- Publisher Venture Insights.
- Publish Date January 28, 2021
- Sector Broadcast TV, cinema, Digital Media, Digital Video, Media, online video, OTT Video, Pay TV, Physical media, Video Entertainment.
- Company

COVID-19 has provided a massive boost to SVOD at the expense of other video formats
Contents
Executive Summary
Summary
Average household spend on Video Entertainment to decline driven by the shift to streaming platforms
Digital continues to grow with overall market declining through to 2024
Premium Pay-TV
Foxtel continues to face structural hurdles even as new SVOD players with deeper pockets emerge
Premium Pay-TV – Kayo and the risks of cannibalisation
Rise of sports streaming apps and 5G could threaten Foxtel in Live Sports
SVOD
The SVOD market is set for a renewed bout of competitive intensity driven by the entry of multiple new players
Netflix to remain the largest SVOD player but will face increasing competition from new players such as Disney+
TVOD/EST
Growth to continue
Physical Media
The ubiquity of streaming platforms will accelerate the decline of physical media
Cinema
Revenues are projected to decline gradually over the next 4 years primarily due to cheaper substitutes on offer for consumers
Glossary
Methodology and Definitions
Figures
Fig 1: Household spending on video entertainment
Fig. 2: Video revenues by platform (A$m)
Fig. 3: Video industry revenue forecasts by platform (A$m)
Fig. 4: SVOD pricing by platform (A$ per month)
Fig 5: Premium Pay-TV Forecasts
Fig 6: Will Kayo cannibalise Foxtel?
Fig 7: Rising competition in sports streaming
Fig 8:Â SVOD revenue and pcp growth (A$mn, %)
Fig 9: SVOD Forecasts
Fig 10: SVOD subscriber market share (%)
Fig 11: Estimated original content spending in 2020 – Netflix vs Disney (US$b)
Fig 12: TVOD/EST forecast (A$m)
Fig 13: TVOD/EST revenue mix (%)
Fig 14: Physical Media forecasts
Fig 15: Number of Video Releases on DVD, VHS and Blu-Ray
Fig 16: Cinema revenues, FY17 – FY23 (A$m)
Fig 17: Admissions per Capita (2006-2018)