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Category: Media Technologies

Fast Growth in 4K Televisions and UHD Content Requires Premium Content Protection

Ultra HD televisions are one of the fastest-growing segments in the history of consumer electronics. Within the first three years of shipments, 4K/UHD overshadowed HDTVs by nearly 4x with 16 million units shipped compared to 4.2 million units1. Since then, rapid penetration is occurring globally with 35 percent of all U.S. households forecast to have a UHD television by 2019, followed by the United Kingdom with 31 percent, 25 percent in the European Union, and 24 percent in China. Global units shipped reached 82 million in 2017 up from 53 million in 2016. . The global 4K TV market is…

OTT is Eating Cable: Here’s How to Protect Streaming and On-Demand Video

Viewership of live-linear over-the-top (OTT) video is expected to surpass traditional broadcast TV1 within the next five years. The global OTT devices and services market will reach USD 165 billion by 2025 representing a massive increase over the decade from $29 billion in 2015 due to mobile devices and smart TVs2. OTT revenue will grow from $46.5 billion in 2017 to $88.4 billion in 20223. Subscription video-on-demand (VOD) comprises 40 percent of the OTT market with the majority of the revenue coming from the United States. By 2022, the SVOD penetration will be 132% of US TV households by 2022 with…

Here’s Why Roku Stock Will Surpass $100 In Next Two Years

Roku’s stock (ROKU) is getting a lot of attention after it reported stellar second-quarter results due to 57% year-over-year revenue growth to $156.8 million beating the analyst forecast of $141 million. Compare this to 37% year-over-year revenue growth in Q1. However, as I stated in my Q1 article, the platform revenue is where Roku will continue to see a majority of the gains. The video streaming platform revenue was up 96% during the period to $90.3 million with player revenue up 24% to $66.5 million. Some of the analysis below is taken from an article I wrote last quarter on Seeking Alpha. The…

Live Over-the-Top Sports: Global Spotlight on India and China

Global Market for Live OTT Sports is Heating Up As the ultimate live experience, sports are a driving force behind many subscribers’ decisions to choose between cable TV and OTT. Revenue growth in OTT is expected to almost double from 2017 to 2022 from $46.5 billion to $88.4 billion1  and by offering content choices to sports fans from all over the world, OTT providers can gain a critical competitive advantage. For example, the English Premier League (EPL) has over 210 million fans outside of the UK that Amazon intends to capture with a recent deal to show 20 matches a…

Live Sports OTT: The Coveted Markets of North America and Europe

As the ultimate live experience, sports are a driving force behind many subscribers’ decisions to choose between cable TV and OTT. Every time a household cancels cable service, ESPN loses about $8 a month1. As streaming video has continued to rise, ESPN has seen a decline from 100 million households in 2011 to 87 million households in 2017. Which is why it’s not surprising the Walt Disney Co., the company that owns ESPN, is offering an OTT video streaming edition for ESPN fans at $4.99 per month for the app. Coveted Live Sports OTT Markets: North America & Europe For…

New Trends in On-the-Go Entertainment for Flights and Cars

Smartphones have popularized the concept of on-the-go entertainment with users now spending over five hours per day on their mobile device. This steady demand is great for businesses as long as this usage has reliable 3G or 4G broadband, or WiFi access. Data efficiency decreases the farther one travels from metropolitan areas, whether that be by plane or automobile, whereas the demand for entertainment is constant. In-flight entertainment systems and broadband are popular with 70 percent of survey respondents citing they would be willing to pay 7 USD for connectivity[1]. Total revenue from these passenger connectivity services will reach $5.4 billion by…

Is the Media and Entertainment Industry Maximizing Captive Audiences?

Smartphones have popularized the concept of on-the-go entertainment with users now spending over five hours per day on their mobile device. This steady demand is great for businesses as long as this usage has reliable 3G or 4G broadband, or WiFi access. Data efficiency decreases the farther one travels from metropolitan areas, whether that be by plane or automobile, whereas the demand for entertainment is constant. In-flight entertainment systems and broadband are popular with 70 percent of survey respondents citing they would be willing to pay 7 USD for connectivity[1]. Total revenue from these passenger connectivity services will reach $5.4 billion by…

Over-The-Top Video is Booming: Infographic

Within the next five years, viewership of live-linear over-the-top video (OTT) is expected to surpass traditional broadcast TV. This infographic explores the trends contributing to Pay TV subscriber loss.     CONCLUSIONS: 10 year market growth of Global OTT Devices and Services will grow from $29 billion in 2015 to $165 billion in 2025. Subscription on Demand (SVOD) comprises 40% of the OTT market with the majority of the revenue coming from the U.S. There will be 132% SVOD penetration in US television households by 2022. Mobile is a major contributor to OTT with 85% growth of TV and video…

Top Global Markets in Media & Entertainment

  The policies and regulations around media and entertainment are transforming as governments try to keep up with the pace of change seen in the industry. As consumers want faster, easier, and sometimes free content, industry leaders go to great lengths to meet this demand, while governments seek ways to protect their markets. The United States has a creative and entrepreneurial culture that is reflected in its share of M&E earnings across film, music, book publishing and video games. According to PwC, the U.S. M&E market comprises a third of the global industry and will reach $771 billion by 2019,…

Trends and Opportunities in the M&E Market

Media is expected to grow at a CAGR of 12.0% between 2015 and 2020 while entertainment will reach a record of 13.8% CAGR. Combined, the US media and entertainment industries will spend $7.34 billion on paid online and mobile media advertising in 2016, according to Emarketer. Media and Entertainment Trend #1: Big Data and IoT Today’s Media and Entertainment (M&E) organizations focus not only on delivering content to multiple devices, but also managing the data they collect from these devices. Increasingly, these organizations are not only gathering data from the devices on which the media is consumed, but they are also…