Americas OTT TV & Video Forecasts



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Americas OTT TV & Video Forecasts Table of Contents Published in June 2015, this 118-page PDF and excel report contains comprehensive coverage of the Americas OTT TV & video sector (subscribers/homes, transactions and revenues. SVOD, Ad-supported, rental/payper-view and download-to-own/electronic sell-through) for 15 countries, including: Executive Summary. Mini-profiles for OTT operators by country. Global forecasts summary from 2010 to 2020 Comparison forecast tables for 15 countries. Individual country forecasts for 15 territories. Country profiles 15 countries covered: Argentina Brazil Canada Chile Colombia Costa Rica Ecuador Guatemala Honduras Mexico Peru Puerto Rico USA Uruguay Venezuela

Forecasts (for each year from 2010 to 2020) contain the following detail for each country: Population (000) Total households (000) TV households (000) Fixed broadband households (000) Smartphone subscribers (000) Tablet subscribers (000) TV HH/Total HH Smartphone subs/population OTT TV & video households (000) OTT TV & video HH/Fixed broadband HH SVOD homes (000) SVOD homes/fixed broadband HH Fixed broadband HH/Total HH Tablet subs/population OTT TV & video HH/TV HH SVOD homes/tvhh Movie rental transactions (000) TV rental transactions (000) Total rental transactions (000) TV download-to-own transactions (000) Movie download-to-own transactions (000) Total download-to-own transactions (000) Online advertising total (US$ mil.) Download-to-own TV revenues (US$ mil.) Download-to-own video revenues (US$ mil.) Online TV rental revenues (US$ mil.) SVOD revenues (US$ mil.) Online video advertising/bb HH (US$) Rental revenues/bb HH (US$) OTT TV & video revenues/bbhh (US$) OTT TV video advg/ott TV & video HH (US$) SVOD revs/ott TV & video HH (US$) Online advertising for OTT sites (US$ mil.) Download-to-own movie revenues (US$ mil.) Online rental revenues (US$ mil.) Online movie rental revenues (US$ mil.) Total OTT TV & video revenues (US$ mil.) Download-to-own revenues/bb HH (US$) SVOD revenues/bbhh (US$) Download-to-own revs/ott TV & video HH (US$) OTT TV & video revs/ott TV & video HH (US$)

Latin America OTT TV & video ready for take-off OTT TV and video revenues in Latin America [for 13 countries] will reach $2.91 billion in 2020; up from only $37 million in 2010 and the $1.13 billion expected in 2015, according to a new report from Digital TV Research. From the $2,126 million in revenues to be added between 2014 and 2020, Brazil will contribute $938 million and Mexico $437 million. OTT TV & video revenues by country ($ million) 3,000 2,500 2,000 1,500 1,000 500 0 2010 2014 2015 2020 Others 2 68 102 343 Mexico 9 171 261 608 Colombia 1 47 70 217 Chile 2 32 47 123 Brazil 20 356 503 1,294 Argentina 3 105 149 320 Source: Digital TV Research Simon Murray, Principal Analyst at Digital TV Research, said: SVOD will remain the region s largest OTT revenue source; contributing $1,745 million by 2020 up from next to nothing in 2010. Pan-regional services such as Netflix, Clarovideo and Movistar are making an impact and are adding a competitive edge to the SVOD sector. The Americas OTT TV & Video Forecasts report estimates 24.05 million SVOD (subscription video on demand) homes by 2020, up from 10,000 in 2010 and an expected 9.84 million by end-2015. From the 17.38 million SVOD home additions between 2014 and 2020, Brazil will supply 7.24 million and Mexico 3.32 million. Colombia will overtake Argentina to take third place in 2016.

OTT TV & video revenues by source ($ million) 3,000 2,500 2,000 1,500 1,000 500 0 2010 2014 2015 2020 Subscription 0 411 639 1,745 Rental/PPV 5 41 54 156 DTO 8 74 99 312 Advertising 23 253 340 693 Source: Digital TV Research By 2020, 15.9% of the region s TV households will subscribe to a SVOD package, up from only 4.8% by end-2014. Puerto Rico (22.5%) and Chile (20.0%) will have the highest penetration by 2020. For more information on the Americas OTT TV & Video Forecasts report, please contact: Simon Murray, simon@digitaltvresearch.com, Tel: +44 20 8248 5051

North American SVOD far from mature North America already had 50.6 million SVOD homes [for movie and TV services only excluding sports] by end-2014 or 38.8% of TV households and 48.1% of fixed broadband homes, according to a new report from Digital TV Research. The Americas OTT TV & Video Forecasts report estimates that this represents considerable growth since 2010 when there were 16.7 million SVOD homes (13.0% of TV households). Therefore the North American region is the world s most mature for SVOD. 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 SVOD home forecasts by country (000) 0 2010 2014 2015 2020 Canada 829 3,709 4,350 6,925 USA 15,856 46,905 53,403 69,620 Source: Digital TV Research However, the market is not yet mature. In fact, 7.1 million more SVOD homes will be added in 2015 alone. The total is forecast to climb to 76.5 million by 2020 up by 26 million on 2014 giving 57.3% penetration of TV households and 65.2% of fixed broadband homes. SVOD revenues will soar from $0.79 billion in 2010 to $4.46 billion in 2014 and onto $7.09 billion in 2020. Revenues will grow by 59% between 2014 and 2020. North American OTT TV and video revenues will reach $20.5 billion in 2020; up from $2.6 billion in 2010 and the $13.2 billion expected in 2015. Advertising on OTT sites will generate revenues of $6.0 billion in 2015, quadruple the $1.4 billion in 2010. Rapid advertising expenditure growth will continue, to reach $10.3 billion in 2020. DTO revenues are forecast to be $2,197 million in 2020, up from $321 million in 2010 and $1,218 million in 2014. Movies will contribute two-thirds of DTO revenues by 2020, with TV series providing the rest.

OTT TV and video rental/pay-per-view revenues will expand rapidly, climbing from $169 million in 2010 on to $591 million in 2014 and to $999 million in 2020. Movies will be the main earner; providing $715 million by 2020. TV box sets becoming a more popular promotional tool than single episodes. For more information on the Americas OTT TV & Video Forecasts report, please contact: Simon Murray, simon@digitaltvresearch.com, Tel: +44 20 8248 5051