India OTT Video Market

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Solve. New India OTT Video Market Jan 2021 Bangalore. Delhi. Mumbai. Dubai. Singapore. New York © 2020 RedSeer Consulting confidential and proprietary information Sports streaming period saw the highest OTT Video consumption in 2020 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 Source: Customer Surveys, RedSeer Analysis 4 © RedSeer Thank You [email protected] facebook.com/redseerconsulting Solve. New twitter.com/redseer redseer.com linkedin.com/company/redseer-consulting Disclaimer and confidentiality notice: This document contains information that may be confidential and proprietary. Unless you are the intended recipient (or authorized to receive this document for the intended recipient), you may not use, copy, disseminate or disclose to anyone the message or any information contained in the document. Bangalore. Delhi. Mumbai. Dubai. Singapore. New York © 2019 RedSeer Consulting confidential and proprietary information.

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