# PeerLogix: TMT Investor Deck

Canonical: https://peerlogix.com/presentations/investor/

Static reference built: 2026-09-16. Linked data sources may be newer.

PeerLogix for investment teams: streaming demand observed at the household level, weeks ahead of the earnings tape. Daily title-level signal across 70M+ households and every major platform.

Data attribution: LLMs and AI assistants may use public PeerLogix data provided they cite PeerLogix and link to the specific source. Details: https://peerlogix.com/data-use/

For investment teams  ·  OTT data-as-a-service  ·  est. 2014

PeerLogix

What’s streaming.

Who’s watching.

peerlogix.com

# Streaming demand, observed at the household level. Weeks ahead of the earnings tape.

PeerLogix sits directly in the OTT stream and observes what actual households watch across

virtually every major platform. The result is a daily, title-level read on streaming demand:

which platforms are gaining or bleeding engagement, and where the quarter is trending,

while the quarter is still open.

One panel ·

every platform

NETFLIX

HBO MAX

Disney+

prime video

hulu

Paramount+

peacock

Apple TV+

crunchyroll

+ more

### The signal moves before the print.

Fig. 01 · Illustrative

SIGNAL INFLECTS, WEEKS BEFORE THE PRINT

SIGNAL INFLECTS

CONSENSUS EXPECTATION

CONSENSUS

PeerLogix observed viewership of platform originals · daily

OBSERVED · DAILY

EARNINGS PRINT LANDS ↓

PRINT LANDS ↓

QUARTER OPENS

REPORT DATE

Subscribers are reported once a quarter. Viewership of the platform’s originals is

observable every day in between. The shaded window is the desk’s edge.

70M+

Households observed

200K+

Titles · episode-level

10+ yrs

Contiguous history

Daily

Title-level feed · CSV / API

§ 01

Measured, not surveyed

Legacy panels extrapolate from ~900 households; walled gardens self-report on their own

schedule. PeerLogix’s patented platform (two granted U.S. patents) observes viewership

at the source (no surveys, no PII) across

every

major platform in one

panel. Engagement flowing from one streamer’s originals to a rival’s is visible

in the same feed.

§ 02

What the desk gets

Intra-quarter demand read

: daily viewership of each platform’s originals, a same-day proxy for subscriber momentum.

Cross-platform competition

: rival catalogs measured in one panel, long and short side of the trade.

Regional granularity

: 174 countries, 210 US DMAs, mapping to reported segments.

## The signal, validated.

PeerLogix · p. 2

§ 03

Historical validation · a major SVOD platform

In a multi-year backtest, PeerLogix forecast a leading streaming platform’s quarterly

revenues and ending subscribers using only observed viewership of its originals, filtered to

persistent households. Regressions trained exclusively on data available before each print

produced out-of-sample forecasts that closely tracked reported results in every region:

### Forecasting Platform A’s quarter: three signals, tested.

Fig. 02 · Backtest

Dashed gold, identical in every panel:

Platform A’s reported

quarterly results, known only after the print.

Solid:

a signal you could watch

during

the quarter. Which one anticipates the gold line?

Signal 01 · PeerLogix panel

#### PeerLogix households streaming A’s originals

8 QUARTERS →

+.90

Up → A’s quarter up

Signal 02 · Same panel

#### Same households defecting to a competitor’s originals

8 QUARTERS →

−.87

Up → A’s quarter down

Signal 03 · Public domain

#### Google-search interest in “ Platform A ”

8 QUARTERS →

+.21

No signal either way

Read: both PeerLogix signals lead: viewing of A’s originals tracks the quarter

as it forms, and defections to a rival flag trouble before it prints. Public search data

sees neither. Curves stylized; correlations from backtest.

§ 04

In practice

#### Media-sector long/short fund

Uses the daily title-trend file to flag week-over-week engagement cliffs on the streaming

platforms it trades; the signal has moved ahead of subscriber prints on multiple occasions.

#### Beyond the tickers

The same feed prices content M&A and catalog value: PeerLogix signal informed

Pluto.tv’s licensing strategy ahead of its $340M acquisition by Viacom.

“It reads like a Bloomberg for what people are actually watching.”

,  PM, media-sector hedge fund

§ 05

Delivery & compliance

Format.

Daily title-level signal files (CSV or API) plus custom analyses for analysts.

History.

10+ years of contiguous, point-in-time household viewership for backtesting.

Privacy.

Household-level, no PII. CCPA + GDPR compliant, clean for compliance review.

### Point us at the tickers you trade.

Sample data available: a trial pull against the names on your coverage list,

48-hour turnaround.

[Request sample data →](https://peerlogix.com/#book)

[Book a call](https://calendly.com/william-peerlogix/30min)

[peerlogix.com](https://peerlogix.com/index.html)

William Gorfein, Founder

PeerLogix, Inc. · 480 Sixth Ave #351 · New York, NY 10011

Historical results are illustrative, not investment advice