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iQIYI Q2 2019 results highlight challenging advertising environment in ChinaAugust 22, 2019iQIYI reported a 15% increase in revenues for the quarter ended 30 June, totaled RMB 7.1 billion (USD 1 billion). • Membership services grew 38% to RMB 3.4 billion (USD 479 million) • Online advertising services dropped 16% to RMB 2.2 billion (USD 310 million) • Content distribution was down 4% to RMB 0.5 billion (USD 70 million) • Others category grew 82% to RMB 1 billion (USD 141 million) The company attributed the continued overall revenue growth to the solid subscription growth; while admitted that the challenging macroeconomic conditions and delayed content launches had slowed online advertising and content distribution revenue growth. “Others” revenues benefitted from the company’s acquisition of game company Skymoons.
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Most US CE Import Tariffs Delayed ... except TVsAugust 13, 2019On August 13th, 2019, the Office of the US Trade Representative announced that it was delaying the implementation of new 10% tariffs on some products that had been scheduled to go into effect on September 1st. Of the $300 billion tranche that was originally to be affected, CE products were some of the most prominent new inclusions, and surely would have impacted prices during the upcoming holiday season. The categories included in the delay entail smartphones, Notebook PCs, tablet PCs, game consoles and desktop monitors, along with other popular holiday shopping goods. However, TVs were not included on the list, and remain to be subject to the additional 10% tariff on September 1st. Of course, this could change.
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ABUdigital 2019 review: Asian broadcasters look to digital to counter falling ad revenuesJuly 09, 2019The Asia-Pacific Broadcasting Union (ABU) last week held ABUdigital, a forum set up to concentrate minds on how its members should respond to declining TV advertising revenues and emerging online opportunities. IHS Markit analysts attended the inaugural ABUdigital in Kuala Lumpur, Malaysia on 3-4 July.
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Pay TV & Online Video Report - Asia Pacific - 2019June 18, 2019The 2019 Asia Pacific Pay TV & Online Video Report provides in-depth insight into the pay TV and online subscription video markets of the Asia Pacific region. It includes comprehensive market-sizing data and detailed analysis of the key trends shaping the industry ... .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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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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Foldable AMOLED Panel Shipments to Top 17 Million Units by 2021March 19, 2019With Samsung Electronics, Huawei and other smartphone manufacturers already announcing new smartphones with foldable form factors, shipments of foldable active-matrix organic light-emitting diode (AMOLED) panels are expected to exceed 17 million units by 2021.Subscribers Only
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Global smartphone market ends 2018 on downturnJanuary 31, 2019With Apple and Samsung both announcing earnings yesterday, following is background information and insight on the 2018 global smartphone market.
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AMOLED Ecosystem Market Tracker - ChinaJanuary 08, 2019A semi-annual update on the Chinese AMOLED display industry with shipments, revenue, prices, strategies, capacity & technologies.Subscribers Only
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China media watchdog continues to tighten control over foreign contentOctober 05, 2018The National Administration of TV and Radio (NATR), the newly formed Chinese media regulator, has published a draft discussion of the Provisions on Administration of Import and Broadcasting of Overseas Audio-Visual Programs. The provisions will aim to regulate the distribution of foreign content, including movies, TV shows, animation and documentaries. Media industry players were invited to comment on the draft until 19 October 2018.
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Asia Pacific Pay TV and Online Video 2017August 09, 2018Asia Pacific Pay TV & Online Video 2017 analyses the 2017 results of major pay TV operators and online video providers in the Asia Pacific, including subscriptions, TV household penetration, quarterly net additions and key financials. In addition, several country profiles analyse the position of pay TV operators and online video providers against key competitors.Subscribers Only
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Central and Eastern Europe Pay TV 2017June 07, 2018The Central and Eastern Europe pay TV market monitor provides an in-depth insight into the key trends affecting the pay TV market in the CEE region in 2017. It includes data and analysis on pay TV operators, their subscribers and revenues, key M&A activity in the region, and the impact of online TV services on pay TV growth. The report focuses on the top eight CEE markets; Poland, Russia, Romania, Hungary, Slovakia, Czech Republic, Serbia and Bulgaria.Subscribers Only
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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
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Chinese streaming platform iQiyi looks to raise $1.5 billion from IPO in the USMarch 05, 2018Chinese streaming service iQiyi last week filed a registration statement setting out plans to raise $1.5 billion from an IPO in the US. The company, funded by both advertising and subscription, was launched by main owner Baidu in 2010.
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Telefonica adds Viacom channels to its OTT Movistar PlayFebruary 23, 2018Viacom International Media Networks (VIMN) has reached an agreement with Telefónica to make a wide range of its TV channels and content available to subscribers of the Movistar Play, Telefonica’s OTT subscription platform in Latin America. The video streaming service has a presence across Latin America and offers both VOD and linear content as part of monthly subscription, as well as transactional movies.Subscribers Only
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Netflix partners with OSN to grow its MENA subscriber baseFebruary 19, 2018MENA pay TV operator OSN has announced the signing of a partnership with Netflix. This deal is the first between Netflix and a pay TV operator across the MENA region. As a result of the partnership, OSN satellite subscribers will be able to access Netflix via a new hybrid set-top box, which OSN plans to launch at the end of the second quarter of 2018. Subscribers who will choose to access content from Netflix will not have to face a separate bill, instead they will be charged via their own OSN’ subscription.Subscribers Only
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Amazon nipping at Netflix’s heelsJanuary 16, 2018In 2017, there were an estimated 44 million active subscribers to Amazon Prime Video, with a little more than 30 million from the United States and 11 million from the next three leading country markets, Germany, Japan and the UK.
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12 Digital Advertising Industry Trends Shaping 2018 and BeyondDecember 18, 2017What will define the future of digital advertising? As 2017 comes to a close, this presentation identifies 12 trends anyone in digital marketing needs to have on their radar for 2018 and beyond, from the future of brands, the role of platforms over the rise of smart assistants to applications of AI.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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Spotify and Tencent Agree “Strategic Collaboration”December 05, 2017Spotify and Tencent have agreed a share swap and investment deal. The exact terms between the streaming music company and the Chinese internet giant have not been revealed but industry publications have reported that under the deal Spotify and Tencent Music Entertainment TME) will get 10% of each other’s businesses. TME, which is majority-owned by Tencent is the leading music streaming service in China powering offers from QQ Music, KuGou and Kuwo. In addition to the stock swap Tencent has acquired a stake in Spotify by purchasing shares from existing backers.
