SVOD

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  • August 12, 2019

    Netflix’s US subscriber loss

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    Netflix lost 126,000 US subscribers (net) in Q2, the first time this has happened since 2011 when there was a price rise and the Qwikster debacle. This time a price rise—of one or two dollars, depending on tier—was one culprit, but the soft release schedule of big, returning original series, which usually give a bump to subscriber additions, played a part. Q3 has those series returns in spades, with Stranger Things, Orange is the New Black, Money Heist and Mindhunter likely driving subscriber numbers back up, but the suggestion that there is less flexibility to raise prices than previously assumed is a worry for Netflix and incoming competitors.
  • March 6, 2019

    Sports SVOD – Can Foxtel deliver a KO?

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    Of all the video content genres, sport has the best reputation for delivering audience reach and a large number of viewers for traditional TV operators. But the rise of Sports SVOD and OTT platforms is threatening to undermine the established order. Foxtel has launched its standalone sports streaming service – Kayo Sports and signed up 100,000 subscribers within the first 3 months of launch.
  • December 4, 2018

    SVOD in the US and UK: A tale of three-player markets

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    There is a belief in some quarters that there is space for a myriad of large SVOD services in the UK. Like the UK, the US market is dominated by three services, but there is also evidence that there is appetite for further offerings: Netflix households tend to take a secondary SVOD service to complement Netflix’s content library, and are likely to take up a third service, and in some cases a fourth and fifth. Potential domestic UK services will struggle to compete with the resources that foreign tech giants can marshal, along with NOW TV’s steady position and top content.  
  • October 26, 2018

    Video Entertainment Market Outlook: The overall Video Entertainme [...]

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    We anticipate the Australian video market to marginally decline from A$5.48bn in 2018 to A$5.33bn in 2023 driven by a deflationary shift from traditional to digital platforms. While we don’t expect the overall size of the video entertainment market to decline materially, we do expect platform share to change dramatically over the next five years. Pay-TV will remain under pressure as the way video is consumed and paid for changes. Foxtel will offset some of this pressure by its participation in the xVOD market albeit this market will be heavily contested with multiple new players emerging.
  • New Zealand Advertising Market Outlook
    New Zealand Advertising Market Outlook
    May 5, 2016

    Video Entertainment Market Outlook

    The Australian Video Entertainment market has now shrunk by over $600m (11% nominal) from its peak in 2009. The OTT revolution continues to reshape the Video Entertainment marketplace.
  • Pay-TV Market Outlook – the growing importance of Pay-lite
    Pay-TV Market Outlook – the growing importance of Pay-lite
    October 2, 2015

    Pay-TV Market Outlook – the growing importance of Pay-lite

    We forecast Premium Pay-TV to decline at a 4% CAGR to A$2.6b revenue by FY20. This reflects some cord cutting and shaving as dollars migrate to xVOD services. But the impact to Foxtel is mitigated to some extent by its participation in these very markets. This report provides a deep dive into our Pay-TV forecasts and assesses the outlook for Premium Pay-TV versus Pay-lite services.

  • FLASH – SVOD first battle won, but watch the data
    FLASH – SVOD first battle won, but watch the data
    September 8, 2015

    SVOD Market Outlook – the new kid on the block can approach $1b

    We forecast SVOD to grow at a 33% CAGR to reach A$848m revenue by 2020. We forecast Netflix to dominate with >50% of the market but highlight Fetch’s share as one that might surprise (at 18%). These forecasts imply total SVOD content investment of A$400-500m pa, certainly well below the broadcasters.

  • FLASH – SVOD first battle won, but watch the data
    FLASH – SVOD first battle won, but watch the data
    June 29, 2015

    FLASH – SVOD first battle won, but watch the data

    The launch of SVOD continues to make headlines with recent data declaring Netflix the clear winner. Unless there is a dramatic change in the market, it looks like the other players are fighting for a distant second place, given that Netflix is likely to accelerate its Australian investment as a consequence of its success. So what does this mean for the TV / video ecosystem and how do the incumbents respond?

  • FLASH – Ten Network gains a big brother in Foxtel
    FLASH – Ten Network gains a big brother in Foxtel
    June 18, 2015

    FLASH – Ten Network gains a big brother in Foxtel

    While the capital raising (including Foxtel’s investment) provides some breathing space, it does not provide enough capacity to compete with Nine and Seven. The bigger benefit potentially comes from partnering with Foxtel for content coupled with merging the sales function with MCN. On the former, we believe the ACCC will have serious concerns.