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Over-the-Top (OTT) Market Outlook

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MARKET RESEARCH BRIEFING · REPORT CODE MC314

Over The Top OTT Market

From cable bypass to a USD 709.44 billion streaming economy — Global Opportunity Analysis & Industry Forecast, 2020–2030

MARKET SIZE 2019

FORECAST 2030

CAGR 2020–2030

LARGEST SHARE

$132.23 Bn

$709.44 Bn

16.5%

Base year value

≈5.4× the 2019 base

Sustained double-digit

North America APAC: fastest CAGR

E X E C U T I VE S U M M AR Y

▸The global OTT market is projected to grow from USD 132.23 Bn (2019) to USD 709.44 Bn (2030) at a 16.5% CAGR, adding ~USD 577 Bn in value. ▸Lower cost, on-demand convenience and easy operation versus cable, broadcast and satellite TV are accelerating adoption. ▸North America leads market share on mature telecom and 5G; Asia-Pacific posts the highest CAGR on regional content and smart-device uptake.

Copyright © Next Move Strategy Consulting

Source: nextmsc.com · OTT Market Report


01 · MARKET LANDSCAPE

Market Size & Industry Ecosystem A 5.4× expansion over 2019–2030 as viewers bypass cable, broadcast and satellite distribution INCREMENTAL VALUE 2019→2030

Global OTT market value (USD Bn)

+USD 577.21 Bn

Base year 2019 · Forecast period 2020–2030

New value pool for platforms & vendors

709.44

MARKET SHARE LEADER

North America 16.5%

Telecom infrastructure, 5G, major providers

CAGR 2020–30

FASTEST-GROWING REGION

Asia-Pacific Highest CAGR through 2030

132.23

SEGMENTATION SCOPE

2019

2030

7 lenses · 4 regions Component, device, content, revenue, user…

Industry ecosystem — how value flows from content to the end user STEP 5

STEP 1

STEP 2

STEP 3

STEP 4

Content

Platform

Monetisation

Devices

End Users

Video Audio / VoIP Games Communication Others

Solutions Services Cloud, IoT & API enablement

Subscription Advertisement Hybrid Others

Smartphones Smart TVs Laptops, desktops & tablets Gaming consoles Set-top box

Personal & commercial: Media & entertainment, education, health & fitness, IT & telecom, ecommerce, BFSI, government

S T R A T E G IC R E A D- OU T ▸Investors: a 16.5% CAGR on a USD 132 Bn base signals a durable, scale-driven growth story. ▸Strategy teams: value accrues across five layers — positioning beyond content alone widens the addressable pool. ▸B2B buyers: commercial use cases (education, BFSI, e-commerce, government) extend OTT beyond entertainment.

Copyright © Next Move Strategy Consulting

Source: nextmsc.com · OTT Market Report


02 · GROWTH DRIVERS & OPPORTUNITIES

What Is Powering Demand Faster networks, cheaper data and smart-device proliferation are converting audiences to internet-first viewing 5G evolution

Attractive data packs

High streaming speeds enable richer, uninterrupted

Telecom operators' data schemes lower the cost of

viewing

streaming

Youth-targeted content

Smart-gadget adoption

Web series, reality shows and TV content drive

Booming TV and telecom industries expand reachable

streaming intensity

screens

IoT & API advances

Social-media influence

Connected tech simplifies delivery across devices

Rising social penetration fuels content discovery

Regional growth opportunity map North America — dominant Established telecom infrastructure, early 5G and home to major service providers (U.S., Canada, Mexico).

N. America · #1 share

Asia-Pacific — highest CAGR APAC · fastest CAGR

Regional digital content, smart-gadget uptake, rising living standards and improving telecom networks.

Europe & RoW — covered UK, Germany, France, Italy · UAE, Saudi Arabia, South Africa, Brazil Indicative pins: market-share leader (North America) and highest-CAGR region (Asia-Pacific)

HIGH-GROWTH SEGMENT POCKETS ▸Video content — web series, reality shows and TV content lead streaming intensity. ▸Smartphones & smart TVs — device adoption plus data packs expand the viewer base. ▸Regional APAC content — local-language libraries unlock the fastest-

RESTRAINTS TO WATCH ▸Limited awareness of OTT benefits in some markets ▸Inefficient data-network infrastructure constrains quality & reach

growing region.

Copyright © Next Move Strategy Consulting

Source: nextmsc.com · OTT Market Report


03 · COMPETITIVE SCENARIO

Who Leads & How They Compete A highly competitive arena where cloud giants, streamers and regional ecosystems converge Competitive positioning matrix

KEY PLAYERS PROFILED

Indicative, by core business model — not a market-share ranking GLOBAL TECH ENABLERS

Amazon Web Services (AWS)

GLOBAL CONSUMER PLATFORMS

Apple Inc. Microsoft Corporation

Footprint: Regional anchor → Global scale

AWS

Hulu, LLC

Netflix

Telstra Microsoft

Apple Inc.

Tencent Holdings Ltd. Netflix

Google LLC

Facebook

Facebook

Google LLC Rakuten Inc. REGIONAL INFRA & ECOSYSTEMS

Telstra

REGIONAL STREAMERS

Hulu, LLC

Tencent Holdings

Rakuten Inc. MARKET STRUCTURE

Highly competitive — 10 profiled leaders across cloud, devices, social Ecosystem role: Infrastructure & technology → Content & consumer service

& streaming

Recent strategic moves H1 2020 · CLIENT WINS

MAR 2020 · DEVICE PARTNERSHIPS

APR 2020 · ECOSYSTEM SUPPORT

AWS

Hulu + Live TV

Netflix

Selected as cloud provider by Second Spectrum, Carrier, 3M and Lyell Immunopharma to drive digital transformation.

Launched on PlayStation 4 and Comcast Xfinity Flex & X1, letting users customise their viewing experience.

Donated €1 Mn to launch a COVID-19 Film & TV Emergency Relief Fund with the Italian Film Commission.

W H A T I T M E A N S F O R D E C I S IO N - MA K ER S ▸Players compete through new-technology deployment and feature-rich product launches to sustain position. ▸Distribution partnerships (consoles, cable boxes) and cloud alliances are the primary routes to scale.

Copyright © Next Move Strategy Consulting

Source: nextmsc.com · OTT Market Report


04 · CONNECT WITH US

Thank You Turn OTT market intelligence into your next strategic move Connect with our analysts for in-depth segment forecasts, competitive benchmarking and strategic guidance tailored to investors, strategy teams and B2B decision-makers.

WEBSITE

CALL US

www.nextmsc.com

EMAIL

+1 857 758 5017

info@nextmsc.com

CALL TO ACTION

Click here for the complete report

INSIDE THE FULL REPORT ▸ 2020–2030 quantitative forecasts

▸ SWOT & Porter's Five Forces

▸ Drivers, restraints & opportunities

▸ Value-chain & player share analysis

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Source: nextmsc.com · OTT Market Report


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