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STREAMING WARS NEW EPISODE THE PEACOCK LAUNCH
#WEEK 29 ∙ JULY 2020
STREAMING WARS NEW EPISODE - THE PEACOCK LAUNCH #WEEK 29 ∙ JULY 2020
SVOD MARKET IN THE USA - SUBSCRIBERS Netflix
Amazon Prime Video
HBO Now/Max
Hulu
Showtime
Disney+
CBS All Access
INVESTING IN ORIGINAL CONTENT
ESPN+
Peacock
70 65 58 53
70
61
60
Subs, mns
50
43
17B
2B
$
$
over 2 years
2020
40 30
27
20
24 9
10
5
0
CY 2016
CY 2017
CY 2018
CY 2019
6B
$
26 22 16 15 8 CY 2020E
CY 2021E
CY 2022E
CY 2023E
CY 2024E
6.5B
$
2019
2019
Source: BMO Capital Markets, company reports.
Source: HarrisX, Company reports, MoffettNathanson estimates and analysis.
AVERAGE TIME SPENT AT OTT SERVICES
MAIN SVOD PLATFORMS REACH GROWTH
Hours and minutes consumed per day.
OTT services by monthly total OTT households (000).
Subscription OTT video
% change
1:10
1:07
1:02
Total OTT households +2%
0:51 0:44
20%
2018
The “Big 5” streaming services accounted for
Netflix +6% YouTube +13% Amazon Prime Video +10% Hulu +17% Disney+ +14%
23%
15%
7.3%
2019
2020
4.7%
2021
82.5%
of OTT streaming hours in April 2020
2022
Note: ages +18; includes all desktop/laptop, mobile and other nonmobile connected-device time watching video on subscription OTT platforms, regardless of multitasking.
Jan 2020
Source: eMarketer, April 2020
Source: Comscore OTT Intelligence, U.S.
Feb 2020
Mar 2020
Apr 2020
SVOD MONTHLY RATES - AD FREE VERSION 12.99
14.99
$
$
11.99
$
$
9.99
$
9.99
$
8.99
LIKELIHOOD TO SUBSCRIBE TO A NEW SVOD SERVICE Probably
7
$ .99
6%
Apple TV+ Disney+ Quibi*
$9
Starz
$9
Amazon Prime Video*
$5
$ 99 /month
31% 8% 4%
9% 4%
18% 11%
16% 10%
15% 8%
$10
CBS All Access*
$11
Showtime
$12
Hulu*
$13
Netflix*
$15
HBO Max
Source: Company announcements, 2020.
ALL CONSUMERS (16+)
4.99
$8
$7
9%
$
US monthly subscription fees, by service
14%
15%
6.99
SVOD STACKING PRICES
Definitely
10%
$
CONSUMERS AGES 16-34
Source: Hub Entertainment Research. Based on U.S. consumers with broadband who watch at least 1 hour of TV per week.