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Disney+ launches; 14.3 million subscribers forecast by end of 2019November 13, 2019The Walt Disney Company’s direct-to-consumer OTT subscription video service Disney+ has launched in the United States, Canada, and the Netherlands with Australia, New Zealand and Puerto Rico scheduled to launch in one week’s time on November 19th. IHS Markit Technology clients can log in to read our full analysis.Subscribers Only
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Apple TV+ makes global debut; emphasising high growth subscriber acquisition strategyNovember 01, 2019Apple TV+ is the first of the four upcoming direct to consumer streaming services to launch from media conglomerates Apple, Disney, Warner Media, and Comcast. Apple’s new streaming service strategically launches in over 100 territories 11 days before Disney+ comes to its five initial markets on 12th November. IHS Markit Technology clients can log in to read our full analysis.Subscribers Only
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Connected Devices Databases - Core Connected DevicesOctober 24, 2019This pivot-table-based workbook regroups the core set of Connected Devices Intelligence’s connected device data. Spanning all 75 countries covered in the intelligence service, this workbook provides data on connected devices by type, and by operating system.Subscribers Only
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Netflix stays on target in Q3 in the advent of Disney and Apple’s OTT offersOctober 18, 2019Third quarter results for international OTT subscription video leader Netflix has revealed growing paid subscriptions and revenues both domestically and internationally, with global paid subscriptions growing 4.5% to 158.3 million and revenue growing 6.7% to $5.173 billion. At the end of the third quarter, US subscriptions rose by more than half a million to 60.62 million, while international subscriptions rose by 6.8% to 97.714 million, roughly in line with Netflix internal forecasts. Clients of our Intelligence Services can log in to view our analysis in full.Subscribers Only
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Netflix growth slows in Q2 2019 as it suffers its first domestic subscriber loss since 2011July 18, 2019Netflix’s Q2 2019 results have revealed subscriber growth was well under internal estimations. Netflix added just 2.70 million paying subscribers over the three-month period against the 5 million it forecasted in the previous quarterly report. Clients of our Intelligence Services can log in to view our analysis in full.Subscribers Only
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Cross-Platform Television Viewing Time Report - 2019July 02, 2019The 2019 Cross-Platform Television Viewing Time Report examines trends in the time spent watching television and video content across multiple platforms, including the impact of newer technologies on traditional broadcast TV.Subscribers Only
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Apple partners with OEMs to ensure maximum reach for Apple TV+ serviceMarch 28, 2019On Monday 23 March, hardware giant Apple announced the launch of a host of new services at its Cupertino headquarters.. Along with updates and launches around Apple Pay, Apple News and the App Store, the Apple TV app is to be revamped with the introduction of new subscription models and wider device distribution.Subscribers Only
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Apple Special Event: new content platform announcements and expansionsMarch 25, 2019US technology giant Apple today announced a number of new and revamped features for their device and content platforms.
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Early year end 2018 US pay TV reporting shows video subscriber declinesFebruary 08, 2019Following early FY 2018 reporting by the five of the six largest pay TV operators (Comcast, DirecTV, Charter, FiOS, and U-verse), the US pay TV market is on track for the largest drop in penetration in its history. IHS Markit expects pay TV penetration of pay TV homes to decline nearly 4% in 2018, while the next largest loss was in 2017 with slightly more than a 3% drop. AT&T was the largest contributor to the decline in 2018 with its satellite unit losing more than 1.2 million subscribers in the year. Other notable declines in pay TV subscribers included Comcast (-371,000) and Charter (-296,000).Subscribers Only
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Netflix and YouTube rank first in video services in BrazilJanuary 22, 2019Brazil is the fifth-largest media market in the world, after China, India, the U.S. and Indonesia. Understanding what’s driving video subscription and consumption behaviors is a crucial step in successfully mapping the future of the country’s content and distribution businesses. Connected consumers in Brazil are interested in viewing content in non-traditional ways, which will put added pressure on traditional content and distribution systems when the economy recovers.Subscribers Only
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Young males more likely to look for UHD content when choosing a video serviceOctober 11, 2018More than a third of video subscribers claim ultra-high-definition (UHD) content is an important criterion in their choice of video services, across five markets surveyed. Among households with both pay TV and online video subscriptions, that preference rises to 50 percent.
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Games consoles as media consumption devicesOctober 04, 2018The IHS Markit Connected Devices and Media Consumption service combines the Connected Devices database with consumer surveys to not only track device ownership but provide insights into consumers use of devices. In this report we examine the use of Games consoles as video consumption devices.Subscribers Only
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Content Discovery is Key to Achieving Customer SatisfactionSeptember 19, 2018According to the “Connected Devices and Media Consumption” survey from IHS Markit, TV content discovery is at the heart of the battle among TV and video providers to convince consumers that their user experience is both easy to use and truly personalized. Even with smart digital assistants now integrated into TVs, successful personalization will come down to the ability to really know their customers and help them find what they want to watch.Subscribers Only
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US Pay TV & Online Video Consumers: Q1 2018September 04, 2018Analysis of US pay TV and OTT consumers, including behaviourial characteristics in regards to device ownership and video consumption habits. This report focuses on three key groups; cord-shavers, cord-cutters and cord-nevers.Subscribers Only
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Amazon product ecosystem leads to higher Prime Video affinity and service ratingsAugust 28, 2018According to IHS Markit’s “Connected Devices and Media Consumption” survey conducted in April 2018, consumers who owned an existing Amazon device were also more likely to purchase further Amazon devices, use Amazon’s Prime Video service and engage with digital assistant Alexa. Amazon’s Fire Stick, specifically, was found to increase brand loyalty and engagement across services.Subscribers Only
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Device expansion key for pay TV as consumers go onlineMay 24, 2018With the proliferation of connected devices both in and out of the home, the need to meet consumers’ expectations of accessing content anywhere and everywhere becomes ever more important.Subscribers Only
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Verimatrix acquires Mirimon technology and teamJune 27, 2017Content security firm Verimatrix has acquired Genius Digital’s Mirimon engineering team, technology, and associated IP. The Mirimon stack comprises a set of technologies that allow service providers to harvest data from a range of end-user devices, and from operator-managed consumer premises equipment (CPE) in particular. Verimatrix’s Verspective analytics proposition will integrate the technology. The acquisition’s value is unknown. However, given that Genius Digital generated turnover of roughly USD 1.5m in 2015, IHS Markit believes that the deal was modest in size.Subscribers Only
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Video is the future of TV appsAugust 30, 2016Beyond video apps and services, many of the first wave of TV apps have been built out of existing smartphone apps. The TV apps environment presents developers with a number of new challenges.Subscribers Only
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The outlook for Android STBsJuly 14, 2016This report provides a holistic view of Android OS across the pay TV and OTT retail STB landscape - focusing on the strategies and rationale of pay TV operators who have chosen Android implementations. The report also analyses the OTT STB market and the impact of Google's current vision of its Android platform.Subscribers Only
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AT&T and Quickplay - as much about OTT as it is about hedging, diversification, and tech captureMay 25, 2016AT&T is set to acquire OTT solutions and managed-media- services provider Quickplay Media. Although the terms of the deal are unknown, the sale almost certainly surpasses USD 100m in value; private equity group Madison Dearborn Partners purchased a majority stake in Quickplay in Q3 2012 for roughly USD 100m.Subscribers Only
