March, 2021

Fears over streaming content as Indian Supreme Court rules in favour of screening mechanism – Digital TV Europe

Tensions have arisen between foreign streaming services and the Hindu-based Modi government (2014- ), due to their capacity to air free of censorship. Netflix was subjected to calls for censorship over its TV series A Suitable Boy (2020- ), while Amazon Prime Video had to issue an apology over its political drama Tandav (2021) for allegedly offending Hindu beliefs. Meanwhile, the Latin American SVOD market to double within five years, led by Netflix, Amazon and Disney+, with Claro Video the largest expected local player, reports Digital TV Europe.

Game streaming and e-sports to grow to US$3.5 billion by 2025 – Digital TV Europe

The growth in value will complement an increasing viewer base. Juniper estimates that there will be over 1 billion e-sports and games viewers by 2025, increasing from 800 million viewers by the end of 2021.

FuboTV Hits 548K Subs in Q4, Up 73% | Next TV

Revenue from subscriptions was up 91% in the fourth quarter to $91.4 million, while advertising sales increased 157% to $13.1 million.

Sony PlayStation moves further away from video | FierceVideo

Starting August 31, 2021, the PlayStation Store will no longer offer movie and TV purchases and rentals. When this change takes effect, users will still be able to access movie and TV content they have purchased through PlayStation Store for on-demand playback on their PS4, PS5 and mobile devices.

Australian pay TV set for decline – Digital TV Europe

According to GlobalData, the total pay TV services revenue in the country will drop from US$2.4 billion in 2020 to US$2.1 billion in 2025, representing a CAGR of -2.6%. The report says that this decline will come as a result of continued drops in cable TV and DTH subscriptions. The firm predicts that cable TV and DTH subscriptions will decline at a CAGR of 10% and 7%, respectively, between 2020 and 2025 due to ever-increasing cord-cutting. This practice, along with a decline in ARPU levels across all pay-TV service segments will also hurt the overall pay TV revenues over the forecast period.

CPO Neal Mohan: 41% of AVOD Consumption Happens on YouTube – Media Play News

The executive claims 70% of YouTube viewers have purchased products advertised on the platform. Last December, more than 120 million people in the U.S. streamed YouTube or YouTube TV on their TV screens.

Fox’s Tubi Made Millions With Reruns. Now It Wants Original Programming – BNN Bloomberg

Tubi will start off by focusing on original movies, but has discussed spending as much as $4 million an episode on new TV series, according to people familiar with the plans. The company is still talking to advertisers about partnerships for its first slate of programs, said the people, who asked not to be identified because plans haven’t been announced.

AVOD Platforms Forecast To Grow To $18 Billion By 2025 03/09/2021 (mediapost.com)

In 2025, the analysis company projects that of the nearly $18 billion for AVOD, $5.3 billion will go for Hulu; $4.4 billion for Roku; $2.3 billion each for Peacock and Pluto; $1.9 billion for Tubi; and $500 million for HBO Max (an ad option yet to start.)

late Jan 2021

Shift from cable TV to cheaper streaming continues

More than a quarter of Americans plan to cut out cable in 2021, according to Digital TV Europe. The greater affordability of streaming services is regarded as a significant factor driving the trend. Over 50 per cent of consumers said that they would not be willing to spend over US$20 in total per month on streaming services. Viewers were more than five times more likely to prefer free or low-cost streaming TV on advertiser-supported (AVOD) services.

Older Americans are increasingly cutting the cord | FierceVideo

The 60+ age cohort is showing steady meaningful increases in OTT-only subscriptions, reports Fierce Video. The age group represents 17 per cent of all OTT-only subscribers, but represents almost a third (28 per cent) of the US adult population.

OTT-only subscription adoption has moderated across the 18-29 age cohorts over the past year, the research firm said. The survey claims 62 per cent of Apple TV+ subscribers are on a free trial as Apple builds its content catalog – 9to5Mac

Potential Apple TV+ subscribers on free trials are reportedly ambivalent about the streaming service offered by the world’s largest consumer technology, and most valuable company, according to 9to5Mac. Some 29 per cent of those Apple TV+ users said they would not choose to continue their subscriptions after the free trial ended; 30 per cent said they would; while the remaining are undecided about paying US$5 per month for Apple TV+.

American adults digital media up an hour on average in 2020

Among the largest SVODs and AVODs, Netflix’s average time rose from 26 to 31 minutes; YouTube’s was up from 25 to 27 minutes; Hulu’s from 13 to 17 minutes; and Amazon Prime Video’s from 7 to 9 minutes, reports mediapost.com.

YouTube is predominantly an AVOD, but has been trying to build a SVOD arm, associated with YouTube TV, for many years.  Despite the rise in paid subscriptions, consumers are also increasingly turning to free AVOD services for viewing.

OTT market nascent in Africa

The market is set for an explosion of growth, with revenues increasing over US$1 billion from 2020, reports Digital TV Europe.  The continent’s collective OTT revenues were just US$392 million at the end of 2020.

More than a quarter of Americans plan to cut out cable in 2021, according to Digital TV Europe.

The greater affordability of streaming services is a significant factor driving the trend. Over 50 per cent of consumers said that they would not spend over US$20 per month on streaming services. Viewers were more than five times more likely to prefer free or low-cost streaming TV on advertiser-supported (AVOD) services.

In the news | 27 January 2021

Quibi wind-up continues

Quibi, which raised $1.75 billion in venture investment, is expected to return about $350 million to investors. Quibi sold many of its original shows to Roku, which developed digital media players with Netflix, for what is believed to be less than $100 million.

The series acquired by Roku will not be aided by the innovative Turnstyle technology which switches from portrait to landscape viewing, depending upon how the smartphone is held. The Turnstyle technology is reportedly subject to legal dispute.

Fragmentation to standalone streaming properties continues

African-American TV network Revolt joined the streaming push by TV conglomerates, Discovery, NBCUniversal and WarnerMedia. Revolt plans to launch a free, ad-supported direct-to-consumer streaming app on connected TV platforms, including those of Apple and Roku. The shift beyond traditional TV is aimed at reducing its reliance on pay-TV providers, the businesses of which face uncertainty as the pay-TV subscriber base shrinks, digiday reported.

Revolt’s linear TV channel launched in October 2013 as a music-oriented network, but since the killing of George Floyd, has pivoted to social justice in its editorial strategy.

Motley Fool backs Netflix investment

Netflix (NASDAQ: NFLX) spent around $15 billion on content in 2019, with the bulk of it on original programs. Netflix has been spending more than the online video streaming pioneer earned over the past few years. While the company needs to spend up front during the content creation process, in the long run, creating its own content is less expensive, as the company works directly with the creators and saves on overhead.

Netflix mainly owns the rights to the content produced. However, Apple (NASDAQ: AAPL) and Disney (NYSE: DIS) now pose a serious challenge. Motley Fool, reporting on the NASDAQ, asserts Netflix’s big and growing subscriber base should continue to help it in improving revenues as well as margins.

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In the news 25 Nov, 2020

YouTube
YouTube TV, Google’s live streaming TV service, finished the third quarter with over 3 million subscribers. The new total suggests that YouTube TV added 500,000 subscribers during the quarter, Fierce Video reports.

Quibi
Quibi is an expensive outlier, not the norm, according to research by Parks Associates. Over-the-top video services in the U.S. now number nearly 300, with those platforms shuttering actually declining.

The narrative for why Quibi failed from founder Jeffrey Katzenberg was that the shortform platform was designed for an on-the-go mobile market, which plummeted during pandemic characterized by shelter-in-place at home. Indeed, Quibi launched on the back of a robust national advertising campaign, including a multi-million-dollar Super Bowl commercial, and record-high audience levels for streaming video, Next TV reports.

Streaming Wars
Major subscription VOD services now number seven, counting the rebranding of ViacomCBS’s CBS All Access into Paramount+ early next year. Netflix, Amazon Prime Video and Hulu represent the established streamers with healthy track records and steady growth. Disney+, which launched in November 2019, leads four newcomers, Apple TV+, HBO Max, NBCUniversal’s Peacock and soon Paramount+, all contending for a share of the attention and revenue from the streaming wars. Source: Media Play News.

Word-of-mouth still rules
Word-of-mouth and advertising dominate the mechanisms used to attract and retain the attention of streaming viewers to shows, Media Play News reports. When asked how they first found out about their favorite online show, the largest percentage of respondents, 33 per cent, said they heard through word-of-mouth. For favorites watched through pay-TV, advertising was the top discovery source at 30 per cent.

Physical formats continue sharp decline
Streaming is becoming so dominant a viewing mechanism that it has undermined the disc business. Disc sales declined 34.3% in the quarter to $434 million, while DVD and Blu-ray rentals fell 34.4% to $225 million, Next TV reports.