Is Antenna profitable in 2026?

Antenna has not disclosed profitability or current revenue. Its own 2021 recap claimed quadrupled revenue and near six-figure MRR by December 2021, but no updated company-sourced figures exist through mid-2026, and no profitability claim has been made.

Could AI replace Antenna's subscription analytics?

Not easily. Antenna's core asset is a proprietary transaction panel capturing purchase and subscription signals from millions of Americans, per its own site (2025-2026). AI can automate report writing but cannot conjure equivalent first-party consumer transaction data.

Who founded Antenna and when?

Antenna was founded by CEO Jonathan Carson and President/co-founder Rameez Tase, publicly launching in February 2020, according to Axios reporting from December 2020.

Who is Antenna's biggest competitor?

Sensor Tower, which absorbed data.ai/App Annie in 2024 and rebuilt its data pipeline in 2025, and Similarweb (NYSE:SMWX), which claims tracking 2,800 plus SDKs across 3 million plus apps as of July 2026, both target similar analytics buyers.

Has Antenna raised any funding since its Series A?

No new funding round has been publicly reported since Antenna's $10M Series A closed in March 2022, led by Bertelsmann Digital Media Investments, per Yahoo Entertainment reporting from that date.

What does Antenna actually sell?

Antenna sells subscription and consumer-app spending analytics, tracking sign-ups, subscribers, churn rate, and market share for streaming and other direct-to-consumer subscription brands, using a proprietary transaction panel per its own site.

Financial data and information services · United States

Antenna

antennadata.co ↗

Antenna tracks U.S. subscription app spending using a proprietary consumer transaction panel.

Losing its protection

Assessed 22 July 2026 · Evidence as of 22 July 2026

The structural protection is eroding.

On the recordSince 22 July 2026 · Checkable from H2 2026 · Every call on the record Checkpoint: Fox's acquisition of Roku closes, testing whether media buyers keep paying for Antenna's data

The call

Antenna has real data and press credibility but no funding news since 2022, leaving it exposed if bigger rivals decide to compete directly.

Antenna built a real service that watches how many people subscribe to streaming apps like Netflix and Disney Plus, then sells that data to media companies and investors. The problem is that bigger companies like Sensor Tower and Similarweb can build the same thing without much trouble, since Antenna's main advantage is just having collected subscriber numbers first. The one thing that matters most: if Antenna raises new money in the next year, it might stay independent; if not, it will probably get bought by a larger company or forced to take a worse deal.

Why

AI pressure: None apparent. AI cannot invent the real consumer transaction data Antenna's panel is built on. Could AI do the core job? Unlikely.

Bigger players: Sensor Tower and Similarweb. Both already track app data at scale and face no barrier to adding subscription analytics. Could a giant copy it? Yes, easily.

What protects it. Its multi-year panel of real subscriber transactions, which rivals would need years to rebuild.

What would change this call

Antenna announces a Series B or discloses continued silence past 12 months. Shows whether Antenna can fund independent growth or faces a down-round/acquisition.
Sensor Tower or Similarweb launches a subscription-analytics product for media buyers. Would show incumbents replicating Antenna's core offering, eroding its moat.
Fox/Roku acquisition closes and Antenna contract terms change. Would show buyer consolidation compressing Antenna's client base or pricing.

Key numbers

$14.2M total funding raised (2022-03)
47 employees (2024-12)
$2.8M estimated annual revenue (2026)

Named risks

No follow-on funding reported since March 2022 Series A, over four years of silence. Severity: high
Subscription-panel model is structurally replicable by larger, better-funded incumbents. Severity: high
Core Premium SVOD market growth slowed from 12% to 7% between 2024 and 2025. Severity: medium
Buyer-side consolidation, such as Fox's June 2026 Roku acquisition, could shrink Antenna's customer base. Severity: medium

Rivals, as read in July 2026

Rival	Direction	Evidence
Sensor Tower	gaining on	Absorbed data.ai/App Annie in 2024, rebuilt data pipeline in 2025
Similarweb	gaining on	Public NYSE:SMWX, claims 2,800+ SDKs across 3M+ apps as of July 2026
Yipit/Second Measure/Earnest Analytics	contesting	Already operate consumer transaction panels comparable to Antenna's core data source

Questions people ask

Is Antenna profitable in 2026?: Antenna has not disclosed profitability or current revenue. Its own 2021 recap claimed quadrupled revenue and near six-figure MRR by December 2021, but no updated company-sourced figures exist through mid-2026, and no profitability claim has been made.
Could AI replace Antenna's subscription analytics?: Not easily. Antenna's core asset is a proprietary transaction panel capturing purchase and subscription signals from millions of Americans, per its own site (2025-2026). AI can automate report writing but cannot conjure equivalent first-party consumer transaction data.
Who founded Antenna and when?: Antenna was founded by CEO Jonathan Carson and President/co-founder Rameez Tase, publicly launching in February 2020, according to Axios reporting from December 2020.
Who is Antenna's biggest competitor?: Sensor Tower, which absorbed data.ai/App Annie in 2024 and rebuilt its data pipeline in 2025, and Similarweb (NYSE:SMWX), which claims tracking 2,800 plus SDKs across 3 million plus apps as of July 2026, both target similar analytics buyers.
Has Antenna raised any funding since its Series A?: No new funding round has been publicly reported since Antenna's $10M Series A closed in March 2022, led by Bertelsmann Digital Media Investments, per Yahoo Entertainment reporting from that date.
What does Antenna actually sell?: Antenna sells subscription and consumer-app spending analytics, tracking sign-ups, subscribers, churn rate, and market share for streaming and other direct-to-consumer subscription brands, using a proprietary transaction panel per its own site.

Timeline

2026-06-15Fox announces plan to acquire Roku, prompting Antenna market-share analysis
2026-06Antenna reports US ad-supported streaming plans exceed 110M excluding Amazon Prime Video
2026-05Antenna estimates Roku Howdy ad-free tier surpassed 1M subscribers
2026-02Antenna Q1'26 report shows Premium SVOD net adds slowing to 3.2M
2025-10Apple TV and Peacock launch bundled subscription offer
2025-08Roku launches Howdy $2.99 per month ad-free streaming tier
2022-03Antenna closes $10M Series A led by Bertelsmann Digital Media Investments
2020-12Antenna raises $4.2M seed round led by Raine Ventures
2020-02Antenna publicly launches as a streaming measurement company

Revision history

22 July 2026

First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.

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