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.
every platform
The signal moves before the print.
Fig. 01 · Illustrative§ 01Measured, 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.
§ 02What 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§ 03Historical 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 · BacktestDashed 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
Signal 02 · Same panel
Same households defecting to a competitor’s originals
Signal 03 · Public domain
Google-search interest in “Platform A”
§ 04In 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
§ 05Delivery & 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.