Internet TV – Thematic Research

TV consumption continues to move from scheduled TV broadcasts to on-demand video streamed over the internet. The two main types of video streaming services are over-the-top (OTT) TV and internet protocol TV (IPTV). The former runs on top of a public internet connection, while the latter refers to video streamed over a private, dedicated network, typically owned by a telecom operator. Collectively, we refer to OTT TV and IPTV as internet TV.

Scope

This report provides an overview of the internet TV theme.

It identifies the key trends impacting growth of the theme over the next 12 to 24 months.

It includes a comprehensive industry analysis, including up-to-date figures for pay TV accounts (split by cable, satellite, terrestrial, IPTV, and SVOD).

The value chain compares the traditional, linear TV stack to the internet TV stack, where the dividing lines are no longer respected by tech invaders.

Key Highlights

Two factors will determine success in the internet TV market: a strong user interface (UI) and a large back catalogue of popular content. Netflix the market leader in UI, whilst Disney has started to compete with its content dominance.

Almost every film and TV studio is following Disney’s lead by launching its own internet TV offering. Whilst Disney has made a good start, adding over 50 million Disney+ subscribers in the six months since its launch in November 2019, it is worth remembering that no traditional media company, whether in music, newspapers, book publishing, advertising or TV, has ever successfully defended its turf against an unwanted Big Tech disruptor.

Reasons to buy

Internet TV will be the single most important technology theme driving earnings in the film and TV industry over the next two years. This thematic report analyzes the key players in the film and TV industry and where they sit in the industry value chain as the TV industry transitions towards internet TV. It also looks at how COVID-19 has impacted the music, film, and TV sector.

Companies mentioned

Netflix

Amazon

iQiyi

Tencent

Alibaba

Tencent Music

Alphabet

Rakuten

ByteDance

Walt Disney

Naspers

AT&T

Spotify

Apple

Comcast

Zee Entertainment

Technicolor

Sony

ITV

Lions Gate Entertainment

Quibi

Sun TV Network

Network 18 Media

Nexstar

Vivendi

Entertainment One

Discovery

Grupo Televisa

Nippon TV

Tegna

RTL

AMC Networks

Atresmedia

Fuji Media

Sirius XM Radio

ProSiebenSat.1

Television Broadcasts

Live Nation

TV Francaise (T.F.1)

Modern Times Group

Mediaset

M6-Metropole TV

ABS CBN broadcasting

Cineworld

SK Telecom

Korea Telecom

Etisalat

China Telecom

AT&T

Saudi Telecom

Ooredoo

Orange

China Unicom

Deutsche Telekom

Vodafone

SingTel

Softbank

NTT

Verizon

BT

Telstra

Comcast

China Mobile

Telefonica

Bharti Airtel

Sigfox

Chunghwa Telecom

Telecom Italia

US Cellular

NTT DoCoMo

KDDI

Advanced Info Service

KPN

Proximus

Mobily

Vodacom

Centurylink

Iliad

MTN Group

Ingenu

Swisscom

Telia

PLDT

T-Mobile USA

America Movil

BCE

Telus

Telenor

Rogers Comms

Globe Telecom

Veon

Tata Communications

GTT

Maxis

Altice

Spark New Zealand

Cox

Charter Communication

Telekomunikasi Indonesia

Sprint

Digi

Table of Contents

Players

Impact of COVID-19 on internet TV

Technology briefing

Trends

Industry analysis

Value chain

Companies

Sector scorecards

Glossary

Appendix: Our thematic research methodology

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