Southeast Asia Video Streaming Deep Dive

Video streaming services in Southeast Asia first appeared in 2015 and have evolved into the main video consumption platforms for local consumers. With a combined population of            million, and a combined GDP of            trillion, Thailand, Malaysia and Indonesia represent sizeable and attractive growth markets for streaming services. The largest players by subscriptions are Netflix, iflix and Viu. Streaming services are competing for growth through a mix of revenue models: subscription video on demand (SVOD), advertising video on demand (AVOD), and a hybrid of both. Global SVOD giants Netflix and Amazon Prime Video are both constrained by localisation strategies in both content and features, allowing local incumbent services resilience and rich opportunities for the new direct to consumer            entrants coming to market in           

Companies and brands mentioned in this report:  Advanced Service Info (AIS), Amazon Prime Video, Apple TV, BeIN, CJ ENM, Catcha Group, Catchplay, Dim Sum, Disney, Football Malaysia Limited Liability Partnership, GoPay, Grab, GrabBike, HOOQ, iflix, Indosat Ooredoo, JTBC, KBS, Klikfilm, Maxis, Netflix, PLDT Inc, Telekomsel, Uber, Viu