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Direct to Consumer 1.1 Video’s Big Bang Moment

Tim Mulligan
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The 20,000 Foot View:  2019 marks the biggest shift in the US video market since Netflix’s pivot into streaming in 2007. Apple, Disney and AT&T-owned Warner Media are preparing for their direct-to-consumer            launches into the US market in                       2020. How they fare will have a significant impact on the global evolution of video subscriptions. They will also provide the first serious domestic competition to Netflix, Amazon and the rising fortunes of Hulu’s blended subscription and ad-supported model. However, streaming video on demand (SVOD) weekly active user (WAU) penetration is flat, an early indicator of a peaking attention economy, so the new challengers need to maximise their unique selling propositions (USPs) to gain traction in a congested market.

Key Findings

  • Disney+ launches            November            with a strong international,            originals-focused growth strategy 
  • Apple TV+            on November            2019 with a            originals strategy leveraged by its            ecosystem
  • Warner Media            launch HBO Max in            2020            a focus on library and            content
  • NBCUniversal will            Peacock – a TVE, AVOD            with sports programming, in April           
  • Warner Media            the highest share of the            popular shows with            of the            ten shows in            2018
    •            of US consumers have multiple video subscriptions 
  • SVOD penetration            highest among            year olds at           
  • Cord cutters            the highest fandom for Friends,            most popular US Show in           
    •            of US Netflix subscribers have multiple SVOD subscriptions            of US Amazon Prime bill payers have a Netflix account, down from            in            2018, compared to            of Hulu subscribers, up from            in            2018
  • Netflix’s subscriber            declined between            despite a            increase            annual content expenditure in 2018            2015
  • Success for            and Warner Media will depend            their ability to leverage their            advantages
  • Disney needs            use its brand equity to            its mainstream family appeal for           

Companies and brands mentioned in this report:  Amazon Music, Amazon Prime Video, Apple Music, Apple, Apple TV+, AT&T,CBS, CBS All Access  Comcast, Disney, Disney+, ESPN+, HBO Max, HBO Now, Netflix, Spotify, Warner Media