Video Streaming – Thematic Intelligence
All the vital news, analysis, and commentary curated by our industry experts.
Video Streaming Report Overview
The video streaming industry is witnessing a surge bigger than traditional pay TV. The push for exclusivity on subscription video on demand (SVoD) platforms has intensified the content wars, and video streaming companies spend huge amounts on content. 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.
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.
|Market Size (2022)||$103 billion|
|Key Trends||Technology Trends, Macroeconomic Trends, Regulatory Trends|
|Key Value Chain Components||Content Creation, Content Aggregation, Distribution, and Device|
|Key Companies||Alibaba, Alphabet, Amazon, Apple, Baidu, Comcast, Disney, Netflix, Roku, Tencent, and Warner Bros. Discovery|
|Enquire & Decide||Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase.|
Video Streaming Market Trends
The main trends shaping the video streaming theme over the next 12 to 24 months are technology trends, macroeconomic trends, and regulatory trends.
Technology Trends: The broken business model, Cord-cutting, Free ad-supported TV (FAST), Artificial intelligence (AI), gaming, and audience measurement are some of the latest technology trends influencing the market growth. For instance, audience measurement in video streaming is complex due to factors like cross-device data fragmentation, user landscape, and technological and privacy limitations. Video streaming services operate on multiple devices, making it difficult to track viewership consistently. Moreover, users have individual viewing patterns and preferences and consume content at different times in non-linear ways, leading to a more fragmented and complex audience landscape.
Macroeconomic Trends: Monetization models, Subscription fatigue, and Cinemas are some of the macroeconomic trends promoting market growth. As the video streaming industry is experimenting with new monetization models. Many major streaming services are experimenting with ad-supported tiers. The video streaming industry saw a slowdown in subscriber growth in 2022 due to the post-pandemic reduction in users’ free time, consumer dissatisfaction around increasing costs, and subscription fatigue.
Regulatory Trends: Data privacy, net neutrality, content regulation are regulatory trends impacting the market growth. Regulatory bodies have imposed restrictions on content that contains misinformation, political propaganda, violence, obscenity, or is deemed offensive or harmful. For instance, in April 2022, the UK introduced the Media Bill to protect audiences from harmful material, such as misleading health claims. It also mandates global TV companies make it easier for video-on-demand viewers to find public service broadcast services such as BBC iPlayer and ITVX on smart TVs, set-top boxes, and streaming devices.
For more insights into video streaming market trends, download a free sample report
Video Streaming Industry Analysis
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 $103 billion in 2022. The market is anticipated to garner a CAGR of more than 8% during 2022-2027. The Asia Pacific region accounted for 40% of global SVoD subscribers in 2022. The expanding availability of broadband connectivity in the Asia Pacific region is fueling the adoption of SVoD services in the region. Telcos are bundling their fiber, mobile, and pay TV plans with SVoD subscriptions.
In addition, the macro environment, influenced by the COVID-19 pandemic and inflation, has significantly impacted consumer preferences in SVoD. Customers are moving to more affordable and flexible SVoD services or canceling their SVoD subscriptions due to financial pressures. As a response, SVoD players like Netflix, Disney+, and dTV are adopting a hybrid business model and combining SVoD and AVoD subscriptions to cater to changing consumer demands and maintain market control.
SVoD Market Revenue, 2022-2027 ($ Billion)
The video streaming industry analysis also covers –
- M&A Trends
- Company Filing Trends
- Patent Trends
For more insights in the SVoD market revenue, download a free sample report
Video Streaming Value Chain Components
The video streaming value chain components comprise content creation, content aggregation, distribution, and device.
Content Creation: The content creation layer forms the foundation of the video streaming ecosystem. The layer comprises four categories: film and TV studios, live media producers, game publishers and developers, and user-generated content.
Film and TV studios: Hit by disruptive streaming services, film and TV studios are rethinking how to co-exist with the competition. Many film and TV studios are potential acquisition targets for streaming giants, while some are merging in the hope that scaling up will allow them to remain competitive. Meanwhile, large film and TV studios are boosting their streaming platforms to stay relevant. They must emulate the increasingly personalized content delivery systems deployed by streaming platforms. The streaming services are outpacing film and TV studios in terms of convenience and exclusivity.
Video Streaming Value Chain Components
For more insights on the value chain components in the video streaming industry, download a free sample report
Video Streaming Industry – Competitive Landscape
The key companies making their mark within the video streaming theme are Alibaba, Alphabet, Amazon, Apple, Baidu, Comcast, Disney, Netflix, Roku, Tencent, Warner and Bros. Discovery.
Disney: Disney is one of the largest entertainment companies in the world, with a vast range of iconic intellectual property (e.g., Marvel, Pixar, Disney Animation, Star Wars) available across its multiple streaming services. Disney+ was launched in 2019 and had 158 million total subscribers at the end of March 2023.
Disney also owns Hulu, available in SVoD, AVoD, and FAST versions in the US, which offers a combination of live TV and on-demand content. Hulu boasted over 48 million subscribers in the US in Q1 2023. Disney plans to merge Hulu and Disney+ into one streaming platform by the end of 2023. This would enable Disney to offer more content to subscribers. However, it also claims that it will release less content in 2023 to streaming services to limit content spending.
For more insights on the key video streaming industry companies, download a free sample report
Music, film, and TV sector scorecard
We use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen.
Video streaming is a theme that impacts many of the sectors we cover. In this section, we focus specifically on the music, film, and TV sector.
Music, Film, and TV Sector Scorecard
For more insights on music, film, and TV sector scorecard, download a free sample report
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.
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.
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.
Dish Network (Sling)
Network 18 Media
Warner Bros. Discovery
Xtreme HD IPTV
Table of Contents
- 1 Executive Summary
- 2 Players
- 3 Technology Briefing
- 4 Trends
- 4.1 Technology trends
- 4.2 Macroeconomic trends
- 4.3 Regulatory trends
- 5 Industry Analysis
- 5.1 Market size and growth forecasts
- 5.2 Timeline
- 6 Signals
- 6.1 M&A trends
- 6.2 Company filing trends
- 6.3 Patent trends
- 7 Value Chain
- 7.1 Content creation
- 7.2 Content aggregation
- 7.3 Distribution
- 7.4 Device
- 8 Companies
- 9 Sector Scorecards
- 9.1 Music, film, and TV sector scorecard
- 10 Glossary
- 11 Further Reading
- 12 Our Thematic Research Methodology
- 13 About GlobalData
- 14 Contact Us
Frequently asked questions
What was the SVoD market size in 2022?
The global SVoD market was valued at $103 billion in 2022.
What will be the SVoD market CAGR in 2022?
The SVoD market will grow at a CAGR of more than 8% between 2022 and 2027.
Which are the key value chain components in the video streaming industry?
The video streaming value chain components comprise content creation, content aggregation, distribution, and device.
Which are the leading video streaming companies?
Alibaba, Alphabet, Amazon, Apple, Baidu, Comcast, Disney, Netflix, Roku, Tencent, Warner and Bros. Discovery are some of the leading companies in the video streaming industry
What are the key trends in the video streaming industry?
Technology, regulatory, and macroeconomic trends are the key trends in the video streaming industry.
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