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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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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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RTL creates new digital studio in search of younger audiences and ad dollarsJuly 16, 2019European broadcaster RTL Group has announced the integration of its digital video businesses United Screens and Divimove. The multiplatform networks (MPNs) will be merged under Berlin-based Divimove. The new Divimove will represent over 1,000 digital content creators in nine European countries.Subscribers Only
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Netflix acquires worldwide rights to second Youku TV seriesMay 15, 2019Netflix has acquired a second original series from Chinese streaming platform Youku. I Hear You, produced and owned jointly by Alibaba-owned Youku and Chinese film studio Sugarent Film & TV, will be made available by Netflix to subscribers in all 190 markets today (15 May). In China, the 24-episode romantic comedy was premiered simultaneously on streaming platforms Youku and Mango TV on 28 January 2019. Netflix acquired Day and Night in 2017.
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Google Stadia: What is the strategy and what are the implications of Google's gaming move?March 20, 2019Mirroring prior announcements from Microsoft and EA, Google Stadia is a cloud-based platform that offers a collection of tools and services for games developers, offers distribution through a new cloud gaming capability and full integration with YouTube for content, creator tools and also user acquisition. Google aims to offer an end-to-end solution that supports game developers, gamers and YouTube creators on one cloud-based platform.Subscribers Only
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Virtual pay TV drives video success for Cellcom and Partner in Israel, as traditional platforms declineSeptember 12, 2018Israel’s subscription OTT video sector has experienced substantial growth since 2015, while over the same period, traditional pay TV platforms have sustained notable subscriber losses. However, online video’s growth has not been achieved solely at the expense of pay TV. Although cord-cutting has been observed, the new market entrants have successfully appealed to users in demographics previously underserved – primarily younger viewers – with virtual pay TV offerings. This trend has resulted in the expansion of the total base of users paying for video services.Subscribers Only
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Infographic: Popularity of Netflix across CEE in 2017December 15, 2017The infographic features a map showing Netflix subscriptions as a share of broadband households. This demonstrates the penetration the international service has achieved for its addressable audience over 2017 in each respective market. The infographic is using the updated data from IHS Markit, for service consumption as well as the measure of connected households.Subscribers Only
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HBO Go’s move to go standalone crystallises the path to unbundled future for the industryNovember 17, 2017Time Warner’s HBO has made subscription to its online video service, HBO Go, available on standalone basis in four markets of Central & Eastern Europe. With its timing, this is a smart move on the part of HBO. While the service is likely to turn out as an attractive offer for the target market, the move won't be pleasing to company's distributing telecom operator partners.
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Channel 4 joins European Broadcaster Exchange to take on global platformsNovember 16, 2017Channel 4 has announced its investment in European Broadcaster Exchange (EBX), a pan-European trading platform for digital video advertising founded by free-to-air broadcasters TF1 Group (France), ProsiebenSat.1 (Germany) and Mediaset (Italy and Spain). Headquartered in London, EBX will aggregate the video on-demand inventory of its participants and allow advertisers to run regional campaigns with programmatic purchasing. It is created with an objective to allow advertisers to tap into one single source for premium video inventory on a regional scale. Subject to European competition authorities’ clearance, the four partners will each take a 25 percent stake in the business.
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Netflix increases prices in the US and select WE countriesOctober 13, 2017•Netflix has increased its standard and premium tier prices in the US and across select countries in Western Europe. •IHS Markit believes that pricing will be rolled out across all affected territories within the next three months, with new prices starting at the latest in January 2018. •2018 will see the SVoD giant tipping the scales at just over $13bn in revenues.Subscribers Only
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Cross-Platform Television Viewing Time 2016July 24, 2017Analysis of changes in television viewing behaviour across broadcast and digital platforms across the big five European markets. In this report, IHS Markit analysts examine key trends across linear, PVR-timeshifted, pay-TV VoD and online video viewing.Subscribers Only
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Leading Polish video portal by Onet.pl has discontinued its subscription service VOD+February 10, 2017The Polish online video portal VOD.pl has ceased activities of VOD+, its subscription video on demand (SVoD) offering, 31 January 2017.
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Amazon Prime Video is now available in over 200 countries around the worldDecember 15, 2016Amazon has made the Prime Video streaming service available worldwide, following the global launch of Netflix in January 2016. As of 14 December 2016, Amazon Prime Video was available in 200 countries, excluding China, Syria, Iran, and North Korea. In total, the launch encompasses 242 distinct geographical territories.Subscribers Only
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Netflix adds download functionalityDecember 02, 2016• Netflix has added the ability to download selected titles for offline viewing on smartphones and tablets • Laptops and other browser based streaming devices are currently not included in the roll-out • All users can utilise offline viewing regardless of country or subscription tier • Supported content includes much of Netflix’s original content library, alongside a reduced selection of third party content and films.
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Liberty Global builds cable TV leadership in Poland with Multimedia Polska dealOctober 20, 2016Liberty Global has agreed to acquire Multimedia Polska, the third largest cable company in Poland, through its subsidiary UPC Polska. The deal is valued at PLN 3 billion ($760 million), but Liberty Global warned that the price may be adjusted downwards due to the operational and financial performance of Multimedia Polska prior to closure. The deal is subject to regulatory approval.Subscribers Only
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Netflix pursues Polish marketAugust 12, 2016Netflix has identified Poland and Turkey as its next targets for service localisation, and in Poland has already introduced local pricing. Previously available for €7.99, €9.99 or €11.99 a month, it is now respectively priced at PLN 34, PLN 43 and PLN 52.Subscribers Only
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Wal-Mart sets sights on Amazon with acquisition of e-tailer Jet.comAugust 11, 2016Wal-Mart's acquisition of US e-tailer Jet.com is part of the brick-and-mortar giant's stated strategy to bolster its online businessSubscribers Only
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Netflix Q2 - Price sensitive 'grandfathers' cause weaker than expected growthJuly 21, 2016IHS forecasts for Netflix’s International territories have been slightly reduced to 38m for 2016 and 75.7m for 2020, a reduction of around 1m for the 5 year outlook. For the US 2016 forecasts have been adjusted to 48.3m subscribers.Subscribers Only
