Observed Signal · Jan 9, 2020 · Earnings Report · Source: OnlineMarketing.de · Impact: 4/5 · Sentiment: Negative
Twitch Ad Revenues Miss Expectations
The Information cites Amazon-sourced material indicating Twitch’s advertising revenue fell short of internal goals. 2018 ad revenue was reportedly $230 million, with 2019 at approximately $300 million; internal targets for 2019 were projected at $500–$600 million. Amazon acquired Twitch in 2014 for $970 million. In total ‘GVC’ revenue (ads, donations, subscriptions, sponsorships) Twitch reportedly earned $1.54 billion in 2019, slightly above YouTube Gaming’s $1.46 billion, per Nielsen’s SuperData data cited by The Load Out. Forbes attributes Twitch with around 73% market share in streaming, while competitors like YouTube and Facebook have recruited popular streamers to grow influence; Ninja (Tyler Blevins) left for Mixer. Twitch reportedly has more than 3 million unique creators and over 15 million daily visitors, though ad revenue figures were not disclosed by Twitch. If The Information’s sources are correct, Amazon may need to optimize Twitch’s ad system for 2020.
Earnings context; ad revenue underperformance for Twitch
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Key Takeaways & Evidence Grounding
- In 2018 Twitch allegedly earned $230 million in advertising revenue; 2019 ~ $300 million.
- Internal 2019 advertising targets for Twitch were $500–$600 million.
- Twitch was acquired by Amazon in 2014 for $970 million.
- Twitch’s 2019 combined GVC revenue was $1.54 billion; YouTube Gaming $1.46 billion (per Nielsen SuperData via The Load Out).
- Ninja (Tyler Blevins) left Twitch for Mixer; Twitch is described as market leader with ~73% market share per Forbes.
- Twitch reportedly has over 3 million unique creators and more than 15 million daily visitors.
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