Video Streaming: Strategic Intelligence

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Analyse video streaming market trends, SVoD and AVoD growth forecasts, AI adoption and competitive strategies. Benchmark leading platforms with GlobalData.

Video streaming is entering a new phase of competition. As subscription-based services approach maturity in some markets, platforms are exploring advertising-supported video, live sports, connected TV and AI-driven personalisation to attract audiences and improve profitability.

The report estimates that video streaming reached approximately 6.5 billion users in 2025 and could exceed 7.9 billion by 2030. However, audience growth alone may not translate into stronger financial performance. Rising content costs, fragmented viewer attention and intensifying competition are increasing pressure on streaming businesses to improve monetisation and retain subscribers.

GlobalData’s Video Streaming Theme Analysis report examines the forces shaping the global video streaming industry. It provides market forecasts, thematic analysis and competitive intelligence to help you assess growth opportunities, understand emerging risks and evaluate strategic priorities across the streaming value chain.

Scope

The video streaming market is evolving across subscription video on demand (SVoD) and advertising video on demand (AVoD). Therefore, understanding how these business models develop can help you evaluate revenue opportunities and competitive pressures.

This report examines the major trends influencing the industry, including:

  • Advertising-supported streaming: Assess the growing role of advertising in monetisation, audience acquisition and platform economics.
  • Artificial intelligence in video streaming: Understand how AI can support content recommendations, localisation, advertising optimisation and operating efficiency.
  • Live sports and premium content: Examine how exclusive programming and live events influence subscriber acquisition, engagement and retention.
  • Platform competition and consolidation: Explore how mergers and acquisitions, technology integration and ecosystem expansion are reshaping competitive strategies.
  • Regulation and macroeconomic pressures: Evaluate wider forces that may affect consumer spending, platform economics and future investment decisions.

In addition, the report provides market forecasts for SVoD and AVoD, helping you assess the direction of demand and identify areas that warrant further investigation.

Key Highlights

The era when subscriber growth and content spending determined streaming success is ending. Today, streaming platforms pursue profits and scale through acquisitions, tech integrations, and ecosystem expansion. Competition is shifting beyond content acquisition toward advertising, live sports, and connected TV. Over the next five years, the winners will be those companies that control how content discovery and advertising relevance are delivered and use audience data effectively.

The largest video streaming platforms already possess vast libraries of content, audience data, and ad inventory. Artificial intelligence (AI) helps them improve recommendation accuracy, automate content localization, optimize advertising, and reduce costs. As a result, AI can reinforce existing scale advantages, making it increasingly difficult for smaller peers to match the efficiency and monetization of market leaders.

Reasons to Buy

The value of this report lies in connecting industry developments with the commercial and strategic questions behind them. With this research, you can:

  • Evaluate market growth: Use SVoD and AVoD forecasts to inform market assessments, strategic planning and opportunity screening.
  • Identify emerging revenue opportunities: Assess the implications of advertising-supported services, live programming and connected TV for your business model.
  • Understand competitive positioning: Examine major platforms and their roles across the streaming value chain to inform competitor assessments.
  • Assess technology-driven change: Understand where AI may influence user engagement, advertising effectiveness and operational costs.
  • Support investment decisions: Use thematic analysis, market forecasts and sector scorecard insights to guide further research into potential opportunities and risks.
  • Anticipate strategic challenges: Consider the effects of content expenditure, audience fragmentation, regulation and consolidation on future competitiveness.

The report provides a structured view of the industry. It can help you frame strategic questions and prioritise areas for deeper commercial, financial or operational analysis.

Who Should Buy This Video Streaming Industry Report?

This report is relevant to professionals who need to evaluate the streaming market, assess competitors or inform investment and growth strategies. Target buyers include:

  • Corporate strategy and business development directors evaluating market opportunities, competitive positioning, partnerships and potential acquisitions.
  • Streaming platform executives and product leaders assessing subscription growth, advertising-supported models, content discovery and platform differentiation.
  • Media and entertainment strategy teams examining changes in content distribution, audience engagement and the economics of streaming.
  • Advertising, media sales and connected TV leaders exploring advertising-led growth, audience monetisation and the changing role of streaming inventory.
  • Technology and AI leaders assessing the strategic implications of AI-enabled recommendations, localisation and operational efficiency.
  • Market intelligence and competitive intelligence teams monitoring industry developments, major players, emerging technologies and competitive threats.
  • Investors, corporate development teams and financial analysts researching market forecasts, industry structure, company positioning and potential growth drivers.
  • Content studios, broadcasters and distributors evaluating the implications of platform consolidation and changing routes to market.

Consumer Health

How Companies Can Use This Report

The following examples illustrate how companies operating across the streaming ecosystem could apply the report’s market intelligence.

  • Netflix: Strategy and product teams could assess the implications of advertising-supported subscriptions, AI-driven recommendations and rising content costs when reviewing growth and monetisation priorities.
  • Amazon: Corporate strategy and advertising teams could examine the relationship between streaming, digital advertising and its wider technology ecosystem to identify potential strategic opportunities.
  • Apple: Media and services teams could use the value chain analysis to evaluate competitive developments in subscription services, content distribution and ecosystem integration.
  • Disney: Streaming and corporate strategy teams could assess the role of premium franchises, live programming and advertising-supported offerings in subscriber retention and revenue diversification.
  • Tencent: Strategy and investment teams could examine how global streaming trends, platform competition and technology adoption may inform assessments of its position in the wider digital entertainment market.
  • Content studios and broadcasters: Business development teams could use the research to evaluate how platform strategies and consolidation may influence distribution relationships, partnerships and routes to market.

These are illustrative applications, not claims that the named companies use this specific report. Actual decisions would require company-specific financial, operational and market evidence.

Access Video Streaming Market Intelligence for Your Next Strategic Decision

As streaming platforms balance audience growth with profitability, decisions about advertising, content, technology and competitive positioning are becoming increasingly interconnected.

Use GlobalData’s Video Streaming Theme Analysis report to examine market forecasts, understand the strategies of leading platforms and assess developments across the streaming value chain. Access the research when evaluating your next market opportunity, competitive strategy or investment priority.

A1 Telekom
Acer
Afreeca.tv
Akamai
Al Jazeera
Alibaba
Alphabet
Altice (Optimum)
Amazon
AMC Networks
América Móvil
Apple
Astro
Asus
AT&T
Atresmedia
Baidu (iQiyi)
Baishan
BBC
BBC Studios
Bell Canada
Bharti Airtel
Bilibili
Blacknut
Boosteroid
BT Group
Bunny.net
ByteDance (TikTok)
CacheFly
Canal+ Group
CareGame
CCTV
CDNetworks
Charter Communications
China Mobile
China Telecom
China Unicom
CJ ENM
Cloudflare
Comcast
Corsair
DAZN Group
Dell Technologies
Deutsche Telekom
DigitalOcean
Dish Network (Sling)
Disney
Dlive
DouYu
Electronic Arts
Epic Games
EuropaCorp
Falcon TV
Fastly
Fox Corp.
Fuji TV
G-Core Labs
Grupo Televisa
Highwinds
Hisense
HP
Huawei
IBM
ITV
JOYY (Bigo)
KDDI
KeyCDN
Kingsoft
Konami
Krafton
KT
Kuaishou
Lenovo
LG Electronics
Liberty Global
Lionsgate
Live Nation
M6-Metropole TV
Mediacorp
Meta
Microsoft
Micro-Star International
miHoYo
MultiChoice
MwareTV
Naver
NCSoft
NetEase
Netflix
Netmarble
Network 18 Media
Nexon
Nexstar
Nintendo
Nvidia
Oi
Oppo
Oracle
Orange
Panasonic
Paperspace
Paramount Skydance
PCCW (Viu)
Perfect World
Plex
ProSiebenSat.1
Qwilt
Rackspace
Rakuten
Razer
Redmagic
Reliance Industries
Roblox
Roku
RTL Group
Samsung Electronics
Saudi Telecom
Sea (Garena)
Select-TV
Singtel
SK Telecom
Snap
Softbank
Softlayer
Sony
Square Enix
Swisscom
Take-Two Interactive
TCL
Telefónica
Television Broadcasts
Telstra
Tencent
Toho
Trovo
Ubisoft
Verizon
Viaplay
Vimeo
Virgin Media
Vivendi
Vizio (Watchfree+)
Vodafone
Walmart
Wanda Group
Warner Bros. Discovery
Wasabi
Xiaomi
Xtreme HD IPTV
Zee Entertainment
Zhanqi.tv

Table of Contents

Executive Summary

Thematic Overview

Technology Briefing

Value Chain

Market Forecasts

Companies

Sector Scorecard

Further Reading

Thematic Research Methodology

Video Streaming: Strategic Intelligence thematic reports
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