Summary
TV consumption continues to move from scheduled TV broadcasts to on-demand video streamed over the internet. The two main types of video streaming services are over-the-top (OTT) TV and internet protocol TV (IPTV). The former runs on top of a public internet connection, while the latter refers to video streamed over a private, dedicated network, typically owned by a telecom operator. Collectively, we refer to OTT TV and IPTV as internet TV.
Two factors will determine success in the internet TV market: a strong user interface (UI) and a large back catalogue of popular content. Netflix the market leader in UI, whilst Disney has started to compete with its content dominance.
Almost every film and TV studio is following Disney’s lead by launching its own internet TV offering. Whilst Disney has made a good start, adding over 50 million Disney+ subscribers in the six months since its launch in November 2019, it is worth remembering that no traditional media company, whether in music, newspapers, book publishing, advertising or TV, has ever successfully defended its turf against an unwanted Big Tech disruptor.
Scope
Reasons to Buy
TV consumption continues to move from scheduled TV broadcasts to on-demand video streamed over the internet. The two main types of video streaming services are over-the-top (OTT) TV and internet protocol TV (IPTV). The former runs on top of a public internet connection, while the latter refers to video streamed over a private, dedicated network, typically owned by a telecom operator. Collectively, we refer to OTT TV and IPTV as internet TV.
Two factors will determine success in the internet TV market: a strong user interface (UI) and a large back catalogue of popular content. Netflix the market leader in UI, whilst Disney has started to compete with its content dominance.
Almost every film and TV studio is following Disney’s lead by launching its own internet TV offering. Whilst Disney has made a good start, adding over 50 million Disney+ subscribers in the six months since its launch in November 2019, it is worth remembering that no traditional media company, whether in music, newspapers, book publishing, advertising or TV, has ever successfully defended its turf against an unwanted Big Tech disruptor.
Scope
- This report provides an overview of the internet TV theme.
- It identifies the key trends impacting growth of the theme over the next 12 to 24 months.
- It includes a comprehensive industry analysis, including up-to-date figures for pay TV accounts (split by cable, satellite, terrestrial, IPTV, and SVOD).
- The value chain compares the traditional, linear TV stack to the internet TV stack, where the dividing lines are no longer respected by tech invaders.
Reasons to Buy
- Internet TV will be the single most important technology theme driving earnings in the film and TV industry over the next two years.
- This thematic report analyzes the key players in the film and TV industry and where they sit in the industry value chain as the TV industry transitions towards internet TV.
- It also looks at how COVID-19 has impacted the music, film, and TV sector.
Table of Contents
Players- Impact of COVID-19 on internet TV
- Technology briefing
- Trends
- Industry analysis
- Value chain
- Companies
- Sector scorecards
- Glossary
- Appendix: Thematic research methodology
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Netflix
- Amazon
- iQiyi
- Tencent
- Alibaba
- Tencent Music
- Alphabet
- Rakuten
- ByteDance
- Walt Disney
- Naspers
- AT&T
- Spotify
- Apple
- Comcast
- Zee Entertainment
- Technicolor
- Sony
- ITV
- Lions Gate Entertainment
- Quibi
- Sun TV Network
- Network 18 Media
- Nexstar
- Vivendi
- Entertainment One
- Discovery
- Grupo Televisa
- Nippon TV
- Tegna
- RTL
- AMC Networks
- Atresmedia
- Fuji Media
- Sirius XM Radio
- ProSiebenSat.1
- Television Broadcasts
- Live Nation
- TV Francaise (T.F.1)
- Modern Times Group
- Mediaset
- M6-Metropole TV
- ABS CBN broadcasting
- Cineworld
- SK Telecom
- Korea Telecom
- Etisalat
- China Telecom
- AT&T
- Saudi Telecom
- Ooredoo
- Orange
- China Unicom
- Deutsche Telekom
- Vodafone
- SingTel
- Softbank
- NTT
- Verizon
- BT
- Telstra
- Comcast
- China Mobile
- Telefonica
- Bharti Airtel
- Sigfox
- Chunghwa Telecom
- Telecom Italia
- US Cellular
- NTT DoCoMo
- KDDI
- Advanced Info Service
- KPN
- Proximus
- Mobily
- Vodacom
- Centurylink
- Iliad
- MTN Group
- Ingenu
- Swisscom
- Telia
- PLDT
- T-Mobile USA
- America Movil
- BCE
- Telus
- Telenor
- Rogers Comms
- Globe Telecom
- Veon
- Tata Communications
- GTT
- Maxis
- Altice
- Spark New Zealand
- Cox
- Charter Communication
- Telekomunikasi Indonesia
- Sprint
- Digi
