SVOD

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  • April 17, 2020

    COVID-19 impact on ANZ media: major structural and regulatory cha [...]

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    As COVID-19 spreads in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working from their home and spending time indoors. Alternatives to electronic media such as cinemas, live entertainment, and (importantly) sporting events are closed.  While some subscription media will benefit from this situation, those focussed on sport will feel a harsh impact.
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  • March 16, 2020

    Reaching sports audiences – All platforms necessary

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    Free-to-air broadcasters, pay-TV operators and OTT services all have a role to play in serving sports audiences
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    March 11, 2020

    Disney+: Non-exclusive deal with UK Sky Q

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    Available from launch on March 24, at this stage there will be no bundling—Sky users will pay £5.99/month, either in their bill, or log-in having signed up direct from Disney—and as such there will likely be less co-promotion and prominence on the user interface than has been seen for Netflix.
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  • January 30, 2020

    Top 5 Media Trends in 2020

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    The 2010s have been an extraordinary decade in media, demonstrating the speed of disruption in the media industry and the need for market participants to constantly innovate to stay relevant and unlock new sources of growth. So, what can we expect to be the top trends to arise in 2020? At first glance, we expect: 1. The SVOD wars to continue to fragment the media industry 2. BVOD will become a centrepiece of the ‘Total TV’ ecosystem 3. Ephemeral social media will see exponentially growing revenue 4. Podcast revenues to grow due to improved infrastructure enabling effective monetisation and a simplified listening experience for greater adoption 5. Pushback against tech giants to create a more level playing field between local and global players This report explores these trends in greater detail and how they will impact the media landscape.
  • January 23, 2020

    Can’t spell Media without AI – AI in Media and Video Consumpt [...]

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    Australians love their video content, but as the infamously high piracy of Game of Thrones has gone to show, we don’t like to pay ridiculous amounts for our weekly fix. New entrants in the video market have heeded the call for more affordable content in Australia with the launch of multiple SVOD services in recent years, including the recent announcement of the Disney+ November 2019 launch in Australia. However, overall market growth has been – and will continue to be – relatively stagnant as SVOD replaces incumbent video entertainment platforms.
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    January 14, 2020

    Netflix: churn, content release and marketing

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    Netflix’s US business provides an insight into the patterns of the subscriber take-up of a maturing streaming service, trends that the comparatively nascent international markets may yet have ahead. Through analysis of the relationship between Netflix’s churn, subscriber additions, marketing spend and content release schedule, a clearer view of the rhythms of the streaming business become apparent. Rising churn, and correlation—such as the emphasis on returning original series during the year’s turbulent second quarter—gives guidance on Netflix’s likely future course, including its use of debt.
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  • December 9, 2019

    Prime Video Channels: part of Amazon UK’s bigger picture

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    Amazon Channels’ aggregation of third-party streaming services enhances the consumer appeal of its wider video proposition, provides incremental revenues and increases the stickiness of the Prime shopping service. Content partners range from major players (e.g. Discovery and ITV) to the more niche (e.g. MUBI and Tastemade), who all benefit from a ready-made platform, billing relationships and a receptive subscriber base. But the revenue shares, data costs and lack of direct customer relationships remain too high a price for some. Two and a half years on from its UK launch, opportunities for live, ad-supported and bundled content are diversifying the platform, but Amazon must prioritise discovery within Prime Video to continue to flourish.

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    November 18, 2019

    Free video! Apple TV+, Disney+, HBO Max and Peacock in a rush for [...]

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    New SVOD entrants are prioritising reach over revenue in the US with extensive ‘free’ offers, including Apple TV+ (to hardware buyers), Disney+ (to Verizon customers), HBO Max (to HBO subscribers) and Comcast’s Peacock (to basic cable homes). This is the latest development in an unfolding global story of partnerships, continuing on from multiple Netflix and Amazon distribution deals with platforms, bringing benefits to both parties. In Europe, Sky faces price pressure, but it has secured its HBO partnership and can now talk to Disney from a position of strength.
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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.
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    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.
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    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.

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    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.

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    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?

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    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.