Reports: Pay-TV

Browse all of our reports, featuring our analysts' expert insights and analysis of audience segmentation, emerging trends and technologies, value chains, market shares, predictions and more – backed by our proprietary survey data and bespoke models & forecasts. Become a subscriber to get new ones every month, or just pick one to get started.

Cover image for Q2 2020 UK Video Consumer Deep Dive

Q2 2020 UK Video Consumer Deep Dive

Tim Mulligan

19 Aug 2020

Apple YouTube YouTube

UK video engagement in Q2 2020 remains primarily a two-horse race between subscription-based Netflix and ad-supported YouTube, which returned to dominance with 55% weekly average user penetration – three percentage points higher than Netflix. Against this trend new streaming entrant Disney+ has achieved 16% weekly average user penetration, underl...

Cover image for Recovery Economics

Recovery Economics
Post-Lockdown TV

Tim Mulligan

8 Jul 2020

Apple Amazon Streaming video

As society emerges from the COVID-19 imposed lockdown, the ongoing impact on TV production will be significant; returning to normal means adapting to the constraints of social distancing. The increased use of sound stages and green screen facilities will become the norm in the absence of a COVID-19 vaccine.

Cover image for D2C 2020

D2C 2020
Media, Tech and Communications Majors Go Head to Head

Tim Mulligan

30 Apr 2020

US UK Italy

The current division between the new video D2C entrants of 2019/2020 has revealed a strategic split between those that are leveraging established distribution advantages versus those focused on monetising existing content assets. The current market distortions wrought by the ongoing COVID-19 epidemic have placed power firmly in the hands of service...

Cover image for COVID-19 and the Vulnerability of Pure Play Sports Streaming Services

COVID-19 and the Vulnerability of Pure Play Sports Streaming Services

Alistair Taylor

23 Apr 2020

Subscriptions US UK

The postponement of annual competitions and major quadrennial events has highlighted just how heavily pay-TV and sport-centric streaming services’ value propositions rely on live sports. Filling schedules with re-runs, docuseries, interviews and archived footage are stopgaps unlikely to increase engagement.

Cover image for Consumer Engagement

Consumer Engagement
Building Sustainable Brands in 2020 and Beyond

Hanna Kahlert

20 Apr 2020

Marketing YouTube Netflix

Brands have an ongoing engagement problem. No matter how much data they use or how targeted they go, competition is fierce, consumer attention is saturated, and all usage comes at the expense of time spent elsewhere. With the ubiquity of advertising, brand choices are as much a personal statement by the consumer to their peers as a testament to tru...

Cover image for Ad Receptiveness Consumer Survey

Ad Receptiveness Consumer Survey
Country Snapshots

Mark Mulligan

23 Mar 2020

Subscriptions Marketing Music streaming

Ad receptiveness consumer snapshots for US, UK, Australia, Canada, Germany, Spain, Sweden, France, Netherlands, and Italy.

Cover image for Video Consumer Survey

Video Consumer Survey
Country Snapshots

Tim Mulligan

23 Mar 2020

Consumer behaviour Subscriptions Video

Video consumer survey country snapshots for US, UK, Australia, Canada, Germany, Spain, Sweden, France, Italy, Netherlands and Mexico.

Cover image for Building Show Fandom in the Streaming Era

Building Show Fandom in the Streaming Era

Tim Mulligan

13 Feb 2020

Apple Spotify Marketing

The direct-to-consumer (D2C) video big bang moment is getting into stride, with Peacock and HBO Max following Apple TV+ and Disney+ into the already-congested video streaming marketplace. TV show marketing teams now face unprecedented competition for audience attention and mindshare.

Cover image for Sports Consumer Trends

Sports Consumer Trends
The Sun Sets on Pay-TV Dominance

Alistair Taylor

6 Feb 2020

Amazon Facebook BBC

With subscription video on demand (SVOD) services surpassing pay-TV penetration en route to becoming a mainstream medium, sporting consumption habits have inherently changed. Rights holders, broadcasters, streaming services and betting and gaming companies will all feel the impact of fast-changing consumption habits and new regional nuances.

Cover image for US Video Consumer Behaviour Q4 2019

US Video Consumer Behaviour Q4 2019
End of the Beginning for the Streaming Transition

Tim Mulligan

30 Jan 2020

Streaming video Apple TV Netflix

This report presents key trends and analysis from MIDiA’s quarterly Video Brand Tracker survey, including devices for viewing, video streaming activities, subscription video on demand (SVOD), demographics, video streaming app users, and top-streamed TV shows.

Cover image for US and UK Sports Fans

US and UK Sports Fans
Reaching Digital Natives

Alistair Taylor

6 Dec 2019

YouTube Amazon revenue

Sports as a product is feeling the squeeze of the peak attention economy. Sports fans in the traditional sense are ageing, and appealing to a younger digitally-native audience is a fundamental issue that rights holders can no longer ignore. Sports rights holders have realised the importance of their virtual (gaming) counterparts, acknowledging that...

Cover image for Direct to Consumer 1.1

Direct to Consumer 1.1
Video’s Big Bang Moment

Tim Mulligan

14 Oct 2019

Streaming Apple Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into the US market in Q4 2019/Q1 2020. How they fare will have a significant impact on the global evolution of video subscriptions.

Cover image for US Streaming Video

US Streaming Video
How Ad Supported Will Reshape the Market

Tim Mulligan

11 Oct 2019

Streaming Apple YouTube

In the shift to streaming, advertising has been sidelined by the growth of streaming video on demand (SVOD) in the US video market. However, Hulu’s growth, along with increasing competition for consumers’ digital wallet, is helping to make the case that there is an opportunity to replicate traditional pay-TV’s subscription and advertising mod...

Cover image for US SVOD Subscriber Deep Dive

US SVOD Subscriber Deep Dive
2019

Tim Mulligan

31 Jul 2019

Streaming Streaming video Netflix

In the build-up to the Disney+ launch in November 2019, the US market is dominated by the big five of Netflix (currently number one for paid subscriptions with 60.2 million), Amazon Prime Video, Hulu, HBO Now and CBS All Access. Hulu showed the most dramatic growth, with a 41% increase in subscribers between Q1 2018 and Q1 2019.

Cover image for Netflix After Q2 2019

Netflix After Q2 2019
Post-Peak or Strategic Reset?

Karol Severin, Tim Mulligan and Amanda Stears

25 Jul 2019

Free Report

Streaming Streaming video Apple TV

With a market capitalisation 122 times its current annual net income, Netflix suddenly finds itself scrambling to justify its price-to-earnings ratio. The July 17th earnings call knocked 11% off the market capitalisation of the poster-child of the streaming era in a matter of two days – equivalent to the entire market capitalisation of Snap Inc, ...

Cover image for 2019-2021

2019-2021
Emerging New Metrics for Sports Streaming Success

Alistair Taylor

14 Jun 2019

Streaming Apple Amazon

The clock is ticking down to 2021 when the major domestic sports rights in the US and the UK will start coming up for renewal. Thus far, pureplay sports streaming video on demand (SVOD) services such as DAZN and Eleven Sports have experienced mixed fortunes.

Cover image for Direct to Consumer

Direct to Consumer
Video’s Big Bang Moment

Tim Mulligan

7 Jun 2019

Streaming Apple Spotify

2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer (D2C) launches into the US market in Q3/Q4 2019. How they fare will have a significant impact on the global evolution of video subscriptions.

Cover image for Sports SVOD Services Deep Dive

Sports SVOD Services Deep Dive

Alistair Taylor

23 May 2019

Apple Spotify Amazon

Sports-centric subscription video on demand (SVOD) services have entered international markets, looking to capture digital-native audiences from pay-TV and other established SVOD services. Eleven Sports’ demise in the UK provides the best case study for how streaming services can struggle when entering a market with insufficient rights offerings.

Cover image for US Cord Cutting Full Year 2018

US Cord Cutting Full Year 2018
Streaming Transition Picks Up Pace

Tim Mulligan

24 Apr 2019

US YouTube Streaming video

Cord cutting is now an established component of the US pay-TV landscape, reinforcing the role of the US as the canary in the mine for the global pay-TV business. Cord cutting accelerated in 2018, highlighting the secular nature of the phenomenon. However, this is not simply a story of decline but instead one of transition, with streaming growing ...

Cover image for SVOD Stacking

SVOD Stacking
Direct to Consumer Services Set to Move the Needle

Tim Mulligan

25 Mar 2019

Streaming US UK

In the attention economy, everyone is your competitor – a point well made by Netflix’s Reed Hastings’ observation that the company is now vying for viewer time with the popular game Fortnite. Now that we are entering the post-peak phase of the attention economy, the focus for video is shifting to the overlap between subscription video on dema...

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