Analyst: Global SVOD Revenue to Reach $100 Billion by 2025

New data from Digital TV Research contends SVOD revenue from 138 countries will top $100 billion by 2025, double the $50 billion recorded in 2019. SVOD revenue will top $1 billion in 16 countries by 2025 — up from eight countries in 2019.

As expected, streaming services Netflix, Disney+ and Amazon Prime Video will help sustain the U.S. as the global SVOD revenue leader — adding nearly $18 billion through 2025 to take the countries total to $42 billion. At the same time, the U.S. share of global SVOD revenue will decline to 42% from 49%.

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SVOD subscriptions will increase by 529 million through 2025 to 1.17 billion. China and the U.S. together will account for 51% of the global total. This is down from 63% in 2019 — suggesting SVOD growth in other countries is growing quickly.

Disney+ will be the biggest winner by adding 142 million subscribers between 2019 and 2025 to take its total to 172 million. Netflix will add 91 million subscribers to total 263 million.

“We believe that Disney+ will have a huge impact,” analyst Simon Murray said in a statement. “However, we have lowered our 2025 forecasts by 30 million since our May edition. Analysis of Disney’s June results showed a rapid deceleration in subscriber additions after an initial spike in its early launch countries. We expect this to be repeated elsewhere.”

By 2025, a third of the world’s TV households will have at least one SVOD subscription — up from a quarter at end-2019.

Amazon Doc ‘All In: The Fight for Democracy’ Available Free Sept. 22

In support of National Voter Registration Day Sept. 22, Prime Video will stream the Amazon Original movie All In: The Fight for Democracy featuring Stacey Abrams to audiences globally, without needing a Prime membership.

The voting rights documentary will be in front of the Prime Video paywall for 24 hours. The film will also be available on Twitch, YouTube and Twitter.
Also on Sept. 22 Twitter and Twitch will host watch parties. The Twitter watch party will be hosted by Stacey Abrams and Lin-Manuel Miranda starting at 4 p.m. PST at https://twitter.com/i/events/1305586144692727809, and the Twitch livestream will be hosted by social influencer Neeko on http://www.twitch.tv/neeko at 11 a.m. PST.

All In: The Fight for Democracy will stream at no cost for 24 hours on Prime Video at https://www.amazon.com/dp/B08FRSNBLL, and at https://youtu.be/6h1-Ctbi8SM on YouTube.

In anticipation of the 2020 presidential election, All In: The Fight for Democracy examines the often overlooked, yet insidious issue of voter suppression in the United States. The film interweaves personal experiences with current activism and historical insight to expose a problem that has corrupted our democracy from the very beginning. With the perspective and expertise of Abrams, the former minority leader of the Georgia House of Representatives, the documentary offers an insider’s look into laws and barriers to voting that most people don’t even know are threats to their basic rights as citizens of the United States.

“Voting is fundamental for our country and democracy, and should be accessible and available to Americans everywhere,” said Abrams in a statement. “All In: The Fight for Democracy will be accessible on multiple platforms in support of voter awareness and registration for all Americans.”

As previously announced, the filmmakers with support from foundations, private funders and Amazon Studios launched #AllInForVoting, a non-partisan social impact campaign aimed at educating and registering first-time voters, mobilizing communities to turn out to vote and training citizens to know their rights and report voter suppression. As part of the impact campaign, the 50 State Ambassador initiative brought together a team of influential actors, artists, musicians, athletes and newsmakers to use their platforms to educate voters and mobilize participation in the upcoming national and regional elections. The Ambassadors include Taraji P. Henson, Connie Britton, Tyler Blackburn, Zooey Deschanel, Don Cheadle, Gabrielle Union, Seth MacFarlane, Padma Lakshmi, Melissa Ethridge, Zach LaVine, Viola Davis and Janelle Monáe.

The impact campaign is in partnership with Stacey Abrams’ Fair Fight Action and other leading civic engagement organizations including: Advancement Project, Alliance for Youth Action, ALL IN Campus Democracy Challenge, All Voting Is Local, Black Voters Matter, BLOC, Campus Voter Project, Community Change, Election Protection, Equality NC, Florida Rights Restoration Coalition, GenEquality, HeadCount, Higher Heights for America, Indivisible, Jewish Women International, Lawyers’ Committee for Civil Rights Under Law, Leadership Conference on Civil and Human Rights, League of Women Voters and National Organization for Women (NOW), LUCHA, Movement Voter Project, National Democratic Redistricting Committee (NDRC), New Virginia Majority, People for the American Way, Rock the Vote, Spread the Vote, Southern Poverty Law Center, Voto Latino Foundation and When We All Vote. Users are encouraged to join the movement by posting with “#AllInForVoting.” More information on activations and programming can be found at AllInForVoting.com.

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All In: The Fight for Democracy is directed by Oscar-nominated and Emmy-winning filmmaker Liz Garbus and Oscar-nominated and Emmy-winning filmmaker Lisa Cortés, and produced by Garbus, Cortés, Academy Award-winning producer Dan Cogan and Abrams. Amazon Studios acquired worldwide rights to All In: The Fight for Democracy from production company Story Syndicate.

PBS Masterpiece Launches on Amazon Prime Video Channels for Canada

PBS Distribution Sept. 15 launched its streaming channel PBS Masterpiece on Amazon Prime Video Channels for Canada.

“We have seen tremendous consumer demand and subscription growth since we launched PBS Masterpiece on Amazon Prime Video Channels in the United States in May of 2017,” Andrea Downing, co-president of PBS Distribution, said in a statement. “This expansion allows our committed and loyal Masterpiece fan base in Canada to enjoy these high-quality, award winning programs whenever they like.”

The channel launches with popular Masterpiece programs such as “Sanditon,” “Endeavour,” “Home Fires,” “Inspector Lewis,” “Poldark” and “Victoria.”

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In addition to Masterpiece programming, the channel will also offer titles from the Walter Presents library of series from countries all over the world, subtitled in English, marking the debut of Walter Presents programs to Canadian audiences. Titles include the highest-rated drama in Denmark, “Seaside Hotel,” and crime thriller/mysteries “Professor T,” “Though Shall Not Kill” and “Before we Die,” among many others.

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“I am genuinely thrilled to be launching Walter Presents in Canada, with its rich, bi-lingual culture and its history of active engagement with the world as well as its long-standing appreciation of world drama,” said Walter Iuzzolino, co-founder and curator of Walter Presents, in a statement. “I know Canadian audiences will embrace our collection of quality, award-winning series with a sense of curiosity and with real gusto.”

The subscription rate for PBS Masterpiece in Canada will be CDN $6.99 per month plus applicable taxes with an Amazon Prime membership.

Analyst: Disney+ Viewership Set to Pass Hulu by 2024

Disney’s direct-to-consumer streaming video service continues to impress analysts. New data from eMarketer suggests the $6.99 monthly platform will have 72.4 million viewers in the United States by the end of the year — representing 32.1% of the country’s SVOD viewership.

Disney+ is projected to have annual double-digit viewership growth through 2024, topping sister service Hulu, with 123.4 million viewers compared with 115.6 million for Hulu. Disney+ viewership now dwarfs rival Apple TV+ (18.8 million) — despite launching a week later in 2019.

Disney currently has nearly 35 million domestic subscribers. The eMarketer viewership estimates outpace subscriber totals because multiple viewers can use the same subscription.

In 2020, 225.4 million viewers will use a streaming service at least once per month, up from the 221.9 million viewers previously forecast in Q1. This figure will grow to 237.1 million in 2024. Netflix remains the top subscription streaming service in the U.S., with 168.9 million viewers, followed by Amazon Prime Video at 130.1 million.
“Since its launch, Disney+ has been able to grow quickly by using a low price point and leveraging a vast library of content,” Eric Haggstrom, forecasting analyst at Insider Intelligence, said in a statement. “Bundled offerings with Hulu and ESPN+, as well as distribution deals with Verizon, have enabled it to grow new subscriptions quickly and reduce subscriber churn.”
Haggstrom added that while Disney+ has benefited from lockdowns and stay-at-home orders during the coronavirus pandemic, movie and TV production shutdowns could pose challenges in retaining subscribers looking for new content.
“It will be difficult for Disney+ to continue growing viewership in 2021 with a light batch of new releases,” he said.

A Drive-in Premiere for ‘The Boys’

Amazon Prime Video Sept. 3 hosted a drive-in screening of “The Boys” season two ahead of its Sept. 4 premiere. Stars Antony Starr, Jack Quaid, Erin Moriarty, Karen Fukuhara, Shantel VanSanten, Claudia Doumit, Langston Kerman and Abraham Lim arrived at Level 8 at The Grove in Los Angeles to celebrate the new season. Guests arrived in their cars through Lucy the Whale, who makes a special appearance in the third episode of season two. Ahead of the drive-in special screening, guests were invited to a socially distant pre-party in their cars, where they had their pictures taken at the drive-through photo op activation, danced in their cars to the music of DJ Michelle Pesce, and enjoyed Umami Burgers, Popcorn and Swedish Fish. Before the two-episode screening, fans enjoyed a pre-taped introduction from the cast and executive producers Eric Kripke, Seth Rogen and Evan Greenberg. A special encore drive-in screening for cast and fans is also being held Sept. 4 and is at full capacity.

The first three episodes of season two premiere Sept. 4, with new episodes available each Friday following, culminating in a season finale Oct. 9. The eight-episode Amazon Original series will be available exclusively on Prime Video in more than 200 territories around the world.

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Based on the New York Times best-selling comic by Garth Ennis and Darick Robertson, “The Boys” is an irreverent take on what happens when superheroes — who are as popular as celebrities, as influential as politicians and as revered as gods — abuse their superpowers rather than use them for good. The Boys continue on a quest to expose the truth about The Seven, and Vought — the multi-billion-dollar conglomerate that manages these superheroes and covers up all of their dirty secrets.

NPD: Online Video Consumption, Engagement Leapt in Q2

Free, transactional and subscription video all grew significantly in the second quarter versus the same period in 2019, according to NPD Group data.

The market experienced “growth across just about every way you can consume video,” said NPD’s John Buffone during the online OTT.X summit Sept. 1. (The summit continues today; to register click here.)

Transactional VOD alone jumped by 57%, while subscription VOD grew 42%, Buffone reported.

Sales of TVs and streaming players (“largely driven by Roku”) also grew by double digits during stay-at-home orders, he said, while sales of DVD and Blu-ray players also saw a jump in sales “for a while.”

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The most frequently used services in April 2020 (Netflix, Hulu, Disney+, CBS All Access, Amazon Prime Video) are gaining the most ground, NPD research found. Among that group, 87% of Netflix subs said they use the service at least weekly, with 80% saying the same of Hulu, 70% of Disney+, 68% of CBS All Access and 64% of Amazon Prime. During April, 48% of Netflix subscribers said they were using it more often, compared to 57% of Disney+ subs, 42% of Hulu subs, 40% of CBS All Access subs and 39% of Amazon Prime subs.

A third of SVOD users said that exclusive content made them subscribe or watch more because content was not available any other way, he noted.

Walmart Bows $98 Subscription Program — Without Free Access to Movies, TV Shows and Music

Walmart Sept. 1 unveiled a much-hyped “Walmart+” $98 annual subscription program aimed at competing with the Amazon Prime membership. While the $12.95 monthly program, which goes into effect Sept. 15,  is $21 cheaper than Prime (over a year), Walmart’s platform lacks key Prime features such as streaming video, music and digital books, among other perks.

Walmart said the aforementioned features found on Prime could be added over time. Some observers had felt Walmart would bundle Vudu.com to the subscription service. Instead, the world’s largest retailer sold the platform to NBCUniversal’s Fandango.

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What Walmart+ does offer is free same-day shipping on myriad store items (over $35) that can be shipped from more than 4,700 stores nationwide; a 5 cents per gallon gasoline discount; and the ability to scan items on the Walmart app and pay without waiting in line.

Calling it the “ultimate life hack,” Walmart said the platform would replace “Delivery Unlimited,” currently available in about 1,000 stores. Walmart’s e-commerce business grew 97% in the most-recent fiscal period to $10 billion.

Chuck Grom, retail analyst with Gordon Haskett Research Advisors, cautions that consumers have been inundated with subscription programs this year, including Disney+, HBO Max and Peacock. He wonders whether the appetite for another plan exists.

“The jury is still out on the ultimate potential of this new offering,” Grom wrote in a note.

Walmart has launched other tech features, including a disc-to-digital platform with studios that enabled users to buy digital codes of their DVD and Blu-ray Disc movies. The program was subsequently offloaded to Vudu, which then allowed users to obtain digital codes from their home.

IMDb: ‘The Last Dance,’ ‘Last Week Tonight’ Top Most-Popular TV Shows Thus Far in 2020

IMDb.com, the online industry tracker owned by Amazon, Sept. 1 announced the Top 10 television shows thus far in 2020, according to its user ratings through Aug. 23.

Among the TV shows airing or streaming from Jan. 1, these 10 shows had the highest IMDb user ratings. IMDb ratings are determined by users who rank movies and TV shows on a 10-point scale. Content sources include ESPN, HBO, Netflix, Discovery, Amazon Prime Video, among others.

  1. The Last Dance
  2. Last Week Tonight With John Oliver
  3. The Outsider
  4. How the Universe Works
  5. Dark
  6. Westworld
  7. Better Call Saul
  8. Curb Your Enthusiasm
  9. Normal People
  10. Top Gear

Among the TV English-language shows airing or streaming their premiere season from Jan. 1, the following 10 new shows had the highest IMDb user ratings:

  1. The Last Dance
  2. The Outsider
  3. Normal People
  4. Gangs of London
  5. Dave
  6. The Midnight Gospel
  7. Star Trek: Picard
  8. Defending Jacob
  9. Unorthodox
  10. The New Pope

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IMDb recently launched a new What to Watch page, designed to make it easier for users to decide what to watch. From the Watch Guide, users can discover trending movies and TV shows from around the world, explore streaming picks, celebrity recommendations and watch the latest videos and trailers.

Daisey Edgar-Jones

Additionally, British actress Daisy Edgar-Jones received an IMDb “Breakout” STARmeter Award for her performance as Marianne in “Normal People,” which ranks as the No. 3 new show of the year so far and No. 9 overall based on IMDb user ratings. Edgar-Jones has been a strong performer this year on the IMDbPro STARmeter chart, which is determined by the page views of the more than 200 million monthly visitors to IMDb worldwide.

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IMDb STARmeter Awards have proven to be an accurate predictor of stars who are about to have a breakthrough career moment. Previous IMDb STARmeter Award recipients in the “Breakout” category, include Nicholas BraunOlivia CookeJacob ElordiPom KlementieffBrie LarsonDacre Montgomery, and Miles Teller.

 

 

Netflix Dominates Consumer Interest in Crowded SVOD Market

Netflix continues to resonate among consumers despite an influx of new subscription streaming video services featuring both paid and free, ad-based content.

New data from JustWatch, an international streaming content guide with more than 20 million users per month across 46 countries, suggests Netflix’s popularity continues to dwarf the competition at a time when upstarts such as Disney+, HBO Max and NBCUniversal’s Peacock dominate the news. Only Amazon Prime Video tracks the same double-digit approval among consumers as Netflix.

In four weeks after launch, JustWatch noted that consumer interest in Peacock was two-times less than consumer interest in Disney+ and almost five-times less than in Netflix.

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Unlike other SVOD platforms, Peacock, which launched July 15, offers a free ad-supported option featuring two-thirds of its 20,000-hour content catalog to anyone in the U.S.

“However, Peacock is already beating out Apple TV+,” JustWatch said.

Report: U.S. Streaming Video Consumption Doubled During Pandemic — Driven by Netflix

Beginning in mid-March, SVOD use in the United States skyrocketed to nearly 600 minutes monthly from fewer than 300 minutes in June 2019. The tally surpassed 700 minutes in April, before leveling off in the mid-600 range in May and June, according to new data from 7Park.

Throughout the pandemic, one service continues to dominate: Netflix. While the SVOD pioneer’s recent quarterly financials underscored the platform’s enduring appeal among new subscribers, actual use of the service is undeniable.

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Indeed, Netflix use accounted for 69.2%, 71%, 67.4% and 70% of all SVOD consumption in March, April, May and June, respectively.

New York-based 7Park said 73% of viewers watched only one platform, while 22% watched two platforms and 5% watched three or more. Multiple platform usage increased since March due to COVID-19 stay-at-home orders but looks to be trending down.

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“Streaming is still above March pre-COVID-19 stay-at-home order levels, and the majority of viewers’ time spent continues to be on Netflix, which accounted for 70% (445 minutes) of total streaming minutes across all platforms,” wrote Lindsay Bisson, with 7Park.

That said, use of Netflix and Prime Video declined 4% and 12%, respectively, during the pandemic while upstart services such as Apple TV+ and Disney+ saw surges due to original content such as Defending Jacob and Hamilton, respectively.

Between July 1-5, 7Park said Hamilton was the most-viewed streaming video title, accounting for 22% of the time households spent across all five major streaming platforms. More than 80% of Disney+ users watched the Lin-Manuel Miranda-written/starrer, and it secured 87% of the total time spent on Disney+ platform.

7Park said the surge of Apple TV+ use likely continued with Tom Hanks’ Navy war drama Greyhound.