymarket, and downloads surged 1,172% in December. The prediction market banned in 2022 is now where Wall Street looks for signals.