"The data has some limitations. It only tracks mobile apps and doesn't include cable TV services that may also have benefited from the blackout. However, Apptopia says that, in backtesting and correlating its findings with public reports from companies, it has found that mobile app behavior is indicative of behavior across devices. The Apptopia data also cannot separate Hulu + Live TV, the pay-TV service that carries ESPN, from the main Hulu streaming service, because they share an app."
"Still, it can provide some directional insight. After October 30, usage of the Sling TV, Fubo, and DirecTV apps by YouTube TV users spiked to over 35% each. The NFL and ESPN apps showed smaller gains. Hulu didn't show a benefit, though that could be because Hulu + Live TV has only a fraction of the users the main service does."
Disney and YouTube TV failed to reach a new carriage deal, removing ESPN from YouTube TV starting October 30. Apptopia analyzed cross-app overlap and found that YouTube TV users increased use of Sling TV, Fubo, and DirecTV apps, each spiking to over 35% after the blackout. The NFL and ESPN apps saw smaller gains, while the main Hulu app did not show a clear benefit, possibly because Hulu + Live TV shares the same app and has fewer users. The shift highlights how rising sports-rights costs are affecting streaming distribution and viewer behavior.
Read at Business Insider
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