Ovum: Skinny bundles to drive US pay-TV growth

Next year will be the first year that ‘skinny bundles’ drive overall subscription growth across pay TV and OTT in the US, reversing a near-decade-long trend, according to Ovum. The prediction is part of the research firm’s ‘2019 Trends to Watch: TV and Video Super-Themes’ report, which claims that skinny bundles will solve pay TV’s […]

Ovum: Amazon to make more video revenue than Netflix in 2018

Amazon will overtake Netflix to generate more over-the-top (OTT) video revenue in 2018 thanks to its “growing array of ways to pay for video,” according to Ovum predictions. The research firm said that Amazon’s combination of subscriptions, digital rentals, electronic sell-through and bundles of TV apps will see it generate US$5.8 billion in video-related revenue […]

Netflix ups bond offering to €1.3bn

Netflix has upped its senior notes offering to €1.3 billion (US$1.4 billion), upsizing the debt offering from a previously announced €1 billion. Netflix is offering the notes to investors outside of the US and said that it expects the sale to close on May 2. The notes will mature on May 15, 2027, unless earlier […]

‘Out of control’ Netflix spend ‘not sustainable’

Influential research house Ovum has claimed Netflix’s current business model is unsustainable and its spending on content is out of control. Ovum, which like TBI is part of UK-listed Informa, said that the US-based SVOD company is accounting for its content spending in a manner that flatters its weakening profitability. In a highly critical report […]

Trump win ‘could spell trouble’ for US entertainment

Donald Trump’s election win earlier this week will make international sales harder for US media companies, according to influential analyst house Ovum. In an update to clients, Ovum managing director Aneil Rakity noted that entertainment content has been one of the country’s most significant exports in terms of revenue and soft power. “The ascendancy of […]

Telcos are ‘taking over pay TV’

Telecoms companies will account for over half of all pay TV subscriptions in Western Europe and Lat-Am within five years, according to new research. Research house Ovum forecasts that over a quarter of all global pay TV subs will be through telcos, with additions largely going to be driven by organic expansion of IPTV services. […]

Ovum: VR video to generate US$8.2bn by 2020

Virtual reality video will generate revenues of US$8.2 billion by 2020 and will make more money than VR video games by 2019, according to new research by Ovum. The study claims that video will be the number one revenue category within VR in 2019 as millions of consumers get portable mobile headsets and spend modest […]

Netflix growth ‘slowing’ in big European markets

US streaming service Netflix is seeing subs growth slow in major European territories, according to new research. Ovum’s latest European analysis and forecasts reveal that the SVOD service reveals a sharp uptake of Netflix as Netflix enters a market, before growth starts to tail off. There were also reassuring findings for traditional pay TV operators, […]

Netflix subs ‘not buying into’ costly originals

Netflix’s lower than expected subscriber growth was caused in part because customers are not willing to pay more to fund a growing roster of originals, according to research house Ovum. Last week’s quarterly results revealed disappointing subscriber growth for Netflix as churn increased in the wake of price increases for many customers. Announcing its Q2 results, […]

Telcos target TV

Telecoms operators are increasingly looking to TV to drive new subs, increase customer loyalty and create a new revenue stream. Mark Newman, consultant and former chief research officer at Ovum, looks at which operator is doing what and where… and why. Hong Kong’s PCCW is beginning to feel more like a television company than a […]

1 2 3