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Tag: OTT

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…

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…

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…