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USA VIDEO MARKET OUTLOOK
#WEEK 21 ∙ MAY 2020
USA VIDEO MARKET OUTLOOK #WEEK 21 ∙ MAY 2020
USA MULTIPLATFORM CONSUMPTION PREMIUM VIDEO VIEWERSHIP INCREASED 21% ACROSS ALL PLATFORMS
OF THE PLATFORMS, CONNECTED TV AND MOBILE SAW THE MOST GROWTH CTV
25%
Mobile
25%
21%
STB VOD
VIEWERSHIP GROWTH (IP + STB VOD) WEEK OF MARCH 2, 2020 VS. MARCH 30, 2020
CTV
Desktop %
48%
22 VIEWERSHIP COMPOSITION BY DEVICE WEEK OF MARCH 30, 2020
18%
Desktop
+
CONNECTED TV REMAINS THE PRIMARY PLATFORM FOR PREMIUM VIDEO VIEWING
5%
STB VOD %
10
VIEWERSHIP GROWTH ACROSS PLATFORMS WEEK OF MARCH 2, 2020 VS. MARCH 30, 2020
Source: FreeWheel
HBO
SUBSCRIPTION (SVOD) %
DISNEY+ %
28.62
VUDU
9.59%
NETFLIX
33.67%
OTHERS
12.77%
OTHERS
IMDB TV
11.45%
SVOD PLATFORMS
STREAMING SERVICES
MARKET SHARE*
HULU
RENT/BUY (TVOD) %
SONY CRACKLE %
19.04%
9.82
12.04
AMAZON PRIME VIDEO %
TUBI
23.90
TV EVERYWHERE %
17.10
37.29%
AVOD PLATFORMS
MARKET SHARE*
MARKET SHARE*
25.16%
*Based on all playback/streams initiated via Reelgood from March 2 to April 19, 2020
PAY TV HOMES VS DIGITAL HOMES
99.6
97.7
94.3
90.3
84.4
COVID GENRES DEMAND CHANGE 80.5
76.8
millions
73.2
Pay TV households Non-Pay-TV households Note: pay TV households are those with a subscription to traditional pay TV services. Excludes IPTV and online video services. Non-pay-TV households are those that have cancelled their subscription or have never had traditional pay TV services. Source: eMarketer, Feb 2020
25.0 2015
28.1
2016
32.0
2017
37.3
2018
44.1
48.9
53.2
57.3
69.6
61.5
US SUB-GENRE DEMAND CHANGE BEFORE/AFTER START OF STATE-IMPOSED RESTRICTIONS
66.1
Indexed to most positive and most negative change
65.5
Fantasy Drama School Age Teen Sitcom Thriller Sci-fi Drama Apocalyptic Drama Mockumentary Sports Documentary Historical Drama Cartoon
2019 2020 2021 2022 2023 2024
100 96.94 69.27 68.82 57.09 52.57 30.85 27.46 22.73 19.01
Family Reality Adventure Reality Cooking Reality Talk Show Comedy Reality Competition Reality Superhero Series Sketch Comedy Romance Reality Late Night Talk Show
-27.95
COVID DIGITAL PLATFORMS DEMAND CHANGE
POPCORNFLIX 4.47%
APPLE TV+
3.77% 0.55%
6.21
44.46
FREE (AVOD) %
Mobile
20%
APPLE TV+ NETFLIX
0.27%
-0.65%
DISNEY+
-1.47% -2.14 % -3.29 %
-30.82 -33.88
2.30 %
AMAZON PRIME VIDEO
CHANGE IN US DEMAND SHARE FOR ON-PLATFORM SHOWS BEFORE/AFTER MARCH 16, 2020
-28.91
8.94 %
-37.63 -55.99 -62.87 -65.55 -69.51 -100
HULU
-100
CBS ALL ACCESS DC UNIVERSE
Source: Pattot Analytics
0
100
Methodology Note: This chart shows changes between each sub-genre’s US demand in the two weeks before March 16 compared to the two weeks after. The top sub-genres that saw positive change are indexed to the sub-genre with the most positive change, while the top sub-genres that saw negative change are indexed to the sub-genre with the most negative change. Source: Pattot Analytics
UNITED STATES, BREAKING THE TRADITIONAL WINDOWING BUSINESS Cinematic Release 76 DAYS
PPV 14 DAYS
VOD & Physical Retail 90 DAYS
DEAL DEPENDENT
HBO Bloodshot (Sony)
Early Digital Premiere 11 day theatrical window March 24 th EST
Birds of Prey (WB)
Early Digital Premiere 46 day theatrical window March 24 th EST
Onward (Disney)
Early Digital Premiere & Streaming March 20 th PPV 14 days from theatrical April 3 rd on Disney+ 28 days from theatrical
Trolls World Tour (Universal) Skips Theatrical Window 48-Hour Rental as first window April 10 th PVOD at $19.99
Disney+
Netflix
Starz & Epix
Frozen II (Disney)
Early Streaming March 17 th on Disney+ 116 days from theatrical
Source: Omdia