Reimagining TV Viewing Jack Davison, Executive Vice ...

[Pages:35]Reimagining TV Viewing Jack Davison, Executive Vice President, 3Vision

CTAM Europe OTT Symposium 2019

CTAM Europe OTT Symposium 2019 Growing complexities

Media Consolidation

Direct to Consumer

SVOD Growth

AVOD

Short Form & Social

Content Market

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CTAM Europe OTT Symposium 2019 Media Consolidation

Mergers

AT&T & Time Warner

$85 billion

March 2019

Walt Disney & 21st Century Fox

$72 billion

March 2019

Discovery & Scripps

$15 billion

March 2018

Comcast & Sky

$39 billion

October 2018

Alliances

Discovery, ProSieben & additional partners

7TV

Launched but rebuilding

TF1, M6 & France Television

Salto

Launch date tbc

BBC Studios & ITV

Britbox

UK launch date tbc

TBS, TV Tokyo, WOWOW & others

Paravi

Launched April 2018

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CTAM Europe OTT Symposium 2019 Direct to Consumer

Disney+ Disney

Launching globally SVOD

HBO

WarnerMedia US, ESP, Nordics & others SVOD

Starz Play

Starz/Lionsgate US, Canada, UK & Germany SVOD

Britbox

BBC & ITV US with UK coming SVOD

Unnamed

NBCU US & UK & others tbc AVOD on Pay TV, SVOD OTT

Hayu

NBC Universal UK, Nordics, Australia & Canada

Hulu

Disney, Comcast/NBCU, WarnerMedia US SVOD & VMVPD

Epix Now

MGM US SVOD

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Shudder

AMC US, Canada, UK & Germany SVOD

Crackle

Sony US only AVOD

Eurosport

Discovery Europe SVOD

Zee5

Zee Ent. Enterprises Global SVOD & linear channels

CTAM Europe OTT Symposium 2019 SVOD Global Growth

Subscribers (Millions) Revenues (US$ Billions)

Global SVOD Growth

600

50

546

520

490

451

450

38

405

344

300

262

25

Revenues (US$B)

179

Subscribers (M)

150

121

13

82

54

27

35

'- 0

0

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

5

Source: DTV Research; Global SVOD Forecasts 2017

CTAM Europe OTT Symposium 2019 SVOD `aggregation' increasingly the focus with more and more initiatives

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CTAM Europe OTT Symposium 2019 Xfinity Flex enabling SVOD

Xfinity Flex Available to all Internet-only customers, $5 per month Integrated guide for accessing streaming services Will be able to upgrade to full TV (with cloud PVR)

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CTAM Europe OTT Symposium 2019 SVOD - Amazon

Amazon Channels Growth

Volume of Amazon Channels Available in the US

160

120

30 launch partners

80

2018 closures

40

Q4'15 Q1'16 Q2'16 Q3'16 Q4'16 Q1'17 Q2'17 Q3'17 Q4'17 Q1'18 Q2'18 Q3'18 Q4'18 Q1'19

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Source: 3Vision Analysis of Amazon Websites and Corporate Releases

International Channel Volumes

72 72 50

55 52

2017 2018 2019 Q1

40 40

30

0

UK

GER

JAP

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