Strategic Intelligence: Video Streaming

Video streaming has overhauled the entire experience of TV consumption. Users can now access content from any connected device, not just a TV or PC. This has fueled video consumption on mobile devices like smartphones and tablets.
Traditional TV targets large audiences watching simultaneously, whereas video streaming is narrowcast, targeting individual consumers and allowing for individualized viewing. This narrower focus means individual users can watch content on demand instead of through a strict programming schedule.

Video streaming has overhauled the entire experience of TV consumption. Users can now access content from any connected device, not just a TV or PC. This has fueled video consumption on mobile devices like smartphones and tablets.
Traditional TV targets large audiences watching simultaneously, whereas video streaming is narrowcast, targeting individual consumers and allowing for individualized viewing. This narrower focus means individual users can watch content on demand instead of through a strict programming schedule.

Key Highlights

• According to the analyst forecasts, the global market for subscription video on demand (SVoD), a video streaming service where viewers pay a monthly fee to access a library of content, was worth $135 billion in 2024. It will grow to $177 billion by 2030 at a compound annual growth rate (CAGR) of 4.6% between 2024 and 2030. By contrast, revenue from traditional pay TV services (which include cable TV, satellite TV, and terrestrial TV) will decline from $198 billion in 2024 to $179 billion by 2030.
• In 2024, global SVoD subscribers hit 1.6 billion, overtaking pay TV subscribers for the first time, according to the analyst.
• The continuing cord-cutting trend, which refers to people canceling their cable TV subscriptions, is the main reason behind this. The analyst figures show that the number of cable TV subscribers in North America fell by 33% between 2020 and 2024.
• Amazon, Alphabet, Alibaba, Apple, Baidu, Comcast, Disney, Netflix, Paramount Global, Tencent, and Warner Bros. Discovery are among the biggest video streaming companies, although many run loss-making SVoD divisions. Their success is no longer guaranteed. They are all under pressure to reduce content spend, retain customers, and increase profitability.

Scope

• This report provides an overview of the video streaming theme.
• It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
• It includes comprehensive industry analysis, including market size and growth forecasts for the global subscription video on demand (SVoD) market and analysis of trends in patents and company filings.
• It contains details of M&A deals driven by the video streaming theme and a timeline highlighting milestones in the development of video streaming.
• The detailed value chain is split into four main areas: content creation, content aggregation, distribution, and device.
• Also included are profiles of leading players in the video streaming theme, including Netflix, Amazon, Apple, Disney, and Tencent.

Reasons to Buy

• The video streaming industry is experiencing rapid growth and intensifying competition. Established media companies, technology giants, and content creators are investing in streaming platforms to capitalize on the growing market.
• Companies are vying for market share by offering compelling content libraries, unique features, and competitive pricing. This report is an indispensible guide to an important and much-discussed theme.