The Case for News in Video D2C Services

Tim Mulligan

October 2020

Digital disruption of the traditional pay-TV landscape was led by subscription video on demand (SVOD) services using scripted drama to gain consumer adoption, one of pay-TV’s very own four pillars. With SVOD originals strategy now diversifying into factual and reality, the two remaining pay-TV pillars sports and news are all that is stopping SVOD being a full like-for-like replacement for traditional pay-TV. With sports ROI hindered by excessive valuations, news is optimally placed to join scripted drama, factual, and reality at the core of direct-to-consumer services, catalysed by live coverage and the growing tribalism of politics.

Companies and brands mentioned in this report: Amazon, Amazon Prime Video, Apple, Apple TV+, Comcast, Facebook, Google, Peacock, YouTube

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