Video Entertainment

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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.
  • January 15, 2020

    Video Entertainment Market Outlook

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    We forecast the Australian video market to remain flat at about A$5.8bn through to 2023 even as the mix of revenues and consumption changes from traditional video to digital video platforms. While we don’t expect the size of the video entertainment market to change materially, we forecast household spending on video to decline gradually driven primarily by the revenue deflation from traditional to digital platforms. The launch of multiple new SVOD platforms in 2019 and 2020 will increase the competitive pressures on traditional platforms and accelerate the shift away from linear viewing. 

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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.
  • 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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    January 27, 2017

    Netflix at 10: still growing, still spending

    Netflix celebrated the 10-year anniversary of its streaming service by posting its largest quarterly rate of subscriber growth, adding just over 7m new subscribers in Q4 2016, smashing its own forecast for the period of 5.2m.

    5.12m of the new subscribers were for its international services, attributed to acceptance of its growing suite of English language original programs. But growth is just as likely related to the bolstering of overseas offerings with acquired programming, after launching worldwide with relatively small libraries.

    While re-establishing confidence after a period of doubt when missing targets in Q2, challenges await; most notably concerns around net neutrality, diversifying content genres, and the open question as to how effectively original programming will be able to carry the service.

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    December 20, 2016

    Amazon ready for global Prime time

    Amazon Prime Video has recently launched in over 200 countries, including Australia and New Zealand. We discuss the impact of this launch to the subscription Video-on-Demand market within Australia, and consider the ongoing impact into the future, including the rise of Amazon retail services within Australia.
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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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    February 1, 2016

    China OTT and SVOD

    China holds tremendous appeal to studios and OTT video services, boasting an audience of 460 million online video users in mid-2015 (69% of internet users), which could exceed 900 million by 2020 by our estimate.

    China’s OTT video marketplace generated estimated revenues of $5 billion in 2015, of which two-thirds was due to ad-supported streaming and the rest to paid video streaming.

    Netflix recently pledged to enter China, although the current regulatory environment presents substantial, perhaps insurmountable, challenges to a direct-to-consumer offering

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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.