SEÑAL NEWS | RESEARCH #WEEK 29

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STREAMING WARS NEW EPISODE THE PEACOCK LAUNCH

#WEEK 29 ∙ JULY 2020

STREAMING WARS NEW EPISODE - THE PEACOCK LAUNCH #WEEK 29 ∙ JULY 2020

SVOD MARKET IN THE USA - SUBSCRIBERS Netflix

Amazon Prime Video

HBO Now/Max

Hulu

Showtime

Disney+

CBS All Access

INVESTING IN ORIGINAL CONTENT

ESPN+

Peacock

70 65 58 53

70

61

60

Subs, mns

50

43

17B

2B

$

$

over 2 years

2020

40 30

27

20

24 9

10

5

0

CY 2016

CY 2017

CY 2018

CY 2019

6B

$

26 22 16 15 8 CY 2020E

CY 2021E

CY 2022E

CY 2023E

CY 2024E

6.5B

$

2019

2019

Source: BMO Capital Markets, company reports.

Source: HarrisX, Company reports, MoffettNathanson estimates and analysis.

AVERAGE TIME SPENT AT OTT SERVICES

MAIN SVOD PLATFORMS REACH GROWTH

Hours and minutes consumed per day.

OTT services by monthly total OTT households (000).

Subscription OTT video

% change

1:10

1:07

1:02

Total OTT households +2%

0:51 0:44

20%

2018

The “Big 5” streaming services accounted for

Netflix +6% YouTube +13% Amazon Prime Video +10% Hulu +17% Disney+ +14%

23%

15%

7.3%

2019

2020

4.7%

2021

82.5%

of OTT streaming hours in April 2020

2022

Note: ages +18; includes all desktop/laptop, mobile and other nonmobile connected-device time watching video on subscription OTT platforms, regardless of multitasking.

Jan 2020

Source: eMarketer, April 2020

Source: Comscore OTT Intelligence, U.S.

Feb 2020

Mar 2020

Apr 2020

SVOD MONTHLY RATES - AD FREE VERSION 12.99

14.99

$

$

11.99

$

$

9.99

$

9.99

$

8.99

LIKELIHOOD TO SUBSCRIBE TO A NEW SVOD SERVICE Probably

7

$ .99

6%

Apple TV+ Disney+ Quibi*

$9

Starz

$9

Amazon Prime Video*

$5

$ 99 /month

31% 8% 4%

9% 4%

18% 11%

16% 10%

15% 8%

$10

CBS All Access*

$11

Showtime

$12

Hulu*

$13

Netflix*

$15

HBO Max

Source: Company announcements, 2020.

ALL CONSUMERS (16+)

4.99

$8

$7

9%

$

US monthly subscription fees, by service

14%

15%

6.99

SVOD STACKING PRICES

Definitely

10%

$

CONSUMERS AGES 16-34

Source: Hub Entertainment Research. Based on U.S. consumers with broadband who watch at least 1 hour of TV per week.