Streaming Video Back to Future

BCG
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

9
every slide · same image gating as the playbook
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Slide 1
front_matter
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SVOD = subscription video on demand.summarize
Open slide detailBeat · Surface ObservationLoop · Segmentation Split
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The chart segments services into 'The top five SVOD services', 'Contenders', and 'The long tail'. Growth is indicated by color-coded circles below each bar.analyze_data
Open slide detailBeat · First LayerLoop · Segmentation Split
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The slide uses stacked bar charts to differentiate between two types of churn intent: 'using only to watch specific shows' vs 'intend to cancel'.compare_peers
Open slide detailBeat · First LayerLoop · Segmentation Split
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summarize
Open slide detailBeat · Deeper LayerLoop · Myth Buster
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The chart uses a 100% stacked bar format to compare service type distribution across different usage intensity cohorts.analyze_data
Open slide detailBeat · Deeper LayerLoop · Myth Buster
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Data shows that AVOD/FAST usage correlates with higher total weekly viewing hours, suggesting incrementality rather than substitution.quantify_impact
Open slide detailBeat · Deeper LayerLoop · Myth Buster
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The slide uses a stacked bar chart for survey agreement and a stacked column chart for time allocation.analyze_data
Open slide detailBeat · Core InsightLoop · Aha Moment
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The chart uses a line graph to visualize the relationship between SVOD subscription count and AVOD/FAST usage.diagnose
Open slide detailBeat · ImplicationsLoop · Aha Moment