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The Company Still Sells Content to Netflix and Amazon, the Most Popular Shows of Their Own

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The Company Still Sells Content to Netflix and Amazon, the Most Popular Shows of Their Own Quarterly news edition from the developer of the best interactive TV platform. Decorated in a free style. Enjoy your reading. ©2021 Telebreeze, Inc. All Rights Reserved. ISSUE CONTENT Amazon 4 Netflix 8 6Roku 8 About China 9 Paramount+ 10 Disney 11 Hot statistics 12 Green credentials 14 CHANGE OF POWER AT AMAZON In our opinion the main news of the year is that the legendary Jeff Bezos left the place of head of Amazon in February. 30 years, 200 billion of dollars of fortune – there is something to remember! He will be replaced by Andy Jesse, who headed Amazon Web Services. They bet on the future. recall The Amazon Prime Video video service ranks second after Netflix in terms of the number of subscribers: 150 million at the end of the year. 4 AMAZON Market 5 News Amazon provides up to 70% of the subscription flow through its sites for streaming platforms, in particular, such as Showtime and Starz. And this is up to 30% of the revenue for but too, Apple distribution services. If you’re a giant like HBO, a lesser extent to Disney+, or Netflix, that’s a direct loss on indirect billing. However, the latter have actually switched to direct sales without intermediaries. Paid subscribers by distributor Direct Amazon Apple 100% 75% 50% 25% 0% Dec 19 Dec 20 Dec 19 Dec 20 Dec 19 Dec 20 Dec 19 Dec 20 Dec 19 Dec 20 Dec 19 Dec 20 Dec 19 Dec 20 Source: ANTENNA 5 Amazon also strengthened its position in AVOD by rolling out its IMDb TV advertising service – first on Roku, then on Xbox. Together with Fire TV, Amazon’s audience using advertising services grew from 20 million to 55 million in a year. Amazon was also recognized as the leader in the sale of streaming devices. The Fire TV Stick 4K is particularly successful: the best selling device in the world in 2020! Connected TV Devices Global Quarterly Shipments (Million Units) Growth rate Q4 19 Q3 20 Q4 20 QoQ YoY Q4 Share 1 Amazon 9.7 9.1 13.2 45% 36% 12.1% 2 Samsung 11.0 11.7 11.9 2% 9% 10.9% 3 Sony 9.2 4.2 9.0 116% - 3% 8.2% 4 Nintendo 7.6 5.3 8.4 58% 11% 7.7% 5 LG 6.2 6.1 6.5 6% 4% 5.9% 6 Roku 5.4 4.5 6.3 42% 16% 5.8% 7 TCL 5.0 6.8 6.2 - 8% 24% 5.7% 8 Hisense 4.0 4.2 5.1 22% 28% 4.7% 9 Microsoft 4.2 1.3 4.8 275% 14% 4.4% 10 Google 4.5 2.6 4.7 82% 5% 4.3% 11 Apple 3.8 3.2 4.3 33% 14% 4.0% 12 Xiaomi 4.4 3.1 4.2 36% - 3% 3.9% Others 25.4 19.6 24.5 25% - 3% 22.5% Total 100.3 81.5 109.1 34% 9% 100% 6 Source: Strategy Analytics’ TV Streaming Platforms service, March 2021 Note: Includes Smart TVs, Streamers, TV Games Consoles 7 ‘‘Alexa, ask Jeep to find the nearest gas station.’’ Like the cherry on the cake, Amazon’s Alexa will now drive a Jeep, as Amazon software is scheduled to integrate with the SUV system in 2022, and Prime Video will be available during the ride. click, look Amazon has opened a store in Poland - amazon.pl - the first outpost to the markets of Central and Eastern Europe. It has been working towards this goal since 2014, creating 18,000 jobs and opening 10 logistics centers. «FAST LAUGHS» FROM NETFLIX What about Netflix? Nothing interesting about Netflix: as usual, a new feature - «Fast Laughs». Only for mobile devices. Specially for fans of vertical mode: for a quick laugh on the go. ROKU STRENGTHENS ITS POSITION Roku strengthens its position in advertising by buying Nielsen’s advanced video advertising business (AVA). The focus is primarily on strengthening the position in the measurement and processing of streaming data. 8 China ABOUT CHINA Market 9 News China ranks second after the United States in terms of content spending ($14.6 billion). The main customers are the streaming services iQiyi, Youku-Tudou and Tencent. Interestingly, they are all collectively called BAT – after the names of the Internet companies behind them – Baidu, Alibaba and Tencent. Here, as always, is a graph that shows how the distribution of money in the content has changed: from broadcasters to streaming. They also write that they do not make money on local content, because 70% of their audience is located in the United States and does not want someone else’s local content. So it is not enough to take out if there is no one to sell. China Another newcomer to sales – Paramount+ – the leading US cable operator ViacomCBS has rolled out a new mega service. Everything would be OK, however it is still difficult to realize a new business concept. Content sales accounted for 23% of revenue, and the company still sells content to Netflix and Amazon, the most popular shows of their own. It’s a really strange decision to sell top-end content when it’s so important to build your own subscriber base. New mega service from ViacomCBS – Paramount+ It’s fun to read the comments and see the rating itself. 10 NEW SERVICE FROM DISNEY+ Among the new streaming brands, we should mention Disney, which has launched the Star service, designed for international markets. There are strange moves. Why and why is Disney doing this? In general, it all comes down to the question «how to increase the price of content?». by the way The service should not be confused with Disney’s HotStar in India and Lionsgate’s Starz. 11 12 STATISTICS STATISTICS BY REGIONS HOT STATISTICS Last year, the move away from Statistics from Digital TV cable TV picked up such speed Research. that it lowered the number of cable households to the level of Our target regions in the context 1994: there are now 74 million of forecasts for the future. pay TV households in the US, and by 2025 there should be 50 By the way, 14% of SVOD will be million. only through smartphones. see the table 12 STATISTICS SVOD The largest Region Forecast year BY REGIONSsubscribers contribution USA 208 mln 2023 West Europe 65 mln 2022 LATAM 228 mln 2026 Brazil, Mexico MENA 32,64 mln 2026 Turkey (20 countries) Sub-Saharan Africa 10 mln 2023 Nigeria (35 countries) Here you can follow the links, see more features: APAC which platforms are the most popular, what are the habits of Europeans US Africa West Europe LATAM MENA Cellcos 13 CREDENTIALS 14 GREEN CREDENTIALS Consumers are increasingly concerned about what telecommunications companies do to protect the environment! 66% say that the company’s actions in the field of ecology are extremely important for them. This is reported by the Consumer Action Monitor (CAM) report (Ombudsman Services). Twenty-four companies from Europe have GREEN GREEN even merged into the European Green Digital Coalition. Among them are: Telefoncia, Orange, Vodafone, Telenor, Telia, Nokia, Ericsson, Microsoft, IBM, Aruba and others, including integrator companies and suppliers. And we are now in the trend! The third week of an environmentally responsible Telebreeze has started! We can safely look our customers in the eye! CREDENTIALS Telebreeze Corporation telebreeze.com [email protected] +1 (877) 742-5756 108 West 13th St, Wilmington, Delaware, 19801, USA ©2021 Telebreeze, Inc. All Rights Reserved..
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