分析全球可视娱乐市场的变革和增长.pdf

Fragmentation, Definition and Opportunity Change and growth opportunities for operators from visual entertainment © Copyright Ovum 2014. All rights reserved. Agenda  The audience is changing  Placing OTT SVOD into context  The operator advantage  From distribution to super-aggregation © Copyright Ovum 2014. All rights reserved. 2 The past and present of online streaming THEN: NOW:  OTT video addresses audience desires the traditional entertainment  OTT SVOD currently fragmented: how will focused or niche interest industry was slow to address services build a sufficiently large audience  Transactional OTT established (iTunes): supplanting the disc  Cost of content rising market  OTT SVOD (Amazon, Netflix) established: on-demand, binge  especially at ultra-premium end, becoming very expensive / and off main screen viewing impossible to monopolise a rights category eg, football, from Sky to Sky and BT  Short-form tube sites (Youtube), social video (Snapchat), social TV (Facebook Live), games streaming (Twitch): content formats  New, major players emerging in content rights market which didn’t exist previously