Report cover image

Video Streaming - Thematic Intelligence

Publisher GlobalData
Published Jul 05, 2023
Length 57 Pages
SKU # GBDT18089843

Description

Video Streaming - Thematic Intelligence


Summary

According to GlobalData forecasts, the global market for subscription video on demand (SVoD), a video streaming service where viewers pay a monthly fee to access a library of content, was worth $103 billion in 2022. It will grow to $155 billion by 2027 at a compound annual growth rate (CAGR) of 8.5% between 2022 and 2027. By contrast, revenue from traditional pay TV services (which include cable TV, satellite TV, and terrestrial TV) will decline from $218 billion in 2022 to $194 billion by 2027.In 2022, global SVoD subscribers hit 1.5 billion, overtaking the number of pay TV subscribers, which fell to 1.4 billion, for the first time, according to GlobalData.

Key Highlights

The video streaming industry enjoyed strong growth during the pandemic but has since entered choppier waters. This is due to a post-pandemic shift in viewing habits, rising inflation in several markets, and so-called subscription fatigue (where consumers feel overwhelmed by the number of subscription services they manage). These factors led to Netflix losing subscribers for the first time in a decade in the first quarter of 2022.
The push for exclusivity on SVoD platforms has intensified the content wars, and video streaming companies spend eye-watering amounts on content. Disney, for instance, spent $33 billion in 2022 alone, which equates to over five times the BBC’s entire $6 billion budget. Streamers have begun to tighten their belts, but exclusive content remains a differentiator, and the industry remains under pressure to spend heavily to retain consumers.
Apple and Amazon do not separately report SVoD profits but are likely to be making losses, which they may be happy to tolerate to support their broader ecosystems. But their oversized content budgets are increasing financial pressure on TV broadcasters like ITV and pure play video streamers like Netflix.

Scope
  • This report provides an overview of the video streaming theme.
  • It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
  • It includes comprehensive industry analysis, including market size and growth forecasts for the global SVoD market and analysis of trends in patents and company filings.
  • It contains details of M&A deals driven by the video streaming theme, and a timeline highlighting milestones in the development of video streaming.
  • The detailed value chain is split into three main areas: content creation, content aggregation, distribution, and device.
  • Also included are profiles of leading players in the video streaming theme, including Netflix, Amazon, Apple, Disney, and Tencent.
Reasons to Buy
  • The video streaming industry is experiencing rapid growth and intensifying competition. Established media companies, technology giants, and content creators are investing in streaming platforms to capitalize on the growing market. Companies are vying for market share by offering compelling content libraries, unique features, and competitive pricing. This report is an indispensible guide to an important and much-discussed theme.

Table of Contents

57 Pages
Executive Summary
Players
Technology Briefing
How does traditional TV broadcasting work?
How does video streaming work?
Video streaming offers more features than traditional TV
Trends
Technology trends
Macroeconomic trends
Regulatory trends
Industry Analysis
Market size and growth forecasts
Asia Pacific leads the global SVoD market by subscribers
Timeline
Signals
M&A trends
Company filing trends
Patent trends
Value Chain
The traditional TV industry value chain had clear dividing lines
The era of video streaming is a free-for-all
Content creation
Film and TV studios
Live media producers
Game publishers and developers
User-generated content
Content aggregation
TV networks
Video streaming platforms
Cloud gaming providers
Distribution
Cloud services
Internet service providers
Content delivery networks
Device
Smart TVs (including media streaming devices)
Smartphones and tablets
Personal computers
Gaming consoles
Companies
Sector Scorecard
Music, film, and TV sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1: Technology trends
Table 2: Macroeconomic trends
Table 3: Regulatory trends
Table 4: Key M&A transactions associated with the video streaming theme since January 2020
Table 5: Companies
Table 6: Glossary
Table 7: GlobalData reports
List of Figures
Figure 1: Selected leaders and challengers in the video streaming theme and where they sit in the value chain
Figure 2: Satellite TV broadcasting, like terrestrial and cable TV broadcasting, is linear
Figure 3: Video streaming is non-linear
Figure 4: What are the main differences between traditional TV and video streaming?
Figure 5: SVoD will generate $155 billion in revenue by 2027
Figure 6: SVoD platforms will account for more than 2 billion subscribers by 2027
Figure 7: SVoD subscribers are growing rapidly, followed by IPTV
Figure 8: SVoD subscriptions are on the rise globally
Figure 9: The video streaming story
Figure 10: Mentions of video streaming in company filings peaked in 2021
Figure 11: Patent activity in video streaming is holding steady
Figure 12: The traditional film and TV value chain was linear
Figure 13: Under the video streaming era, the disruptors show no respect for these traditional dividing lines.
Figure 14: The video streaming value chain - Content creation: film and TV studios
Figure 15: The video streaming value chain - Content creation: live media producers
Figure 16: The video streaming value chain - Content creation: game publishers and developers
Figure 17: The video streaming value chain - Content creation: user-generated content
Figure 18: Streaming has the largest share of US TV viewership.
Figure 19: The video streaming value chain - Content aggregation: TV networks
Figure 20: Video streaming companies reported eye-watering content spending between 2019 and 2022
Figure 21: The video streaming value chain - Content aggregation: video streaming platforms
Figure 22: The video streaming value chain - Content aggregation: cloud gaming providers
Figure 23: The video streaming value chain - Distribution: cloud services
Figure 24: The video streaming value chain - Distribution: internet service providers
Figure 25: The video streaming value chain - Distribution: content delivery networks
Figure 26: The video streaming value chain - Device: smart TVs (including media streaming devices)
Figure 27: The video streaming value chain - Device: smartphones and tablets
Figure 28: The video streaming value chain - Device: personal computers
Figure 29: The video streaming value chain - Device: gaming consoles
Figure 30: Who does what in the music, film, and TV space?
Figure 31: Thematic screen
Figure 32: Valuation screen
Figure 33: Risk screen
Figure 34: Our five-step approach for generating a sector scorecard

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us