ITV

Tag: Digital TV Research

  • Netflix to remain SVod world leader by 2027: Digital TV Research

    Netflix to remain SVod world leader by 2027: Digital TV Research

    Mumbai: Global SVod subscriptions will increase by 475 million between 2021 and 2027 to reach 1.68 billion. Six US-based platforms will account for 47 per cent of the world’s total in 2027.

    Netflix will remain the revenue winner, with $30 billion expected by 2027 – similar to Disney+, HBO Max and Paramount+ combined. Global SVod revenues will reach $132 billion by 2027.

    Digital TV Research principal analyst Simon Murray said, “Our forecasts in June had Disney+ [274 million subscribers] overtaking Netflix [253 million subs] by 2027. These forecasts assumed that Disney+ Hotstar would retain the Indian Premier League cricket rights. It didn’t – hence the 67 million lower forecast for Disney+.

    “SVod revenues for Disney+ will reach $15 billion by 2027. Despite lowering our forecasts by 67 million subscribers, SVod revenues for Disney+ will be the same in 2027 as in our previous forecast. SVoD ARPUs and revenues will increase in key markets after the platform introduces the hybrid AVoD-SVoD tier and the more expensive SVod-only tier,” he added.

  • US SVod revenues to be flat from 2024-2027: Digital TV Research

    US SVod revenues to be flat from 2024-2027: Digital TV Research

    Mumbai: Despite being the world’s most mature market, US SVod (subscription video-on-demand) revenues will grow by $14 billion from $43 billion in 2021 to a peak of $56 billion in 2024, according to new data from Digital TV Research. However, revenue growth will be almost flat from 2024 to 2027 due to price competition and new hybrid AVoD-SVoD tiers from major players such as Disney+ and Netflix.

    Digital TV Research principal analyst Simon Murray said, “Netflix will remain the SVoD revenue winner. However, the platform will lose $1.4 billion in SVoD revenues between 2022 and 2027 due to lower ARPUs from 2023. Netflix will more than recoup these SVoD revenue losses with AVoD (Advertising-based video on demand) sales.”

    Netflix will have 63 million subscribers by 2027 – down by 4 million from 2021. Hulu, Disney+, HBO and Paramount+ will each boast 40-50 million subscribers by 2027. Some consolidation – mergers and closures – is likely.

  • Netflix to lose SVOD revenues in Latin America: Digital TV Research

    Netflix to lose SVOD revenues in Latin America: Digital TV Research

    MUMBAI: Latin American SVOD revenues will reach $8.54 billion by 2027; up from $5.01 billion in 2021. Netflix will account for 41 percent of the 2027 total, down from 72 percent in 2021. Netflix’s revenues will peak at $3.73 billion in 2023.

    Digital TV Research principal analyst Simon Murray said, “Netflix will introduce AVod-SVod tiers [one for Brazil and another pan-regional one for the Spanish-speaking countries] in 2024, with SVOD revenues and Arpus falling slowly as some subscribers convert to cheaper packages.”

    Disney+ is likely to introduce similar tiers in 2024. The platform is expected to follow its US example by converting its current subscription tier to AVOD-SVOD and charging more for SVOD-only. This will push up average revenue per user (ARPU).

    Latin America will have 139 million gross SVOD subscriptions by 2027; up from 75 million end-2021. Seven US-based platforms (Netflix, Amazon Prime Video, Disney+, Star+, Paramount+, Apple TV+ and HBO) will account for 90 percent of the region’s paying SVOD subscriptions by end of 2027.

  • SVOD subscribers base to reach 22 million in Arab countries: Report

    SVOD subscribers base to reach 22 million in Arab countries: Report

    Mumbai: In a forecast report from Digital TV Research on Monday, it is noted that there will be 21.52 million paying SVOD subscriptions [TV episodes and movies only], up from 9.49 million in 2021, across 13 Arabic countries by 2027 in the next five years.

    The largest player in the region will continue to be Netflix, which will see its Arabic base increase from 3.55 million to 5.45 million by 2027.  Despite its fast growth, Disney+ will remain behind Shahid VIP (second place), increasing from 2.16 million to 3.77 million, while Starzplay will be in third with 3.47 million. 

    With its launch in the region earlier this year, Disney+ is set to have an explosively growing launch period to become the fourth largest player with 3.39 million, with Amazon seeing similar massive growth from 715,000 in 2021 to 2.35 million in 2027.

    After Disney+ withdrew its content and launched as a standalone platform, OSN lost some traction. However, OSN will retain exclusive rights to HBO Max and Paramount+ content. By 2027, OSN will have 1.60 million paid SVOD subscribers.

    Digital TV Research principal analyst Simon Murray commented, “Netflix will continue to lead the market, although Disney+ has provided a strong challenge since June. We assume that Netflix and Disney+ will add hybrid ad-supported tiers in a pan-Arabic platform from 2024.”

  • OTT global revenues to increase significantly in 2022: Report

    OTT global revenues to increase significantly in 2022: Report

    Mumbai: Global revenues from OTT TV episodes and movies will reach $224 billion in 2027. According to the reports, this will be up from $135 billion in 2021.

    About $21 billion will be added in 2022 alone, according to Digital TV Research.

    SVOD revenues will climb by $48 billion between 2021 and 2027 to total $136 billion. AVOD revenues will increase by $37 billion between 2021 and 2027 to reach $70 billion.

    From the 138 countries covered, the top five will command 65  percent of global OTT revenues by 2027. OTT revenues will exceed $1 billion in 25 countries by 2027; up from 17 countries in 2021.

    Digital TV Research principal analyst Simon Murray said, “The US will command 45 per cent of global revenues by 2027. We forecast that US revenues will climb by $45 billion between 2021 and 2027 to reach $106 billion.”

  • Global SVOD subscriptions to grow by 485 million: Research

    Global SVOD subscriptions to grow by 485 million: Research

    MUMBAI: Global Subscription Video On Demand (SVOD) subscriptions will surge by 485 million between 2021 and 2027 to reach 1.69 billion. Six US-based platforms will have 988 million paying SVOD subscribers by 2027, up from 612 million in 2021, according to a report by Digital TV Research.

    Digital TV Research principal analyst Simon Murray said, “Our Netflix forecasts for 2027 are 29 million lower than our February update – at 253 million. Netflix needs to boost its content to counter its fresher and cheaper rivals.”

    Despite losing four million subscribers in North America, a total of 31 million subscribers Netflix will add between 2021 and 2027.

    It is estimated that Disney+ will overtake Netflix in 2025. Disney+ will add 144 million subscribers between 2021 and 2027 to take its total to 274 million Disney+ Hotstar will roll out to 13 Asian countries by 2027. These countries will supply 114 million (42 per cent) of the global Disney+ subscriber total, but only $1.58 billion (11 per cent) of Disney+’ revenues ($14.7 billion) by 2027.

    Netflix will remain the revenue winner, with $34 billion by 2027 – similar to Disney+, HBO Max and Paramount+ combined. However, the Netflix total is only $4 billion more than 2021 as subscriber growth decelerates and average revenue per user (arpu) is squeezed.

  • India’s Avod spend to reach $2.4 billion by 2026: Research

    India’s Avod spend to reach $2.4 billion by 2026: Research

    MUMBAI: The revenues for ad-supported video-on-demand (Avod) in India for TV series and movies are expected to reach $2.4 billion by 2026. In 2022, the revenue will surge to $1 billion, up from $0.8 billion last year, according to a report from Digital TV Research released recently. 

    It is predicted by the research that Avod revenues for TV series and movies will reach $70 billion by 2027 globally, which will surge from $33 billion in 2021. 

    The report also highlights that out Of the 138 countries covered in the survey, a total of 13 will generate revenue of over $1 billion by 2027.

    The survey has revealed the data of five top countries in Avod’s revenue growth in future. It includes countries such as the US, China, UK, Japan, and India. 

    Pointing out his views, Digital TV Research principal analyst Simon Murray said, “US AVOD will grow by $19 billion to $31 billion by 2027 – remaining the largest country by far. The US has the world’s most sophisticated advertising industry by some distance, plus AVOD choice is greater in the US than anywhere else. The US will account for 46 per cent of the global total by 2027, up from 39 percent in 2021.”

    After the US, China’s revenue growth for Avod will increase by 2027. It will reach $8.3 billion from the current over $6 billion. 

  • Global pay TV to add subscribers but lose $25 billion revenue in six years: Research

    Global pay TV to add subscribers but lose $25 billion revenue in six years: Research

    MUMBAI: Digital TV Research forecasts 19 million more pay TV subscribers across 138 countries between 2021 and 2027, but revenues will decline by $25 billion over the same period.

    Digital TV Research principal analyst Simon Murray said, “Between 2021 and 2027, 86 countries will add pay TV subs and 52 countries will lose subscribers. Most of the countries gaining pay TV subscribers are developing nations, with a low average rate per user (ARPUs). The US will be the biggest loser – down by 12 million subscribers.”

    IPTV will add 79 million subscribers globally between 2021 and 2027 to take its total to 439 million. Satellite TV will lose 10 million subscribers between 2021 and 2027.

    Revenues will decline in 70 of the 138 countries between 2021 and 2027. The US will fall by $19 billion. Global satellite TV revenues will drop by $14 billion, with digital cable down by $10 billion. Analogue cable will lose $1 billion. IPTV will grow slightly.

  • Disney+ crosses 10 mn subs within days of launch

    Disney+ crosses 10 mn subs within days of launch

    MUMBAI: Disney’s much-anticipated OTT platform Disney+ has signed up 10 million subscribers within days of its launch on 12 November, from just a few international markets of Canada, USA, and the Netherlands, and in spite of the technical glitches consumers endured on the day of its launch.

    Disney+ is yet to roll-out in many important markets.  The video-streaming service will be available in Australia and New Zealand from 19 November and more countries will join the list in the coming months. While Disney+ will not be launched in India, viewers will still be able to stream Disney+ content in India through Hotstar, even though there is no clarity on the time-frame yet.

    As Disney+ starts rolling out in newer markets, the media conglomerate will see its subscriber base soaring and as per the latest Digital TV Research report, it could have over 100 million subscribers by 2025. The company itself estimates its subscriber base to be between 60 and 90 million by 2024.

    Given Disney+’s unmatched content library strength, offering 500 films and 7,500 episodes of television, the OTT platform was bound to be an instant hit. However, 10 million subscribers from just a few international markets within days of its launch is a huge disruption in the OTT segment by any standard.

     To put this in perspective, video-streaming giant Netflix has only 150 million global subscribers after many years of existence. Hulu, another streaming service owned by Disney, has 28 million subscribers after its launch more than a decade ago.

    The huge response to the Disney+ launch was not dampened even by the technical glitches people faced on the day of its launch that made its services unavailable for a few hours. The company cited higher-than-expected demand as a factor.

    Disney+ subscribers will have access to over 500 movies, including three of the four highest-grossing films of all time – Avengers: Endgame, Avatar and Star Wars: The Force Awakens – as well as films from Marvel Studios including Captain America: Civil War, Guardians of the Galaxy, The Avengers, Iron Man 3, Doctor Strange, Guardians of the Galaxy Vol. 2, Captain Marvel, Iron Man, Thor: The Dark World, Captain America: The Winter Soldier, Iron Man 2, Thor, Avengers: Age of Ultron, Captain America: The First Avenger and Ant-Man.

    In addition, Disney+ will offer content from National Geographic including the critically acclaimed and award-winning documentary Free Solo and the streaming debut of Science Fair.

    Also in the library are all six of the original classic Star Wars films released between 1977 and 1999, in addition to recent blockbusters Star Wars: The Force Awakens and Rogue One: A Star Wars Story. At the end of 2020, the entire Skywalker saga will be available on the service. Besides, it has 30 seasons of The Simpsons, 18 Pixar movies – including Wall-E, Up, Monsters Inc., Finding Nemo, The Incredibles, Toy Story, Inside Out and Brave – plus thousands of episodes of Disney Channel and Disney Junior series. These include The Suite Life of Zack & Cody, Kim Possible, Mickey Mouse Clubhouse, PJ Masks and Jake & the Never Land Pirates.

  • India, China to provide 50% of global pay TV subs by 2023

    India, China to provide 50% of global pay TV subs by 2023

    NEW DELHI: India and China will together provide half the world’s pay TV subscribers by 2023, according to a new global report that forecasts 95 million additional pay TV subscribers would get added between 2017 and 2023 to take the global total to 1.10 billion.

    China will continue to supply about a third of the world’s pay TV subscribers with 375 million expected by end 2023, while India will bring in another 16 per cent of the total by 2023 that translates into 180 million subs, a global report released by London-based Digital TV Research stated.

    Based on forecasts for 138 countries, the number of pay TV subscribers passed 1 billion in 2017.

    Satellite TV will grow by 31 million subs and pay DTT by 10 million. Digital cable TV will add at 61 million subs between 2017 and 2023, but analogue cable TV will lose 88 million subs – a net loss for cable, an official statement from Digital TV Research stated on Tuesday.

    Siti Networks Ltd chief business transformation officer Rajesh Sethi said: “The Asia Pacific Pay TV Sector is expected to show multi-fold growth in the next five years with digital cable expected to account for half of the overall pay TV subscriber additions of 78 million. India will account for around 59 per cent of the incremental revenue growth of $2.7 billion in Asia Pacific for the said time frame, which is evidence of the strong adoption of digital distribution mediums in the country, in line with the government’s digital India initiative.”

    “We, at Siti, while being cognizant of the immense utility that this brings to our fellow citizens, are well positioned to participate in this exciting opportunity and are diligently ensuring that the digital wave in India is ubiquitous and impactful.”

    There were still 90 million analogue cable TV subscribers by end-2017. Although this figure is down from 335 million in 2010, it still represents a major hurdle for pay TV operators to convert. It is not all gloom as there will be 525 million cable TV subs (both analogue and digital) by 2023, similar to the 528 million recorded in 2010.

    Simon Murray, principal analyst at Digital TV Research, said: “It’s no secret that pay TV subscriber numbers are falling in North America. We forecast 92 million pay TV subs in the region by 2023; down by 20 million from 112 million in the peak year of 2012.”

    The number of pay TV subscribers was flat in Latin America in 2017. Fewer than five million more pay TV subscribers are expected between 2017 and 2023, bringing its total to almost 76 million.

    Eastern Europe will lose 2.4 million subscribers between 2017 and 2023, down by 2.9 per cent to 79 million. This is more to do with poor economic conditions than cord-cutting. Eastern Europe also has a legacy of low-paying analogue cable TV subscribers to convert to digital. Year 2017 was the peak year for the region. The 2017 total included 20 million analogue cable subscribers.

    According to the report, Western Europe will still gain subscribers between 2017 and 2023. Although this only represents a 2.6 per cent increase, it means nearly three million more subs to take the total to 106 million.

    Sub-Saharan Africa will climb by 74 per cent between 2017 and 2023 to 41 million pay TV subscribers. In the Middle East and North Africa, the number of pay TV homes are expected to increase by 4.5 million between 2017 and 2023 to 21 million.

    The Asia Pacific pay TV sector is vibrant with subscribers likely to rise by 78 million over the next five years to 686 million.

    Interestingly, the Global Pay TV Subscriber Forecasts report concluded that IPTV would win most of the additional subscribers, or 81 million. IPTV will overtake pay satellite TV subs in 2018. “Some operators, such as Telefonica in Spain, are encouraging subscribers to convert to IPTV from other platforms. IPTV/broadband subs are more lucrative than satellite TV ones,” Murray concluded.

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