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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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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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AT&T loses 946,000 TV subscribers in Q2 2019August 07, 2019In a blow to the already-fragile business of pay TV, AT&T announced that it lost 946,000 pay TV subscribers in Q2 2019. The losses were mainly premium (legacy DirecTV and U-verse TV subscribers), the company ending the quarter with 22.9 million TV subscribers. In the same quarter, the company increased broadband subscribers by 45,000 and mobile subscribers by 3.9 million. Subscriber revenues (from TV, broadband, and mobility) grew 1.6% in the quarter to $11.4 billion, following a contraction of 0.5% in Q1 2019.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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Pay TV & Online Video Report - Latin America - 2019June 18, 2019The 2019 Latin America Pay TV & Online Video Report provides in-depth insight into the pay TV and online subscription video markets of the Latin America region. It includes comprehensive market-sizing data and detailed analysis of the key trends shaping the industry, including growth drivers and inhibitors, evolving business models, and content strategies. The landscape of individual markets is also assessed via country profiles.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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Comcast wins Sky battle with £30.6 billion offerSeptember 24, 2018Comcast has outbid 21st Century Fox to win control of Sky, with an offer valuing the UK-based pay TV group at £30.6 billion ($40 billion). In the third and final round of the auction run by the UK's takeover panel on Saturday 22 September, Comcast made a final offer of £17.28 per Sky share, trumping a bid of £15.67 from Fox. Comcast launched its challenge for Sky in April with an initial offer of £12.50, valuing Sky at £22 million. Sky shares closed at £15.85 last Friday.Subscribers Only
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Comcast becomes first US pay TV operator to partner with AmazonAugust 03, 2018Comcast has secured a deal with Amazon to carry the latter’s Prime Video SVoD service on Comcast’s Xfinity X1 pay TV platform. The leading cable provider is the first US operator to announce such a deal with Amazon, and only the third globally, after Israel's Partner Communications and UK telco BT. The Prime Video app will be made available to Xfinity TV customers in the second half of 2018, giving them access to Amazon’s Prime Originals series, titles for rental and purchase, and more than 160 Prime Video Channels, including Showtime and Starz – all searchable via voice control using the X1 Voice Remote. Customers will also be able to watch a growing selection of content in 4K UHD and HDR. Prime Video will join fellow SVoD service Netflix on the X1 platform, which Comcast secured carriage of in 2016.Subscribers Only
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Disney on verge of Fox acquisition as shareholders approve $71 billion dealJuly 27, 2018The Walt Disney Company’s proposed $71 billion acquisition of 21st Century Fox assets has been approved by shareholders of both companies. This follows US regulatory approval by the Department of Justice last month, with completion of the transaction now subject to clearance by several non-US regulators. Under the Disney Merger Agreement, Fox stockholders may elect to receive $38 per share in either cash or shares of New Disney, a new holding company that will become the parent of both Disney and Fox. The finalisation of the deal comes after competing bidder Comcast opted not to raise its offer of $65 billion to acquire the same Fox assets Disney has now secured. Disney initially agreed a $52 billion deal in December 2017.Subscribers Only
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DAZN pacts with Sky and Mediaset as it prepares to launch in ItalyJuly 25, 2018DAZN, the online subscription sports service owned by the UK's Perform Group, has reached agreement with Italy's two main pay TV providers, Sky and Mediaset. From DAZN's launch in Italy next month, customers of Sky and Mediaset Premium will be able to access the live and on demand service via smart TVs and connected devices for no additional fee. Sky will include the DAZN app on its high end set-top box, Sky Q, allowing customers to access DAZN on their TV sets via an internet connection. DAZN will not be retransmitted via satellite for Sky or digital terrestrial for Mediaset Premium.
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Disney signs multi-year deal with Blizzard to broadcast the Overwatch League on its channelsJuly 24, 2018US cable channels ESPN and Disney XD are broadcasting the Overwatch League (OWL), billed as the world’s first major esports league, under a multi-year agreement with the Walt Disney Co and Activision-Blizzard announced last week. The final stages of OWL were shown by the two networks starting on 11 July. The two days of finals — on Friday 27 and Saturday 28 July — will be entirely live on ESPN, ESPN3 and Disney XD in prime-time slot. Highlights of the tournament will be broadcast on the ABC network the day after its conclusion. Financial terms of this agreement were not been disclosed, but it will cover more than one edition, allowing the newly-created esports league to plan its medium term future.
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State of the US Pay TV Market Q1 2018June 27, 2018The impact from the economic recession of the late 2000s is still being felt by the US pay TV business, directly influencing today’s cord-cutting behavior.Subscribers Only
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Latin America Pay TV and Online Video 2017June 25, 2018The average Latin America (LATAM) household has more money to spend on entertainment in 2018 than they did a year earlier. As such, the addressable audience for pay TV is growing. However, this opportunity is being negated by a shift in consumer behavior away from linear TV to on-demand services.Subscribers Only
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Pay TV EST: A necessary expansion of the operator business as competition risesJune 20, 2018This report analyses the performance of pay TV EST to date, examining operator strategies and shifts in consumption patterns that are driving EST launches.Subscribers Only
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Comcast outbids Disney for Fox, as court clears way for AT&T takeover of Time WarnerJune 14, 2018Comcast has made an offer for the entertainment assets of 21st Century Fox, outbidding the Walt Disney Company by around 19%. The offer, which would bring the NBC Universal and Fox movie and TV studios, cable networks and other operations including Sky under the same roof, was delivered by Comcast in a letter to the Fox board of directors yesterday. Comcast’s offer is for $35 per share in cash, with a value of $65 billion. In December, Fox shareholders agreed to sell the assets to Walt Disney for $52.4 billion in an all-stock transaction. Comcast is also making an offer to buy Sky, and said it would continue to pursue the acquisition in parallel with the Fox deal. The UK government approved both this offer and the Fox proposal to buy full control of Sky earlier this month. On Tuesday this week, a US federal court judge cleared the way for AT&T to acquire Time Warner, dismissing the government’s view that the takeover would be anti-competitive. The offer, worth $106 billion, was first made in December 2016. Barring a further move to block the deal by the US government, AT&T said it would aim to complete the deal by 20 June.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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Third time lucky? Sprint and T-Mobile strike merger dealApril 30, 2018Sprint (Softbank) and T-Mobile (Deutsche Telekom) have announced a new plan to merge the two US businesses in an all stock merger that will leave Deutsche Telekom with a 42% stake to Softbank’s 27%. The combined company will maintain the T-Mobile brand and serve a base of 127 million subscribers, approaching the country’s top two mobile operators, Verizon and AT&T.
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Global Cord-Cutting Tracker 2017April 26, 2018The IHS Markit Global Cord-Cutting Tracker identifies the markets in which traditional pay TV is declining, a trend that is in most cases the result of cord-cutting – i.e. customers of traditional pay TV services (cable, satellite, IPTV or pay DTT) cancelling their subscriptions in favour of online video alternatives.Subscribers Only
