SEÑAL NEWS | RESEARCH #24 2021

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THE FLOURISHING GLOBAL AVOD MARKET

WEEK #24 ∙ JUNE 2021

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THE FLOURISHING GLOBAL AVOD MARKET WEEK #24 ∙ JUNE 2021

GLOBAL AVOD FORECAST

SVOD VS AVOD

(in USD millions)

Subscriber-based streaming still dominates, but revenue for ad-supported content is rising as well.

BY COUNTRY

REVENUE PROJECTION

70,000 60,000

SVOD Global

50,000

AVOD USA

Global

USA

$90B

AVOD EXPENDITURE FOR TV EPISODES AND MOVIES WILL CLIMB BY 144% BETWEEN 2020 AND 2026 TO REACH $66 BILLION ACROSS 138 COUNTRIES. AVOD GROWTH DIPPED TO ‘ONLY’ 9.2% IN 2020, BUT HIGH GROWTH WILL RESUME FROM 2021.

2,045

3,441

2,071

2,340

4,321

China USA

5,831

6,050

10,551

10,139

13,004

31,444

$10B

Source: Digital TV research

Source: Ampere Analysis

PROPORTION OF INTERNET USERS WHO USE AVOD OR BVOD SERVICES France

Germany

Italy

Spain

UK

THE US BECAME THE LARGEST AVOD COUNTRY IN 2019 AS CHINA SAW EXPENDITURE FALL BY 9% DUE TO ITS ECONOMIC DOWNTURN. A COMBINATION OF THE CORONA VIRUS LOCKDOWN AND THE CONTINUED ECONOMIC DOWNTURN LED TO CHINA’S AVOD DROPPING BY A FURTHER 14% IN 2020.

USA

70 60 50 40 30 20 10 0

Q3 2015

Q1 2016

2023

1,836

Japan

2024

UK

$20B

2021

2,258

2022

835

2019

715

$30B

2020

2026 14,334

2018

2021 7,510

2023

India

2020 6,587

2024

Others

$50B $40B

2021

0

$60B

2022

10,000

$70B

2019

20,000

$80B

2020

30,000

2018

40,000

Q3 2016

Q1 2017

Q3 2017

Q1 2018

Q3 2018

Q1 2019

Q3 2019

Q1 2020

Q3 2020

Source: Ampere Analysis

GLOBAL AVOD REACH First choice device for AVOD services

70% 60% 50%

30%

Tablet

20% 10%

US

UK

Japan

0%

Source: Omdia Advertising Inteligence

15 10 5 0

40%

Laptop/Desktop

Smartphone or feature phone

Revenue (USDm)

80%

India

In-built Smart TV Apps

20

Germany

Freeview/ Pay TV set-top-box

25

90%

France

Other TV devices

100%

Brazil

No first choice

Global connected TV video advertising revenue, 2015-24, USDm

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

IN TERMS OF TOTAL ADVERTISING MINUTES PER HOUR OF PROGRAMMING, HULU WAS AT 10 MINUTES; PLUTO, 10 MINUTES; ROKU CHANNEL, 8 MINUTES; AND TUBI, 5 MINUTES.