SEÑAL NEWS | RESEARCH # WEEK 21 - 2020

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USA VIDEO MARKET OUTLOOK

#WEEK 21 ∙ MAY 2020

USA VIDEO MARKET OUTLOOK #WEEK 21 ∙ MAY 2020

USA MULTIPLATFORM CONSUMPTION PREMIUM VIDEO VIEWERSHIP INCREASED 21% ACROSS ALL PLATFORMS

OF THE PLATFORMS, CONNECTED TV AND MOBILE SAW THE MOST GROWTH CTV

25%

Mobile

25%

21%

STB VOD

VIEWERSHIP GROWTH (IP + STB VOD) WEEK OF MARCH 2, 2020 VS. MARCH 30, 2020

CTV

Desktop %

48%

22 VIEWERSHIP COMPOSITION BY DEVICE WEEK OF MARCH 30, 2020

18%

Desktop

+

CONNECTED TV REMAINS THE PRIMARY PLATFORM FOR PREMIUM VIDEO VIEWING

5%

STB VOD %

10

VIEWERSHIP GROWTH ACROSS PLATFORMS WEEK OF MARCH 2, 2020 VS. MARCH 30, 2020

Source: FreeWheel

HBO

SUBSCRIPTION (SVOD) %

DISNEY+ %

28.62

VUDU

9.59%

NETFLIX

33.67%

OTHERS

12.77%

OTHERS

IMDB TV

11.45%

SVOD PLATFORMS

STREAMING SERVICES

MARKET SHARE*

HULU

RENT/BUY (TVOD) %

SONY CRACKLE %

19.04%

9.82

12.04

AMAZON PRIME VIDEO %

TUBI

23.90

TV EVERYWHERE %

17.10

37.29%

AVOD PLATFORMS

MARKET SHARE*

MARKET SHARE*

25.16%

*Based on all playback/streams initiated via Reelgood from March 2 to April 19, 2020

PAY TV HOMES VS DIGITAL HOMES

99.6

97.7

94.3

90.3

84.4

COVID GENRES DEMAND CHANGE 80.5

76.8

millions

73.2

Pay TV households Non-Pay-TV households Note: pay TV households are those with a subscription to traditional pay TV services.

Excludes IPTV and online video services.

Non-pay-TV households are those that have cancelled their subscription or have never had traditional pay TV services.

Source: eMarketer, Feb 2020

25.0 2015

28.1

2016

32.0

2017

37.3

2018

44.1

48.9

53.2

57.3

69.6

61.5

US SUB-GENRE DEMAND CHANGE BEFORE/AFTER START OF STATE-IMPOSED RESTRICTIONS

66.1

Indexed to most positive and most negative change

65.5

Fantasy Drama School Age Teen Sitcom Thriller Sci-fi Drama Apocalyptic Drama Mockumentary Sports Documentary Historical Drama Cartoon

2019 2020 2021 2022 2023 2024

100 96.94 69.27 68.82 57.09 52.57 30.85 27.46 22.73 19.01

Family Reality Adventure Reality Cooking Reality Talk Show Comedy Reality Competition Reality Superhero Series Sketch Comedy Romance Reality Late Night Talk Show

-27.95

COVID DIGITAL PLATFORMS DEMAND CHANGE

POPCORNFLIX 4.47%

APPLE TV+

3.77% 0.55%

6.21

44.46

FREE (AVOD) %

Mobile

20%

APPLE TV+ NETFLIX

0.27%

-0.65%

DISNEY+

-1.47% -2.14 % -3.29 %

-30.82 -33.88

2.30 %

AMAZON PRIME VIDEO

CHANGE IN US DEMAND SHARE FOR ON-PLATFORM SHOWS BEFORE/AFTER MARCH 16, 2020

-28.91

8.94 %

-37.63 -55.99 -62.87 -65.55 -69.51 -100

HULU

-100

CBS ALL ACCESS DC UNIVERSE

Source: Pattot Analytics

0

100

Methodology Note: This chart shows changes between each sub-genre’s US demand in the two weeks before March 16 compared to the two weeks after. The top sub-genres that saw positive change are indexed to the sub-genre with the most positive change, while the top sub-genres that saw negative change are indexed to the sub-genre with the most negative change.

Source: Pattot Analytics

UNITED STATES, BREAKING THE TRADITIONAL WINDOWING BUSINESS Cinematic Release 76 DAYS

PPV 14 DAYS

VOD & Physical Retail 90 DAYS

DEAL DEPENDENT

HBO Bloodshot (Sony)

Early Digital Premiere 11 day theatrical window March 24 th EST

Birds of Prey (WB)

Early Digital Premiere 46 day theatrical window March 24 th EST

Onward (Disney)

Early Digital Premiere & Streaming March 20 th PPV 14 days from theatrical April 3 rd on Disney+ 28 days from theatrical

Trolls World Tour (Universal) Skips Theatrical Window 48-Hour Rental as first window April 10 th PVOD at $19.99

Disney+

Netflix

Starz & Epix

Frozen II (Disney)

Early Streaming March 17 th on Disney+ 116 days from theatrical

Source: Omdia