Blog: SVOD - Page 2

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

Disney’s latest results means the media major is now at an inflection point

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Tim Mulligan
Last week’s Q3 22 (calendar Q2 22) earnings represented a high point in Disney’s transition to streaming juggernaut. With its number of global direct-to-consumer (D2C) subscribers now higher than Netflix, the media major is way ahead of its April 2019 pre-Disney+ launch commitment of achieving 60-90 million Disney+ subscribers by FY 2024.
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Why Paramount+ is landing in the UK at an inflection point for video streaming

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Tim Mulligan
Tomorrow Paramount+ will launch in the UK, a market of key importance in the direct-to-consumer (D2C) landscape due to its size, high discretion income, and high levels of TV and video consumption. As the market is so valuable, pre- D2C big bang moment long-term distribution deals have been hindering the likes of HBO Max from being able to launch in the UK, which underlines the success that the Paramount team has been able to pull off by launching in the UK.
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What YouTube TV’s stand-off with NBCU reveals about phase 2 of D2C disruption

Cover image for What YouTube TV’s stand-off with NBCU reveals about phase 2 of D2C disruption
Tim Mulligan
YouTube TV’s stand-off with NBCU is approaching decision-making time, as tomorrow, September 30th, is the cut-off point for the streaming platform to meet the distribution terms of NBCU. If no agreement is reached, then YouTube TV subscribers will lose access to a wide range of NBCU channels, from regional sports networks to NBC, SyFy, USA, and Bravo, among others.
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Could HBO Max disrupt Europe?

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Tim Mulligan
On October 26th, HBO Max will establish its European beachhead, which is launching inSweden, Denmark, Norway, Finland, Spain and Andorra. The D2C video service will then roll out in 2022 into Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Hungary, Moldova, Montenegro, North Macedonia, Poland, Portugal, Romania, Serbia, Slovakia, and Slovenia.
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Netflix versus Amazon Prime Video – depth versus breadth

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Tim Mulligan
The first half of 2021 has been a year of continued change and disruption for subscription video. The global incumbent subscription video on demand (SVOD) leaders, Netflix and Amazon Prime Video, have been busy signalling to the financial markets how they intend to entrench their market dominance in light of the ongoing market acquisition pushes unleashed by the D2C disruptors following the D2C ‘big bang’ moment of Q4 2019 – Q2 2021.
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Why video streaming needs to stop fighting the last consumer war

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Tim Mulligan
Video streaming services have achieved mainstream engagement, with binge viewing now eclipsing linear TV viewing as the leading form of TV show consumption. While the digital disruptors may revel in their newfound status as the masters of TV consumption, and the TV and film industry are forced to adapt to this new reality, a subtler shift in mindset needs to occur.
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Why Netflix is now the canary in the peak streaming coal mine

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Tim Mulligan
After 10 years of uninterrupted growth, culminating in the entertainment bonanza of the great lockdown of 2020, Netflix is now post-growth after missing Q1 subscriber targets. Cue a 10% fall in Netflix’s share price, and angst-ridden analytical pieces about how Netflix is now losing market share, both in absolute growth (the streaming service missed its Q1 2021 subscriber target), and in engagement time.
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How Amazon could enhance its NFL coverage with virtual concert experiences

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Kriss Thakrar
Amazon Prime has acquired the exclusive Thursday Night Football (TNF) rights to 15 NFL games, marking a new era for the world’s most valuable sports league. This shift is a giant step towards the normalisation of live entertainment on SVOD platforms as it takes Amazon’s four-year coverage of TNF beyond digital and into exclusive broadcast territory – making the ecommerce platform the only place to view TNF between 2023 and 2033.
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