Sarah Henschel

Sarah Henschel

Sarah Henschel is a senior research analyst for Home Entertainment at IHS Markit.

Her research covers the North American markets for the digital video, and global outlook for physical and digital transactional markets. Ms. Henschel specializes in tracking, modeling, and forecasting the everchanging home entertainment landscape. Prior to joining IHS Markit, Sarah worked as an associate at NBCUniversal as part of their digital distribution team. She holds a Bachelor of Science in Business Cinematic Arts from the University of Southern California, United States. She is based in the IHS Markit Austin, Texas office.

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Disney+ hits four year subscriber growth target in one quarter

Disney reported a 36% annual growth in revenue for the fiscal first quarter 2020 (ending December 28, 2019). Consolidation of the Twentieth Century Fox (TFCF) business has boosted growth figures across cable networks and broadcasting segments, offsetting declines in legacy operations, such as ESPN and ABC Studios.

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Media & Advertising
AT&T reports rollercoaster results for 2019

Though total revenue grew from $170.8 billion in 2018 to $181.2 (6.1% y/y) billion, 2019 was in many respects a difficult year for AT&T. Mobility revenue grew by 0.8% y/y, with total subscribers growing 9.2% thanks to growth in the number of lower revenue connected devices such as cameras, cars and wearables. The companies Entertainment Group saw a 2.1% y/y contraction in revenue to $45.1 billion thanks to the loss of 4.1 million premium and OTT TV subscribers in 2019. That was a significant acceleration from the 750,000 lost in 2018, exacerbated by the OTT service also moving to the negative, cutting total subscriptions by 16.7% y/y.

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Media & Advertising
Peacock’s advertising strategy focuses on ad-tech innovation to carve out a valuable niche

NBCUniversal (NBCU) revealed the launch date and details of its advertising strategy for Peacock, its upcoming online video streaming service, on 16 January. The investors presentation outlined a number of the advertising features that NBCU, and parent company Comcast, hope will position Peacock in a valuable niche within the increasingly crowded US subscription video-on-demand (SVOD) market.

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Media & Advertising
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