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Introduction

This report identifies and discusses the key trends in OTT video in 2020.

Highlights

  • The year 2020 will be a significant milestone, because four new major services will together add 15 million new subscriptions to an already saturated US streaming market.
  • Next year marks the beginning of a period that will be characterized by tougher times for local services that are already struggling to compete with US major services.
  • Next-generation OTT video services will also further disrupt broadcast TV and pay TV as more viewing time is moved from traditional TV to online streaming.

Features and Benefits

  • Assesses the impact of next-generation US major streaming services on existing OTT video markets
  • Evaluates the emerging D2C SLIN segment against pay-TV SLIN on a global scale

Key questions answered

  • How will Disney+, HBO Max, and other US major streaming services fare internationally?
  • What will be the impact of new US major services on existing market leaders Netflix and Amazon?

Table of contents

Summary

  • Catalyst
  • Ovum view
  • Key messages

Recommendations

  • Recommendations for service providers and platforms
  • Recommendations for content providers
  • Recommendations for technology vendors

Next-gen services such as Disney+ will initially focus on the US

  • International rollout will take years
  • US OTT video market goes into hyperdrive in 2020

2020 will be characterized by consolidation

  • Tougher times ahead will force cross-service partnering
  • Consolidate or be forever doomed to chase minority shares

In 2020, more customers will buy pay-TV SLINs than will buy Disney+

  • Substantial demand for pay-TV SLIN, despite D2C hype
  • Despite the move to OTT, TV has remarkable staying power

Appendix

  • Methodology
  • Further reading
  • Author