SVOD

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  • 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.