Netflix is an 11 billion USD company, and is frequently cited as an example of a 'disruptor'. Inspired by a tweet from Netflix - "Sleep is my greatest enemy", we wondered; what and who is keeping people awake at night?
Netflix: who and what is keeping people awake at night
1. Netflix: what and who is
keeping people awake at night
Researchโฆ Total Search Labs (TSL)
2. Introduction
Netflix is an 11 billion USD company, and is frequently cited as an example
of a โdisruptorโ. Inspired by a tweet from Netflix - โSleep is my greatest
enemyโ - we wondered; what & who is keeping people awake at night?
Methodology
Data tells us a lot about peopleโs behaviours and interests. Search data from
Google, is arguably the richest way to understand peopleโs intent (before,
during or after a show). Using Google Trends, filtered to the last 7 days, we
extracted hourly trends in searches for Netflixโs top 50 television shows.
With Facebook having over 1 billion users, we looked to the ad platform to
reveal more about the demographics of people.
Using a combination of searches and interests, we were able to understand
โwhatโ & โwhoโ is keeping awake at night. United Kingdom, only.
3. Executive summary
Netflix's true competitor really is sleep; its primetime viewing is between
00:00 & 02:00, well beyond peoples recommended bedtime.
Beyond sleep deficit, this data reveals more about Netflix than we knew
prior:
1. Netflix need not compete with linear
Netflix may not necessarily compete with linear; there is enough time and
attention for both linear and streaming to co-exist.
People are simply finding more time to watch shows, eating into their sleep
instead.
2. Netflix has two core audiences
Netflix has two clear target audiences; 18 - 24 y/o and over 25, where there
is no overlap in viewership between both.
25 - 45 y/o have similarities with 46 - 65 y/o, but we suspect the latter
aren't a target and merely share similar viewership patterns.
3. Females are Netflix's primary viewers
Similar to social media, where females are the most active, viewership on
Netflix from females is greater across nearly all genres.
Netflix claim that age, gender or geography should be โโฆon the garbage
heapโ. While gender may not be a core differentiator, how males vs. females
behave and feel are significantly different. This may be relatable to findings
of late-night primetime viewership.
5. Netflix owns the night
Primetime television, between 20:00 โ 23:00, is the traditional peak for
linear viewership. Using hourly data from Google search, we found that
people watch 59% of shows between 19:00 โ 04:00, with late night viewing
peaking between 00:00 โ 02:00.
One could argue that 00:00 โ 02:00 is the new, modern-era of primetime;
evidence that Netflix has truly disrupted linear viewership. Alternatively, it
may also depict how people use the streaming service; shifting from linear
to digital late at night.
Primetime more pronounced
Removing the average from the data,
primetime viewing becomes more
pronounced; highlighting that Netflix
attracts late-night viewership.
Aggregated searches for top 50 tv shows on Netflix
6. Brooklyn Nine-Nine tops late viewership
Exploring the top 50 of Netflix television shows (only) that
people are watching late at night (00:00 โ 02:00), Brooklyn
Nine-Nine is the show thatโs most likely to take our viewing
into the wee hours, followed closely by Money Heist.
โActionโ retains our late-night viewing
Breaking down the shows by genre,
โactionโ shows like the Marvel series are
most-likely to keep us awake late at
night holding users viewing until
03:00, and even 04:00.
โComedyโ is second, only one hour
behind โactionโ, holding our viewership
until 03:00.
7. โCrimeโ, โdramaโ and โadventureโ show close correlation of viewing between
around 21:00 โ 23:00, the traditional peak.
โAnimationโ, which includes children's favourite โPaw Patrolโ,
reveals that children are watching Netflix before school between
06:00 โ 08:00.
Table of viewing by hour, highlighting anything above average:
Kids watch โPaw
Patrolโ before
school 06:00 โ
08:00
8. 8+ ratings control the night
Looking at iMDB ratings for shows, we expected to see later viewership
associated with shows that are rated higher; thatโs true in part, however,
rated 8 & 9 shows are equal in viewership between 20:00 โ 23:00.
Rated 8 shows are more likely to retain
our viewership greater until 01:00,
where rated 9 shows begin to drop-off.
โBlacklistโ (left) rated 8 & โBreaking Badโ (right) rated 9
9. Runtime encourages late viewership
The longer the runtime, the later weโre likely to stay up watching. Shows
that are 60+ mins have greater late-night viewership than any other
runtime.
Notably, when we explore averages of runtimes, its clearer how the runtime
affects peoples viewership; people are more likely to watch shows with a
runtime of 20 โ 30 mins during 05:00 โ 18:00, with the least amount of
viewership at lunchtime.
Evenings
Evenings are restricted to shows 40+ mins, where there is a sharp decline
in viewing of shows between 40 โ 60 mins after midnight.
10. Primary viewership is female
Using interest data from Facebook, weโre able to understand more about
the demographic of viewership. Apart from โdocumentariesโ and
โanimationโ, which genres include the fewest shows like โMythBustersโ &
โRick & Mortyโ, females claim primary viewership for most genres.
Unpacking the averages across genres
(right), we see clearer delimitation as to
which shows females vs. males prefer.
โDramasโ have predominantly female viewership
Notably, females prefer โdramasโ with the greatest number of
shows swaying to the female demographic.
โPretty Little Liarsโ
audience is 90%>
female
Gender split in interest
11. Exploring which shows are preferred by different genders:
18 -24 y/o represent one in three
Broadly, 18 โ 24 y/o are 1/3rd of Netflix audience, over-indexing in โdramaโ
where โPretty Little Thingsโ, โStranger Thingsโ, โSupernaturalโ & โThe
Originalsโ โ where they represent 47% of viewership.
Figure 1% represents above average within gender
12. Top 10 shows by age
Knowing that adoption of Netflix subscriptions varies by age, we explored
the most popular shows with key segments:
Comparing the viewership preferences of different ages, itโs clear than
Netflix knows that different ages have clearly defined shows viewership,
although claiming otherwise: "Geography, age and gender? We put that on
the garbage heapโฆ", Netflxi VP of Product Todd Yellin:
Shows are either geared towards two age groups, 18 โ 24 y/o and 25 โ 45+
y/o, where 18 โ 24 y/o share nearly no โcoreโ viewership with any other
demographic.
25 โ 45 & 46 โ 65 y/o then have more common viewership than they do
different.
Interest is weighted from Facebook Ads
13. Summary of findings
Based on our findings, weโd like to highlight the following observations:
What
๏ง People watch 59% of shows between 19:00 โ 04:00
๏ง Late night viewing peaking between 00:00 โ 02:00
๏ง Brooklyn Nine-Nine is the show people watch late at night
๏ง โActionโ shows are most-likely to keep us awake late at night
๏ง Children are watching before school between 06:00 โ 08:00
๏ง 8 & 9 rated shows are equal in viewership between 20:00 โ 23:00
๏ง Rated 8 shows are more likely to retain our viewership greater
๏ง Shows 60+ mins long have greater late viewership than any other
๏ง Shows with a 20 โ 30 min runtime are viewed during 05:00 โ 18:00
๏ง Evenings are restricted to shows 40+ mins
Who
๏ง โDramasโ have predominantly female viewership
๏ง Broadly, 18 โ 24 y/o are 1/3rd of Netflix audience
๏ง 18 โ 24 y/o represent 47% of viewership for โPretty Little Thingsโ,
โStranger Thingsโ, โSupernaturalโ & โThe Originalsโ
๏ง Shows are either geared towards two age groups
๏ง 18 โ 24 y/o share nearly no โcoreโ viewership with any other
๏ง 25 - 65 y/o have more common viewership than they do different.
14. Digitas
Digitas is The Connected Marketing Agency, relentlessly committed to help
brands better connect with people through truth, connection and wonder.
Total Search Labs (TSL) is designed to keep Digitas clients ahead of the
marketplace in search understanding, usage and performance.
Our team is deliberately diverse - with experts in data, strategy, creative,
media and technology working seamlessly across capabilities and
continents to make better connections and achieve ambitious outcomes
through ideas that excite, provoke and inspire.
We are endlessly curious and fully transparent, always examining real
human behavior to create authentic connectionsโbetween brands and
consumers, clients and partners, and ideas and outcomes.
Digitas operates in over 25 countries across six continents and is part of
Publicis Media, one of four solution hubs within Publicis Groupe, which is
present in over 100 countries and employs nearly 80,000 professionals.
To connect with us or learn more, visit www.digitas.com