India OTT Video Market

Solve. New

Jan 2021

Monthly Consumption, OTT Video Bn Mins

~13% growth

228 231 218 208 200 205 201 204 193 195 181 175 162

Jan'20 Feb'20 Mar'20 Apr'20 May'20 Jun'20 Jul'20 Aug'20 Sept'20 Oct'20 Nov'20 Dec'20 Jan`21

Pre-COVID Lockdown Post Lockdown Growing with sports & new releases - New movie and series - Sports and IPL from Sept to Nov - Declining new releases - Less OTT engagement as released - New movies released didn’t perform well - Free Trial closed by users started moving out - Users watching their - Free StreamFest by Netflix Netflix - TV soaps started again favorite content on repeat - Number of Original increasing and more releases in the pipeline for JFM`21

Note: Analysis excluding YouTube

Source : RedSeer IP, RedSeer Analysis 2 © RedSeer Higher releases leading to strong growth for Originals & movies consumption on OTT

Genre wise engagement, OTT Video Industry Key Takeaways Jan`20 v/s Jan`21

Originals ~180 Bn ~205 Bn • Increased Investments: Both International & homegrown platforms have been heavily investing in creating & promoting more quality Originals 12% -1 % 11% Others • Rise of regional OTT Platforms: 15% Smaller OTT platforms have only 18% -4% focused on creating relevant Original TV Series content & have gained massive traction 19% over the last year 14% 50% Originals Movies • Mainstream movie releases: Higher 18% 19% 20% number of mainstream releases of Movies popular Bollywood & South Indian movies on Hotstar & Prime TV Soaps • Dubbing of content: Increased 38% 7% 36% dubbing of International movies into vernacular languages led to increased movies consumption

Jan`20 Jan`21

Note: Analysis excluding YouTube

Source : RedSeer IP, RedSeer Analysis 3 © RedSeer SVOD platforms have the highest NPS in OTT Video

Player NPS, OTT Video Players OND’20

N = 78 N = 56 N = 56 N = 49 N = 54 N = 42 N = 47

59% 53% 48% 45% 43% 42% 40%

Netflix Prime Video Hotstar Voot SonyLIv Zee5 MX Player

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