Reports: Pay-TV

Sports Viewing 2018
SVOD Taking Over?

Alistair Taylor

January 2019

Willingness to pay

Spotify

Discovery

Facing the menacing presence of streaming alternatives, TV networks find themselves under growing pressure to ensure that viewing patterns are strong enough to deliver a return on expensively acquired sports rights. Against this backdrop, sports viewing in Q3 2018 was largely one of stagnation, remaining flat at 38%, while free streaming declined.

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US Cord Cutting Q3 2018
SVOD Users the Driving Force

Tim Mulligan

December 2018

US

YouTube

Streaming video

Cord cutting is now a firmly entrenched component of the pay-TV business, especially in the US. Pay-TV providers of all kinds continue to shed subscribers each quarter, all against the backdrop of a continually expanding streaming market. However, the real story behind cord cutting is not how many people are doing it, but who is doing it.

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TV Fandom Q2 2018
SVOD Audiences Become Mainstream

Alistair Taylor

November 2018

Consumer behaviour

US

UK

TV fandom underpins viewing across all platforms and territories, but is being reshaped by streaming, with audiences having much greater control over what they watch. This choice-led viewing provides the foundations for deeper degrees of audience fandom, but also the diminishment of more passive audience elements.

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2018 India SVOD Consumer Deep Dive

Tim Mulligan

May 2018

Streaming

Hungama

Netflix

India has seen a dramatic rise in engagement with premium video services, fuelled by a combination of mass adoption of mobile technology and rapidly rising disposable incomes. However, India’s SVOD market still lags significantly behind the US and China in terms of revenues and subscribers.

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2018 China SVOD Consumer Deep Dive

Tim Mulligan

April 2018

Streaming

YouTube

Netflix

The global subscription video on demand (SVOD) market is dominated in subscriber terms by the US and China, with both markets accounting for the majority of global users. However, beyond sharing scale the customer bases of the two SVOD markets have little in common.

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Discovery and Measurement
Challenges For Content Producers In The SVOD Era

Tim Mulligan

March 2018

Streaming

Apple

Amazon

Streaming video consumption continues to accelerate, still adding users in more mature markets and expanding at pace in emerging markets. Though the mix of value propositions and business models is diverse, the unifying theme is that power is shifting from traditional stakeholders to new players.

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The Sports Rights Bubble
Reaching The Tipping Point

Tim Mulligan

January 2018

UK

Australia

Amazon

The broadcasting of live sport has been a key part of TV’s appeal and underpins the pay-TV ecosystem. However, a combination of entrenched cord-cutting and an ageing audience means that revenues are now moving out of synch with inflating domestic sports rights costs.

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The Emerging Video Content Bubble

Tim Mulligan

September 2017

Apple

YouTube

Amazon

Subscription Video On Demand (SVOD) services like Netflix, Amazon and Hulu have spurred a scripted drama renaissance and, in doing, so have trigged a content licensing arms race. Traditional TV networks have had to increase their spending to compete with these new streaming TV networks.

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YouTube Q2 2017
Quietly Bigger And Better Than Ever

Tim Mulligan

July 2017

YouTube

YouTube

Google

The announcement in June 2017 that YouTube had 1.5 billion monthly logged-in users was the first official user number since the 2013 tally of One billion unique monthly users. This metrics reticence stands in stark contrast to rivals in the attention economy, such as Facebook, which provides quarterly updates on its continued growth in active users.

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Canada Video Market
Strong Pay-TV Market Creates A Big Appetite For Video

Tim Mulligan

April 2017

streaming subscriptions

Netflix

Amazon Prime

With a third of Canadians subscribing to traditional pay-TV, the country has a strong appetite for online video. This is demonstrated by the 20.3% of the population who are now Subscription Video On Demand (SVOD) subscribers. With the SVOD market already more than two thirds the size of the traditional pay-TV market, Canada is a litmus test for whe...

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Next Generation Networks
What A Post-Pay-TV Video Network Looks Like

Tim Mulligan

March 2017

Apple

YouTube

Amazon

In the cord-cutting era TV networks are having to think about what life beyond the traditional pay-TV ecosystem might look like. With SVOD services snapping up audiences in their millions, operators are busy focusing on higher ARPU users and demanding more rights from networks but with tightening budgets.

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MIDiA Research Predictions 2017
The Year Of The Platform

Karol Severin, Mark Mulligan, Tim Mulligan and Zach Fuller

November 2016

Streaming

Streaming Music

Paid Content

As we correctly predicted, 2016 was the year video ate the world. 2017 is going to be shaped by the battle for consumer attention through formatting and distribution wars. VR is likely to cede further ground to AR, bots will become established, while messaging apps add to their dominant position (even though user growth will slow).

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Brazil Video Market Country Profile
Social Video and Pay-TV Vie for Dominance

Leo Morel

August 2016

Brazil

Online video

video consumers

Despite the current period of economic and political crises, Brazil has become one of the main digital video consumption markets globally on account of smartphone and YouTube proliferation. Nevertheless, traditional media such as free-to-air and pay-TV still have a major presence among Brazil’s cultural habits.

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Australia Video Market Country Profile
A Sophisticated Market With Strong Growth To Come

Tim Mulligan

July 2016

Australia

Online video

video consumers

Ranked as the 15th richest country globally by GDP per capita and with the world’s second highest smartphone penetration rate, Australia is a developed market poised at the forefront of the mobile transition. This, combined with its English speaking consumer base, means it is frequently at the vanguard of early video service roll outs by tech com...

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US PAY-TV Disruption And Consolidation
How Streaming Video And Cord Cutting Are Re-Shaping US Pay-TV

Tim Mulligan

February 2016

US

cable tv

usa

2015 was a year of unparalleled transition for US pay-TV. AT&T’s acquisition of DirecTV catapulted the communications company to the front of the pack with a combined subscriber base of 26 million, reaching nearly a quarter of US households. Meanwhile regulators blocked Comcast’s year long bid for Time Warner, enabling rival Charter Communi...

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The Netflix Effect
How Netflix Is Changing The Rules For TV

Tim Mulligan

May 2015

Netflix

Pay-TV

traditional tv companies

Since reinventing itself as an online video subscription platform Netflix has transformed the paid video market. By delivering its online offering into consumers’ living rooms through connected TVs it removed the barrier between the TV and the internet.

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Video Market Country Profile: UK
Catch-Up TV Supercharges The Market

Tim Mulligan

April 2015

US

Apple

YouTube

Online TV viewing in the UK is now a mainstream consumer activity. This has been facilitated by near universal levels of internet connectivity and smartphone adoption and driven by the unique role played by national broadcaster the BBC. However while the UK is in the vanguard of video viewing, the dominant position of BBC’s iPlayer ad-free OTT (O...

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Video Market Country Profile: US
The Global Online Video Powerhouse

Tim Mulligan

April 2015

Netflix

smart tvs

connected tvs

The United States is fast approaching the point where online TV viewing becomes a mainstream consumer activity. This has been facilitated by near universal levels of internet connectivity and smartphone adoption. Leading the charge on its home turf is Netflix, experiencing double digit growth since 2010.

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