Summary

英国の市場調査会社ジュニパーリサーチのレポート「オーバーザトップTVとビデオストリーミング：進化するトレンド、将来戦略と市場予測 2020-2025年」は、OTT TVビデオ市場の基本的な評価を提供する。また主要なデジタルセクターにおける必須分析も含まれる。

Overview

Juniper Research provides a fundamental evaluation of the OTT TV video market. The report contains must-have analysis of this key digital sector.

The research suite includes:

1. Key Takeaways & Strategic Recommendations – Top-level report evaluating key market challenges, how the business models will evolve in future and how providers can improve their offerings in this market.
2. Future Market Outlook – A deep dive evaluation of the future of the market; outlining future business models across the value chain and the impact of an evolving technology and content landscape; looking at the impact of 5G, social video, sports streaming, niche services and more.
3. 5-Year Forecasts – Extensive forecasts on the total market value of OTT TV & video, including the number of users, revenue and advertising spend, and data usage forecasts.
4. Interactive Forecast Excel: Highly granular dataset comprising more than 69,000 datapoints, allied to an Interactive Scenario tool; giving users the ability to manipulate Juniper Research’s data (Interactive XL).

Case Studied: Crunchyroll, Paramount, Quibi, Walt Disney Company
 
Included in Juniper Research Leaderboard: Amazon, BBC, HBO, Hulu, ESPN, Tubi, Youku, YouTube, Zhanqi
 
Mentioned: 20th Century Studios, ABC, Airtel, Alibaba Group, Apester, Apple, AT&T, Bilibili, ByteDance, Brightcove, British Telecom, Canal Plus, CBS, Comcast, Deutsche Telecom, Dialog, Docomo Digital, English Premier League, European Commission, Facebook, Federal Communications Commission, Fox Corp, Goldman Sachs, HBO, iflix, JPMorgan Chase, KDDI, Kocowa, Liberty Global/Virgin Media, Lionsgate, Lucasfilm, Marvel, Mastercard, MGM, National Geographic, NBC, National Basketball Association, Netflix, NFL, O2, Ofcom, Orange Spain, Otter Media, PayPal, PayTV, Peacock and NBC Digital Enterprises, Pixar, Roku, Samsung, Shudder, Sky, Sony Pictures, Star India, Tata Sky, Telecom Italia, Telefónica, Tencent, Time Warner, Twitter, Universal, Verizon, Viacom, Visa, Vodafone, WarnerMedia, Wedbush, Zain

Juniper Research’s OTT TV & Video forecast suite includes:

• Regional splits for 8 key regions, as well as 26 country-level data splits for:
  • Australia
  • Brazil
  • Canada
  • China
  • Croatia
  • Denmark
  • France
  • Germany
  • India
  • Italy
  • Japan
  • Mexico
  • Netherlands
  • New Zealand
  • Norway
  • Poland
  • Portugal
  • Russia
  • Saudi Arabia
  • Singapore
  • South Africa
  • South Korea
  • Spain
  • Sweden
  • UK
  • US
• Sector splits for the following OTT content types:
  • AVOD
  • SVOD
  • TVOD
  • IPTV
• Device splits for the following devices:
  • Connected TV
  • Desktop
  • Tablets
  • Smartphones
• 4K content and revenue splits by device
• Data usage forecasts by device
• Interactive Scenario Tool allowing users to manipulate Juniper Research’s data for 10 different metrics.
• Access to the full set of forecast data of 274 tables and more than 69,000 datapoints.

Juniper Research’s highly granular Interactive Forecast Excels (IFxls) enable clients to manipulate Juniper Research’s forecast data and charts to test their own assumptions by using the Interactive Scenario Tool, and compare select markets and sectors side by side in customised charts and tables. IFxls greatly increase clients’ ability to both understand a particular market and to integrate their own views into the model.

OTT TV & Video Streaming Reports

Full Research Suite
OTT TV & Video Streaming full research suite comprises:

•     OTT TV & Video Streaming PDF report
•     Interactive Forecast IFXL spreadsheet
•     12 months' access to OTT TV & Video Streaming data updates in harvest

PDF & Excel Report
OTT TV & Video Streaming full research suite comprises:

•     OTT TV & Video Streaming PDF report
•     Interactive Forecast IFXL spreadsheet

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Table of Contents

Table of Contents

1.1 Key Takeaways and Strategic Recommendations.5

2.Digital Video Streaming Services Future Outlook & Dynamics

2.1 The Digital Video Streaming Services Industry.10
2.1.1 Monetisation Models of the Digital Video Streaming Services Industry.10
i. Subscription.10
Figure 2.1: Netflix Streaming Service.10
ii. Advertising.10
Figure 2.2: Tubi Streaming Service.11
iii. Bundling.11
igure 2.3: Iflix Partnership with Kuwaiti MNO Zain.11
iv. Pay-per-view.12
v. Hybrid.1
2Figure 2.4: HBO Max Streaming Service.12
2.2 Key Market Trends & Overall Outlook.13
2.2.1 Increased Competition in the OTT Video Streaming Market.13
i. Increased Competition Leading to Innovation in MonetisationModels.13
Figure 2.5: Disney+ Bundle Package.14
Figure 2.6: Netflix & KDDI au Data MAX Plan.14
Figure 2.7: Bundling Partnership Between Disney+ & Verizon.15
Figure 2.8: Peacock Streaming Service.15
Case Study: Paramount+.17
ii. Established Market Leaders Under Threat?.18
Figure 2.9: Apple One Bundle.18
Figure 2.10: US OTT Video Subscriptions (m) and the Average Number of Subscriptions per Household, 2020-2025.20
Figure 2.11: Netflix’s Stranger Things.20
iii. Importance of Global & Local Strategies.21
Figure 2.12: HBO España.22
iv. MarketDrivers.22
Figure 2.13: Netflix’s International Expansion.23
v. Market Constraints.24
2.2.2 Increased Mobile Consumption & the Impact of 5G Connectivity.25
Figure 2.14: Global OTT Video Viewers (m), Split by Device Type, 2020-2025.26i. Impact of 5G Connectivity.26
Figure 2.15: Disney+ & O2 Bundle.27
ii. Opportunities for Further Partnerships between MNO’s & Streaming Service Providers.27
Figure 2.16: Netflix Partnership with Sri Lankan MNO Dialog.27
iii. Opportunities for Mobile-only Subscription Streaming Services?.28
Case Study: Quibi.28
2.2.3 Niche & Specialist Video Streaming Services.29
Figure 2.17: MUBI Streaming Service.29
Figure 2.18: Shudder Streaming Service.29
Case Study: Crunchyroll.30
Figure 2.19: Kocowa Streaming Service.31
ii. Challenges for Niche Streaming Services.31
iii. Sports Streaming Services.32
Figure 2.20: English Premier League on Amazon Prime.32
Figure 2.21: MLB on Twitter.33
2.2.4 The Impact of Governmental Regulation on Streaming Services.34
i. Net Neutrality.34
ii. European Content Quota for Streaming Services.35
2.2.5 The Emergence & Impact of TikTok & Social Networking Video.36
Figure 2.22: TikTok.36
Figure 2.23: Instagram Reels.36
i. Social Networking Videos: A Benefit or a Threat to Established Streaming Services?.37

3.Digital Video Streaming Value Chain & Competitive Analysis3.1 Value Chain Analysis & Monetisation Business Models.39

3.1.1 Value Chains.39
i. Traditional Media & Entertainment Value Chain.39
Figure 3.1: Traditional Media & Entertainment Value Chain.39
ii. OTT Video Streaming Value Chain.40
Figure 3.2: OTT Video Streaming Value Chain.40
Figure 3.3: Apple TV Channels.42
3.1.2 Digital Video Streaming Monetisation Business Models.42
i. Subscription.43
Figure 3.4: BritBox Subscription Service.43
Figure 3.5: Amazon Prime Video.44
Case Study: Disney+.45
Figure 3.6: Disney+’s The Mandalorian.46
ii. Pay-per-view.47
Figure 3.7: Google Play Store.47
Figure 3.8: Disney+’s PVoD release of Mulan.48
iii. Bundling.49
Figure 3.9: HBO España & Vodafone Bundle.49
Figure 3.10: Potential Multimedia Bundles.50
iv. Advertising.51
Figure 3.11: Pluto TV.52
3.1.3 OTT Video Market: The Competitive Landscape.52
3.1.4 OTT Video Market Vendor Assessment Methodology.53
Table 3.12: OTT Video Streaming Providers Scoring Criteria.54
Figure 3.13: Juniper Research Leaderboard: OTT Video Streaming Providers.55
Figure 3.14: Juniper Research Heatmap: OTT Video Streaming Providers.56
3.1.5 Vendor Scoring Analysis.57
i. Established Leaders.57
ii. Leading Challengers.58
iii. Disruptors & Emulators.59
iv. Niche.60
3.1.6 Limitations & Interpretation.62

4.OTT TV & Video Forecasts4.1 The Total Digital TV & Video Market.64

4.2 Methodology & Assumptions.64
4.2.1 SVOD.64
Figure 4.1: SVOD Forecast Methodology.65
4.2.2 TVOD & PPV.66
Figure 4.2: TVODForecast Methodology.67
4.2.3 FVOD.68
Figure 4.3: FVOD Forecast Methodology.69
4.2.4 IPTV.70
Figure 4.4: IPTV Forecast Methodology.71
4.2.5 4K Content.72
Figure 4.5: 4K Forecast Methodology.73
4.3 OTT TV Market Value Summary Forecast.74
Figure & Table 4.6: OTT TV Market Value per annum ($m), Split by Content Type, 2020-2025.74
4.4 Market Value Forecasts by Segment.754.4.1 SVOD.75
Figure & Table 4.7: SVOD OTT TV Market Value per annum ($m), Split by 8 Key Regions, 2020-2025.75
4.4.2 TVOD.76
Figure & Table 4.8: TVOD OTT TV Market Value per annum ($m), Split by 8 Key Regions, 2020-2025.76
4.4.3 AVOD.77
Figure & Table 4.9: AVOD OTT TV Market Value per annum ($m), Split by 8 Key Regions, 2020-2025.77
4.4.4 IPTV.78
Figure 4.10: IPTV Subscription Revenue per annum ($m), Split by 8 Key Regions, 2020-2025.78